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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
March 2025 Balance Partners, LLC Vanguard Specialty, LLC Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC

MarshBerry served as the financial advisor to Vanguard Specialty, LLC†

 March 2025 Novatae Risk Group, LLC AJAX Specialty Insurance Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 February 2025 Composition Wealth, LLC Vinoble Group Acquisition Composition Wealth, LLC has acquired Vinoble Group

MarshBerry served as the financial advisor to Vinoble Group†

 February 2025 HUB International Limited Drayton Valley Insurance Agency Ltd. Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd.

MarshBerry served as the financial advisor to HUB International Limited

 February 2025 HUB International Limited Mayfield Insurance, Inc. HUB International Limited has acquired Mayfield Insurance, Inc.

MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†

 January 2025 Afore Insurance Services, LLC Broussard And Associates, Inc. Acquisition Afore Insurance Services, LLC has acquired Broussard And Associates, Inc.

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 January 2025 Harper the minority stake securing full independency

HARPER has acquired the minority stake securing full independency

MarshBerry served as the financial advisor to Harper Insurance

 January 2025 Epic Insurance Brokers & Consultants Ames & Gough

Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough

MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants

 January 2025 Trucordia Rusty Healy Agency, Inc. Trucordia has acquired Rusty Healy Agency, Inc.

MarshBerry served as the financial advisor to Trucordia

 January 2025 Trucordia CADA Insurance Trucordia has acquired CADA Insurance

MarshBerry served as the financial advisor to CADA Insurance†

 January 2025 Alera Group, Inc. Kaplansky Insurance Agency, Inc. Alera Group, Inc. has acquired Kaplansky Insurance Agency, Inc.

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

 January 2025 Smith-Feike-Minton, Inc. Heskett Insurance Agency, Inc. Smith-Feike-Minton, Inc. has acquired Heskett Insurance Agency, Inc.

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

 December 2024 Alera Group, Inc. The Insurance Center Acquisition Alera Group, Inc. has acquired The Insurance Center

MarshBerry served as the financial advisor to The Insurance Center†

 December 2024 OneDigital Mylo, LLC

OneDigital has acquired the Small Group Benefits assets of Mylo, LLC

MarshBerry served as the financial advisor to Mylo, LLC†

 December 2024 The GrECo Group Comergon The GrECo Group has invested in Comergon

MarshBerry served as the financial advisor to Comergon

 December 2024 Wealth Enhancement Group, LLC VanceGray Wealth Management, Inc. Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.

MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†

 Toggle Transaction Details 12/31/24 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.

MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†

 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024 Arthur J. Gallagher & Co. Sheila J. Butler & Company, Inc. Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.

MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†

 Toggle Transaction Details 12/6/24 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.

MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†

 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Sheila J. Butler & Company, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.† December 2024 Choice Financial Group, LLC Employee Benefits of Virginia Choice Financial Group, LLC has acquired Employee Benefits of Virginia

MarshBerry served as the financial advisor to Choice Financial Group, LLC

 Toggle Transaction Details 12/13/2024 Choice Financial Group, LLC has acquired Employee Benefits of Virginia

MarshBerry served as the financial advisor to Choice Financial Group, LLC

 Choice Financial Group, LLC has acquired Employee Benefits of Virginia Buyer: Choice Financial Group, LLC Seller: Employee Benefits of Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Choice Financial Group, LLC December 2024 The Hilb Group, LLC Texas-Based Business

The Hilb Group, LLC has acquired a Texas-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 December 2024 MFM Holding LTD Willis Owen Limited Acquisition MFM Holding LTD has acquired Willis Owen Limited

MarshBerry served as the financial advisor to Willis Owen Limited
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital