Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
September 2018 Insgroup, Inc. Fred Brown Property & Casualty, LLC Acquisition Insgroup, Inc. has acquired Fred Brown Property & Casualty, LLC

MarshBerry was financial adviser to Insgroup, Inc.

September 2018 Acrisure, LLC a privately-held insurance agency in Colorado Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Colorado

MarshBerry was financial adviser to the Acrisure, LLC

September 2018 Acrisure, LLC a privately-held insurance agency in Texas Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Acrisure, LLC

August 2018 USI Insurance Services, LLC The Gaudreau Group, Inc. Acquisition USI Insurance Services, LLC has acquired The Gaudreau Group, Inc.

MarshBerry was financial adviser to The Gaudreau Group, Inc.

August 2018 Alera Group, Inc. Burnham Financial Services, LLC dba Burnham Benefit Advisors Acquisition Alera Group, Inc. has acquired Burnham Financial Services, LLC dba Burnham Benefit Advisors

MarshBerry was financial adviser to Burnham Financial Services, LLC dba Burnham Benefit Advisors

August 2018 Arthur J. Gallagher & Co. International Employee Benefit Solutions, Inc Acquisition Arthur J. Gallagher & Co. has acquired International Employee Benefit Solutions, Inc

MarshBerry was financial adviser to International Employee Benefit Solutions, Inc.

August 2018 Baldwin Krystyn Sherman Partners, LLC Montoya & Associates Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates

MarshBerry was the financial adviser to Montoya & Associates

August 2018 Marsh, LLC Wortham LLC, General Partner, John L. Wortham & Son, L.P. Acquisition Marsh, LLC has acquired Wortham LLC, General Partner, John L. Wortham & Son, L.P.

MarshBerry was the financial adviser for Wortham LLC, General Partner, John L. Wortham & Son, L.P.

August 2018 Baldwin Krystyn Sherman Partners, LLC Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC

MarshBerry was the financial adviser to the Seller

July 2018 PIB Group Wheatly Wright Insurance Services and Online Risk Solutions Acquisition

PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions

IMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*

July 2018 Hilb Group, LLC Southern Maryland Insurance, Inc. Acquisition Hilb Group, LLC has acquired Southern Maryland Insurance, Inc.

MarshBerry was the financial adviser to Hilb Group, LLC

June 2018 Specialty Program Group, LLC Professional Program Insurance Brokerage Acquisition Specialty Program Group, LLC has acquired Professional Program Insurance Brokerage

MarshBerry was the financial adviser to Specialty Program Group, LLC

June 2018 Alera Group, Inc. Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc. Acquisition Alera Group, Inc. has acquired Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.

MarshBerry was financial adviser to Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.

June 2018 Worldwide Facilities, LLC RIC Insurance General Agency, Inc. Acquisition Worldwide Facilities, LLC has acquired RIC Insurance General Agency, Inc.

MarshBerry was financial adviser to Worldwide Facilities, LLC

May 2018 Vantage Insurance Services Fresh Insurance Group Limited Acquisition

Vantage Insurance Services has acquired Fresh Insurance Services Group Limited

IMAS acted as the exclusive financial advisor to Fresh Insurance Services Group Limited*

May 2018 USI Insurance Services, LLC CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc.  Acquisition USI Insurance Services, LLC has acquired CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc. 

MarshBerry was financial adviser to CHS, Inc., CHS Insurance Services, LLC

May 2018 Alera Group, Inc. Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin Acquisition Alera Group, Inc. has acquired Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin

MarshBerry was financial adviser to Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin

May 2018 Alera Group, Inc. Dickerson Employee Benefits, Inc. Acquisition Alera Group, Inc. has acquired Dickerson Employee Benefits, Inc.

MarshBerry was financial adviser to Dickerson Employee Benefits, Inc.

May 2018 Hub International Limited Les Avantages Sociaux Delta Inc., operating as the dElta Group Acquisition Hub International Limited has acquired Les Avantages Sociaux Delta Inc., operating as the dElta Group

MarshBerry was financial adviser to Hub International Limited

April 2018 Worldwide Facilities, LLC Gerald J. Sullivan & Associates, Inc. dba The Sullivan Group Acquisition Worldwide Facilities, LLC has acquired Gerald J. Sullivan & Associates, Inc. dba The Sullivan Group

MarshBerry was financial adviser to Worldwide Facilities, LLC

*IMAS Corporate Finance LLP has been acquired by MarshBerry