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

March 2020 Alera Group, Inc. Georgetown Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

March 2020 DOXA Insurance Holdings, LLC Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC

MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC†

March 2020 Consolidated Claims Group JMI Reports Acquisition Consolidated Claims Group has acquired JMI Reports

MarshBerry was financial adviser to JMI Reports†

February 2020 Patriot Growth Insurance Services, LLC Bagatta Associates, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Bagatta Associates, Inc.

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

February 2020 USI Insurance Services, LLC Forté Benefits Acquisition USI Insurance Services, LLC has acquired Forté Benefits

MarshBerry was financial adviser to Forté Benefits

February 2020 AssuredPartners, Inc. Nevada West Business Insurance Agency, Inc. Acquisition AssuredPartners, Inc. has acquired Nevada West Business Insurance Agency, Inc.

MarshBerry was financial adviser to Nevada West Business Insurance Agency, Inc.†

February 2020 The Hilb Group, LLC Regency Insurance Group, LLC Acquisition The Hilb Group, LLC has acquired Regency Insurance Group, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

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