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).
Acted as exclusive financial advisor to Jacob J Katz & Company (JJK) in its sale to Marshall+Sterling. Headquartered in Rockland County, NY, JJK is a trusted, family‑owned, full‑service insurance agency serving clients nationwide since 1937.
Acted as exclusive financial advisor to J.M. Wilson Corporation (JM Wilson) in its sale to Ryan Specialty. Founded in 1920, JM Wilson has six offices throughout the United States.
Acted as exclusive financial advisor to Market Finders, Inc. (MFI) in its sale to Monarch E&S Insurance Services (Monarch), a division of Specialty Program Group LLC (SPG).
Acted as exclusive financial advisor to Tim Parkman, Inc. (TPI) in its sale to Bridge Specialty Group (a subsidiary of Brown & Brown, Inc.).
