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
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
