has been acquired by

Martin Benefits Consulting

Acted as exclusive financial advisor to Martin Benefits Consulting and Martin Human Resources in the sale of substantially all of the assets of the two companies to Brown & Brown of New York, a subsidiary of Brown & Brown, Inc.  Martin Benefits and Martin Human Resources have combined annual revenues of approximately $3 million and offer employee benefits products and services in New York City and throughout New York, Connecticut and New Jersey.

has been acquired by

Heath XS

Acted as the exclusive advisor to Heath XS, LLC in the sale of 80% of the outstanding membership’s interests in Heath XS, LLC and Hardscrabble Data Solutions, LLC to Hallmark Financial Services, Inc. for $15 million.  Heath XS is a New Jersey-based managing general underwriter producing approximately $50 million of excess commercial automobile and commercial umbrella risks on both an admitted and non-admitted basis through wholesalers throughout the United States. 

has acquired

Republic Group

Served as exclusive financial advisor to Republic Companies, Inc. in its acquisition of Southern States General Agency, Inc. from Unitrin, Inc.  Southern States provides a complete selection of specialty commercial and personal lines property and casualty products through independent agents in Louisiana, Arkansas, Texas and Mississippi.

OTHER TRANSACTIONS

Client

ABC Insurance Company

DEF Insurance Company

Advisory Role

Sale to XYZ Insurance Company

Affiliation with UVW Insurance Company