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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
February 2021 Financial Institutions, Inc. Landmark Group of Brighton, Inc. Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.

MarshBerry was financial adviser to Financial Institutions, Inc.

January 2021 XPT Group IPC of Nevada

XPT Group has acquired IPC Nevada

MarshBerry served as the financial advisor to IPC Nevada†

January 2021 AssuredPartners, Inc. Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Murray Insurance Associates, Inc.†

January 2021 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

January 2021 AssuredPartners, Inc. Securus Financial Services, LLC  dba Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.†

January 2021 Hub International Limited Christiansen Insurance Group, LLC Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC

MarshBerry was financial adviser to Christiansen Insurance Group, LLC†

January 2021 GCP Capital Partners, LLC  ALKEME Holdings, LLC Acquisition

GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC

MarshBerry was financial adviser to ​GCP Capital Partners​, LLC

December 2020 World Insurance Associates, LLC Two Rivers Insurance Company, Inc. Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.

MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.†

December 2020 Integrated Specialty Coverages California Contractors Insurance Services, Inc. Acquisition Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.

MarshBerry was financial adviser to ​California Contractors Insurance Services, Inc.†

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

December 2020 American Insurance, Inc  a privately-held insurance agency in North Dakota Acquisition American Insurance, Inc  has acquired a privately-held insurance agency in North Dakota

MarshBerry was financial adviser to the Seller

December 2020 Alera Group, Inc. Granite Group Benefits, LLC Acquisition Alera Group, Inc. has acquired Granite Group Benefits, LLC

MarshBerry was financial adviser to Alera Group, Inc.

December 2020 BRP Group, Inc. Burnham Benefits Insurance Services, Inc. Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.

MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†

December 2020 BRP Group, Inc. Burnham Risk and Insurance Solutions, LLC Acquisition BRP Group, Inc. has acquired Burnham Risk and Insurance Solutions, LLC

MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†

December 2020 BRP Group, Inc. Burnham Gibson Wealth Advisors, Inc. Acquisition BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.

MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†

December 2020 Heffernan Insurance Brokers Porter & Curtis, LLC Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC

MarshBerry was financial adviser to Porter & Curtis, LLC†

December 2020 The Hilb Group, LLC privately-held insurance agency in Michigan Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan

MarshBerry was financial adviser to the Seller†

December 2020 Hub International Limited Commercial Insurance Brokers, Inc. Acquisition Hub International Limited has acquired Commercial Insurance Brokers, Inc.

MarshBerry was financial adviser to Commercial Insurance Brokers, Inc.†

December 2020 McNeil & Company, Inc. Wilson Gregory Agency, Inc. Acquisition McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc.

MarshBerry was an advisor to Wilson Gregory Agency, Inc.†

December 2020 Constellation Affiliated Partners INSUREtrust Acquisition Constellation Affiliated Partners has acquired INSUREtrust

MarshBerry was financial adviser to INSUREtrust†

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