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
Insurance and Financial Review – Q2 2025
J.M. Wilson
J.M. Wilson
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.
June 2025
Market Finders, Inc.
Market Finders, Inc.
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).
June 2025
Tim Parkman, Inc.
Tim Parkman, Inc.
Acted as exclusive financial advisor to Tim Parkman, Inc. (TPI) in its sale to Bridge Specialty Group (a subsidiary of Brown & Brown, Inc.).
May 2025
