Transactions

The Shepherd Agency, LLC

Acted as exclusive financial advisor to The Shepherd Agency, LLC in its sale to Assured Partners. Headquartered in Fort Washington, PA, The Shepherd Agency, LLC is a surety bond-only agency that specializes in providing surety bonds to the construction industry. Shepherd has served as one of the largest Contract Surety bond agents in the Philadelphia / Delaware Valley marketplace for over 50 years. The team of ten will remain under the current operational leadership of Rick Shepherd.

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