Read the latest from PhiloSmith.

Mogil Organization, LLC

Mogil Organization, LLC

Acted as exclusive financial advisor to Mogil Organization, LLC (Mogil) in its sale to World Insurance Associates (World).

June 2023

JTR Insurance Agency, Inc.

JTR Insurance Agency, Inc.

Acted as exclusive advisor to JTR Insurance Agency in its acquisition of Capital Sierra Insurance Services of El Dorado, California.

March 2023

Northeast Coverages, Inc.

Northeast Coverages, Inc.

Based in Garden City, NY, Northeast Coverages is a wholesale broker and MGA that writes business throughout the U.S.

December 2022

Venture Agency Holdings, Inc.

Venture Agency Holdings, Inc.

Acted as exclusive financial advisor to Venture Agency Holdings, Inc. (“Venture”) in its sale to Whitetail Insurance Services, LLC.

November 2022

C&M First Services, Inc

C&M First Services, Inc

Acted as exclusive financial advisor to C&M First Services, Inc. (C&M) in its sale to One80 Intermediaries.

September 2022

Smithwick & Mariners, MidCoast, and Chapman & Chapman

Smithwick & Mariners, MidCoast, and Chapman & Chapman

Acted as exclusive financial advisor to Smithwick & Mariners, Inc., MidCoast Insurance Agency, LLC, and IGWT, Inc. dba Chapman & Chapman Insurance (collectively, Smithwick & Mariners) in their sale to Brown & Brown, Inc.

September 2022