Selected Recent Insurance Transactions

• Advised IAS on its announced sale to:
  December 2019
• Advised Alternative Service Concepts on its sale to:
  October 2019
• Advised EPIC Insurance Brokers & Consultants on their acquisition of:
  October 2019
• Advised Prime Capital Investment Advisors on its minority investment from:
  October 2019
• Advised CopperPoint Insurance Companies on its announced acquisition of:
  September 2019
• Advised Merrymeeting on its sale of:
  September 2019
• Advised Venture Insurance Programs on the sale of its:
  August 2019

• Advised Worldwide Facilities on its announced transaction with:

  

  August 2019

• Advised Heffernan Insurance Brokers on its minority equity investment from:   

  July 2019
• 
  Advised the Principals of Elementum Advisors on the Company’s sale of a minority interest to:
  June 2019
• 
  Advised Professional Life & Casualty Company on its sale to:
  
  June 2019
• 
  Advised Worley Claims Services on its sale to:
  

  May 2019

• 

  Advised Service Group and Dealer Wizard on their sale to:

  
  March 2019
• Advised Relation Insurance Services on its sale to:
  January 2019
• Advised Mylo and Lockton Companies on their Series A funding of $28 million with:
  January 2019

• Advised ClearView Risk on its sale to:   

  January 2019
• Advised Safety National Casualty Corporation on its acquisition of:   
  January 2019
• Advised The Doctors Company on its announced acquisition of:
  for total consideration of:$650,000,000November 2018
• Advised Fiesta Insurance Franchise Corporation on its partnership with:   
  October 2018
• Advised PEAK6 on its acquisition of National Flood Services from Aon plc:
  August 2018
• Advised Propel Insurance on its partnership with:
  May 2018
• Advised Crystal & Company on its sale to:
  April 2018
• Advised Agents Investor Group of America on its sale of Alliant National Title Insurance Company to:
  March 2018
• Advised American Enterprise Group on its acquisition of:
  January 2018
• Advised Zenith American Solutions on its sale to:
  December 2017
• Advised CFS LP and Sorrento Pacific on their sale to:
  August 2017
• 
  Advised New Mountain Capital on its acquisition of:
  
  for total consideration of:$560,000,000May 2017
• 
  Advised Dealey, Renton & Associates on its sale to:
  
  February 2017
• 
  Advised PPM Services, Inc. on its sale to:
  
  for total consideration of:$205,000,000November 2016
• 
  Advised Travelex Holdings on the sale of Travelex Insurance Services to:
  
  for total consideration of:$105,000,000September 2016
• 
  Advised Total Program Management on its sale to:
  
  June 2016
• 
  Advised Equity Risk Partners on its sale to:
  
  February 2016
• 
  Advised Worldwide Facilities on its transaction with:
  
   
  July 2015
• 
  Advised Celestite Holdings on its sale to:
  
   
  June 2015
• 
  Advised Associated Banc-Corp on its acquisition of:
  
  for total consideration of:$56,000,000Januray 2015
• 
  Advised Laurus Strategies on its sale to:
  
   
  October 2014