Transactions

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

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

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