Transactions

Legacy Insurance Services

Acted as the exclusive financial advisor to Arizona Automobile Insurance Company and Legacy Insurance Services in their sale to Western National Insurance Group, Inc.  Headquartered in Phoenix, AZ, Legacy was formed in 1997 and Arizona Automobile Insurance Company in 2003.  Both companies specialize in personal lines, non-standard auto insurance.  Arizona Auto reported statutory surplus of approximately $3.1 million as of December 30, 2009.