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.).
Acted as exclusive financial advisor to Byrnes Agency, Inc. (Byrnes Agency) in its sale to Hub International Limited (Hub).
Acted as exclusive financial advisor to The Kerin Agency in its sale to AssuredPartners. No official press release was issued for this transaction.
Acted as exclusive financial advisor to SLB Insurance Group (SLB), a specialty wholesale brokerage and managing general agency, in its sale to CRC Group.
