Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
May 2016 BroadStreet Partners, Inc. a privately-held insurance agency in Indiana Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Indiana

MarshBerry was financial adviser to the Seller

April 2016 The Hilb Group, LLC Clark-Mortenson Agency, Inc. Acquisition The Hilb Group, LLC has acquired Clark-Mortenson Agency, Inc.

MarshBerry was financial adviser to Hilb Group, LLC.

April 2016 USI Insurance Services, LLC First Financial Forrest Sherer Acquisition USI Insurance Services, LLC has acquired First Financial Forrest Sherer

MarshBerry was financial adviser to Forrest Sherer, Inc.

April 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

March 2016 Northwest Bancshares, Inc. Best Insurance Agency, Inc. Acquisition Northwest Bancshares, Inc. has acquired Best Insurance Agency, Inc.

MarshBerry was financial adviser to Northwest Bancshares, Inc.

March 2016 Integro Insurance Brokers Croton Stokes Wilson Holden Acquisition

Integro Insurance Brokers has acquired Croton Stokes Wilson Holden

IMAS acted as the exclusive financial advisor to Croton Stokes Wilson Holden*

March 2016 RSC Insurance Brokerage Inc. dba Risk Strategies Company, Inc Lester Brokerage, Inc. Acquisition RSC Insurance Brokerage Inc. dba Risk Strategies Company, Inc has acquired Lester Brokerage, Inc.

MarshBerry was financial adviser to Lester Brokerage, Inc.†

March 2016 HealthSCOPE Benefits, Inc. a privately-held third party administrator in Louisiana Acquisition HealthSCOPE Benefits, Inc. has acquired a privately-held third party administrator in Louisiana

MarshBerry was financial adviser to the Seller

February 2016 The Hilb Group, LLC Dowling & O'Neil Insurance Agency, Inc. Acquisition The Hilb Group, LLC has acquired Dowling & O'Neil Insurance Agency, Inc.

MarshBerry was financial adviser to Dowling & O’Neil Insurance Agency, Inc.†

February 2016 Hub International Limited Equity Risk Partners, Inc. Acquisition Hub International Limited has acquired Equity Risk Partners, Inc.

MarshBerry was financial adviser to Hub International Limited

February 2016 BD Capital Partners, LLC Pinkerton Insurance Agency, Inc. Acquisition BD Capital Partners, LLC has acquired Pinkerton Insurance Agency, Inc.

MarshBerry was financial adviser to Pinkerton Insurance Agency, Inc.

February 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

January 2016 Hub International Limited Acorn, Inc. dba Columbian Agency Acquisition Hub International Limited has acquired Acorn, Inc. dba Columbian Agency

MarshBerry was financial adviser to Hub International Limited

January 2016 USI Insurance Services, LLC Healthcare Liability Solutions, LLC Acquisition USI Insurance Services, LLC has acquired Healthcare Liability Solutions, LLC

MarshBerry was financial adviser to USI Insurance Services, LLC

January 2016 Right Choice Insurance Brokers ERS Acquisition

Right Choice Insurance Brokers has acquired ERS

IMAS acted as the exclusive financial advisor to ERS*

January 2016 Edgewood Partners Insurance Center, Inc. (EPIC) Ascende, Inc. Acquisition Edgewood Partners Insurance Center, Inc. (EPIC) has acquired Ascende, Inc.

MarshBerry was financial adviser to Ascende, Inc.

January 2016 South Carolina Financial Solutions, LLC a privately-held insurance agency in South Carolina Acquisition South Carolina Financial Solutions, LLC has acquired a privately-held insurance agency in South Carolina

MarshBerry was financial adviser to South Carolina Financial Solutions, LLC

January 2016 Brown & Brown Insurance, Inc. BayRisk Insurance Brokers, Inc. Acquisition Brown & Brown Insurance, Inc. has acquired BayRisk Insurance Brokers, Inc.

MarshBerry was financial adviser to BayRisk Insurance Brokers, Inc.

January 2016 Hub International Limited Cowan Benefits, Inc. Acquisition Hub International Limited has acquired Cowan Benefits, Inc.

MarshBerry was financial adviser to Cowan Benefits, Inc.

January 2016 Hub International Limited RPG Solutions, Inc. Acquisition Hub International Limited has acquired RPG Solutions, Inc.

MarshBerry was financial adviser to RPG Solutions, Inc.

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