Acquisition with CIVC Capital November 2020

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.

Magnuson & Associates, LTD. is a highly regarded local insurance broker based in Tucson, Arizona. With a focus on serving large and midsize employers, they have garnered a reputation for providing exceptional customer service and expertise. Their extensive experience across various industries and client sizes has positioned them as one of the top brokerages in the Tucson market. A standout example of their capabilities in the Tucson office is their collaboration with Vigilant Manufacturers Trust of Arizona, a notable employer in the insurance and employee benefit funds industry with 250 members. Magnuson & Associates, LTD. worked closely with Vigilant Manufacturers Trust's HR and finance team to develop a tailored PBM and drug plan that addresses the unique needs of their members. Located in Tucson, this office of Magnuson & Associates, LTD. proudly serves clients across Arizona. Their diverse clientele includes companies such as Modular Mining, Community Food Bank, Copenhagen Imports, and Vigilant Manufacturers Trust of Arizona. Magnuson & Associates, LTD. specializes in a range of industries, particularly relief services and support activities for mining. Their expertise allows them to provide comprehensive insurance solutions that mitigate risks specific to these sectors. With their strong background in working with self-funded employers and a track record of satisfied clients, Magnuson & Associates, LTD. has established a favorable M Score, a measure of their overall industry expertise and client satisfaction. While specific details about the full range of services offered by Magnuson & Associates, LTD. are not available, their local presence, extensive experience, and positive client reviews make them a trusted partner for businesses seeking insurance solutions in the Tucson, Arizona area.

Main St Exec & Employee Benefits, located on Main Street in Tucson, AZ, is a reputable insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, this office location has established itself as a trusted partner for both local and regional employers in the area. One of Main St Exec & Employee Benefits' notable strengths is its deep expertise within the religious, grantmaking, civic, professional, and similar organizations industry. They have successfully served organizations like the Easter Seals Blake Foundation, a prominent entity in Arizona with over 580 participants, demonstrating their commitment to understanding the unique needs of their clients in this sector. This Tucson-based office is part of a local brokerage firm, further highlighting their dedication to the community and their ability to provide personalized and responsive service to employers in the area. Their in-depth knowledge of the local and regional landscape sets them apart, allowing them to tailor insurance solutions to meet the specific requirements of businesses operating in Tucson and its surrounding areas. Main St Exec & Employee Benefits is a valuable partner for employers seeking comprehensive, customized benefit packages. Their track record of success in the religious, grantmaking, civic, professional, and similar organizations industries showcases their ability to deliver results and provide peace of mind to their clients.

For more than 100 years, Better Business Bureau has helped people find businesses, brands and charities they can trust. Our Vision: An ethical marketplace where buyers and sellers trust each other. Our Mission: BBB’s mission is to be the leader in advancing marketplace trust. We do this by: -Setting standards for marketplace trust -Encouraging and supporting best practices by engaging with and educating consumers and businesses -Celebrating marketplace role models -Calling out and addressing substandard marketplace behavior -Creating a community of trustworthy businesses and charities

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

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.

JB & H's Tucson, AZ office stands as a formidable player in the insurance brokerage landscape, distinguished by its size and comprehensive service offerings. With a focus on catering to the diverse needs of employers, JB & H has established itself as a trusted partner for businesses of varying scales, from small enterprises to midsize corporations. The Tucson branch boasts a wealth of experience in managing self-funded clients, showcasing a proficiency that extends to both local and regional employers. Noteworthy is their adept handling of prominent companies such as Berghoff Design Group, a major player in the land subdivision industry with over 230 participants, Bill Alexander Ford Lincoln Mercury in the automobile dealers sector with 110+ participants, and Hawkeye Electric, a significant force in the building equipment contractors industry with 190+ participants. This office is more than just a local outpost; it's an integral part of a broader local brokerage firm, tapping into a network that enhances its capabilities and resources. JB & H's expertise spans diverse sectors, including automobile dealers, special food services, and furniture manufacturing, underlining their adaptability and industry knowledge. Their proven track record with both small and midsize employers attests to their ability to tailor insurance solutions to the unique needs of each client, making them a compelling choice for employers seeking comprehensive and customized coverage.

R & T Figueroa, situated in Tucson, AZ, boasts a robust presence as a prominent insurance broker in the region. Operating from a larger office, the team possesses a wealth of experience in catering to the diverse needs of both self-funded and traditionally-insured clients. Their adeptness extends to collaborating with local and regional employers, showcasing versatility across various industries. With a proven track record, R & T Figueroa has successfully partnered with notable businesses, exemplified by their work with Arizona Restaurant Supply, a key player in the miscellaneous durable goods merchant wholesalers sector, featuring over 40 participants. Similarly, they've navigated the complexities of the automobile dealers industry, exemplified by their partnership with Bill Alexander Ford Lincoln Mercury, housing 110+ participants. The broker's expertise also extends to the building finishing contractors sector, as demonstrated by their collaboration with Paul Johnson Drywall, which boasts a workforce of 180+ participants. As part of a local brokerage firm, R & T Figueroa distinguishes itself by not only catering to the needs of midsize employers but also showcasing a tailored approach for small employers. Their proven experience, industry-spanning knowledge, and commitment to client satisfaction make them a compelling choice for employers seeking comprehensive and personalized insurance solutions in the Tucson area.