Acquisition with CIVC Capital November 2020

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Berwick Insurance Group, based in Tucson, AZ, offers a robust range of insurance services, particularly excelling in the realms of medical and ancillary benefits. Their expertise lies in catering to the specific needs of local and regional employers, a testament to their deep understanding of the local business landscape. This focus has allowed them to build a strong portfolio of top customers, including Dependable Home Health in the home health care services industry, with over 240 participants in Arizona, and Myler Disability in the professional, scientific, and technical services industry, boasting over 40 participants in Utah. Established in 1997 by James and David Berwick, this locally-rooted firm stands out as a leading national broker, maintaining a strong connection to its Tucson origins. The founders, both Arizona natives and University of Arizona alumni, have invested over two decades in fostering a business that is deeply committed to the community it serves. This dedication is reflected in the tailored health insurance solutions they provide, ensuring that each plan fits the unique needs of their clients, whether it's individual health insurance, group insurance, or Medicare needs. Operating from their office at 4576 E Camp Lowell Dr, Tucson, AZ 85712, Berwick Insurance Group has evolved into a National Independent Marketing Organization specializing in the sales and distribution of senior products. Their success is built on a foundation of experience, local expertise, and a deep commitment to serving the Tucson community, making them a reliable choice for employers seeking comprehensive insurance solutions.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.