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
Insurance and Financial Review – Q2 2023
Market Outlook
Mogil Organization, LLC
Mogil Organization, LLC
Acted as exclusive financial advisor to Mogil Organization, LLC (Mogil) in its sale to World Insurance Associates (World).
June 2023
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.
March 2023
