has been acquired by

Izzo Insurance Services

Acted as exclusive financial advisor to Izzo Insurance Services in its sale to Hull & Company, LLC, a subsidiary of Brown & Brown, Inc. Izzo Insurance is a wholesale brokerage that specializes in providing workers compensation insurance coverage options to its retail broker partners. Following the acquisition, Izzo Insurance Services will continue doing business from its existing Bloomingdale, Illinois location under the leadership of Karen Izzo. The office will operate as a new stand-alone location in Brown & Brown’s Wholesale Brokerage Division under the leadership of Tony Strianese.

has been acquired by

Dadgar Insurance

Acted as exclusive financial advisor to Dadgar Insurance Agency in its sale to Hub. Headquartered in Woburn, MA, Dadgar Insurance is an independent, multi-line insurance brokerage serving both individuals and businesses throughout New England for more than 30 years. Dadgar Insurance has extensive knowledge and deep experience in the hospitality and real estate industries focused on restaurant insurance and habitational insurance. They provide coverage to more than 500 restaurants and 1,500 landlords and apartment building owners throughout Massachusetts and New England. Following the acquisition, Anowsh Dadgar, President of Dadgar Insurance, will join Hub and will report to Charles Brophy, U.S. East Regional President of Hub.

has been acquired by

Darton & Company, Inc.

Acted as exclusive financial advisor to Darton & Company, Inc. of Westport, CT, and its sister company, Golden, O’Neill & Gebhardt, Inc. of New Haven, CT in their sale to AssuredPartners. Darton & Company and Golden, O’Neill & Gebhardt are specialized personal lines agencies with a focus on high net worth clients and partnerships with the premier insurance carriers.  The agencies are a powerful addition to AssuredPartners and will continue to operate under the leadership of Patrick Healy.

has been acquired by

JS Clark

Acted as exclusive financial advisor to JS Clark Agency in its sale to AssuredPartners. Located in Southfield, MI, JS Clark provides employee benefit services to over 300 clients throughout the country. The agency currently reports annualized revenues of $5.3 million. Following the acquisition, the team of 30 employees will remain under the current operational structure and leadership of Joel S. Clark.

has been acquired by

DBR Group

Acted as exclusive financial advisor to DBR Group in its sale to The Hilb Group. Founded in 2004, DBR is an employee benefit and actuarial consulting firm providing a full range of benefits consulting and brokerage services to organizations of all sizes, including corporations, non-profits, Taft-Hartley funds, and public sector employers. Following the acquisition, DBR will continue to operate out of their Framingham, MA location under the direction of the founding leadership: Paul Desrosiers, Chris Bean and Jim Roche.

has been acquired by

Roemer Insurance

Acted as exclusive financial advisor to Roemer Insurance and STIG (“Roemer”) in their sale to AssuredPartners. Roemer was founded in 1934 by Wellington F. Roemer and has always maintained a focus on servicing the trucking industry while over the years branching into additional lines of coverage. Roemer currently reports annualized revenues of $4 million. Following the acquisition, the team of 26 will remain under the current organizational structure under the leadership of President and CEO Rocky Roemer, COO Mike Lawrence and STIG President Denny Schwartz.

has been acquired by

H.R. Keller & Co.

Acted as exclusive financial advisor to H.R. Keller & Co., Inc. in its sale to Arthur J. Gallagher & Co. Founded in 1962, H.R. Keller & Co. is a Managing General Agency (MGA), surplus lines broker and program administrator serving clients primarily in New York and the surrounding states. Eric Keller, Andrew Coric and their associates will continue to operate from their current location under the direction of Joel Cavaness, President of Risk Placement Services, Inc. (RPS), Gallagher's wholesale broker and MGA.

has been acquired by

RIC Insurance General Agency

Acted as exclusive financial advisor to RIC Insurance General Agency, Inc. in its sale to Worldwide Facilities, LLC. RIC is a wholesale insurance brokerage and managing general agency with office locations across the western United States. RIC specializes in small to medium-sized commercial business as well as personal lines business. Following the acquisition, RIC will continue to maintain its client and market relationships and commitments as a division of Worldwide Facilities.

has acquired

JenCap Holdings

Acted as exclusive financial advisor to JenCap Holdings LLC in its acquisition of Genesee General. Founded in 1982, Genesee General is a full-service managing general agency and wholesale broker that specializes in commercial insurance products for the excess and surplus lines industry as well as servicing the catastrophe and program business markets. Genesee General is based in Alpharetta, GA and has been led by Roger Ware since 1998. JenCap was formed in March 2016 by global alternative asset manager The Carlyle Group and JenCap management to consolidate specialty insurance distribution businesses, including managing general agents, program managers and transactional wholesale brokers. The acquisition of Genesee General is the seventh transaction by JenCap since its founding, and places the company among the largest wholesale brokers in the U.S.

has been acquired by

Manning & Nozick

Acted as exclusive financial advisor to Manning & Nozick Insurance Agency in its sale to Brown & Brown. Manning & Nozick has been a presence in Atlanta for over 70 years. The agency provides a wide variety of personal and business insurance products and services to clients in the greater Atlanta area and nationally. Following the acquisition, Manning & Nozick will combine with Brown & Brown’s existing Atlanta offices. Brian Coffsky, Robert Franco and Stanley Westerman, the principals of Manning & Nozick, are all remaining with the agency and will continue to serve their clients and grow their business.