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.
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.
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.
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.
Acted as exclusive financial advisor to Bafumi Insurance Agency (Bafumi). Based in Middletown, CT, Bafumi provides property and casualty insurance and life and health insurance services throughout the state of Connecticut.
Acted as exclusive financial advisor to M.S. Peltier Insurance Services (Peltier) on its sale to Choice Financial Group (CFG).
Acted as exclusive financial advisor to Everett Cash Mutual Insurance Co. and affiliated companies (ECM) on the announced sponsored demutualization and sale to Old Republic International Corporation (NYSE: ORI).
