Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
July 2020 Specialty Program Group, LLC Beacon Hill Associates, Inc. Acquisition Specialty Program Group, LLC has acquired Beacon Hill Associates, Inc.

MarshBerry was financial adviser to Beacon Hill Associates, Inc.

July 2020 Specialty Program Group, LLC Avant, LLC Acquisition Specialty Program Group, LLC has acquired Avant, LLC

MarshBerry was financial adviser to Avant, LLC

July 2020 The Hilb Group, LLC CIA Financial Group, Inc. Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc.

MarshBerry was financial adviser to The Hilb Group, LLC

June 2020 Worldwide Facilities Holdings, LLC Strategic Underwriting Solutions, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

June 2020 Worldwide Facilities Holdings, LLC a privately-held insurance agency in Virginia Acquisition Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

March 2020 DOXA Insurance Holdings, LLC Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC

MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC

December 2019 AmWINS Group, Inc. a book of business from Telamon Insurance & Financial Network Acquisition AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network

MarshBerry was financial adviser to Telamon Insurance & Financial Network

December 2019 Alera Group, Inc. a privately-held insurance agency in Texas Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller

December 2019 Worldwide Facilities, LLC Risk Management Advisory Group Acquisition Worldwide Facilities, LLC has acquired Risk Management Advisory Group

MarshBerry was financial adviser to Worldwide Facilities, LLC

November 2019 AssuredPartners, Inc. Star & Shield Insurance Services, LLC Acquisition AssuredPartners, Inc. has acquired Star & Shield Insurance Services, LLC

MarshBerry was financial adviser to Star & Shield Insurance Services, LLC

November 2019 AV8 Ventures, IQ Capital and JamJar Investments M-QUBE iCap

AV8 Ventures, IQ Capital and JamJar Investments have invested in M-QUBE

IMAS acted as the sole financial advisor to M-QUBE*

October 2019 McNeil & Co. Inc. Bonding and Insurance Specialists Agency Acquisition McNeil & Co. Inc. has acquired Bonding and Insurance Specialists Agency

MarshBerry was an advisor to the transaction

October 2019 Arthur J. Gallagher & Co. The Doyle Group, Inc. dba Direct to PolicyHolder Acquisition Arthur J. Gallagher & Co. has acquired The Doyle Group, Inc. dba Direct to PolicyHolder

MarshBerry was financial adviser to The Doyle Group, Inc. dba Direct To PolicyHolder.

September 2019 Genstar Capital, LLC Worldwide Facilities, LLC from Lovell Minnick Partners, LLC Acquisition Genstar Capital, LLC has acquired Worldwide Facilities, LLC from Lovell Minnick Partners, LLC

MarshBerry was financial adviser to Genstar Capital, LLC

July 2019 Worldwide Facilities Holdings, LLC Benchmark Management Group, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Benchmark Management Group, Inc.

MarshBerry was financial adviser to Benchmark Management Group, Inc.

July 2019 Hub International Limited The Mechanic Group Acquisition Hub International Limited has acquired The Mechanic Group

MarshBerry was financial adviser to Hub International Limited

May 2019 Phoenix Equity Partners Mobius Life Acquisition

Phoenix Equity Partners has acquired Mobius Life

IMAS acted as the exclusive financial advisor to Mobius Life*

April 2019 Fringe Benefit Group Century Healthcare Acquisition Fringe Benefit Group has acquired Century Healthcare

MarshBerry was financial adviser to Century Healthcare

April 2019 CSP Holdings Limited Citybond Holdings Limited Acquisition

CSP Holdings Limited has acquired Citybond Holdings Limited

IMAS acted as the exclusive financial advisor to Citybond Holdings Limited*

March 2019 Specialty Program Group, LLC Insurance Programs of America, Inc. and Risk Advisors of America Acquisition Specialty Program Group, LLC has acquired Insurance Programs of America, Inc. and Risk Advisors of America

MarshBerry was the financial adviser to Specialty Program Group, LLC

*IMAS Corporate Finance LLP has been acquired by MarshBerry