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.
July 2026
Twin Elms
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.
June 2026
Insurance and Financial Review – Q1 2026
Insurance and Financial Review – 2025
Bafumi Insurance Agency
Bafumi Insurance Agency
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.
November 2025
M.S. Peltier Insurance Services
M.S. Peltier Insurance Services
Acted as exclusive financial advisor to M.S. Peltier Insurance Services (Peltier) on its sale to Choice Financial Group (CFG).
October 2025
Everett Cash Mutual Insurance Co. and Affiliated Companies
Everett Cash Mutual Insurance Co. and Affiliated Companies
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).
October 2025
Insurance and Financial Review – Q3 2025
Jacob J Katz & Company
Jacob J Katz & Company
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.
September 2025
