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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
November 2022 Ryan Specialty Group Centurion Liability Insurance Services Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

November 2022 Hub International Limited Bridgecreek Investment Management, LLC Acquisition

Hub International Limited has acquired Bridgecreek Investment Management, LLC

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details November 2022

Hub International Limited has acquired Bridgecreek Investment Management, LLC

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Bridgecreek Investment Management, LLC Buyer: Hub International Limited Seller: Bridgecreek Investment Management, LLC Closed Date: 11/1/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
November 2022 World Insurance Associates LLC Thorson Insurance Services

World Insurance Associates, LLC has acquired Thorson Insurance Services

MarshBerry served as the financial advisor to World Insurance Associates, LLC

Toggle Transaction Details November 2022

World Insurance Associates, LLC has acquired Thorson Insurance Services

MarshBerry served as the financial advisor to World Insurance Associates, LLC

World Insurance Associates, LLC has acquired Thorson Insurance Services Buyer: World Insurance Associates LLC Seller: Thorson Insurance Services Closed Date: 11/7/2022 Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
October 2022 Alera Group, Inc. Murray Insurance Agency Acquisition

Alera Group, Inc. has acquired Murray Insurance Agency

MarshBerry served as the financial advisor to Alera Group, Inc.

October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

MarshBerry served as the financial advisor to World Insurance Associates, LLC

October 2022 PCF Insurance Services Paul's Insurance Services, formerly a division of Paul's Agency Acquisition

PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency 

MarshBerry served as the financial advisor to PCF Insurance

September 2022 One80 Intermediaries, LLC C & M First Services Inc. Acquisition

One80 Intermediaries, LLC has acquired C&M First Services, Inc. 

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

September 2022 World Insurance Associates, LLC Tarpey Insurance Group Acquisition

World Insurance Associates, LLC has acquired Tarpey Insurance Group

MarshBerry served as the financial advisor to World Insurance Associates, LLC

August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

August 2022 World Insurance Associates, LLC Rush-Kent Insurance Acquisition

World Insurance Associates, LLC has acquired Rush-Kent Insurance

MarshBerry served as the financial advisor to World Insurance Associates, LLC

July 2022 Alera Group, Inc. Noyle Johnson Insurance, Inc. Acquisition

Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.

MarshBerry served as the financial advisor to Alera Group, Inc.

May 2022 One80 Intermediaries, LLC VFIS of North Carolina Acquisition

One80 Intermediaries, LLC has acquired VFIS of North Carolina

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

April 2022 PCF Insurance Services Knoll Insurance Agency Acquisition

PCF Insurance Services has acquired Knoll Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

March 2022 PCF Insurance Services a privately-held insurance agency in North Carolina Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial advisor to PCF Insurance Services

January 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry served as the financial advisor to PCF Insurance Services

January 2022 Higginbotham Insurance Agency, Inc. The Underwriters Group, Inc. Acquisition

Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

Toggle Transaction Details 1/19/2022

Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial advisor to Hub International Limited

December 2021 Oakbridge Insurance Agency, LLC Shield Insurance Partners, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Oakbridge Insurance Agency, LLC Jenkins, Skipworth & Associates Acquisition Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Oakbridge Insurance Agency, LLC Marietta Insurance Services Acquisition Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

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