Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2018 Hub International Limited Liberty New Gate Insurance Services, LLC Acquisition Hub International Limited has acquired Liberty New Gate Insurance Services, LLC

MarshBerry was financial adviser to Liberty New Gate Insurance Services, LLC

October 2018 Baldwin Krystyn Sherman Partners, LLC S.S. Nesbitt & Co. Inc. Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired S.S. Nesbitt & Co. Inc.

MarshBerry was the financial adviser to Baldwin Krystyn Sherman Partners, LLC

October 2018 Worldwide Facilities, LLC Draco Insurance Solutions, Inc. Acquisition Worldwide Facilities, LLC has acquired Draco Insurance Solutions, Inc.

MarshBerry was financial adviser to Worldwide Facilities, LLC

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

MarshBerry was financial adviser to the Acrisure, LLC

September 2018 Worldwide Facilities, LLC McClelland & Hine, Inc. Acquisition Worldwide Facilities, LLC has acquired McClelland & Hine, Inc.

MarshBerry was financial adviser to McClelland & Hine, Inc.

September 2018 Arthur J. Gallagher & Co. Rogers & Young Insurance Services, LLC Acquisition Arthur J. Gallagher & Co. has acquired Rogers & Young Insurance Services, LLC

MarshBerry was financial adviser to Rogers & Young Insurance Services, LLC†

September 2018 Hub International Limited Cash & Associates, PA Acquisition Hub International Limited has acquired Cash & Associates, PA

MarshBerry was financial adviser to Hub International Limited

September 2018 Insgroup, Inc. Fred Brown and Associates Acquisition Insgroup, Inc. has acquired Fred Brown and Associates

MarshBerry was financial adviser to Insgroup, Inc.

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

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