Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2016 Hub International Limited Mayport Insurance & Realty, Inc Acquisition Hub International Limited has acquired Mayport Insurance & Realty, Inc

MarshBerry was financial adviser to Mayport Insurance & Realty, Inc.

October 2016 WinStar Insurance Group, LLC Regnier & Associates, Inc. Acquisition WinStar Insurance Group, LLC has acquired Regnier & Associates, Inc.

MarshBerry was financial adviser to Regnier & Associates, Inc.

October 2016 Hub International Limited Sweet & Baker Insurance Brokers, Inc. Acquisition Hub International Limited has acquired Sweet & Baker Insurance Brokers, Inc.

MarshBerry was financial adviser to Sweet & Baker Insurance Brokers, Inc.†

October 2016 Hub International Limited Tevis Insurance Solutions, LLC Acquisition Hub International Limited has acquired Tevis Insurance Solutions, LLC

MarshBerry was financial adviser to Hub International Limited

September 2016 Hub International Limited Patterson Insurance Brokers Inc. Acquisition Hub International Limited has acquired Patterson Insurance Brokers Inc.

MarshBerry was financial adviser to Hub International Limited

September 2016 Hub International Limited Sarjeant Insurance Brokers Limited Acquisition Hub International Limited has acquired Sarjeant Insurance Brokers Limited

MarshBerry was financial adviser to Hub International Limited.

August 2016 Inflexion Private Equity & Global Reach Partners FC Exchange Acquisition

Inflexion Private Equity and Global Reach Partners have acquired FC Exchange

IMAS acted as the exclusive financial advisor to FC Exchange*

August 2016 Hub International Limited KeenanSuggs Insurance Inc. Acquisition Hub International Limited has acquired KeenanSuggs Insurance Inc.

MarshBerry was financial adviser to Hub International Limited

July 2016 Arthur J. Gallagher & Co. Blue Horizon Insurance Services, Inc. Acquisition Arthur J. Gallagher & Co. has acquired Blue Horizon Insurance Services, Inc.

MarshBerry was financial adviser to Blue Horizon Insurance Services, Inc.

July 2016 Acrisure, LLC a privately-held insurance agency in California Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

July 2016 Embark Group Rowanmoor Group plc Acquisition

Embark Group has acquired Rowanmoor Group plc

IMAS acted as the exclusive financial advisor to Rowanmoor Group plc*

July 2016 Hub International Limited Tenth Dot Benefit Solutions, LLC dba Gateway Financial Group Inc. Acquisition Hub International Limited has acquired Tenth Dot Benefit Solutions, LLC dba Gateway Financial Group Inc.

MarshBerry was financial adviser to Tenth Dot Benefit Solutions, LLC dba Gateway Financial Group Inc.†

July 2016 Acrisure, LLC a privately-held insurance agency in California Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

June 2016 Advance Capital Holdings Sentinel Security Acquisition Advance Capital Holdings has acquired Sentinel Security

MarshBerry was financial adviser to Sentinel Security Life Insurance Co.

June 2016 Jacobson, Goldfarb & Scott, Inc. AURA Holdings, LLC Acquisition Jacobson, Goldfarb & Scott, Inc. has acquired AURA Holdings, LLC

MarshBerry was financial adviser to AURA Holdings, LLC

June 2016 Arthur J. Gallagher & Co. KRW Insurance Agency, Inc. Acquisition Arthur J. Gallagher & Co. has acquired KRW Insurance Agency, Inc.

MarshBerry was financial adviser to KRW Insurance Agency, Inc.

June 2016 Confie Seguros Holding Co ExpressLink, Inc. Acquisition Confie Seguros Holding Co has acquired ExpressLink, Inc.

MarshBerry was financial adviser to ExpressLink, Inc.†

June 2016 RSC Insurance Brokerage Inc OakBridge Advisors Inc. Acquisition RSC Insurance Brokerage Inc has acquired OakBridge Advisors Inc.

MarshBerry was financial adviser to OakBridge Advisors Inc.

June 2016 Confie Seguros Holdings II Lloyd D. Sprague & Son, Inc. Acquisition Confie Seguros Holdings II has acquired Lloyd D. Sprague & Son, Inc.

MarshBerry was financial adviser to Lloyd D. Sprague & Son, Inc.

May 2016 Arthur J. Gallagher & Co. McNeary, Inc. Acquisition Arthur J. Gallagher & Co. has acquired McNeary, Inc.

MarshBerry was financial adviser to McNeary, Inc.†

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