Transactions

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

August 2022 Relation Insurance, Inc. Innovative Broker Services, LLC Acquisition

Relation Insurance, Inc. has acquired Innovative Broker Services, LLC

MarshBerry served as the financial advisor to Innovative Broker Services, LLC†

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

July 2022 Hub International Limited Alexander & Company, Inc. Acquisition

Hub International Limited has acquired Alexander & Company, Inc. 

MarshBerry served as the financial advisor to Alexander & Company, Inc.†

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.

July 2022 PCF Insurance Services John E. Peakes Insurance Agency, Inc. Acquisition

PCF Insurance Services has acquired John E. Peakes Insurance Agency, Inc.

MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.†

July 2022 Investec Wealth & Investment Murray Asset Management Limited Acquisition

Investec Wealth & Investment has acquired Murray Asset Management

IMAS acted as the exclusive financial advisor to Murray Asset Management*

July 2022 Cover Genius Holdings Pty Limited Booking Project Limited Acquisition

Cover Genius Holdings Pty Limited has acquired Booking Projects Limited 

IMAS acted as the exclusive financial advisor to Booking Project Limited*

July 2022 Hurst Point Group Metis Wealth Limited Acquisition

Hurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited

IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*

July 2022 Global Risk Partners First Insurance Solutions Ltd Acquisition

Global Risk Partners has acquired First Insurance Solutions Ltd

IMAS acted as the exclusive financial advisor to First Insurance Solutions Ltd*

June 2022 Patriot Growth Insurance Services, LLC BMT Insurance Advisors Acquisition

Patriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors 

MarshBerry served as the financial advisor to BMT Insurance Advisors†

June 2022 Clear Insurance Management ProAktive Acquisition

Clear Insurance Management has acquired ProAktive

IMAS acted as the exclusive financial advisor to ProAktive*

June 2022 Hawksmoor Group Limited Gore Browne investment Management Limited Acquisition

Hawksmoore Group Limited has acquired Gore Browne Investment Management

IMAS acted as the exclusive financial advisor to Gore Browne Investment Management Limited*

June 2022 Marsh & McLennan Agency, LLC Clark Insurance Acquisition

Marsh & McLennan Agency, LLC has acquired Clark Insurance 

MarshBerry served as the financial advisor to Clark Insurance†

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

May 2022 Brown & Brown, Inc. Claim Technologies Incorporated Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated

MarshBerry served as the financial advisor to Claim Technologies Incorporated†

May 2022 Field Pros Direct Dineley Claims Services, Inc. Acquisition

Field Pros Direct has acquired Dineley Claims Services, Inc.

MarshBerry served as the financial advisor to Dineley Claims Services, Inc.†

May 2022 Patriot Growth Insurance Services, LLC EXUDE Benefits, LLC Acquisition

Patriot Growth Insurance Services, LLC has acquired EXUDE Benefits, LLC

MarshBerry served as the financial advisor to EXUDE Benefits, LLC

May 2022 Specialty Program Group LLC Jones Birdsong, LLC Acquisition Specialty Program Group LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC†

May 2022 Patriot Growth Insurance Services, LLC PFG Benefits, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.

MarshBerry served as the financial advisor to PFG Benefits, Inc.†

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