has been acquired by

H.R. Keller & Co.

Acted as exclusive financial advisor to H.R. Keller & Co., Inc. in its sale to Arthur J. Gallagher & Co. Founded in 1962, H.R. Keller & Co. is a Managing General Agency (MGA), surplus lines broker and program administrator serving clients primarily in New York and the surrounding states. Eric Keller, Andrew Coric and their associates will continue to operate from their current location under the direction of Joel Cavaness, President of Risk Placement Services, Inc. (RPS), Gallagher's wholesale broker and MGA.

has been acquired by

RIC Insurance General Agency

Acted as exclusive financial advisor to RIC Insurance General Agency, Inc. in its sale to Worldwide Facilities, LLC. RIC is a wholesale insurance brokerage and managing general agency with office locations across the western United States. RIC specializes in small to medium-sized commercial business as well as personal lines business. Following the acquisition, RIC will continue to maintain its client and market relationships and commitments as a division of Worldwide Facilities.

has been acquired by

Direct Auto Insurance Company

Acted as exclusive financial advisor to Direct Auto Insurance Company in its sale to NI Holdings, Inc. Headquartered in Chicago, IL, Direct Auto underwrites specialty automobile insurance in the state of Illinois through independent agents. NI Holdings, Inc. is an insurance holding company, which fully owns Nodak Insurance Company. Nodak’s acquisition of Direct Auto furthers its goal of diversifying its business and expanding its insurance operations. Joe Fitzgerald, the President of Direct Auto, and one of the principal shareholders will continue to manage the Direct Auto insurance operations.

has acquired

JenCap Holdings

Acted as exclusive financial advisor to JenCap Holdings LLC in its acquisition of Genesee General. Founded in 1982, Genesee General is a full-service managing general agency and wholesale broker that specializes in commercial insurance products for the excess and surplus lines industry as well as servicing the catastrophe and program business markets. Genesee General is based in Alpharetta, GA and has been led by Roger Ware since 1998. JenCap was formed in March 2016 by global alternative asset manager The Carlyle Group and JenCap management to consolidate specialty insurance distribution businesses, including managing general agents, program managers and transactional wholesale brokers. The acquisition of Genesee General is the seventh transaction by JenCap since its founding, and places the company among the largest wholesale brokers in the U.S.

has been acquired by

Manning & Nozick

Acted as exclusive financial advisor to Manning & Nozick Insurance Agency in its sale to Brown & Brown. Manning & Nozick has been a presence in Atlanta for over 70 years. The agency provides a wide variety of personal and business insurance products and services to clients in the greater Atlanta area and nationally. Following the acquisition, Manning & Nozick will combine with Brown & Brown’s existing Atlanta offices. Brian Coffsky, Robert Franco and Stanley Westerman, the principals of Manning & Nozick, are all remaining with the agency and will continue to serve their clients and grow their business.

has been acquired by

Southeastern Insurance Agency

Acted as exclusive financial advisor to Southeastern Insurance Agency in its sale to Eastern Insurance Group LLC, a wholly-owned subsidiary of Eastern Bank.  The company was founded in 1978 by Bradford Lowe and is a highly regarded retail insurance agent offering both personal and commercial insurance through its offices in North Dartmouth and Hyannis, MA.  Eastern Insurance has plans for the acquired operation to continue to expand in the Dartmouth, New Bedford, Fall River and Cape Cod areas under the leadership of Lora Lowe FitzGerald and Bradford Lowe