Badger Mutual
Acted as exclusive financial advisor to Badger Mutual Insurance Company (“Badger”) in its announced affiliation with Rural Mutual Insurance Company (“Rural”).
October 2024
Columbia Insurance Group
Columbia Insurance Group
Acted as exclusive financial advisor to Columbia Insurance Group in the sale of its personal lines business to Safeco Insurance, a Liberty Mutual Company (“Safeco Liberty Mutual”).
October 2024
Insurance and Financial Review – Q3 2024
Southern Insurance Agency, LLC
Southern Insurance Agency, LLC
Acted as exclusive financial advisor to Southern Insurance Agency, LLC (SIA) in its sale to NFP Corp.
August 2024
Insurance and Financial Review – Q2 2024
Market Outlook
Insurance and Financial Review – Q1 2024
The Rowley Agency, LLC
The Rowley Agency, LLC
Acted as exclusive financial advisor to The Rowley Agency, LLC (Rowley) in its sale to Arthur J. Gallagher & Co. (Gallagher).
January 2024
Insurance and Financial Review – 2023
Employee Benefit Services of Maryland (EBS)
Employee Benefit Services of Maryland (EBS)
Acted as exclusive advisor to Employee Benefit Services of Maryland (EBS) in its sale to RCM&D, A Unison Risk Advisors Company.
November 2023
