Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition CSP Holdings Limited has acquired Citybond Holdings Limited
IMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
March 2019
Acquisition Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition Aston Lark Group has acquired Highworth Insurance Limited
IMAS acted as the exclusive financial advisor to Highworth Insurance Limited*
March 2019
Acquisition OneDigital Health and Benefits has acquired Employee Benefits Division of Deeley Insurance Group
MarshBerry served as the financial advisor to Deeley Insurance Group†
March 2019
Acquisition Specialty Program Group LLC has acquired Insurance Programs of America, Inc. and Risk Advisors of America MarshBerry was the financial adviser to Specialty Program Group, LLC
March 2019
Acquisition Hub International Limited has acquired The Insurance Exchange, Inc. MarshBerry was the financial adviser to The Insurance Exchange, Inc.†
March 2019
Acquisition Alera Group, Inc. has acquired TriSure Corporation MarshBerry was financial adviser to Alera Group, Inc.
January 2019 
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
Acquisition Diversified Insurance Industries, Inc. has acquired McQuade Consulting, LLC MarshBerry was financial adviser to Diversified Insurance Industries, Inc.
January 2019
Acquisition Broadstone has acquired CS Financial Solutions
IMAS acted as the exclusive financial advisor to CS Financial Solutions*
January 2019
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
January 2019
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 
Acquisition Patriot Growth Insurance Services, LLC has acquired Advantage Benefit Solutions MarshBerry was the financial adviser to Advantage Benefit Solutions
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Alliance Insurance Group, LLC MarshBerry was the financial adviser to Alliance Insurance Group, LLC
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Arrow Benefits Group MarshBerry was the financial adviser to Arrow Benefits Group
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired BenefitsTexas, Inc. MarshBerry was the financial adviser to BenefitsTexas, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Bridgeport Benefits, Inc. MarshBerry was the financial adviser to Bridgeport Benefits, Inc.
January 2019 
Acquisition Alera Group, Inc. has acquired Broad Reach Benefits, Inc. MarshBerry was financial adviser to Broad Reach Benefits, Inc.†
January 2019 
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 
Acquisition Patriot Growth Insurance Services, LLC has acquired Campbell Petrie, Inc. MarshBerry was the financial adviser to Campbell Petrie, Inc.
† Advisory services provided by MarshBerry Capital
