Mogil Organization, LLC
Mogil Organization, LLC
Acted as exclusive financial advisor to Mogil Organization, LLC (Mogil) in its sale to World Insurance Associates (World).
JTR Insurance Agency, Inc.
JTR Insurance Agency, Inc.
Acted as exclusive advisor to JTR Insurance Agency in its acquisition of Capital Sierra Insurance Services of El Dorado, California.
Northeast Coverages, Inc.
Northeast Coverages, Inc.
Based in Garden City, NY, Northeast Coverages is a wholesale broker and MGA that writes business throughout the U.S.
Venture Agency Holdings, Inc.
Venture Agency Holdings, Inc.
Acted as exclusive financial advisor to Venture Agency Holdings, Inc. (“Venture”) in its sale to Whitetail Insurance Services, LLC.
C&M First Services, Inc
C&M First Services, Inc
Acted as exclusive financial advisor to C&M First Services, Inc. (C&M) in its sale to One80 Intermediaries.
Smithwick & Mariners, MidCoast, and Chapman & Chapman
Smithwick & Mariners, MidCoast, and Chapman & Chapman
Acted as exclusive financial advisor to Smithwick & Mariners, Inc., MidCoast Insurance Agency, LLC, and IGWT, Inc. dba Chapman & Chapman Insurance (collectively, Smithwick & Mariners) in their sale to Brown & Brown, Inc.