Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
August 2017 Hub International Limited Rogers, Gunter, Vaughn Insurance, Inc. Acquisition Hub International Limited has acquired Rogers, Gunter, Vaughn Insurance, Inc.

MarshBerry was financial adviser to Hub International Limited

July 2017 Aon Portus Consulting Acquisition

Aon has acquired Portus Consulting

IMAS acted as the exclusive financial advisor to Portus Consulting*

June 2017 Alera Group, Inc. Group Benefits, LLC Acquisition Alera Group, Inc. has acquired Group Benefits, LLC

MarshBerry was financial adviser to Group Benefits, LLC†

June 2017 Relation Insurance, Inc. has acquired personal and small commercial lines book of business from Liberty Company Insurance Brokers, LLC Acquisition Relation Insurance, Inc. has acquired has acquired personal and small commercial lines book of business from Liberty Company Insurance Brokers, LLC

MarshBerry was financial adviser to Liberty Company Insurance Brokers, LLC

June 2017 The Nexus Group Aquila Underwriting Acquisition

The Nexus Group has acquired Aquila Underwriting

IMAS acted as the exclusive financial advisor to Aquila Underwriting*

June 2017 National Senior Insurance, Inc. unit Seeman Holtz Property and Casualty, Inc. Direct Choice Insurance Services, Inc. Acquisition National Senior Insurance, Inc. unit Seeman Holtz Property and Casualty, Inc. has acquired Direct Choice Insurance Services, Inc.

MarshBerry was financial adviser to Direct Choice Insurance Services, Inc.

June 2017 Arthur J. Gallagher & Co. Northern Star Insurance Services Acquisition Arthur J. Gallagher & Co. has acquired Northern Star Insurance Services

MarshBerry was financial adviser to Northern Star Insurance Services

June 2017 Specialty Program Group, LLC Hanson & Paul Inc. dba Paul Hanson Partners Acquisition Specialty Program Group, LLC has acquired Hanson & Paul Inc. dba Paul Hanson Partners

MarshBerry was financial adviser to Specialty Program Group, LLC

June 2017 Hub International Limited the assets of Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates Acquisition Hub International Limited has acquired the assets of Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates

MarshBerry was financial adviser to Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates

May 2017 Specialty Program Group LLC Workers Compensation Business from Marketscout Corporation Acquisition Specialty Program Group LLC has acquired Workers Compensation Business from Marketscout Corporation

MarshBerry was financial adviser to Specialty Program Group, LLC

May 2017 Workers Credit Union Braley Wellington Insurance Group Acquisition Workers Credit Union has acquired Braley Wellington Insurance Group

MarshBerry was financial adviser to Workers Credit Union

May 2017 Hub International Limited CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services Acquisition Hub International Limited has acquired CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services

MarshBerry was financial adviser to the Seller†

April 2017 Hausmann-Johnson Insurance, Inc.  The Benefit Services Group, Inc. Merger Hausmann-Johnson Insurance, Inc.  has acquired The Benefit Services Group, Inc.

MarshBerry was financial adviser to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.

April 2017 First Defiance Financial Corp. Corporate One Benefits Agency, Inc. Acquisition First Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc.

MarshBerry was financial adviser to Corporate One Benefits Agency, Inc.

April 2017 Prime Risk Partners, Inc. Gundermann & Gundermann, Inc. Acquisition Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc.

MarshBerry was financial adviser to Prime Risk Partners, Inc.

March 2017 USI Insurance Services, LLC Cameron M. Harris & Co. LLC Acquisition USI Insurance Services, LLC has acquired Cameron M. Harris & Co. LLC

MarshBerry was financial adviser to USI, Inc.

March 2017 Arthur J. Gallagher & Co. Farallone Pacific Insurance Services, LLC Acquisition Arthur J. Gallagher & Co. has acquired Farallone Pacific Insurance Services, LLC

MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC

March 2017 Baldwin Risk Partners Bradenton Insurance, LLC Acquisition Baldwin Risk Partners has acquired Bradenton Insurance, LLC

MarshBerry was financial adviser to Bradenton Insurance, LLC

March 2017 Hub International Limited BCI Group, Inc. Acquisition Hub International Limited has acquired BCI Group, Inc.

MarshBerry was financial adviser to BCI Group, Inc.

March 2017 Hub International Limited Heritage Corporate Benefits, LLC Acquisition Hub International Limited has acquired Heritage Corporate Benefits, LLC

MarshBerry was financial adviser to Heritage Corporate Benefits, LLC

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