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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
January 2019 Hub International Limited book of business from a privately-held insurance agency in Indiana Acquisition Hub International Limited has acquired book of business from a privately-held insurance agency in Indiana

MarshBerry was financial adviser to the Seller

January 2019 Diversified Insurance Industries, Inc.  McQuade Consulting, LLC Acquisition Diversified Insurance Industries, Inc.  has acquired McQuade Consulting, LLC

MarshBerry was financial adviser to Diversified Insurance Industries, Inc.

January 2019 Broadstone CS Financial Solutions Acquisition

Broadstone has acquired CS Financial Solutions

IMAS acted as the exclusive financial advisor to CS Financial Solutions*

January 2019 BroadStreet Partners, Inc. a privately-held insurance agency in California Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

January 2019 Patriot Growth Insurance Services, LLC  Style, Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired  Style, Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.

MarshBerry was the financial adviser to Style Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.

January 2019 Patriot Growth Insurance Services, LLC Advantage Benefit Solutions Acquisition Patriot Growth Insurance Services, LLC has acquired Advantage Benefit Solutions

MarshBerry was the financial adviser to Advantage Benefit Solutions

January 2019 Patriot Growth Insurance Services, LLC Alliance Insurance Group, LLC Acquisition Patriot Growth Insurance Services, LLC has acquired Alliance Insurance Group, LLC

MarshBerry was the financial adviser to Alliance Insurance Group, LLC

January 2019 Patriot Growth Insurance Services, LLC Arrow Benefits Group Acquisition Patriot Growth Insurance Services, LLC has acquired Arrow Benefits Group

MarshBerry was the financial adviser to Arrow Benefits Group

January 2019 Patriot Growth Insurance Services, LLC BenefitsTexas, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired BenefitsTexas, Inc.

MarshBerry was the financial adviser to BenefitsTexas, Inc.

January 2019 Patriot Growth Insurance Services, LLC Bridgeport Benefits, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Bridgeport Benefits, Inc.

MarshBerry was the financial adviser to Bridgeport Benefits, Inc.

January 2019 Alera Group, Inc. Broad Reach Benefits, Inc. Acquisition Alera Group, Inc. has acquired Broad Reach Benefits, Inc.

MarshBerry was financial adviser to Broad Reach Benefits, Inc.†

January 2019 Patriot Growth Insurance Services, LLC California Corporate Benefits Insurance Services Acquisition Patriot Growth Insurance Services, LLC has acquired California Corporate Benefits Insurance Services

MarshBerry was the financial adviser to California Corporate Benefits Insurance Services

January 2019 Patriot Growth Insurance Services, LLC Campbell Petrie, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Campbell Petrie, Inc.

MarshBerry was the financial adviser to Campbell Petrie, Inc.

January 2019 Patriot Growth Insurance Services, LLC Churchill & Associates Insurance Services, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Churchill & Associates Insurance Services, Inc.

MarshBerry was the financial adviser to Churchill & Associates Insurance Services, Inc.

January 2019 Patriot Growth Insurance Services, LLC Creative Group Benefits, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Creative Group Benefits, Inc.

MarshBerry was the financial adviser to Creative Group Benefits, Inc.

January 2019 Patriot Growth Insurance Services, LLC HGS Insurance Services, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired HGS Insurance Services, Inc.

MarshBerry was the financial adviser to HGS Insurance Services, Inc.

January 2019 Patriot Growth Insurance Services, LLC Innovative Cost Management Services, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Innovative Cost Management Services, Inc.

MarshBerry was the financial adviser to Innovative Cost Management Services

January 2019 Patriot Growth Insurance Services, LLC Intrepid Solutions Insurance Services, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Intrepid Solutions Insurance Services, Inc.

MarshBerry was the financial adviser to Intrepid Solutions Insurance Services, Inc.

January 2019 Patriot Growth Insurance Services, LLC Maniaci Insurance Services, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Maniaci Insurance Services, Inc.

MarshBerry was the financial adviser to Maniaci Insurance Services, Inc.

January 2019 BroadStreet Partners, Inc. Privately-held insurance agency in Nevada Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Nevada

MarshBerry was financial adviser to the Seller

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