has been acquired by
Insurance and Financial Review – Q3 2026
September 2026
has been acquired by
Concorde General Agency
Acted as exclusive financial advisor to Fargo, ND-based Concorde General Agency, Inc. (“Concorde”) on its sale to Jencap Group LLC. Concorde is a regional wholesaler specializing in personal lines, commercial lines, and farm and ranch insurance. Concorde will continue operating under its well-established brand as part of the Jencap Insurance Services Inc (JCIS) division, combining its regional expertise and strong market relationships with the expanded resources, capabilities, and national reach of Jencap.
has been acquired by
W.J. Cox Associates
Acted as exclusive financial advisor to Buffalo, NY-based W.J. Cox Associates, Inc. (W.J. Cox) on its sale to Insurance Program Managers Group (IPMG). W.J. Cox has specialized in insurance and risk management solutions for the forest products industry since 1979.
W.J. Cox has built an outstanding reputation by delivering specialized insurance programs that combine disciplined underwriting, effective claims management, proactive loss prevention, and cost containment strategies. Through its comprehensive approach to risk management, W.J. Cox has helped clients reduce both the frequency and severity of workplace injuries, lowering overall operating costs while improving safety and productivity across the forest products industry.
As part of the transaction, Ed Wright, Chairman of W.J. Cox, will assist with the transition before retiring following a distinguished career. Kevin Brown, President of W.J. Cox, will continue to lead the organization and spearhead its next phase of growth, now as part of IPMG. W.J. Cox will continue to operate under its existing brand, preserving the identity and specialized market presence it has built over more than four decades. The acquisition will have no impact on current service levels, and clients will continue to receive the same reliable support and solutions without interruption.
has been acquired by
Metayer Bonding Associates
Acted as exclusive financial advisor to Avon, CT-based Metayer Bonding Associates (“Metayer”) on its sale to Marshall+Sterling. Metayer brings nearly 30 years of construction and commercial surety expertise and long-standing relationships with 18 leading bond companies to Marshall+Sterling.
The addition deepens Marshall+Sterling’s surety capabilities for contractors, developers, and commercial clients across the region. Metayer’s clients will continue to benefit from the personalized expertise they have come to expect, now backed by the expanded resources and national capabilities of Marshall+Sterling.
Since its founding in 1996 by President and CEO Michael Metayer, Metayer Bonding Associates has earned a reputation for trusted relationships, market access, and surety expertise that delivers results for contractors and developers. The firm maintains long-standing relationships with 18 of the nation’s leading surety companies, giving clients meaningful market access and advocacy when they need it most.
has been acquired by
Arbor Insurance Group
Acted as exclusive financial advisor to Allentown, PA-based Arbor Insurance Group in its sale to Sequel Insurance Agencies. No official press release was issued for this transaction.
has been acquired by
Twin Elms
Acted as exclusive financial advisor to West Palm Beach, Florida-based Twin Elms, LLC in its sale to Arthur J. Gallagher & Co. Twin Elms is a retail insurance broker specializing in environmental insurance products and services for US clients. Scott Houldin, Karl Touet and their team will remain in their current location under the direction of Bumpy Triche, head of Gallagher's Southeast retail property/casualty brokerage operations.
