Greenberg Rhein & Margolis, Inc.
Acted as exclusive advisor to Greenberg Rhein & Margolis in its sale to Cross Insurance.
August 2023
Market Outlook
Southern Trust Insurance Company and Southern Specialty Underwriters
Southern Trust Insurance Company and Southern Specialty Underwriters
Acted as exclusive financial advisor to Southern Trust Insurance Company and Southern Specialty Underwriters (collectively “Southern Trust”).
July 2023
Insurance and Financial Review – Q2 2023
Mogil Organization, LLC
Mogil Organization, LLC
Acted as exclusive financial advisor to Mogil Organization, LLC (Mogil) in its sale to World Insurance Associates (World).
June 2023
JTR Insurance Agency, Inc.
JTR Insurance Agency, Inc.
Acted as exclusive advisor to JTR Insurance Agency in its acquisition of Capital Sierra Insurance Services of El Dorado, California.
March 2023
Northeast Coverages, Inc.
Northeast Coverages, Inc.
Based in Garden City, NY, Northeast Coverages is a wholesale broker and MGA that writes business throughout the U.S.
December 2022
Venture Agency Holdings, Inc.
Venture Agency Holdings, Inc.
Acted as exclusive financial advisor to Venture Agency Holdings, Inc. (“Venture”) in its sale to Whitetail Insurance Services, LLC.
November 2022
C&M First Services, Inc
C&M First Services, Inc
Acted as exclusive financial advisor to C&M First Services, Inc. (C&M) in its sale to One80 Intermediaries.
September 2022
Smithwick & Mariners, MidCoast, and Chapman & Chapman
Smithwick & Mariners, MidCoast, and Chapman & Chapman
Acted as exclusive financial advisor to Smithwick & Mariners, Inc., MidCoast Insurance Agency, LLC, and IGWT, Inc. dba Chapman & Chapman Insurance (collectively, Smithwick & Mariners) in their sale to Brown & Brown, Inc.
September 2022
