Transactions
Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
A portfolio company of
will be recapitalized by
Financial advisor to Simplicity Group Holdings
October 2020
Summit, NJ
October 2020
October 2020
Advised Simplicity Group Holdings on its sale to Lee Equity Partners
View Details
Transaction Value: $2,650,000,000
A portfolio company of
will be recapitalized by
Financial advisor to New Mountain Capital
October 2020
Atlanta, GA
October 2020
October 2020
Advised New Mountain Capital on its $2.65B sale of OneDigital to Onex
View Details
was acquired by
Financial advisor to Nationwide Appraisals
September 2020
Memphis, TN
September 2020
September 2020
Advised Nationwide Appraisals on its sale to Sedgwick
View Details
A portfolio company of
was acquired by
Financial advisor to HGGC
April 2020
Palo Alto, CA
April 2020
April 2020
Advised HGGC on its acquisition of PCF Insurance
View Details
made a controlling investment in
Financial advisor to Coverys
February 2020
Boston, MA
February 2020
February 2020
Advised Coverys on its strategic investment in Archway Health Advisors
View Details
Transaction Value: $450,000,000
announced its acquisition by
Financial advisor to NORCAL Group
February 2020
San Francisco, CA
February 2020
February 2020
Advised NORCAL Group on its announced sale to ProAssurance Corporation
View Details
Transaction Value: $720,000,000
a portfolio company of
was acquired by
Financial advisor to IAS
December 2019
Quebec City, Quebec
December 2019
December 2019
Advised IAS on its $720M sale to iA Financial Group
View Details
was recapitalized by
Financial advisor to Prime Capital Investment Advisors
October 2019
Overland Park, KS
October 2019
October 2019
Advised Prime Capital Investment Advisors on its strategic minority investment from LNC Partners
View Details
a portfolio company of
was acquired by
a portfolio company of
Financial advisor to EPIC
October 2019
San Francisco, CA
October 2019
October 2019
Advised EPIC Insurance Brokers & Consultants on its acquisition of Prime Risk Partners
View Details
was acquired by
a portfolio company of
Financial advisor to Alternative Service Concepts
October 2019
Nashville, TN
October 2019
October 2019
Advised Alternative Service Concepts on its sale to Davies Group
View Details
Transaction Value: $900,000,000
was acquired by
Financial advisor to CopperPoint Insurance Companies
September 2019
Phoenix, AZ
September 2019
September 2019
Advised CopperPoint Insurance Companies on its $900M acquisition of Alaska National Insurance Company
View Details
A subsidiary of
was acquired by
a portfolio company of
Financial advisor to Merrymeeting Group and Frontier Adjusters
September 2019
Independence, OH
September 2019
September 2019
Advised Merrymeeting Group on the sale of Frontier Adjusters to Davies Group
View Details
a portfolio company of
was acquired by
a portfolio company of
Financial advisor to Beneco
August 2019
Scottsdale, AZ
August 2019
August 2019
Advised Beneco on its sale to Ascensus
View Details
a program of
was acquired by
a portfolio company of
Financial advisor to Venture / SuiteLife
August 2019
West Chester, PA
August 2019
August 2019
Advisor to Venture Insurance Programs on the sale of its SUITELIFE Program to Ryan Specialty Group
View Details
a portfolio company of
was recapitalized by
Financial advisor to Worldwide Facilities
August 2019
Los Angeles, CA
August 2019
August 2019
Advised Worldwide Facilities on its investment from Genstar Capital
View Details
received a minority equity investment from
Financial advisor to Battleface, Inc.
July 2019
United Kingdom
July 2019
July 2019
Advised Battleface on its investment from Greenlight Re
View Details
received a minority equity investment from
Financial advisor to Heffernan Insurance Brokers
July 2019
San Francisco, CA
July 2019
July 2019
Advised Heffernan Insurance Brokers on its investment from SkyKnight Capital
View Details
sold a minority interest to
Financial advisor to Elementum
June 2019
Chicago, IL
June 2019
June 2019
Advised the principals of Elementum on the sale of a minority stake to White Mountains
View Details
was acquired by
Financial advisor to Hagen, Streiff, Newton, & Oshiro, Accountants, PC
June 2019
Irvine, CA
June 2019
June 2019
Advised Hagen, Streiff, Newton, & Oshiro, Accountants, PC on its sale to J.S. Held
View Details
was acquired by
Financial advisor to Professional Life & Casualty Company, PLC
June 2019
Chicago, IL
June 2019
June 2019
Advised Professional Life & Casualty Company on its sale to Heritage Life Insurance Company
View Details
a portfolio company of
was acquired by
Financial advisor to Worley
May 2019
Fishers, IN
May 2019
May 2019
Advised Worley on its sale to Kohlberg & Company
View Details
was acquired by
a portfolio company of
Financial advisor to Sedgwick Claims Management Services
March 2019
Memphis, TN
March 2019
March 2019
Advised Sedgwick on its Acquisition of Frank Lippe Claims Management
View Details
was acquired by
a portfolio company of
Financial advisor to Sedgwick Claims Management Services
March 2019
Memphis, TN
March 2019
March 2019
Advised Sedgwick on its acquisition of Insight Adjusters and Surveyors
View Details
was acquired by
a portfolio company of
Financial advisor to Service Group
March 2019
Austin, TX
March 2019
March 2019
Advised Service Group and DealerWizard on its sale to IAS
View Details
was acquired by
Financial advisor to Ideal Adjusting
February 2019
Sugar Land, TX
February 2019
February 2019
Advised Ideal Adjusting on its sale to Aziel Corporation
View Details
a portfolio company of
was acquired by
a portfolio company of
Financial advisor to ClearView Risk
January 2019
Dallas, TX
January 2019
January 2019
Advised Clearview Risk Holdings on its sale to The Amynta Group
View Details
was acquired by
Financial advisor to Excel Managed Care
January 2019
Sacramento, CA
January 2019
January 2019
Advised Excel Managed Care on its sale to Genex
View Details
was acquired by
Financial advisor to Safety National Casualty Corporation
January 2019
St. Louis, MO
January 2019
January 2019
Advised Safety National Casualty Corporation on its acquisition of Midlands Management Corporation
View Details
Transaction Value: $28,000,000
received Series A funding from
Financial advisor to Mylo
January 2019
Kansas City, MO
January 2019
January 2019
Advised Mylo and Lockton on its funding from Guggenheim
View Details
a portfolio company of
was acquired by
Financial advisor to Relation
January 2019
Walnut Creek, CA
January 2019
January 2019
Advised Relation Insurance Services on its sale to Aquiline
View Details
Captive Insurance Company Design and Operations
was acquired by
Financial advisor to Clarity
December 2018
Chicago, IL
December 2018
December 2018
Advised Clarity Group on the sale of Captive Insurance Company Design and Operations to Arthur J. Gallagher & Co.
View Details
was acquired by
Financial advisor to Osprey Insurance Brokers
December 2018
Malta
December 2018
December 2018
Advised Osprey Insurance Brokers on its sale to Artex
View Details
Transaction Value: $650,000,000
was acquired by
Financial advisor to The Doctors Company
November 2018
New York, NY
November 2018
November 2018
Advised The Doctors Company on its acquisition of Hospitals Insurance Company and FOJP Service Corporation
View Details
partnered with
Financial advisor to Fiesta
October 2018
Westport, CT
October 2018
October 2018
Advised Fiesta Insurance on its investment from Gemspring Capital
View Details
merged with
a portfolio company of
Financial advisor to DirectPath
September 2018
Birmingham, AL
September 2018
September 2018
Advised DirectPath on its merger with Flores
View Details
was acquired by
Financial advisor to PEAK6
August 2018
Chicago, IL
August 2018
August 2018
Advised PEAK6 on its acquisition of National Flood Services from Aon
View Details
was acquired by
a portfolio company of
Financial advisor to SCM Insurance Services
July 2018
Chicago, IL
July 2018
July 2018
Advised SCM Insurance Services on its acquisition of Affirmative Risk Management
View Details
partnered with
Financial advisor to Propel
May 2018
Tacoma, WA
May 2018
May 2018
Advised Propel Insurance on its partnership with Flexpoint Ford
View Details
was acquired by
a portfolio company of
Financial advisor to Crystal & Company
April 2018
New York, NY
April 2018
April 2018
Advised Crystal & Company on its sale to Alliant Insurance Services
View Details
partnered with
Financial advisor to Alliant National
March 2018
Longmont, CO
March 2018
March 2018
Advised Alliant National Title Insurance Company on its partnership with Presidio Investors
View Details
was acquired by
a portfolio company of
Financial advisor to Worley
February 2018
Hammond, LA
February 2018
February 2018
Advised Worley Claims Services on its acquisition of Audit Services Incorporated
View Details
was acquired by
Financial advisor to American Enterprise
January 2018
Des Moines, IA
January 2018
January 2018
Advised American Enterprise Group on its acquisition of Great Western Insurance Company
View Details
a portfolio company of
was acquired by
Financial advisor to Zenith American Solutions
December 2017
Tampa, FL
December 2017
December 2017
Advised Zenith American Solutions on its sale to Beecken Petty
View Details
was acquired by
Financial advisor to PWSC
October 2017
Chantilly, VA
October 2017
October 2017
Advised Professional Warranty Services Corporation on its sale to Kingsway Financial Services
View Details
was acquired by
a portfolio company of
Financial advisor to HealthComp Holdings
August 2017
Roseville, CA
August 2017
August 2017
Advised HealthComp Partners on its acquisition of BAS
View Details
was acquired by
a portfolio company of
Financial advisor to CUSO and Sorrento Pacific
August 2017
San Diego, CA
August 2017
August 2017
Advised CUSO Financial Services and Sorrento Pacific Financial on their sale to Atria Wealth Solutions
View Details
was acquired by
Financial advisor to Administrative Strategies
July 2017
Westfield, IN
July 2017
July 2017
Advised Administrative Strategies on its sale to Quiet C
View Details
was acquired by
a portfolio company of
Financial advisor to Worley
June 2017
Hammond, LA
June 2017
June 2017
Advised Worley Claims Services on its acquisition of Apex Claims Service of New England
View Details
was acquired by
a portfolio company of
Financial advisor to SCM Insurance Services
May 2017
Chicago, IL
May 2017
May 2017
Advised SCM Insurance Services on its acquisition of Nixon & Company
View Details
Transaction Value: $560,000,000
was acquired by
Financial advisor to New Mountain Capital
May 2017
Atlanta, GA
May 2017
May 2017
Advised New Mountain Capital on its acquisition of OneDigital Health and Benefits
View Details
was acquired by
a portfolio company of
Financial advisor to Dealey, Renton & Associates
February 2017
Oakland, CA
February 2017
February 2017
Advised Dealey, Renton & Associates on its sale to AssuredPartners
View Details
was acquired by
a portfolio company of
Financial advisor to Patient Care
January 2017
Milwaukee, WI
January 2017
January 2017
Advised Patient Care on its sale to DirectPath
View Details
Transaction Value: $205,000,000
was acquired by
Financial advisor to PPM Services, Inc.
November 2016
Overland Park, KS
November 2016
November 2016
Advised PPM Services on its sale to NORCAL Mutual
View Details
Transaction Value: $105,000,000
was acquired by
Financial advisor to Travelex Insurance Services
September 2016
Omaha, NE
September 2016
September 2016
Advised Travelex Holdings on the sale of Travelex Insurance Services to Cover-More Group
View Details
was acquired by
Financial advisor to BrickStreet Insurance
August 2016
Charleston, WV
August 2016
August 2016
Advised BrickStreet Mutual Insurance on its Acquisition of HM Insurance Group's Workers' Compensation Business
View Details
was acquired by
Financial advisor to Total Program Management
June 2016
New York, NY
June 2016
June 2016
Advised Total Program Management on its sale to AmTrust Financial Services
View Details
was acquired by
Financial advisor to True Benefit
May 2016
Branford, CT
May 2016
May 2016
Advised True Benefit on its sale to AmWINS Group
View Details
was acquired by
a portfolio company of
Financial advisor to Equity Risk Partners
February 2016
San Francisco, CA
February 2016
February 2016
Advised Equity Risk Partners on its sale to Hub International
View Details
was acquired by
Financial adviosr to Colorado Bankers Life Insurance Company
November 2015
Greenwood VIllage, CO
November 2015
November 2015
Advised Colorado Bankers Life Insurance Company on its sale to Southland National Insurance Corporation
View Details
was acquired by
a portfolio company of
Financial advisor to NCA Group
July 2015
Fishers, IN
July 2015
July 2015
Advised NCA Group on its sale to Worley Claims Services
View Details
was recapitalized by
Financial advisor to Worldwide Facilities
July 2015
Los Angeles, CA
July 2015
July 2015
Advised Worldwide Facilities on its investment from Lovell Minnick Partners
View Details
a portfolio company of
was acquired by
a portfolio company of
Financial advisor to Celestite Holdings
June 2015
Dallas, TX
June 2015
June 2015
Advised Celestite Holdings on its sale to Confie
View Details
was acquired by
Financial advisor to Tangiers Group
February 2015
Valletta, Malta
February 2015
February 2015
Advised Tangiers Group on its acquisition of Osprey Insurance Brokers
View Details
Transaction Value: $56,000,000
was acquired by
Financial advisor to Associated Bank
January 2015
Green Bay, WI
January 2015
January 2015
Advised Associated Bank on its acquisition of Ahmann & Martin Co.
View Details
was acquired by
a portfolio company of
Financial advisor to Absentys
December 2014
Chattanooga, TN
December 2014
December 2014
Advised Absentys on its sale to Sedgwick
View Details
Transaction Value: $25,000,000
was acquired by
Financial advisor to Global Liberty Insurance Company
October 2014
Melville, NY
October 2014
October 2014
Advised Global Liberty Insurance Company on its sale to Atlas Financial Holdings
View Details
was acquired by
a portfolio company of
Financial advisor to Laurus Strategies
October 2014
Chicago, IL
October 2014
October 2014
Advised Laurus Strategies on its sale to Hub International
View Details
was acquired by
Financial advisor to Aquiline Capital Partners
October 2014
Hammond, LA
October 2014
October 2014
Advised Aquiline on its investment in Worley Claims Services
View Details
was acquired by
Financial Advisor to Vertical Claims Management
August 2014
Pittsburgh, PA
August 2014
August 2014
Advised Vertical Claims Management on its sale to CCMSI
View Details
was acquired by
Financial Advisor to Totura & Company
March 2014
Fort Lauderdale, FL
March 2014
March 2014
Advised Totura & Company on its sale to Engle Martin & Associates
View Details