Growth. Client Success. Thought Leadership.
June 23, 2022
U.S. FORENSIC WAS ACQUIRED BY APPLIED TECHNICAL SERVICES
U.S. Forensic, a national provider of evaluation, reporting, and expert witness testimony forensic services, has been acquired by Applied Technical Services (“ATS”), a technologically advanced testing and inspection firm with extensive consulting and engineering capabilities. The transaction combines U.S. Forensic’s licensed fact-finding experience and extensive pool of engineering resources with ATS’s advanced lab capabilities and testing services.
June 22, 2022
ALACRITY SOLUTIONS GREATLY EXPANDS SUITE OF SERVICES WITH ACQUISITION OF PROPERTY DAMAGE APPRAISERS, INC.
Alacrity Solutions Group, LLC (“Alacrity Solutions”), a recognized leader in providing insurance claims management services in North America, today announced the acquisition of Property Damage Appraisers (“PDA”). Financial terms of the transaction were not disclosed.
June 17, 2022
TMK ANNOUNCES SALE OF TOKIO MARINE HIGHLAND'S US CONSTRUCTION MGA TO INTACT INSURANCE GROUP
Tokio Marine Kiln (TMK) announced that a definitive agreement has been signed with Intact Insurance Group (Intact) for the sale of Tokio Marine Highland’s (TMH) US construction division. The transaction is subject to customary regulatory approvals and is expected to close in the second half of 2022.
May 31, 2022
VENSURE EMPLOYER SERVICES STRENGTHENS MIDWEST PRESENCE WITH ACQUISITION OF EMPOWER HR
EmPower HR, a leading provider of professional employer organization (“PEO”) and HR services to employers, has been acquired by Vensure Employer Services (“Vensure”), the largest privately-held PEO in the United States.
May 25, 2022
WALLER HELMS ADVISORS TO ACQUIRE PARK SUTTON ADVISORS
Waller Helms Advisors has agreed to acquire Park Sutton Advisors LLC (“PSA”), the leading investment bank focused on M&A advisory for the wealth and investment management sector.
April 24, 2022
JOHNSON & JOHNSON ACQUIRES SELECT WHOLESALE AND MGU DIVISION OF MIDLANDS MANAGEMENT CORPORATION
Johnson & Johnson will expand its footprint into Texas and Oklahoma by acquiring the assets of the Wholesale Brokerage & Binding and Managing General Underwriting units of Midlands Management Corporation.
April 13, 2022
WHA QUARTERLY HEALTHCARE SECTOR UPDATE & VERTICAL DEEP DIVE
The Waller Helms healthcare team is pleased to share with you our Q1 2022 “WHA Healthcare Quarterly Sector Update & Vertical Deep Dive.” Every quarter we cover some of the most interesting and sector shifting deals that we’re seeing in the market and identify the emerging trends that executives and investors should be aware of. To better inform readers, we also do a deep dive on a vertical that is seeing increased activity for M&A and within the investor community.
April 6, 2022
THE MATHER GROUP, A LEADING WEALTH MANAGEMENT PLATFORM, HAS BEEN RECAPITALIZED BY THE VISTRIA GROUP
The Mather Group, LLC (TMG) announced it recieved a significant strategic investment from The Vistria Group, a Chicago-based next generation middle market private equity firm focused on financial services, healthcare and education.
February 1, 2022
TRIVE CAPITAL PARTNERS WITH ALLCAT CLAIMS SERVICE
Trive Capital (“Trive”), the Dallas-based private equity firm, recently completed an investment in Allcat Claims Service (“Allcat”).
January 27, 2022
WALLER HELMS ADVISORS HAS RECORD YEAR IN 2021 WITH 25 ANNOUNCED TRANSACTIONS REPRESENTING AGGREGATE DEAL VALUE OF $7.5B+
8 Transactions Announced Since December 1st, Including 3 in 2022
January 25, 2022
LION STREET, A LEADING INSURANCE DISTRIBUTION AND WEALTH MANAGEMENT PLATFORM, HAS BEEN ACQUIRED BY INTEGRITY MARKETING GROUP
Integrity Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in life, health and wealth solutions, today announced it has acquired Lion Street, an elite national network of agencies and professionals providing life insurance, wealth management and financial planning solutions to high-net-worth clients.
January 13, 2022
AMBA ANNOUNCES AGREEMENT WITH MARSH MCLENNAN TO ACQUIRE MERCER'S ASSOCIATIONS BUSINESS
Association Member Benefits Advisors (AMBA), a national affinity-based membership and marketing insurance agency, announced that it has reached an agreement to acquire Mercer's Associations business.
January 12, 2022
WHA QUARTERLY HEALTHCARE SECTOR UPDATE & VERTICAL DEEP DIVE
The Waller Helms healthcare team is pleased to share with you our Q4 2021 “WHA Healthcare Quarterly Sector Update & Vertical Deep Dive.” Every quarter we cover some of the most interesting and sector shifting deals that we’re seeing in the market and identify the emerging trends that executives and investors should be aware of. To better inform readers, we also do a deep dive on a vertical that is seeing increased activity for M&A and within the investor community.
January 11, 2022
MARSHBERRY SECURES GROWTH CAPITAL FROM ATLAST MERCHANT CAPITAL
Atlas Merchant Capital (“Atlas”), an investment firm focused on the financial services sector is pleased to announce its partnership with MarshBerry, an investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries.
December 31, 2021
UNDERWRITERS SAFETY & CLAIMS WAS ACQUIRED BY CHARLES TAYLOR
Charles Taylor Strengthens Claims Solutions with Acquisition of Underwriters Safety & Claims, LLC., A Third-Party Administrator Based in Louisville, Kentucky
December 17, 2021
DONAN AND CCG IQ COMPLETE MERGER TO CREATE MARKET LEADER IN ANALYTICAL CLAIMS SERVICES FOR THE INSURANCE INDUSTRY
Donan, a forensic engineering and investigation firm dedicated to answering today’s property challenges and revolutionizing tomorrow’s property solutions, and CCG IQ, a provider of innovative solutions that enable better insurance underwriting and claims decisions, announced an agreement to combine, creating a leading platform for actionable intelligence across the insurance industry.
December 13, 2021
MERLINOS & ASSOCIATES, INC. WAS ACQUIRED BY DAVIES GROUP
Davies, the leading specialist professional services and technology business, serving insurance and highly regulated markets, today announced that it has signed a purchase agreement to acquire Merlinos & Associates Inc. (“Merlinos”), the Georgia, US based insurance-focused actuarial consulting business.
December 1, 2021
CROUSE AND ASSOCIATES WAS ACQUIRED BY RYAN SPECIALTY GROUP
Ryan Specialty Group (NYSE: RYAN) (“Ryan Specialty”), a leading international specialty insurance firm, today announced the acquisition of transportation specialist Crouse and Associates (“Crouse”).
November 1, 2021
GRANADA INSURANCE COMPANY AND GIC UNDERWRITERS HAVE BEEN ACQUIRED BY AN INVESTOR GROUP
Granada Insurance Company and GIC Underwriters (collectively, “Granada”) have been acquired by an investor group.
October 19, 2021
WHA QUARTERLY HEALTHCARE SECTOR UPDATE & VERTICAL DEEP DIVE
The Waller Helms healthcare team is pleased to introduce our new “WHA Healthcare Quarterly Sector Update & Vertical Deep Dive.” Every quarter we will be covering some of the most interesting and sector shifting deals that we’re seeing in the market and identifying the emerging trends that executives and investors should be aware of. To better inform readers, we will also do a deep dive on a vertical that is seeing increased activity for M&A and within the investor community.
October 13, 2021
VIMLY BENEFIT SOLUTIONS, A LEADING HRIS BENTECH SOFTWARE PLATFORM FOR ENROLLMENT AND BILLING, COMPLETES A GROWTH CAPITAL RAISE
Vimly Benefit Solutions (“Vimly”), one of the leading HRIS BenTech platforms that provides a digital quote-to-card experience for carriers, third-party administrators, general agents, brokers, employers, and employees, announces the closing of a growth equity financing round.
September 15, 2021
CUSTARD COMPANIES ACQUIRE SPECIALTY GROUP, INC.
Custard Companies, a nationally recognized claim solutions provider, announced the acquisition of Specialty Group, Inc. (SGI), a Florida based field adjusting, Special Investigations Unit (SIU) and Third Party Administration (TPA) claims company.
August 9, 2021
LEGACY RESTORATION RECEIVED A MAJORITY INVESTMENT FROM BESSEMER INVESTORS
Legacy Restoration , a leading provider of exterior restoration and remodeling services, and Bessemer Investors LLC, a New York-based investment firm, announced today that Bessemer has made a majority investment in Legacy.
July 12, 2021
LIBERTY MUTUAL INSURANCE BOLSTERS INDEPENDENT AGENT NETWORK WITH AGREEMENT TO ACQUIRE STATE AUTO GROUP
Liberty Mutual Holding Company Inc. and State Auto Financial Corporation announced that they have signed a definitive agreement pursuant to which Liberty Mutual would acquire State Auto Group, a super-regional insurance holding company headquartered in Columbus, Ohio.
June 30, 2021
INSURE HOMES INVESTS IN STRUCSURE HOME WARRANTY
Milestone Partners has announced that specialty insurance holding company, Insure Homes, received regulatory approval from the domestic regulator to complete its investment in StrucSure Home Warranty, LLC and its affiliated reinsurance and insurance service entities, Four Points Re SPC, LTD, Golden Insurance Company and SHW Insurance Services, Inc. (collectively “StrucSure”).
June 16, 2021
IAS CLAIM SERVICES HAS BEEN ACQUIRED BY THE DAVIES GROUP
Davies expands its property field adjusting and TPA solutions in North America through the acquisition of IAS Claim Services
June 8, 2021
TEAM FOCUS INSURANCE GROUP TO BE ACQUIRED BY PEAK6 INSURANCE OPERATIONS
The combined business will look to leverage its collective capabilities and industry expertise to drive rapid scale, both organically and through M&A.
April 20, 2021
DAMA FINANCIAL, THE LEADING PROVIDER OF ACCESS TO BANKING AND FINANCIAL SOLUTIONS FOR CANNABIS BUSINESSES, ANNOUNCES THE COMPLETION OF $12.6 MILLION GROWTH EQUITY RAISE
Dama will leverage the new round of investment to accelerate its already impressive growth, continue to address the lack of financial service products being offered to the cannabis industry, recruit top talent, and scale the business with the backing and support of its investors.
April 20, 2021
DAVID MORSE AND ASSOCIATES (DMA) WAS ACQUIRED BY VENBROOK GROUP, LLC
Venbrook Group, LLC (Venbrook), one of the largest independent insurance distribution and services firms in the U.S., announced today the acquisition David Morse & Associates (DMA). Since partnering with Parthenon Capital, a leading growth-oriented private equity firm, in 2020, the company has experienced a year of rapid growth.
April 16, 2021
LANCER INSURANCE COMPANY ANNOUNCES MERGER WITH CORE SPECIALTY
The combination joins two highly complementary businesses with a shared strategic vision to become the leading specialty P&C insurer.
April 15, 2021
RELIANCE STANDARD, A MEMBER OF THE TOKIO MARINE GROUP, AGREES TO ACQUIRE TOP-TIER NEW YORK STATUTORY INSURER STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK
This transaction will add scale and expertise to Reliance Standard and allow operations to scale both within New York as well as new markets.
April 7, 2021
MS AMLIN ACQUIRES INTERNATIONAL TRANSPORTATION & MARINE AGENCY
Launch of new strategy to target high growth US specialty MGA market.
April 6, 2021
AccuRisk Solutions LLC Joins The Ardonagh Group
AccuRisk Solutions announces that it has joined the Ardonagh Group and will operate within Ardonagh’s Global Partners Segment.
March 23, 2021
ENSUREM ACCEPTS STRATEGIC ACQUISITION BY PRIVATE INVESTMENT FIRM, 777 PARTNERS
This acquisition follows several years of significant growth at Ensurem.
March 16, 2021
BC PARTNERS INVESTS IN DAVIES TO SUPPORT GLOBAL EXPANSION AND DIGITAL TRANSFORMATION
This new partnership will diversify and strengthen Davies shareholder base, as it seeks to drive further global expansion, increase investment in technology and digital transformation, and to continue to partner with complementary businesses via M&A.
March 9, 2021
DAVIES ANNOUNCES EXPANSION OF US SPECIALIST CLAIMS TPA & ADJUSTING CAPABILITIES THROUGH THE ACQUISITION OF THE LITTLETON GROUP
Under the deal Littleton will join Davies’ rapidly growing US based Claims Solutions arm, adding significant scale to its existing Property & Casualty operations
March 5, 2021
GENSTAR CAPITAL COMPLETES SALE OF WORLDWIDE FACILITIES TO AMWINS GROUP
The acquisition strengthens Amwins' U.S. presence, as well as brokerage, underwriting and binding authority and group benefits divisions
February 11, 2021
ONE DIGITAL ACQUIRES HM EMPLOYEE BENEFITS AND RISK MANAGEMENT
The Acquisition Marks OneDigital’s First Expansion Into Property and Casualty
February 9, 2021
CNO FINANCIAL GROUP ACQUIRES DIRECTPATH, A NATIONAL PROVIDER OF TECHNOLOGY-DRIVEN EMPLOYEE BENEFITS MANAGEMENT SERVICES
Acquisition enhances Worksite Division growth outlook; Adds key solutions for both employers and employees.
February 1, 2021
ALACRITY SOLUTIONS ACQUIRES FOURSEVENTY CLAIM MANAGEMENT
Acquisition further expands Alacrity’s footprint in insurance claims management industry.
January 5, 2021
WALLER HELMS ADVISORS PROMOTES ANDREW COCHRAN & ALEX WEISS TO MANAGING DIRECTOR; MATTHEW BOTEK TO ASSOCIATE
Cochran and Weiss will also become Partners in the firm, reflecting their significant contributions and leadership within WHA’s insurance and healthcare practices, respectively.
December 31, 2020
HANCOCK CLAIMS CONSULTANTS ANNOUNCES A NEW CAPITAL INVESTMENT FROM CENTURY EQUITY PARTNERS
Hancock Claims Consultants Holdings, LLC (“Hancock”), a leading property and casualty inspection business, has entered into an agreement with Century Equity Partners pursuant to which Century becomes the new majority owner of Hancock.
December 30, 2020
GLOBAL RISK SOLUTIONS, INC. ACQUIRES TAILORED ADJUSTMENT SERVICES, INC.
Global Risk Solutions, Inc., a leading provider of diverse solutions for property and casualty claims, environmental risk management and complex claims, has acquired Tailored Adjustment Services Inc.
November 1, 2020
NEW MOUNTAIN CAPITAL COMPLETES MINORITY INVESTMENT IN IMA FINANCIAL GROUP
IMA Financial Group (“IMA” or “the Company”), a leading national insurance brokerage, has sold a minority stake to an experienced group of long-term investors. The syndicate was led by New Mountain Capital, a growth-oriented investment firm with $28 billion in assets under management.
October 16, 2020
LEE EQUITY PARTNERS TO ACQUIRE SIMPLICITY
Simplicity Group Holdings ("Simplicity"), a leading financial products distribution business, today announced that it has entered into an agreement with Lee Equity Partners ("Lee Equity") pursuant to which Lee Equity will become the new majority owner of the company.
October 8, 2020
ONEX TO MAKE A MAJORITY INVESTMENT IN ONEDIGITAL
Transaction Values OneDigital at $2.65 Billion
September 9, 2020
WALLER HELMS ADVISORS ADDS SENIOR FINANCIAL TECHNOLOGY AND HEALTHCARE INVESTMENT BANKERS
We are pleased to announce the recent additions of Alain Nono and Kari O'Brien to the WHA team.
September 1, 2020
SEDGWICK ACQUIRES NATIONWIDE APPRAISALS
Sedgwick, a leading global provider of technology-enabled risk, benefits and integrated business solutions, acquired Nationwide Appraisals, a premier auto damage appraiser and inspection provider for the insurance industry.
July 23, 2020
WALLER HELMS ADVISORS APPOINTS JAMES ANDERSON AS CHIEF EXECUTIVE OFFICER
Anderson Brings a Proven Track Record of Leading High-Performing Teams, Deep Industry Knowledge, and Strong M&A Expertise to the Growth-Oriented Firm.
April 2, 2020
HGGC ACQUIRES LEADING INSURANCE BROKER PCF INSURANCE
Management, employee owners, and existing investor BHMS Investments have retained minority investments.
March 2, 2020
COVERYS MAKES MAJORITY INVESTMENT IN HEALTHCARE RISK MANAGEMENT AND TECHNOLOGY PLATFORM ARCHWAY HEALTH
The partnership with Coverys provides Archway with additional resources to continue building its best-in-class bundled payment and value-based care platform, as well as expand its MGU and employer stop loss products.
February 1, 2020
PROASSURANCE CORPORATION ANNOUNCED THE SIGNING OF A DEFINITIVE AGREEMENT TO ACQUIRE NORCAL GROUP
The transaction, when completed, will result in the creation of the nation's third largest medical professional liability insurance carrier, based on 2019 estimated statutory data.
January 19, 2020
2019 MARKED A RECORD YEAR FOR WALLER HELMS ADVISORS AND THE MOMENTUM CONTINUES IN 2020
In 2019, WHA advised on a record 21 transactions representing more than $4 billion in aggregate value. In addition, WHA combined forces with StoneRidge Advisors in July and enters 2020 with 22 investment banking professionals focused on delivering excellent results for clients across our sectors.