has sold certain assets to

Texas Security General Insurance Agency

Acted as the exclusive financial advisor to Texas Security General Insurance Agency, Inc.  in the sale of certain assets to Brown & Brown, Inc.  Texas Security General, a wholesale brokerage with annual revenues of approximately $5.8 million, serves a wide base of independent insurance agents offering personal and commercial lines coverage’s throughout Texas.  The company also offers claims management services.  Through this acquisition, Brown & Brown sees Texas Security General serving as a platform to expand in the Texas personal and commercial wholesale insurance market while Texas Security General sees the acquisition as an opportunity to enhance its ability to serve its agent partners throughout Texas.

has acquired

AmeriLife Group

Acted as the exclusive financial advisor to AmeriLife Group, LLC in its acquisition of Vertical Vision Financial Marketing, LLC, a Woodstock, GA insurance marketing organization specializing in annuity sales.  This acquisition is expected to substantially increase AmeriLife’s annuity business.  One of the nation’s largest life and health insurance marketing organizations, since 1971 AmeriLife has provided for the insurance and financial needs of America’s expanding senior population through insurance-related products such as Health and Medicare Plans, together with services such as Licensed Third-Party Administration, Product Development, Financial Services, Long-Term Care Insurance, and Property and Casualty Insurance.

has acquired

Western National Mutual Insurance Company

Acted as the exclusive financial advisor to Western National Mutual Insurance Company of Edina, MN in its purchase of 100 percent of the stock of Arlington Heights, IL-based Dynamic Insurance Group, parent holding company of American Freedom Insurance Company.  American Freedom  Insurance Company will operate independently as a separate entity writing non-standard automobile coverage in Illinois, Indiana and Pennsylvania, under the ultimate management and control of Western National and with its full financial support.

has sold certain assets to

PEMCO Life Insurance Company

Acted as the exclusive financial advisor to PEMCO Life Insurance Company, a wholly-owned subsidiary of PEMCO Mutual Insurance Company, in the sale to Sagicor Life Insurance Company.  PEMCO has decided to exit the life business to concentrate on its core business of personal lines property and casualty insurance and has chosen Sagicor specifically because of its focus on customer service, its commitment to community and corporate citizenship, and its financial strength. Through this acquisition, Sagicor will acquire approximately 10,000 term and whole life policies and 7,500 new clients.

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.