100+ total transactions representing $15B+ in aggregate value — 15 tracked below spanning 2018–2025 · 1 industry
Exclusive financial advisor to Columbia Insurance Group on sale of personal lines business to Safeco/Liberty Mutual in eight states.
Exclusive financial advisor to J.M. Wilson Corporation (founded 1920, multi-state presence) on its sale to Ryan Specialty.
Exclusive financial advisor to Market Finders Inc (founded 1971, managing general agent in New Mexico) on sale to Monarch E&S, division of Specialty Program Group.
Exclusive financial advisor to Jacob J Katz & Company (family-owned since 1937, Rockland County NY) on sale to Marshall+Sterling.
Exclusive financial advisor to Tim Parkman Inc on sale to Bridge Specialty Group (subsidiary of Brown & Brown).
Exclusive financial advisor to M.S. Peltier Insurance Services on sale to Choice Financial Group.
Exclusive financial advisor to Bafumi Insurance Agency (Middletown CT, P&C and life/health services) on sale to World Insurance.
Exclusive financial advisor on sponsored demutualization and sale of ECM, a leading farmowners and commercial agricultural insurer writing $237M direct premium in 48 states.
Exclusive advisor to Norfolk & Dedham Group (founded 1825) in affiliation with Union Mutual. $596M combined direct written premium, maintains dual headquarters and brand identities.
Exclusive financial advisor to Badger Mutual in affiliation with Rural Mutual Insurance Company. Combined 227 years of history, well-respected Wisconsin brands maintaining independent identities.
Exclusive financial advisor to Everett Cash Mutual on acquisition of American Reliable Insurance Farm, Ranch and Equine business (~$85M valuation).
Exclusive financial advisor to Granada Insurance Company and GIC Underwriters (Florida surplus lines, commercial insurance MGA, 35-year track record) on sale to investor group.
Exclusive financial advisor to Rider Insurance (founded 1971, largest motorcycle insurer in New Jersey, 8-state coverage) on sale to Plymouth Rock Assurance.
Exclusive financial advisor to Auto-Owners Insurance (Fortune 500 company) on acquisition of Capital Insurance Group (regional P&C underwriter, CA/WA/OR/NV/AZ).