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.

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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.

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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.

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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.

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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.

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Southeastern Insurance Agency

Acted as exclusive financial advisor to Southeastern Insurance Agency in its sale to Eastern Insurance Group LLC, a wholly-owned subsidiary of Eastern Bank.  The company was founded in 1978 by Bradford Lowe and is a highly regarded retail insurance agent offering both personal and commercial insurance through its offices in North Dartmouth and Hyannis, MA.  Eastern Insurance has plans for the acquired operation to continue to expand in the Dartmouth, New Bedford, Fall River and Cape Cod areas under the leadership of Lora Lowe FitzGerald and Bradford Lowe

has been acquired by

Sachs Walsh Insurance

Acted as exclusive financial advisor to Sachs Walsh Insurance in its sale to AssuredPartners.  Based in Westport, CT, Sachs Walsh is a retail insurance agency that offers personal and commercial property and casualty insurance, as well as life, health and long-term care coverage.  Since its founding in 1978, Sachs Walsh has established itself as one of the premier independent agencies in Fairfield County.  Sachs Walsh will maintain its local presence and continue to be led by President Teri Walsh.  
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Holden Agency

Acted as exclusive financial advisor to the Holden Agency in its sale to Cross Insurance. Founded in 1955, the Holden Agency is a longstanding independent agency based in Portland, ME. Holden provides employee benefits and property and casualty products to commercial and personal lines clients. Headquartered in Bangor, ME, Cross Insurance saw the acquisition as a tremendous opportunity to expand its operations in Maine. Holden executives Thomas Holden and John Benoit will continue to serve and assist with management of the business.