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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
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 The Hilb Group, LLC Insurance Consultants of Central Florida Acquisition The Hilb Group, LLC has acquired Insurance Consultants of Central Florida

MarshBerry was the financial advisor to Insurance Consultants of Central Florida

 December 2021 Alera Group, Inc. Ashbrook-Clevidence, Inc. Acquisition Alera Group, Inc. has acquired Ashbrook-Clevidence, Inc.

MarshBerry was the financial advisor to Ashbrook-Clevidence, Inc.†

 December 2021 Foundation Risk Partners Gaspar Insurance Services Acquisition Foundation Risk Partners has acquired Gaspar Insurance Services

MarshBerry was the financial advisor to Gaspar Insurance Services†

 December 2021 Alkeme Holdings, LLC Pauli-Shaw Insurance Agency, Inc. Acquisition Alkeme Holdings, LLC has acquired Pauli-Shaw Insurance Agency, Inc.

MarshBerry was the financial advisor to Pauli-Shaw Insurance Agency, Inc†

 December 2021 AssuredPartners Holdings Limited PSP Insurance and Financial Solutions Acquisition

AssuredPartners Holdings Limited has acquired PSP Insurance and Financial Solutions

IMAS acted as the exclusive financial advisor to PSP Insurance and Financial Solutions*

 December 2021 The Hilb Group, LLC PSA Insurance & Financial Services, LLC Acquisition The Hilb Group, LLC has acquired PSA Insurance & Financial Services, LLC

MarshBerry was the financial advisor to PSA Insurance & Financial Services, LLC†

 December 2021 Inszone Insurance Services, Inc. a privately-held insurance agency in Illinois Acquisition Inszone Insurance Services, Inc. has acquired a privately-held insurance agency in Illinois

MarshBerry was the financial advisor to the Seller

 December 2021 High Street Insurance Partners, Inc. a privately-held insurance agency in Michigan Acquisition High Street Insurance Partners, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial advisor to the Seller

 December 2021 Hub International Limited Basi Insurance Services, Inc. Acquisition Hub International Limited has acquired Basi Insurance Services, Inc.

MarshBerry was the financial advisor to Basi Insurance Services, Inc.†

 December 2021 Davies Group Building Validation Solutions Group of Companies 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 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP 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. 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 BRP Group, Inc. Construction Risk Partners Acquisition BRP Group, Inc. has acquired Construction Risk Partners

MarshBerry was the financial advisor to Construction Risk Partners†

 December 2021 BRP Group, Inc. WGB Benefits Insurance Services, L.P. 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 BRP Group, Inc. Wood Gutmann & Bogart Insurance Brokers Acquisition BRP Group, Inc. has acquired Wood Gutmann & Bogart Insurance Brokers

MarshBerry was the financial advisor to Wood Gutmann & Bogart Insurance Brokers†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital