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*IMAS Corporate Finance LLP has been acquired by MarshBerry
July 2020 Hub International Limited Gus Bates Retirement Plan Services Acquisition Hub International Limited has acquired Gus Bates Retirement Plan Services

MarshBerry was financial adviser to Gus Bates Retirement Plan Services

July 2020 The Hilb Group, LLC CIA Financial Group, Inc. Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc.

MarshBerry was financial adviser to The Hilb Group, LLC

July 2020 Hub International Limited GBC Benefits, Ltd. dba Gus Bates Insurance & Investments Acquisition Hub International Limited has acquired GBC Benefits, Ltd. dba Gus Bates Insurance & Investments

MarshBerry was financial adviser to GBC Benefits, Ltd. dba Gus Bates Insurance & Investments

July 2020 Keystone Agency Investors, LLC a privately-held insurance agency in Pennsylvania Acquisition Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to Keystone Agency Investors, LLC

June 2020 Beckett Investment Management Group Brown Shipley & Co Acquisition

Beckett Investment Management Group has acquired Brown Shipley & Co

IMAS acted as the exclusive financial advisor to Brown Shipley & Co*

June 2020 Worldwide Facilities Holdings, LLC Strategic Underwriting Solutions, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

June 2020 Alera Group, Inc. Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC Acquisition Alera Group, Inc. has acquired Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC

MarshBerry was financial adviser to Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC

June 2020 Heffernan Insurance Brokers RGEB, Inc. Acquisition Heffernan Insurance Brokers has acquired RGEB, Inc.

MarshBerry was financial adviser to RGEB, Inc.

June 2020 Worldwide Facilities Holdings, LLC a privately-held insurance agency in Virginia Acquisition Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

June 2020 Hub International Limited The Clements Agency, LLC Acquisition Hub International Limited has acquired The Clements Agency, LLC

MarshBerry was financial adviser to The Clements Agency, LLC

June 2020 Sunstar Insurance Group, LLC Farris Insurance Agency, Inc. Acquisition Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.

MarshBerry was financial adviser to Sunstar Insurance Group, LLC

May 2020 High Street Partners, Inc. Ken Bleeker Insurance Acquisition High Street Partners, Inc. has acquired Ken Bleeker Insurance

MarshBerry was financial adviser to Ken Bleeker Insurance

May 2020 AssuredPartners, Inc. Cypress Insurance Group, Inc. Acquisition AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.

MarshBerry was financial adviser to Cypress Insurance Group, Inc.

April 2020 Baldwin Krystyn Sherman Partners, LLC Insurance Risk Partners, LLC Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Insurance Risk Partners, LLC

MarshBerry was financial adviser to Insurance Risk Partners, Inc.

March 2020 Willis Europe B.V. Unity Group Holdings Corp. and its affiliates Acquisition Willis Europe B.V. has acquired Unity Group Holdings Corp. and its affiliates

MarshBerry was financial adviser to Unity Group Holdings Corp.

March 2020 Arthur J. Gallagher & Co. DLS Insurance Services Acquisition Arthur J. Gallagher & Co. has acquired DLS Insurance Services

MarshBerry was financial adviser to DLS Insurance Services

March 2020 Hub International Limited Harris, Madden, Powell, Stallings & Brown, Inc. Acquisition Hub International Limited has acquired Harris, Madden, Powell, Stallings & Brown, Inc.

MarshBerry was financial adviser to Harris, Madden, Powell, Stallings & Brown, Inc.

March 2020 AssuredPartners, Inc. Wateridge Insurance Services Acquisition AssuredPartners, Inc. has acquired Wateridge Insurance Services

MarshBerry was financial adviser to Wateridge Insurance Services

March 2020 Hub International Limited Linton & Associates, LLC Acquisition Hub International Limited has acquired Linton & Associates, LLC

MarshBerry was financial adviser to Linton & Associates, LLC

March 2020 Hutchinson Traylor Insurance Agency Webber & Associates, Inc. Acquisition Hutchinson Traylor Insurance Agency has acquired Webber & Associates, Inc.

MarshBerry was financial adviser to Hutchinson Traylor Insurance Agency

*IMAS Corporate Finance LLP has been acquired by MarshBerry