Shepard Insurance Group
Acted as exclusive financial advisor to Greenwich, Connecticut-based Shepard Insurance Group, Inc. in its sale to Arthur J. Gallagher & Co.
Acted as exclusive financial advisor to Greenwich, Connecticut-based Shepard Insurance Group, Inc. in its sale to Arthur J. Gallagher & Co.
Acted as exclusive financial advisor to Badger Mutual Insurance Company (“Badger”) in its announced affiliation with Rural Mutual Insurance Company (“Rural”).
Acted as exclusive financial advisor to Columbia Insurance Group in the sale of its personal lines business to Safeco Insurance, a Liberty Mutual Company (“Safeco Liberty Mutual”).
Acted as exclusive financial advisor to Southern Insurance Agency, LLC (SIA) in its sale to NFP Corp.
Acted as exclusive financial advisor to Monroe & Monroe Insurance Agency, Ltd. in its sale to The Hilb Group. No official press release was issued for this transaction.