Transactions
Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
a portfolio company of
was recapitalized by
Financial Advisor to The Vistria Group
September 2022
Charlotte, NC
September 2022
September 2022
Advised Vistria on their recapitalization of Flores
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received a significant investment from
Financial Advisor to Corsair Capital
September 2022
Los Angeles, CA
September 2022
September 2022
Advised Corsair on their investment in Miracle Mile Advisors
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received growth capital from
Financial Advisor to Patra Corporation
September 2022
El Dorado Hills, CA
September 2022
September 2022
Advised Patra Corporation on its growth investment from FTV Capital
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was acquired by
Financial Advisor to Johns Eastern Company, Inc.
September 2022
Lakewood Ranch, FL
September 2022
September 2022
Advised Johns Eastern Company, Inc. on its sale to Davies Group
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was acquired by
Financial Advisor to Elite Construction Solutions
August 2022
Columbus, OH
August 2022
August 2022
Advised Elite Construction Solutions on its acquisition of 123 Exteriors
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was acquired by
a portfolio company of
Financial Advisor to Assured Relocation
August 2022
August 2022
Advised Assured Relocation on its sale to CRS Temporary Housing
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a portfolio company of
was acquired by
Financial Advisor to Carlyle and BenefitMall
August 2022
August 2022
Advised BenefitMall on its sale to Truist
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was acquired by
a portfolio company of
Financial advisor to U.S. Forensic
June 2022
New Orleans, LA
June 2022
June 2022
Advised U.S. Forensic on its sale to Applied Technical Services
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was acquired by
a portfolio company of
Financial advisor to Property Damage Appraisers
June 2022
Fort Worth, TX
June 2022
June 2022
Advised Property Damage Appraisers on its sale to Alacrity Solutions
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a construction division of
was acquired by
Financial advisor to Tokio Marine Kiln (TMK)
June 2022
Naperville, IL
June 2022
June 2022
Advised Tokio Marine Kiln (TMK) on this transaction
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was acquired by
a portfolio company of
Financial advisor to EmPower HR
May 2022
Milwaukee, WI
May 2022
May 2022
Advised EmPower HR on its sale to Vensure Employer Services
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was acquired by
May 2022
New York, NY
May 2022
May 2022
Waller Helms Advisors to acquire Park Sutton Advisors
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a wholly owned subsidiary of:
were acquired by:
Financial advisor to Safety National / Midlands
April 2022
Charleston, SC
April 2022
April 2022
Advised Safety National / Midlands on its sale of select Wholesale and MGU divisions to Johnson & Johnson
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was recapitalized by
Financial advisor to The Vistria Group
April 2022
Chicago, IL
April 2022
April 2022
Advised The Vistria Group on the Recapitalization of The Mather Group
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was acquired by
Financial advisor to Trive Capital
February 2022
San Antonio, TX
February 2022
February 2022
Advised Trive Capital on its majority investment in Allcat Claims Service
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was acquired by
Financial advisor to Lion Street
January 2022
Dallas, TX
January 2022
January 2022
Advised Lion Street on its sale to Integrity Marketing Group
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The Associations Business of
was acquired by
a portfolio company of
Financial advisor to AMBA
January 2022
Austin, TX
January 2022
January 2022
Advised AMBA on its acquisition of Mercer's Associations business
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received an investment from
Financial advisor to Atlas Merchant Capital
January 2022
Woodmere, OH
January 2022
January 2022
Advised Atlas Merchant Capital with its investment in MarshBerry
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was acquired by
Financial advisor to Underwriters Safety & Claims
December 2021
Louisville, KY
December 2021
December 2021
Advised Underwriters Safety & Claims on its sale to Charles Taylor
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merged and subsequently partnered with
Financial advisor to New Mountain Capital
December 2021
Louisville, KY and Charlotte, NC
December 2021
December 2021
Served as financial advisor to New Mountain Capital in these transactions
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was acquired by
Financial advisor to Merlinos & Associates, Inc.
December 2021
Peachtree Corners, GA
December 2021
December 2021
Advised Merlinos & Associates, Inc. on its sale to Davies Group
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was acquired by
Financial advisor to Crouse and Associates
December 2021
San Francisco, CA
December 2021
December 2021
Advised Crouse and Associates on its sale to Ryan Specialty Group
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and
were acquired by
Financial advisor to investor group
November 2021
Miami, FL
November 2021
November 2021
Advised investor group on its acquisition of Granada Insurance Company and GIC Underwriters
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has raised growth equity capital
Financial advisor to Vimly Benefit Solutions
October 2021
Mukilteo, WA
October 2021
October 2021
Advised Vimly Benefit Solutions on its growth capital raise
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was acquired by
Financial advisor to Custard Companies
September 2021
Peachtree Corners, GA
September 2021
September 2021
Advised Custard Companies on its acquisition of Specialty Group, Inc. (SGI)
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received a majority investment from
Financial advisor to Legacy Restoration
August 2021
Plymouth, MN
August 2021
August 2021
Advised Legacy Restoration on its majority investment from Bessemer Investors
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was acquired by
Financial advisor to Liberty Mutual
July 2021
Boston and Columbus, Ohio
July 2021
July 2021
Advised Liberty Mutual on its acquisition of State Auto Group
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was acquired by
a portfolio company of
Financial advisor to StrucSure Home Warranty
June 2021
Radnor, PA
June 2021
June 2021
Advised StrucSure Home Warranty on its sale to Insure Homes
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was acquired by
Financial advisor to IAS Claim Services
June 2021
London, UK
June 2021
June 2021
Advised IAS Claim Services on its sale to Davies Group
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was acquired by
Financial advisor to Team Focus
June 2021
Chicago, IL
June 2021
June 2021
Advised Team Focus Insurance Group on its sale to PEAK6 Insurance Operations
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has raised Series B growth capital to fund their expansion
Financial advisor to Dama Financial
April 2021
South San Francisco, CA
April 2021
April 2021
Advised Dama Financial on its Series B growth equity raise
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was acquired by
Financial advisor to David Morse & Associates
April 2021
Woodland Hills, CA
April 2021
April 2021
Advised David Morse and Associates (DMA) on it's sale to Venbrook
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has merged with
Financial advisor to Lancer Insurance Company
April 2021
Cincinnati, OH
April 2021
April 2021
Advised Lancer Insurance Company on its merger with Core Specialty
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was acquired by
a member of
Financial advisor to Reliance Standard
April 2021
New York, NY
April 2021
April 2021
Advised Reliance Standard Life Insurance Company on its acquisition of Standard Security Life Insurance Company
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was acquired by
Financial advisor to ITMA
April 2021
Scottsdale, AZ
April 2021
April 2021
Advised ITMA on its sale to MS Amlin
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a portfolio company of
was acquired by
portfolio companies of
Financial advisor to Greenlight Re
April 2021
Chicago, Illinois
April 2021
April 2021
Advised Greenlight Re on the sale of AccuRisk Solutions to The Ardonagh Group
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was acquired by
Financial advisor to Ensurem
March 2021
Clearwater, FL
March 2021
March 2021
Advised Ensurem on its sale to 777 Partners
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received a majority investment from
Financial advisor to BC Partners
March 2021
London, UK
March 2021
March 2021
Advised BC Partners on its majority investment in Davies Group
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was acquired by
Financial advisor to The Littleton Group
March 2021
London, UK
March 2021
March 2021
Advised The Littleton Group on its sale to Davies Group
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a portfolio company of
was acquired by
Financial advisor to Worldwide Facilities
March 2021
San Francisco, CA
March 2021
March 2021
Advised Worldwide Facilities on its sale to Amwins Group, Inc.
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was acquired by
a portfolio company of
Financial advisor to OneDigital
February 2021
Altlanta, GA
February 2021
February 2021
Advised OneDigital on its acquisition of HM Employee Benefits and Risk Management
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a portfolio company of
was acquired by
Financial advisor to DirectPath
February 2021
Carmel, IN
February 2021
February 2021
Advised DirectPath on its sale to CNO Financial Group
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was acquired by
a portfolio company of
Financial advisor to Fourseventy Claim Management
February 2021
Fishers, IN
February 2021
February 2021
Advised Fourseventy Claim Management on its sale to Alacrity Solutions
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was recapitalized by
Financial advisor to Hancock Claims Consultants
December 2020
Atlanta, GA
December 2020
December 2020
Advised Hancock Claims Consultants on its majority investment from Century Equity Partners
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was acquired by
Financial advisor to Global Risk Solutions
December 2020
Miami, FL
December 2020
December 2020
Advised Global Risk Solutions on its acquisition of Tailored Adjustment Services
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received a minority equity investment from
Financial advisor to New Mountain Capital
November 2020
Denver, CO
November 2020
November 2020
Advised New Mountain Capital on its investment in IMA Financial Group
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A portfolio company of
was 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
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Transaction Value: $2,650,000,000
A portfolio company of
was 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
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was acquired by
a portfolio company of
Financial advisor to Nationwide Appraisals
September 2020
Memphis, TN
September 2020
September 2020
Advised Nationwide Appraisals on its sale to Sedgwick
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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
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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
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Transaction Value: $450,000,000
was acquired 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
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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
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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
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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
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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
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a portfolio company of
was acquired by
Financial advisor to Transaction Services Group*
October 2019
London
October 2019
October 2019
Advised Transaction Services Group on its sale to Advent International
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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partnered with
Financial advisor to Fiesta
October 2018
Westport, CT
October 2018
October 2018
Advised Fiesta Insurance on its investment from Gemspring Capital
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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
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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
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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
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a portfolio company of
received a strategic investment from
Financial advisor to Procare Software*
July 2018
New York, NY
July 2018
July 2018
Advised Procare Software on its strategic investment from Warburg incus
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partnered with
Financial advisor to Propel
May 2018
Tacoma, WA
May 2018
May 2018
Advised Propel Insurance on its partnership with Flexpoint Ford
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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
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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
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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
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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
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a portfolio company of
was recapitalized by
Financial advisor to Trintech*
December 2017
Addison, TX
December 2017
December 2017
Advised Trintech on its majority recapitalization from Summit Partners
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was acquired by
Financial advisor to Velocity Solutions*
December 2017
Miami, FL
December 2017
December 2017
Advised Velocity Solutions on its sale to H.I.G. Capital
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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
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was acquired by
Financial advisor to USA Technologies*
November 2017
Malvern, PA
November 2017
November 2017
Advised USA Technologies on its acquisition of Cantaloupe Systems
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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
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received a majority investment from
Financial advisor to Francisco Partners*
September 2017
Roselle, IL
September 2017
September 2017
Advised Francisco Partners on its majority investment in NMI
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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
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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
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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
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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
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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
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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
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was acquired by
Financial advisor to Aquiline*
May 2017
New York, NY
May 2017
May 2017
Advised Aquiline Capital Partners on its acquisition of OSG Billing Services
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Transaction Value: $550,000,000
was acquired by
Financial advisor to Paymetric*
May 2017
Altlanta, GA
May 2017
May 2017
Advised Paymetric on its sale to Vantiv
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
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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
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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
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a portfolio company of
was acquired by
Financial advisor to REPAY*
September 2016
September 2016
Advised REPAY on its sale to Corsair Capital
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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
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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
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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
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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
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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
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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
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a wholly owned subsidiary
was acquired by
Financial advisor to Beanstream*
September 2015
Victoria
September 2015
September 2015
Advised Beanstream on its sale to Bambora Group
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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
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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
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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
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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
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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.
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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
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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
Transaction Value: $400,000,000
was acquired by
Financial advisor to Santa Barbara Tax Products Group*
September 2014
Pasadena, CA
September 2014
September 2014
Advised Santa Barbara Tax Products Group on its sale to Green Dot
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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
Transaction Value: $210,000,000
was acquired by
Financial advisor to Meritus Payment Solutions*
July 2014
New York, NY
July 2014
July 2014
Advised Meritus Payment Solutions on its sale to Optimal Payments
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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
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