Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2017 Acquisition Hilb Group, LLC has acquired Insurance Trustees, Inc.

MarshBerry was financial adviser to Insurance Trustees, Inc.†

November 2017 Acquisition Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC

MarshBerry was financial adviser to Reschini Agency, Inc.

November 2017 Acquisition Hilb Group, LLC has acquired HR Knowledge, Inc.

MarshBerry was financial adviser to HR Knowledge, Inc.†

November 2017 Acquisition Hilb Group, LLC has acquired the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.  

MarshBerry was financial adviser to Hilb Group, LLC

November 2017 hub international Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.

MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†

October 2017 Acquisition Prime Risk Partners, Inc. has acquired Gunn, Steers & Company, LLC

MarshBerry was financial adviser to Prime Risk Partners, Inc.

October 2017 Acquisition

Vantage Insurance Services has acquired Maybury James Limited

IMAS acted as the exclusive financial advisor to Maybury James Limited*

October 2017 hub international Acquisition Hub International Limited has acquired Banyan Consulting Group, Inc.

MarshBerry was the financial adviser to Banyan Consulting Group, Inc.†

October 2017 Acquisition GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.†

September 2017 hub international Acquisition Hub International Limited has acquired Costello & Sons Insurance Brokers, Inc.

MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.

September 2017 Acquisition

PIB Group Limited has acquired Morton Michael

IMAS acted as the exclusive financial advisor to Morton Michael*

September 2017 Acquisition Specialty Program Group LLC has acquired Borisoff Insurance Services Inc. dba Monarch E&S Insurance

MarshBerry was financial adviser to Specialty Program Group, LLC

September 2017 Acquisition Sunstar Insurance Group, LLC has acquired P&C division and operations of Simmons Bank

MarshBerry was financial adviser to Simmons Bank

September 2017 hub international Acquisition Hub International Limited has acquired Stellarus Benefits, Inc.

MarshBerry was the financial adviser to Stellarus Benefits, Inc.

August 2017 hub international Acquisition Hub International Limited has acquired Coordinated Resources Group, LLC

MarshBerry was financial adviser to Hub International Limited

August 2017 Acquisition Fred C. Church, Inc.  has acquired Duble & O'Hearn, Inc.

MarshBerry was financial adviser to Duble & O’Hearn, Inc.

August 2017 hub international Acquisition Hub International Limited has acquired the assets of East West Insurance Services, Inc. from East West Bank

MarshBerry was financial adviser to East West Insurance Services, Inc. and East West Bank

August 2017 hub international Acquisition Hub International Limited has acquired Rogers, Gunter, Vaughn Insurance, Inc.

MarshBerry was financial adviser to Hub International Limited

July 2017 Acquisition

Aon has acquired Portus Consulting

IMAS acted as the exclusive financial advisor to Portus Consulting*

June 2017 Acquisition Alera Group, Inc. has acquired Group Benefits, LLC

MarshBerry was financial adviser to Group Benefits, LLC†

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital