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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC†

 July 2021 The Hilb Group, LLC Braddon Insurance Advisors Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 The Hilb Group, LLC Keith Ghaphery Insurance and Associates, Inc. Acquisition The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 The Hilb Group, LLC Ryan Harris Insurance and Financial Services, Inc. Acquisition The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 The Hilb Group, LLC Harvey Insurance Agency, Inc. Acquisition The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC†

 July 2021 The Hilb Group, LLC Ronnie Shriner Insurance Agency, Inc. Acquisition The Hilb Group, LLC has acquired Ronnie Shriner Insurance Agency, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance†

 July 2021 The Hilb Group, LLC Easley Hendrick Insurance & Financial Acquisition The Hilb Group, LLC has acquired Easley Hendrick Insurance & Financial

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 The Hilb Group, LLC Mayo Insurance Agency, Inc. Acquisition The Hilb Group, LLC has acquired Mayo Insurance Agency, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

 July 2021 Alera Group, Inc New England Benefits Company Acquisition Alera Group, Inc has acquired New England Benefits Company

MarshBerry served as financial adviser to Alera Group, Inc.

 July 2021 Keystone Agency Investors Árachas Group, LLC Acquisition Keystone Agency Investors has acquired Árachas Group, LLC

MarshBerry was the financial adviser to Keystone Agency Investors

 July 2021 Scottish American Universal Insurance Group Acquisition Scottish American has acquired Universal Insurance Group

MarshBerry was the financial adviser to Scottish American

 July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.†

 June 2021 AssuredPartners, Inc. Sterling Insurance Group Acquisition

AssuredPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

 June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has invested in Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.†

 June 2021 Oakbridge Insurance Agency, LLC Pittman Insurance Group, LLC Acquisition Oakbridge Insurance Agency, LLC has acquired Pittman Insurance Group, LLC

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC

 May 2021 Keystone Agency Investors The Yurconic Agency Acquisition Keystone Agency Investors has acquired The Yurconic Agency

MarshBerry was the financial adviser to Keystone Agency Investors

 May 2021 Ludlow Wealth Management Group Limited Mattioli Woods plc Acquisition

Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc

IMAS acted as the exclusive financial advisor to Mattioli Woods plc*

 May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital