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
Insurance and Financial Review – 2023
Employee Benefit Services of Maryland (EBS)
Employee Benefit Services of Maryland (EBS)
Acted as exclusive advisor to Employee Benefit Services of Maryland (EBS) in its sale to RCM&D, A Unison Risk Advisors Company.
November 2023
Hamond Safety Management, LLC
Hamond Safety Management, LLC
Acted as exclusive advisor to Hamond Safety Management, LLC (Hamond) in its sale to World Insurance Associates (World).
October 2023
Insurance and Financial Review – Q3 2023
Greenberg Rhein & Margolis, Inc.
Greenberg Rhein & Margolis, Inc.
Acted as exclusive advisor to Greenberg Rhein & Margolis in its sale to Cross Insurance.
August 2023
Southern Trust Insurance Company and Southern Specialty Underwriters
Southern Trust Insurance Company and Southern Specialty Underwriters
Acted as exclusive financial advisor to Southern Trust Insurance Company and Southern Specialty Underwriters (collectively “Southern Trust”).
July 2023
