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

 December 2021 Alera Group, Inc. a privately-held insurance agency in Michigan Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial advisor to Alera Group, Inc.†

 December 2021 U.S. Retirement Partners, Inc. Don Crawford & Associates

U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates

MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.†

 December 2021 Oakbridge Insurance Agency, LLC Your Insurance Centers, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

 December 2021 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to PCF Insurance Services

 October 2021 Higginbotham Insurance Agency, Inc. Financial Benefit Services, Inc. Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

 October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

 October 2021 PCF Insurance Services Magellan HCM Acquisition PCF Insurance Services has acquired Magellan HCM

MarshBerry was the financial advisor to PCF Insurance Services

 September 2021 PCF Insurance Services Gimlin & Udy Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.

MarshBerry was financial adviser to PCF Insurance Services

 September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

 August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

 August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

 August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

 July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

 July 2021 The Hilb Group, LLC Braddon Insurance Advisors Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 The Hilb Group, LLC Keith Ghaphery Insurance and Associates, Inc. Acquisition The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 The Hilb Group, LLC Ryan Harris Insurance and Financial Services, Inc. Acquisition The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital