has been acquired by

Geneva Insurance Company

Acted as exclusive financial advisor to Geneva Insurance in the sale of the Company to Trillium Management Services, Inc.  Geneva provides personal automobile insurance with a concentration on the non-standard in suburban and rural areas of Indiana.  The Company’s policyholder surplus is approximately $2.5 million. 

has affiliated with

Phenix Mutual Fire Insurance Company

Acted as exclusive financial advisor to Phenix Mutual in its affiliation with The Motorists Insurance Group.  Phenix is a 123-year old property and casualty insurer operating in New Hampshire, Maine, Vermont, Massachusetts, Rhode Island and South Carolina.  During 2008, Phenix posted $26.5 million in direct and assumed premium.  Motorists, which is headquartered in Ohio and writing business throughout the Midwest, had $541.3 million in policyholders’ surplus at the end of 2008 and was rated “A” (Excellent) by A.M. Best.

has acquired

Hanover Insurance Group

Acted as the exclusive financial advisor to The Hanover Group, Inc. in its acquisition of AIX Holdings, Inc. Windsor, CT-based AIX Holdings is a specialty property and casualty insurer that underwrites and manages program business, utilizing alternative risk transfer techniques.  AIX Holdings has developed general liability, workers’ compensation, property and auto liability programs for a range of well-defined, under-served markets where there are specialty coverage or risk management needs.

has been acquired by

Professionals Direct

Retained by Professionals Direct, Inc. to maximize the value and facilitate the sale.  Professionals Direct was sold to The Hanover Insurance Group for a cash purchase price of $23.2 million, which was a premium of over 200 percent of the stock price on the day we were retained.  Professionals Direct, Inc. is the holding company for a Professionals Direct Insurance Services and Professionals Direct Insurance Company.  Professionals Direct provides lawyers professionals liability insurance in more in 36 states through its various programs and through various independent producers.

has affiliated with


COUNTRY Companies

Acted as exclusive financial advisor to Country Life Insurance Company and Country Mutual Insurance Company in their acquisition of Cotton States Life Insurance Company and affiliation with Cotton States Mutual Insurance Company. The affiliation was followed by the purchase of the publicly held shares of Cotton States Life valued at $135 million. The affiliation will increase the Country pool by $300 million of personal lines premium located in Georgia, Alabama, Tennessee, and Florida.



ABC Insurance Company

DEF Insurance Company

Advisory Role

Sale to XYZ Insurance Company

Affiliation with UVW Insurance Company