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.
has been acquired by
Greenberg Rhein & Margolis, Inc.
Acted as exclusive advisor to Greenberg Rhein & Margolis in its sale to Cross Insurance.
No press release has been issued for this transaction.
has been acquired by
Mogil Organization, LLC
Acted as exclusive financial advisor to Mogil Organization, LLC (Mogil) in its sale to World Insurance Associates (World). Headquartered in New York City, Mogil has offered corporate and personal insurance products to a wide range of businesses and families since 1957. Mogil also provides financial planning tools to clients.
has acquired
JTR Insurance Agency, Inc.
Acted as exclusive advisor to JTR Insurance Agency in its acquisition of Capital Sierra Insurance Services of El Dorado, California.
No press release has been issued for this transaction.
has been acquired by
Northeast Coverages, Inc.
Based in Garden City, NY, Northeast Coverages is a wholesale broker and MGA that writes business throughout the U.S. With access to a wide variety of markets, including both admitted and non-admitted companies, Northeast Coverages is an invaluable partner for its retail broker clients. PhiloSmith acted as Northeast Coverages’ financial advisor in the transaction.
has been acquired by
Venture Agency Holdings, Inc.
Acted as exclusive financial advisor to Venture Agency Holdings, Inc. (“Venture”) in its sale to Whitetail Insurance Services, LLC. Founded in 2013, Venture provides customized property and casualty insurance to Security Guards, Private Investigators and Alarm Contractors. Available exclusively to agency partners with deep industry knowledge, Venture offers the expertise, service and commitment that has made the company a preferred national partner. This allows Venture to have a deep understanding of the unique insurance needs of employers and their teams.
