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
Insurance and Financial Review – Q3 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
Insurance and Financial Review – Q2 2024
Market Outlook
Insurance and Financial Review – Q1 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
