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![Canaccord Genuity Wealth Management](https://www.marshberry.com/wp-content/uploads/2024/03/Canaccord-300x40.jpg)
![Thomas Miller Investment](https://www.marshberry.com/wp-content/uploads/2024/03/ThomasMiller-300x108.jpg)
Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019![Aston Lark Group](https://www.marshberry.com/wp-content/uploads/2024/03/Astonlark-1-300x200.jpg)
![HighWorth Insurance Limited](https://www.marshberry.com/wp-content/uploads/2024/03/Highworth.jpg)
Aston Lark Group has acquired Highworth Insurance Limited
IMAS acted as the exclusive financial advisor to Highworth Insurance Limited*
March 2019![Specialty Program Group, LLC](https://www.marshberry.com/wp-content/uploads/2021/05/SPG-300x273.png)
![Insurance Programs of America, Inc. and Risk Advisors of America](https://www.marshberry.com/wp-content/uploads/2020/07/RAA_Logo1-1-300x197.jpg)
MarshBerry was the financial adviser to Specialty Program Group, LLC
March 2019![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![The Insurance Exchange, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/The-Insurance-Exchange-1-300x87.png)
MarshBerry was the financial adviser to The Insurance Exchange, Inc.
March 2019![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![TriSure Corporation](https://www.marshberry.com/wp-content/uploads/2020/07/TriSure-1.png)
MarshBerry was financial adviser to Alera Group, Inc.
January 2019![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![book of business from a privately-held insurance agency in Indiana](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
MarshBerry was financial adviser to the Seller
January 2019![Diversified Insurance Industries, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/Diversifed-1.png)
![McQuade Consulting, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/mcquade-logo-1-300x67.png)
MarshBerry was financial adviser to Diversified Insurance Industries, Inc.
January 2019![Broadstone](https://www.marshberry.com/wp-content/uploads/2024/03/Broadstone.png)
![CS Financial Solutions](https://www.marshberry.com/wp-content/uploads/2024/03/CSFinancialSolutions.png)
Broadstone has acquired CS Financial Solutions
IMAS acted as the exclusive financial advisor to CS Financial Solutions*
January 2019![BroadStreet Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/BroadStreet-8.png)
![a privately-held insurance agency in California](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
MarshBerry was financial adviser to the Seller
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Style, Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/CMB.png)
MarshBerry was the financial adviser to Style Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Advantage Benefit Solutions](https://www.marshberry.com/wp-content/uploads/2020/07/advantage-benefit-solutions-2-1-300x138.png)
MarshBerry was the financial adviser to Advantage Benefit Solutions
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Alliance Insurance Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Alliance-Insurance-Group-1-300x69.png)
MarshBerry was the financial adviser to Alliance Insurance Group, LLC
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Arrow Benefits Group](https://www.marshberry.com/wp-content/uploads/2020/07/ARROW-1-300x92.png)
MarshBerry was the financial adviser to Arrow Benefits Group
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![BenefitsTexas, Inc.](https://www.marshberry.com/wp-content/uploads/2019/01/BenefitsTexas-300x150.png)
MarshBerry was the financial adviser to BenefitsTexas, Inc.
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
MarshBerry was the financial adviser to Bridgeport Benefits, Inc.
January 2019![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![Broad Reach Benefits, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/Broad-Reach-1-300x89.png)
MarshBerry was financial adviser to Broad Reach Benefits, Inc.
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![California Corporate Benefits Insurance Services](https://www.marshberry.com/wp-content/uploads/2020/07/CCB_logo_med-2-1-300x131.jpg)
MarshBerry was the financial adviser to California Corporate Benefits Insurance Services
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Campbell Petrie, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/Campbell-2-1-300x114.png)
MarshBerry was the financial adviser to Campbell Petrie, Inc.
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Churchill & Associates Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/CHURCHHILL-1.png)
MarshBerry was the financial adviser to Churchill & Associates Insurance Services, Inc.
January 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Creative Group Benefits, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/CGB-1.png)
MarshBerry was the financial adviser to Creative Group Benefits, Inc.