Read the latest from PhiloSmith.

Shepard Insurance Group

Shepard Insurance Group

Acted as exclusive financial advisor to Greenwich, Connecticut-based Shepard Insurance Group, Inc. in its sale to Arthur J. Gallagher & Co.

November 2024

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

Monroe & Monroe Insurance Agency

Monroe & Monroe Insurance Agency

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.

August 2024