Transactions

Founders Insurance Agency

Acted as the exclusive financial advisor to Founders in its sale to AssuredPartners.  Founders is a retail insurance broker with offices in Torrington, CT and Lakeville, CT.  Founders provides personal, commercial and group health and life insurance to its clients.  Within its personal insurance division, Founders services its high value, platinum clientele with properties around the world.  Following the transaction, Founders’ staff and leadership will continue to operate from their existing office locations in Connecticut.