Transactions

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

December 2018 Stackhouse Poland Group Property Insurance Initiative Limited Acquisition

Stackhouse Poland Group has acquired Property Insurance Initiatives Limited

IMAS acted as the exclusive financial advisor to Risk Solutions Group Limited and its subsidiary Property Insurance Initiatives Limited*

December 2018 JenCap Inc. Risk Innovations, LLC Acquisition JenCap Inc. has acquired Risk Innovations, LLC

MarshBerry was financial adviser to Risk Innovations, LLC

November 2018 Great American Holdings Inc. ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd. Acquisition Great American Holdings Inc. has acquired ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd.

MarshBerry was financial adviser to ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd.

November 2018 Scottish Friendly Mobius Life Acquisition

Scottish Friendly has acquired Mobius Life

IMAS acted as the exclusive financial advisor to Mobius Life*

November 2018 Aviva plc Neos Ventures Ltd Acquisition

Aviva plc has acquired Neos Ventures Ltd

IMAS acted as the exclusive financial advisor to Neos Ventures Ltd*

October 2018 Hub International Limited Anderson McTague & Associates Ltd. Acquisition Hub International Limited has acquired Anderson McTague & Associates Ltd.

MarshBerry was financial adviser to Hub International Limited

October 2018 Worldwide Facilities, LLC Draco Insurance Solutions, Inc. Acquisition Worldwide Facilities, LLC has acquired Draco Insurance Solutions, Inc.

MarshBerry was financial adviser to Worldwide Facilities, LLC

September 2018 Worldwide Facilities, LLC McClelland & Hine, Inc. Acquisition Worldwide Facilities, LLC has acquired McClelland & Hine, Inc.

MarshBerry was financial adviser to McClelland & Hine, Inc.

June 2018 Specialty Program Group LLC Professional Program Insurance Brokerage Acquisition Specialty Program Group LLC has acquired Professional Program Insurance Brokerage

MarshBerry was the financial adviser to Specialty Program Group, LLC

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