has affiliated with

Auto-Owners Insurance Company

Acted as as the exclusive advisor to Auto-Owners Insurance Company in its affiliation with the Concord General Mutual Insurance group of companies. Concord is a personal lines-focused property and casualty insurer that operates exclusively through independent agents in NH, VT, ME and MA.  Based in Lansing, MI, Auto-Owners is a Fortune 500 multi-line insurance company that operates through almost 6,300 independent agents in 26 states.  The affiliation will expand Auto-Owners’ geographic reach with a premier New England platform.  Concord will be able to grow its commercial product offerings as a result of the affiliation, strengthening agency relationships and adding greater overall value as a result.

has been acquired by

MJ Kelly Company

Acted as the exclusive financial advisor to MJ Kelly Company (MJK) in its sale to JenCap Holdings.  MJK is a managing general agency and wholesale insurance brokerage based in Springfield, MO with offices in nine states throughout the Midwest and Southeast.  Since 1986, MJK has been owned and operated by Jim Adams who was joined by his sons Jon and Paul in 1987 and 1989, respectively.  MJK places business with more than 200 admitted and non-admitted markets through more than 5,000 independent agents in 26 states.  In conjunction with the transaction, Jon Adams will move into the position of President of MJK and Paul will take on the responsibility of Branch Manager of the Springfield office.  Jim Adams will remain in an advisory capacity.