Read the latest from PhiloSmith.

J.M. Wilson

J.M. Wilson

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

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

Byrnes Agency

Byrnes Agency

Acted as exclusive financial advisor to Byrnes Agency, Inc. (Byrnes Agency) in its sale to Hub International Limited (Hub).

January 2025

SLB Insurance Group

SLB Insurance Group

Acted as exclusive financial advisor to SLB Insurance Group (SLB), a specialty wholesale brokerage and managing general agency, in its sale to CRC Group.

December 2024

Norfolk & Dedham Group

Norfolk & Dedham Group

Acted as exclusive advisor to Norfolk & Dedham Group (N&D) in its affiliation with Union Mutual.

December 2024

Spencer Gray Insurance

Spencer Gray Insurance

Acted as exclusive financial advisor to Spencer E. Gray, Jr. LLC (Spencer Gray Insurance)

December 2024

Providence Mutual

Providence Mutual

Acted as exclusive financial advisor to Providence Mutual in its auto renewal rights sale.

December 2024