Transactions

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.