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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
April 2025 Choice Financial Group, LLC Corporate Risk Solutions, Inc. Acquisition Choice Financial Group, LLC has acquired Corporate Risk Solutions, Inc.

MarshBerry served as the financial advisor to Choice Financial Group, LLC

 April 2025 HUB International Limited Henriott Group, Inc. Acquisition HUB International Limited has acquired Henriott Group, Inc.

MarshBerry served as the financial advisor to Henriott Group, Inc.†

 March 2025 HUB International Limited Meyer & Rosenbaum, Inc. Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 HUB International Limited Employee Benefit Associates, Inc. Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 King Risk Partners, LLC a Kentucky-Based Business Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC

 March 2025 Sentinel Risk Advisors, LLC

MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC in securing debt financing

MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC†

 March 2025 King Risk Partners, LLC a Massachusetts-Based Business Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC

 March 2025 Balance Partners, LLC Vanguard Specialty, LLC Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC

MarshBerry served as the financial advisor to Vanguard Specialty, LLC†

 March 2025 Aquiline Capital Partners, LLC Intercare Holdings, Inc.

Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.

MarshBerry served as the financial advisor to Intercare Holdings, Inc.†

 March 2025 Novatae Risk Group, LLC AJAX Specialty Insurance Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 February 2025 Wealth Enhancement Group, LLC First International Bank & Trust Acquisition

Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust

MarshBerry served as the financial advisor to First International Bank & Trust†

 February 2025 Composition Wealth, LLC Vinoble Group Acquisition Composition Wealth, LLC has acquired Vinoble Group

MarshBerry served as the financial advisor to Vinoble Group†

 February 2025 HUB International Limited Drayton Valley Insurance Agency Ltd. Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd.

MarshBerry served as the financial advisor to HUB International Limited

 February 2025 Risk Strategies Company GMC Advisors, LLC Acquisition Risk Strategies Company has acquired GMC Advisors, LLC

MarshBerry served as the financial advisor to GMC Advisors, LLC†

 February 2025 Risk Strategies Company Cantor Insurance Group, LLC Acquisition Risk Strategies Company has acquired Cantor Insurance Group, LLC

MarshBerry served as the financial advisor to Risk Strategies Company

 February 2025 HUB International Limited Mayfield Insurance, Inc. HUB International Limited has acquired Mayfield Insurance, Inc.

MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†

 January 2025 Afore Insurance Services, LLC Broussard And Associates, Inc. Acquisition Afore Insurance Services, LLC has acquired Broussard And Associates, Inc.

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 January 2025 Harper the minority stake securing full independency

HARPER has acquired the minority stake securing full independency

MarshBerry served as the financial advisor to Harper Insurance

 January 2025 Highstreet Insurance Partners, Inc. a Florida-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Florida-Based Business

MarshBerry served as the financial advisor to the Seller†

 January 2025 Epic Insurance Brokers & Consultants Ames & Gough

Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough

MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital