Venture Agency Holdings, Inc.
Acted as exclusive financial advisor to Venture Agency Holdings, Inc. (“Venture”) in its sale to Whitetail Insurance Services, LLC.
November 2022
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.
September 2022
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.
September 2022
