Norfolk & Dedham Group
Acted as exclusive advisor to Norfolk & Dedham Group (N&D) in its affiliation with Union Mutual.
December 2024
Spencer Gray Insurance
Spencer Gray Insurance
Acted as exclusive financial advisor to Spencer E. Gray, Jr. LLC (Spencer Gray Insurance)
December 2024
Providence Mutual
Providence Mutual
Acted as exclusive financial advisor to Providence Mutual in its auto renewal rights sale.
December 2024
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
Market Outlook
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
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
