has been acquired by
The Kerin Agency
Acted as exclusive financial advisor to The Kerin Agency in its sale to AssuredPartners. No official press release was issued for this transaction.
has been acquired by
SLB Insurance Group
Acted as exclusive financial advisor to SLB Insurance Group (SLB), a specialty wholesale brokerage and managing general agency, in its sale to CRC Group. The acquisition of SLB expands CRC Group’s binding operations in the Southeast, nearly doubling its presence in South Florida and enhancing its capabilities in Louisiana. This also marks CRC Group’s first acquisition since becoming an independent wholesaler in 2024.
Established in 2000, SLB focuses on small to midmarket property and casualty, trucking and personal lines insurance. The company is led by Darren Marsh, Trevor Keyes and Keith Hinson, all of whom will continue to lead SLB, reporting to Brennan Paris, President of CRC Binding.
has merged into
Spencer Gray Insurance
Acted as exclusive financial advisor to Spencer E. Gray, Jr. LLC (Spencer Gray Insurance), a leading provider of insurance solutions in Maine, in its merger with J. Edward Knight Insurance.
Led by Spencer and Elizabeth Gray, Spencer Gray Insurance has been a cornerstone of the Bath, ME community since 2002, offering personalized insurance solutions tailored to individual and business needs.
By joining forces with J. Edward Knight, Spencer Gray Insurance’s clients will gain access to an expanded range of insurance products, services and additional resources.
has been acquired by
Shepard Insurance Group
Acted as exclusive financial advisor to Greenwich, Connecticut-based Shepard Insurance Group, Inc. in its sale to Arthur J. Gallagher & Co. Shepard Insurance Group is a retail insurance broker that specializes in serving high-net-worth clients in the Northeast US and Florida. Steve Shepard, Kyle Shepard and their team will remain in their current location under the direction of Brendan Gallagher, head of Gallagher's Northeast region retail property/casualty brokerage operations.
has been acquired by
Southern Insurance Agency, LLC
Acted as exclusive financial advisor to Southern Insurance Agency, LLC (SIA) in its sale to NFP Corp. (NFP). Headquartered in New Orleans, LA, SIA offers a variety of P&C solutions and services for middle-market companies, including general liability, commercial property, business auto and cyber liability coverages. Under the leadership of Founder and President, Louis Faust, the SIA team has consistently demonstrated a deep knowledge of the intricacies of the New Orleans market, including weather-related and other risks specific to the area, and an ability to secure coverage for more challenging exposures.
has been acquired by
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.
has been acquired by
The Rowley Agency, LLC
Acted as exclusive financial advisor to The Rowley Agency, LLC (Rowley) in its sale to Arthur J. Gallagher & Co. (Gallagher). Headquartered in Concord, New Hampshire, Rowley is one of the largest independent insurance agencies in New England, providing property/casualty, surety and employee benefits products to commercial and personal lines clients primarily in New Hampshire, Vermont, Maine and Massachusetts from the Company’s four office locations. Dan Church, Gary Stevens and their team will remain in their current location under the direction of Brendan Gallagher, head of Gallagher's Northeast region retail property/casualty brokerage operations, and John Neumaier, head of Gallagher's East region employee benefits consulting and brokerage operations.
has been acquired by
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.
has been acquired by
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. EBS is one of the fastest growing benefits firms in the mid-Atlantic region. EBS is a Baltimore-based firm, founded in 2012, offering employee benefits services and innovative product offerings. EBS colleagues will continue to serve their clients offering the expanded resources of RCM&D including property & casualty, retirement plan services, life insurance, RCM&D’s Self-Insured Services Company (SISCO) and more.
has been acquired by
Hamond Safety Management, LLC
Acted as exclusive advisor to Hamond Safety Management, LLC (Hamond) in its sale to World Insurance Associates (World). Headquartered in Syosset, NY, Hamond is a safety group manager that specializes in workers’ compensation for the woodworking, construction and plumbing/heating/cooling industries. Hamond also insures and services lumberyards and building material dealers.
