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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2021 BRP Group, Inc. Performance Bonding Surety & Insurance Brokerage, L.P. 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 Univest Insurance, Inc Paul I. Sheaffer Insurance Agency Acquisition Univest Insurance, Inc has acquired Paul I. Sheaffer Insurance Agency

MarshBerry was the financial advisor to Paul I. Sheaffer Insurance Agency

 December 2021 Marsh McLennan Agency InSource Group, LLC Acquisition Marsh McLennan Agency has acquired InSource Group, LLC

MarshBerry was the financial advisor to InSource Group, LLC†

 December 2021 Alera Group, Inc. Heist Insurance Agency, Inc. Acquisition Alera Group, Inc. has acquired Heist Insurance Agency, Inc.

MarshBerry was the financial advisor to Heist Insurance Agency, Inc.

 December 2021 Alera Group, Inc. a privately-held insurance agency in Pennsylvania Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was the financial advisor to the Seller

 December 2021 Alera Group, Inc. The D.B.L Center Ltd. 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 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 PCF Insurance Services

 November 2021 The Hilb Group, LLC Clark & Lavey Benefits Solutions, Inc. The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc.

MarshBerry was the financial advisor to Clark & Lavey Benefits Solutions, Inc.†

 November 2021 HSB MD Group of Companies Acquisition

HSB has acquired MD Group of Companies 

IMAS acted as the exclusive financial advisor to the MD Group of Companies*

 November 2021 Foundation Risk Partners A privately-held insurance agency Acquisition

Foundation Risk Partners has acquired a privately-held insurance agency in Florida

MarshBerry served as the financial advisor to the Seller

 November 2021 Risk Strategies Meeker Sharkey Associates, LLC Acquisition Risk Strategies has acquired Meeker Sharkey Associates, LLC

MarshBerry was the financial advisor to Meeker Sharkey Associates, LLC

 November 2021 Alera Group, Inc. McSherry & Hudson, LLC Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC

MarshBerry was the financial advisor to McSherry & Hudson, LLC

 November 2021 Acrisure, LLC a privately-held insurance agency in California Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to the Seller

 October 2021 Higginbotham Insurance Agency, Inc. Financial Benefit Services, Inc. Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

 October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

 October 2021 Gallagher Holdings (UK) Limited Manchester Underwriting Agencies Limited Acquisition

Gallagher Holdings (UK) Limited has acquired Manchester Underwriting Agencies Limited 

IMAS acted as the exclusive financial advisor to Manchester Underwriting Agencies Limited*

 October 2021 PCF Insurance Services Magellan HCM Acquisition PCF Insurance Services has acquired Magellan HCM

MarshBerry was the financial advisor to PCF Insurance Services

 October 2021 BRP Group, Inc. AURA Holdings, LLC Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC

MarshBerry was the financial advisor to AURA Holdings, LLC

 October 2021 BRP Group, Inc. American Union Risk Management, LLC Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLC

MarshBerry was the financial advisor to American Union Risk Management, LLC

 October 2021 BRP Group, Inc. American Union Risk Associates, LLC BRP Group, Inc. has acquired American Union Risk Associates, LLC

MarshBerry was the financial advisor to American Union Risk Associates, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital