Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2020 JenCap, Inc.  Landmark E&S Insurance Brokers, LLC Acquisition JenCap, Inc.  has acquired Landmark E&S Insurance Brokers, LLC

MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC†

October 2020 Hub International Limited Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc. Acquisition Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.

MarshBerry was financial adviser to ​Hub International Limited

October 2020 Worldwide Facilities Holdings, LLC Hunt Jorgensen, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

October 2020 Alera Group, Inc. Legacy Risk & Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Legacy Risk & Insurance Services, LLC

MarshBerry was financial adviser to Legacy Risk & Insurance Services, LLC†

September 2020 Keystone Agency Investors, LLC Midwest Insurance Solutions Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions

MarshBerry was financial adviser to Keystone Agency Investors, LLC

September 2020 Clear Insurance Management Brokerbility Holdings Limited Acquisition

Clear Insurance Management has acquired Brokerbility Holdings Limited 

IMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*

September 2020 Patriot Growth Insurance Services, LLC Capstone Brokerage, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Capstone Brokerage, Inc.

MarshBerry was financial adviser to Capstone Brokerage, Inc.†

August 2020 DOXA Insurance Holdings, LLC AMS Professional Liability & AllSouth Professional Liability Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability

MarshBerry was financial adviser to DOXA Insurance Holdings, LLC

August 2020 High Street Insurance Partners, Inc. Berkshire Agency, Inc. dba Capital Insurance Group Acquisition High Street Insurance Partners, Inc. has acquired Berkshire Agency, Inc. dba Capital Insurance Group

MarshBerry was financial adviser to Berkshire Agency, Inc. dba Capital Insurance Group†

August 2020 Worldwide Facilities Holdings, LLC Clearwater Underwriters, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

August 2020 USI Insurance Services, LLC The Colburn Corporation d/b/a Colburn Group Acquisition USI Insurance Services, LLC has acquired The Colburn Corporation d/b/a Colburn Group

MarshBerry was financial adviser to The Colburn Corporation d/b/a Colburn Group†

August 2020 Patriot Growth Insurance Services, LLC Bowermaster & Associates Insurance Agency, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc.

MarshBerry was financial adviser to Bowermaster & Associates Insurance Agency, Inc.†

August 2020 Alera Group, Inc. Banasky Insurance, Inc. Acquisition Alera Group, Inc. has acquired Banasky Insurance, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

August 2020 Alera Group, Inc. Alper Services, LLC Acquisition Alera Group, Inc. has acquired Alper Services, LLC

MarshBerry was financial adviser to Alper Services, LLC†

July 2020 USI Insurance Services, LLC Johnson Insurance Services Acquisition USI Insurance Services, LLC has acquired Johnson Insurance Services

MarshBerry was financial adviser to Johnson Insurance Services

July 2020 Higginbotham Insurance Agency, Inc.  American Financial Services, Inc. d/b/a Borden Insurance Acquisition Higginbotham Insurance Agency, Inc.  has acquired American Financial Services, Inc. d/b/a Borden Insurance

MarshBerry was financial adviser to American Financial Services, Inc. d/b/a Borden Insurance†

July 2020 Leavitt Group Enterprises, Inc. a privately-held insurance agency in Colorado Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado

MarshBerry was financial adviser to the Seller

July 2020 Specialist Risk Group Insolvency Risk Services Acquisition

Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services

IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*

July 2020 Specialty Program Group LLC Beacon Hill Associates, Inc. Acquisition Specialty Program Group LLC has acquired Beacon Hill Associates, Inc.

MarshBerry was financial adviser to Beacon Hill Associates, Inc.†

July 2020 Specialty Program Group, LLC Avant, LLC Acquisition Specialty Program Group, LLC has acquired Avant, LLC

MarshBerry was financial adviser to Avant, LLC†

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