Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
November 2020 Acrisure, LLC a privately-held insurance agency in California Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

November 2020 World Insurance Associates, LLC The Walker Agency, Inc (d/b/a Palmetto Insurance) Acquisition World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)

MarshBerry was financial adviser to World Insurance Associates, LLC

November 2020 Howden Group SafeOnline Acquisition

Howden Group has acquired Safeonline

IMAS acted as the exclusive financial advisor to Safeonline*

November 2020 Aston Lark MS Amlin Acquisition

Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin 

IMAS acted as the exclusive financial advisor to MS Amlin*

November 2020 Apiary Capital Radiant Financial Group Acquisition

Apiary Capital has acquired Radiant Financial Group

IMAS acted as the exclusive financial advisor to Radiant Financial Group*

November 2020 PayPoint i-movo Acquisition

PayPoint has acquired i-movo

IMAS acted as the exclusive financial advisor to i-movo*

November 2020 Souter Investments & Manfield Partners LIKEZERO Limited iCap

Souter Investments and Manfield Partners have invested in LIKEZERO Limted

IMAS acted as the exclusive financial advisor to LIKEZERO Limited*

November 2020 BRP Group, Inc. Insgroup, Inc. Acquisition BRP Group, Inc. has acquired Insgroup, Inc.

MarshBerry was financial adviser to Insgroup, Inc.†

November 2020 Heffernan Insurance Brokers PNL Insurance Services Acquisition Heffernan Insurance Brokers has acquired PNL Insurance Services

MarshBerry was financial adviser to PNL Insurance Services†

November 2020 Higginbotham Insurance Agency, Inc. Lipscomb & Pitts Insurance, LLC Merger Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC

MarshBerry was financial adviser to ​Higginbotham Insurance Agency, Inc

November 2020 The Hilb Group, LLC Statewide Resources Insurance Agency, LLC Acquisition The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

November 2020 Acrisure, LLC a privately-held insurance agency in Wisconsin Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin

MarshBerry was financial adviser to the Seller

November 2020 CRC Group Insurance Services, Inc. W. Brown Property & Casualty Insurance Services Acquisition CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance Services

MarshBerry was financial adviser to W. Brown Property & Casualty Insurance Services†

November 2020 Hub International Limited United Shortline Insurance Services, Inc. Acquisition Hub International Limited has acquired United Shortline Insurance Services, Inc.

MarshBerry was financial adviser to United Shortline Insurance Services, Inc.†

November 2020 Risk Placement Services, Inc. Arrowhead Wholesale Insurance Services, LLC Acquisition Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLC

MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC†

October 2020 Patriot Growth Insurance Services, LLC FBinsure, LLC Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC

MarshBerry was financial adviser to FBinsure, LLC†

October 2020 Diversified Insurance Industries, Inc. a book of business from Jones Birdsong, LLP Acquisition Diversified Insurance Industries, Inc. has acquired a book of business from Jones Birdsong, LLP

MarshBerry was financial adviser to Jones Birdsong, LLP†

October 2020 The Hilb Group, LLC ISI of Maryland, LLC dba Insurance Solutions Acquisition The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions

MarshBerry was financial adviser to The Hilb Group, LLC

October 2020 Seven Investment Management Partners Wealth Management Acquisition

Seven Investment Management has acquired Partners Wealth Management

IMAS acted as the exclusive financial advisor to Partners Wealth Management*

October 2020 NFP Corp. Santa Maria & Company Acquisition NFP Corp. has acquired Santa Maria & Company

MarshBerry was financial adviser to Santa Maria & Company†

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