has acquired

AmeriLife Group

Acted as the exclusive financial advisor to AmeriLife Group, LLC in its acquisition of Vertical Vision Financial Marketing, LLC, a Woodstock, GA insurance marketing organization specializing in annuity sales.  This acquisition is expected to substantially increase AmeriLife’s annuity business.  One of the nation’s largest life and health insurance marketing organizations, since 1971 AmeriLife has provided for the insurance and financial needs of America’s expanding senior population through insurance-related products such as Health and Medicare Plans, together with services such as Licensed Third-Party Administration, Product Development, Financial Services, Long-Term Care Insurance, and Property and Casualty Insurance.

has acquired

Strickland Insurance Brokers

Acted as the exclusive financial advisor to Strickland Insurance Brokers, Inc. (SIB), a wholly owned subsidiary of the Strickland Insurance Group, Inc., in its acquisition of Winston-Salem, NC-based Carolina Insurance Service, Inc. (CIS).  Carolina Insurance Service is a managing general agency that has been servicing the needs of independent agents in North Carolina, South Carolina and Virginia since 1952.  The company, which has specialized in commercial and public transportation risks since its founding, will remain based in Winston-Salem.

has been acquired by

Financial Guarantee Underwriters and American Tri-State Underwriters

Acted as the exclusive financial advisor to Financial Guarantee Underwriters, Inc. and American Tri-State Underwriters, Inc. in their sale to Atlantic Specialty Lines, Inc.  Financial Guarantee Underwriters has been servicing the surplus insurance needs of the independent agents of Texas since 1989 while American Tri-State has been serving the surplus lines insurance needs of the independent agents in Louisiana and Arkansas since 1980.  The operations will operate as Atlantic Specialty Lines of TX, LLC and continue under the direction of Donnie Mitchell as the profit center manager. 

has been acquired by

Corporate Benefits Consultants

Acted as the exclusive financial advisor to Corporate Benefit Consultants, LLC in its sale to Brown & Brown of Connecticut, Inc., a subsidiary of Brown & Brown, Inc. With combined annualized revenues of approximately $3 million, Corporate Benefit Consultants provides specialty employee benefits brokerage and consulting services for public and private sector clients in Connecticut, Florida and throughout the northeastern United States. 

has been acquired by

Martin Benefits Consulting

Acted as exclusive financial advisor to Martin Benefits Consulting and Martin Human Resources in the sale of substantially all of the assets of the two companies to Brown & Brown of New York, a subsidiary of Brown & Brown, Inc.  Martin Benefits and Martin Human Resources have combined annual revenues of approximately $3 million and offer employee benefits products and services in New York City and throughout New York, Connecticut and New Jersey.

has been acquired by

Heath XS

Acted as the exclusive advisor to Heath XS, LLC in the sale of 80% of the outstanding membership’s interests in Heath XS, LLC and Hardscrabble Data Solutions, LLC to Hallmark Financial Services, Inc. for $15 million.  Heath XS is a New Jersey-based managing general underwriter producing approximately $50 million of excess commercial automobile and commercial umbrella risks on both an admitted and non-admitted basis through wholesalers throughout the United States. 

has acquired

Republic Group

Served as exclusive financial advisor to Republic Companies, Inc. in its acquisition of Southern States General Agency, Inc. from Unitrin, Inc.  Southern States provides a complete selection of specialty commercial and personal lines property and casualty products through independent agents in Louisiana, Arkansas, Texas and Mississippi.



ABC Insurance Company

DEF Insurance Company

Advisory Role

Sale to XYZ Insurance Company

Affiliation with UVW Insurance Company