Transactions

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

May 2022 Patriot Growth Insurance Services, LLC DMM Advisors Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors

MarshBerry served as the financial advisor to DMM Advisors†

April 2022 Risk Placement Services, Inc. G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency 

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency†

April 2022 PCF Insurance Services Knoll Insurance Agency Acquisition

PCF Insurance Services has acquired Knoll Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

April 2022 Lockton Affinity SBG, Inc. Acquisition

Lockton Affinity has acquired SBG, Inc. Insurance Services

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

April 2022 Hub International Limited Chun-Ha Holding Corp Acquisition Hub International Limited has acquired Chun-Ha Holding Corp

MarshBerry served as the financial advisor to ChunHa-Holding Corp†

April 2022 Peloton Capital Management Unison Risk Advisors Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry served as the financial advisor to Unison Risk Advisors†

April 2022 The Hilb Group, LLC Paige & Campbell, Inc. Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry served as the financial advisor to Paige & Campbell, Inc.†

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry served as the financial advisor to Hawley & Associates, LLC†

March 2022 PCF Insurance Services a privately-held insurance agency in North Carolina Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial advisor to PCF Insurance Services

March 2022 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 the Seller†

March 2022 Keystone Agency Partners Strategic Insurance Partners Acquisition

Keystone Agency Partners has acquired Strategic Insurance Partners 

MarshBerry served as the financial advisor to Strategic Insurance Partners†

March 2022 Hub International Limited Kuhl Insurance Agency, Inc. Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

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

February 2022 ALKEME Holdings, LLC ERM Insurance Brokers Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers

MarshBerry served as the financial advisor to ERM Insurance Brokers†

February 2022 High Street Insurance Partners, Inc. The Craft Insurance Agency, Inc. High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.

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

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