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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
February 2018 Alera Group, Inc. Wilson Albers & Company LLC and certain related entities Acquisition Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities

MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†

 January 2018 Seeman Holtz Property and Casualty, Inc. Xponent Employer Solutions, Inc. Acquisition Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc.

MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†

 January 2018 Hub International Limited Belyer Insurance Limited dba EasyInsure Acquisition Hub International Limited has acquired Belyer Insurance Limited dba EasyInsure

MarshBerry was financial adviser to Hub International Limited

 January 2018 Sunstar Insurance Group, LLC the Jonesboro, AR agency operations from Stephens Insurance Acquisition Sunstar Insurance Group, LLC has acquired the Jonesboro, AR agency operations from Stephens Insurance

MarshBerry was financial adviser to Sunstar Insurance Group, LLC

 December 2017 Acrisure, LLC Undisclosed Insurance Agency in California Acquisition Acrisure, LLC has acquired Undisclosed Insurance Agency in California

MarshBerry was financial adviser to the Seller

 December 2017 Acrisure, LLC Undisclosed Independent Agency in Michigan Acquisition Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan

MarshBerry was financial adviser to the Seller

 December 2017 R. N. Fey Company, Inc. Beaton Insurance Agency, LLC  Merger

R. N. Fey Company, Inc. has merged with Beaton Insurance Agency, LLC 

MarshBerry was financial adviser to the R. N. Fey Company, Inc. and Beaton Insurance Agency, LLC

 December 2017 Hub International Limited Contractor's Services, Inc. Acquisition Hub International Limited has acquired Contractor's Services, Inc.

MarshBerry was the financial adviser to Hub International Limited

 December 2017 Hub International Limited Surety Services, LLC Acquisition Hub International Limited has acquired Surety Services, LLC

MarshBerry was the financial adviser to Hub International Limited

 December 2017 Hub International Limited Desert Empire Insurance Services, Inc. Acquisition Hub International Limited has acquired Desert Empire Insurance Services, Inc.

MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†

 December 2017 Hilb Group, LLC Insurance Trustees, Inc. Acquisition Hilb Group, LLC has acquired Insurance Trustees, Inc.

MarshBerry was financial adviser to Insurance Trustees, Inc.†

 November 2017 Reschini Agency, Inc. majority ownership of S&T-Evergreen Insurance, LLC Acquisition Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC

MarshBerry was financial adviser to Reschini Agency, Inc.

 November 2017 Hilb Group, LLC HR Knowledge, Inc. Acquisition Hilb Group, LLC has acquired HR Knowledge, Inc.

MarshBerry was financial adviser to HR Knowledge, Inc.†

 November 2017 Hilb Group, LLC the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.   Acquisition Hilb Group, LLC has acquired the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.  

MarshBerry was financial adviser to Hilb Group, LLC

 November 2017 Hub International Limited Summit Financial Corp. and Summit Financial Insurance Agency Inc. Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.

MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†

 October 2017 Prime Risk Partners, Inc. Gunn, Steers & Company, LLC Acquisition Prime Risk Partners, Inc. has acquired Gunn, Steers & Company, LLC

MarshBerry was financial adviser to Prime Risk Partners, Inc.

 October 2017 Vantage Insurance Services Maybury James Limited Acquisition

Vantage Insurance Services has acquired Maybury James Limited

IMAS acted as the exclusive financial advisor to Maybury James Limited*

 October 2017 Hub International Limited Banyan Consulting Group, Inc. Acquisition Hub International Limited has acquired Banyan Consulting Group, Inc.

MarshBerry was the financial adviser to Banyan Consulting Group, Inc.†

 October 2017 GCG Financial, LLC an Alera Group, Inc. Company Axis Benefits Consultants, Inc. Acquisition GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.†

 September 2017 Hub International Limited Costello & Sons Insurance Brokers, Inc. Acquisition Hub International Limited has acquired Costello & Sons Insurance Brokers, Inc.

MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital