Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
August 2019 Confie Seguros A book of business from Wescom Insurance Services, LLC Acquisition Confie Seguros has acquired A book of business from Wescom Insurance Services, LLC

MarshBerry was financial adviser to Wescom Insurance Services, LLC

August 2019 Acrisure, LLC A privately-held insruance agency in Texas Acquisition Acrisure, LLC has acquired A privately-held insruance agency in Texas

MarshBerry was financial adviser to the Seller

August 2019 AssuredPartners, Inc. Hester, Heitel & Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Hester, Heitel & Associates, Inc.

MarshBerry was financial adviser to Hester, Heitel & Associates, Inc.

August 2019 Sunstar Insurance Group, LLC The Meyer Group Acquisition Sunstar Insurance Group, LLC has acquired The Meyer Group

MarshBerry was the financial adviser to Sunstar Insurance Group, LLC

July 2019 Arthur J. Gallagher & Co. The FDoyle Group, Inc. dba Direct To PolicyHolder Acquisition Arthur J. Gallagher & Co. has acquired The FDoyle Group, Inc. dba Direct To PolicyHolder

MarshBerry was financial adviser to The Novick Group, Inc.

July 2019 Patriot Growth Insurance Services, LLC Worksite Benefits Services, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Worksite Benefits Services, Inc.

MarshBerry was financial adviser to Worksite Benefit Services, Inc.

July 2019 Mountain West Insurance & Financial Services, LLC  Watson Insurance & Financial Group Acquisition Mountain West Insurance & Financial Services, LLC  has acquired Watson Insurance & Financial Group

MarshBerry was financial adviser to Watson Insurance & Financial Group

July 2019 Worldwide Facilities Holdings, LLC Benchmark Management Group, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Benchmark Management Group, Inc.

MarshBerry was financial adviser to Benchmark Management Group, Inc.

July 2019 The Hilb Group, LLC Greenwald Berk Agency, LLC Acquisition The Hilb Group, LLC has acquired Greenwald Berk Agency, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

July 2019 Alera Group, Inc. Landmark Benefits, Inc. Acquisition Alera Group, Inc. has acquired Landmark Benefits, Inc.

MarshBerry was financial adviser to Landmark Benefits, Inc.

July 2019 Hub International Limited The Mechanic Group Acquisition Hub International Limited has acquired The Mechanic Group

MarshBerry was financial adviser to Hub International Limited

June 2019 PIB Group COBRA group of companies Acquisition

PIB Group Limited has acquired the COBRA group of companies

IMAS acted as the exclusive financial advisor to Alto insurance Group Limited, the holding company for the COBRA group of companies*

June 2019 Hub International Limited Porchlight Financial Acquisition Hub International Limited has acquired Porchlight Financial

MarshBerry was the financial adviser to Hub International Limited

June 2019 Hub International Limited Foster & Parker Insurance Agency, Inc. Acquisition Hub International Limited has acquired Foster & Parker Insurance Agency, Inc.

MarshBerry was financial adviser to Foster & Parker Insurance Agency, Inc.

May 2019 Phoenix Equity Partners Mobius Life Acquisition

Phoenix Equity Partners has acquired Mobius Life

IMAS acted as the exclusive financial advisor to Mobius Life*

May 2019 Alera Group, Inc. HighRidge Insurance Services, LLC Acquisition Alera Group, Inc. has acquired HighRidge Insurance Services, LLC

MarshBerry was financial adviser to HighRidge Insurance Services, LLC

May 2019 The Hilb Group, LLC Summit Financial Group, Inc. Acquisition The Hilb Group, LLC has acquired Summit Financial Group, Inc.

MarshBerry was financial adviser to The Hilb Group, LLC

May 2019 The Hilb Group, LLC The Keane Insruance Group, Inc. Acquisition The Hilb Group, LLC has acquired The Keane Insruance Group, Inc.

MarshBerry was financial adviser to The Keane Insurance Group, Inc

April 2019 Fringe Benefit Group Century Healthcare Acquisition Fringe Benefit Group has acquired Century Healthcare

MarshBerry was financial adviser to Century Healthcare

April 2019 CSP Holdings Limited Citybond Holdings Limited Acquisition

CSP Holdings Limited has acquired Citybond Holdings Limited

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

*IMAS Corporate Finance LLP has been acquired by MarshBerry