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has been acquired by

Sachs Walsh Insurance

Acted as exclusive financial advisor to Sachs Walsh Insurance in its sale to AssuredPartners.  Based in Westport, CT, Sachs Walsh is a retail insurance agency that offers personal and commercial property and casualty insurance, as well as life, health and long-term care coverage.  Since its founding in 1978, Sachs Walsh has established itself as one of the premier independent agencies in Fairfield County.  Sachs Walsh will maintain its local presence and continue to be led by President Teri Walsh.

 

has been acquired by

 

Holden Agency

Acted as exclusive financial advisor to the Holden Agency in its sale to Cross Insurance. Founded in 1955, the Holden Agency is a longstanding independent agency based in Portland, ME. Holden provides employee benefits and property and casualty products to commercial and personal lines clients. Headquartered in Bangor, ME, Cross Insurance saw the acquisition as a tremendous opportunity to expand its operations in Maine. Holden executives Thomas Holden and John Benoit will continue to serve and assist with management of the business.