Transactions
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Acquisition Davies Group has acquired Building Validation Solutions Group of Companies
IMAS acted as the exclusive financial advisor to the Building Validation Solutions Group of Companies*
December 2021
Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP MarshBerry was the financial advisor to Arcana Insurance Services, LP
December 2021
U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates
MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.
December 2021
Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc. MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021 
Acquisition BRP Group, Inc. has acquired Construction Risk Partners MarshBerry was the financial advisor to Construction Risk Partners
December 2021 
Acquisition BRP Group, Inc. has acquired WGB Benefits Insurance Services, L.P. MarshBerry was the financial advisor to WGB Benefits Insurance Services, L.P.
December 2021 
Acquisition BRP Group, Inc. has acquired Wood Gutmann & Bogart Insurance Brokers MarshBerry was the financial advisor to Wood Gutmann & Bogart Insurance Brokers
December 2021 
Acquisition BRP Group, Inc. has acquired Performance Bonding Surety & Insurance Brokerage, L.P. MarshBerry was the financial advisor to Performance Bonding Surety & Insurance Brokerage, L.P.
December 2021
Acquisition Univest Insurance, Inc has acquired Paul I. Sheaffer Insurance Agency MarshBerry was the financial advisor to Paul I. Sheaffer Insurance Agency
December 2021
Acquisition Marsh McLennan Agency has acquired InSource Group, LLC MarshBerry was the financial advisor to InSource Group, LLC
December 2021
Acquisition Alera Group, Inc. has acquired Heist Insurance Agency, Inc. MarshBerry was the financial advisor to Heist Insurance Agency, Inc.
December 2021 
Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Pennsylvania MarshBerry was the financial advisor to the Seller
December 2021 
Acquisition Alera Group, Inc. has acquired The D.B.L Center Ltd. MarshBerry was the financial advisor to The D.B.L Center Ltd.
December 2021
Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California MarshBerry was the financial advisor to PCF Insurance Services
November 2021
The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc. MarshBerry was the financial advisor to Clark & Lavey Benefits Solutions, Inc.
November 2021
Acquisition HSB has acquired MD Group of Companies
IMAS acted as the exclusive financial advisor to the MD Group of Companies*
November 2021
Acquisition Foundation Risk Partners has acquired a privately-held insurance agency in Florida
MarshBerry served as the financial advisor to the Seller
November 2021
Acquisition Risk Strategies has acquired Meeker Sharkey Associates, LLC MarshBerry was the financial advisor to Meeker Sharkey Associates, LLC
November 2021 
Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC MarshBerry was the financial advisor to McSherry & Hudson, LLC
November 2021
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California MarshBerry was the financial advisor to the Seller
