Read the latest from PhiloSmith.

Badger Mutual

Badger Mutual

Acted as exclusive financial advisor to Badger Mutual Insurance Company (“Badger”) in its announced affiliation with Rural Mutual Insurance Company (“Rural”).

October 2024

Columbia Insurance Group

Columbia Insurance Group

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”).

October 2024

Southern Insurance Agency, LLC

Southern Insurance Agency, LLC

Acted as exclusive financial advisor to Southern Insurance Agency, LLC (SIA) in its sale to NFP Corp.

August 2024

The Rowley Agency, LLC

The Rowley Agency, LLC

Acted as exclusive financial advisor to The Rowley Agency, LLC (Rowley) in its sale to Arthur J. Gallagher & Co. (Gallagher).

January 2024

Felton, Berlin & Erdmann Insurance Services

Felton, Berlin & Erdmann Insurance Services

Acted as exclusive financial advisor to Felton, Berlin & Erdmann Insurance Services in its sale to NFP Corp. No official press release was issued for this transaction.

January 2024