has affiliated with

Pennsylvania National Mutual

Acted as the exclusive financial advisor to Pennsylvania National Mutual Casualty Insurance Company in its affiliation with Partners Mutual Insurance Company.  Penn National, founded in 1919, sells personal and commercial property and casualty insurance through a network of more than 750 independent agencies in nine states and is rated A- by A.M. Best.  Partners Mutual, which is headquartered in Waukesha, WI, sells personal and commercial property and casualty insurance in Iowa and Wisconsin through a network of 120 independent agencies.   In 2010, the Company wrote approximately $39 million of premium. 

has acquired

Strickland Insurance Brokers

Acted as the exclusive financial advisor to Strickland Insurance Brokers, Inc. (SIB), a wholly owned subsidiary of the Strickland Insurance Group, Inc., in its acquisition of Winston-Salem, NC-based Carolina Insurance Service, Inc. (CIS).  Carolina Insurance Service is a managing general agency that has been servicing the needs of independent agents in North Carolina, South Carolina and Virginia since 1952.  The company, which has specialized in commercial and public transportation risks since its founding, will remain based in Winston-Salem.

has been acquired by

Financial Guarantee Underwriters and American Tri-State Underwriters

Acted as the exclusive financial advisor to Financial Guarantee Underwriters, Inc. and American Tri-State Underwriters, Inc. in their sale to Atlantic Specialty Lines, Inc.  Financial Guarantee Underwriters has been servicing the surplus insurance needs of the independent agents of Texas since 1989 while American Tri-State has been serving the surplus lines insurance needs of the independent agents in Louisiana and Arkansas since 1980.  The operations will operate as Atlantic Specialty Lines of TX, LLC and continue under the direction of Donnie Mitchell as the profit center manager. 

has been acquired by

Fremont Michigan InsuraCorp

Acted as the exclusive financial advisor to Fremont Michigan InsuraCorp in its sale to Auto Club Insurance Association for $67.7 million.  Headquartered in Fremont, MI, the company provides property and casualty insurance to individuals, farms and small businesses exclusively in Michigan via independent agents.  Fremont Michigan InsuraCorp is rated “A” (Excellent) by A.M. Best. 

has been acquired by

Corporate Benefits Consultants

Acted as the exclusive financial advisor to Corporate Benefit Consultants, LLC in its sale to Brown & Brown of Connecticut, Inc., a subsidiary of Brown & Brown, Inc. With combined annualized revenues of approximately $3 million, Corporate Benefit Consultants provides specialty employee benefits brokerage and consulting services for public and private sector clients in Connecticut, Florida and throughout the northeastern United States. 

has been acquired by

Mid-Continent Insurance Company

Acted as the exclusive financial advisor to Mid-Continent Insurance Company, Inc. in its sale to Conifer Holdings, Inc. Mid-Continent was formed in 1969 and is a property and casualty insurance company domiciled in Pennsylvania; they provide the sale, service and/or administration of niche insurance products in Pennsylvania, Maryland, Ohio and Indiana.  The company’s annual revenues are approximately $15 million.

has been acquired by

Nevada General Insurance Company

Acted as the exclusive financial advisor to Chicago-Vegas Holding Company in the sale of its subsidiaries Nevada General Insurance Company and Auto Insurance America Insurance Agency to Enumclaw Insurance Group.  Auto Insurance America (AIC), which was formed in 1972, is a retail sales/service insurance agency with 15 offices focused on non-standard automobile insurance in Nevada and New Mexico.  AIC is the exclusive producer for all of the business of Nevada General Insurance Company.  Nevada General is rated “A” “Excellent” by A.M. Best and reported statutory surplus of $17.3 million as of June 30, 2010.

has been acquired by

Casco Indemnity Company

Acted as the exclusive financial advisor to N.E. Corp. in its sale to Ohio Mutual Insurance Group.  N.E. Corp. is a holding company for Casco Indemnity Company and is jointly owned by the Hingham Group, and Phenix Mutual Fire Insurance Co.  Casco Indemnity was formed in 1985 by a consortium of seven New England insurers, and currently offers commercial auto, personal auto, and personal umbrella insurance in six states – Maine, Rhode Island, Connecticut, Vermont, New Hampshire and South Carolina – through a network of 140 independent agents.  The company had $17.4 million in direct written premium in 2009, reported a statutory surplus of $8.8 million at the end of 2009. 

has been acquired by

Legacy Insurance Services

Acted as the exclusive financial advisor to Arizona Automobile Insurance Company and Legacy Insurance Services in their sale to Western National Insurance Group, Inc.  Headquartered in Phoenix, AZ, Legacy was formed in 1997 and Arizona Automobile Insurance Company in 2003.  Both companies specialize in personal lines, non-standard auto insurance.  Arizona Auto reported statutory surplus of approximately $3.1 million as of December 30, 2009. 

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.