has been acquired by

Connecticut Underwriters

Acted as the exclusive financial advisor to Connecticut Underwriters in its sale to CRC Insurance Services.  Founded in 1964, Connecticut Underwriters is a premier wholesale broker/managing general agent that has grown into one of the northeast’s leading independent excess and surplus lines brokers.  The Middletown, CT-based privately held company prides itself on providing exceptional service and unique market access.  Connecticut Underwriters will operate as part of CRC’s Southern Cross Underwriters division.

has been acquired by

Strickland Insurance Group

Acted as the exclusive financial advisor to Strickland Insurance Group and its wholly-owned subsidiary Atlantic Casualty Insurance Company in their sale to Auto-Owners Insurance Group. Formed in 1983, Atlantic Casualty is a specialty property & casualty underwriter that primarily writes excess and surplus lines business through a network of MGA partners. The company operates in 48 states with offices in Goldsboro, NC; Scottsdale, AZ; Hartford, CT; and Philadelphia, PA. The management team, staff, and locations will remain as they position for growth and expansion of product offerings. 

has been acquired by

Founders Insurance Agency

Acted as the exclusive financial advisor to Founders in its sale to AssuredPartners.  Founders is a retail insurance broker with offices in Torrington, CT and Lakeville, CT.  Founders provides personal, commercial and group health and life insurance to its clients.  Within its personal insurance division, Founders services its high value, platinum clientele with properties around the world.  Following the transaction, Founders’ staff and leadership will continue to operate from their existing office locations in Connecticut.

has affiliated with

Florists' Mutual Insurance Company

Acted as the exclusive financial advisor to Florists’ Mutual Insurance Company in its affiliation with Sentry Insurance a Mutual Company.  Florists’ Mutual, founded in 1887, is a niche specific mutual insurance company that guides and provides solutions for retail florists, garden centers, nurseries, landscape contractors, greenhouse growers, wholesale floral distributors and interior plantscapers.  As a member of Sentry, Florists’ Mutual will maintain its name and brand and will continue doing business from its current headquarters in Edwardsville, IL. 

has been acquired by

RF Ougheltree & Associates

Acted as the exclusive financial advisor to RF Ougheltree & Associates (RFO) in its sale to Hull & Company.  RFO, based in Lyndhurst, NJ, was founded in 2000 by Bob Ougheltree.  RFO is a wholesale broker that focuses exclusively on executive and professional liability insurance for public and privately held companies.  Following the transaction, Bob Ougheltree and members of the RFO team will continue to serve their clients and carrier partners as part of Hull & Company’s operations in New Jersey.

has been acquired by

Corcoran & Havlin Insurance Group

Acted as the exclusive financial advisor to Corcoran & Havlin in its sale to Cross Insurance.  Corcoran & Havlin, headquartered in Wellesley, MA, is one of the largest independent insurance agencies in New England and a consistent recipient of the prestigious Five Star Insurance Agency Award of Distinction.  Since its founding in 1967, the company has grown dramatically and added offices in Medfield and Duxbury in Massachusetts.  Under terms of the acquisition, Corcoran & Havlin’s owners, Jack Keefe and George Doherty, will continue to lead the organization following the transaction.

has been acquired by

North State Insurance Agency

Acted as the exclusive financial advisor to North State in its sale to Kaplansky Insurance.  North State has been providing insurance services to local residents and businesses in Massachusetts and New Hampshire for over 50 years.  Michael Noone, vice president of operations for Kaplansky Insurance, and Pamela Ubele, branch manager of North State, will coordinate the merger.

has been acquired by

Liberty Insurance Brokers

Acted as the exclusive financial advisor to Liberty Insurance Brokers in its sale to Brown & Brown, Inc.  Liberty and its affiliate companies were founded by Scott Engel in 1996 and provide commercial and personal lines insurance for the multi-family residential industry primarily in Pennsylvania and New Jersey.  As part of the transaction, Scott Engel and his team will combine with Brown & Brown PA’s existing Plymouth Meeting, Pennsylvania profit center under the leadership of Rob Heller. 

has been acquired by

Tri-State and Primero

Acted as the exclusive financial advisor to Tri-State and Primero in its sale to Nodak Mutual.  Tri-State is a retail sales/service general insurance agency and Primero underwrites specialty automobile insurance in Arizona, Nevada, North Dakota, and South Dakota through independent agents.  Primero is rated “A” by Demotech Inc.  Current President Herb Hill will retire and Vice Presidents Ryan Hill and Broch Hill will continue handling the claims and marketing for Tri-State and Primero.

has been acquired by

Cowles & Connell

Acted as the exclusive financial advisor to Cowles & Connell in its sale to Arthur J. Gallagher & Co.  Established in 1892, Cowles & Connell is a managing general agent and wholesale insurance broker which provides excess and surplus, property/casualty, professional business liability and other specialty insurance products and services to their independent retail insurance broker clients throughout the United States.  Jo Ann Peri and her associates will continue to operate from their locations in Brewster, NY; Meriden, CT; Westampton, NJ and Wilbraham, MA under the direction of Joel Cavaness, President of Risk Placement Services, Inc., a subsidiary of Arthur J. Gallagher & Co.