Transactions

Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
HAUSER
has agreed to be acquired by
Brown & Brown Insurance
Financial advisor to HAUSER August 2020
Daytona Beach, FL
August 2020
Advised HAUSER on its announced sale to Brown & Brown
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A portfolio company of
was acquired by
Financial advisor to HGGC April 2020
Palo Alto, CA
April 2020
Advised HGGC on its acquisition of PCF Insurance
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Coverys
made a controlling investment in
Archway Health
Financial advisor to Coverys February 2020
Boston, MA
February 2020
Advised Coverys on its strategic investment in Archway Health Advisors
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Transaction Value: $450,000,000
Norcal Group
announced its acquisition by
ProAssurance
Financial advisor to NORCAL Group February 2020
San Francisco, CA
February 2020
Advised NORCAL Group on its announced sale to ProAssurance Corporation
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Transaction Value: $720,000,000
IAS
a portfolio company of
was acquired by
iA Financial
Financial advisor to IAS December 2019
Quebec City, Quebec
December 2019
Advised IAS on its $720M sale to iA Financial Group
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Prime Risk Partners
a portfolio company of
TH Lee Partners
was acquired by
EPIC
a portfolio company of
Oak Hill Capital Partners
Financial advisor to EPIC October 2019
San Francisco, CA
October 2019
Advised EPIC Insurance Brokers & Consultants on its acquisition of Prime Risk Partners
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Alternative Service Concepts
was acquired by
Davies
a portfolio company of
Financial advisor to Alternative Service Concepts October 2019
Nashville, TN
October 2019
Advised Alternative Service Concepts on its sale to Davies Group
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Transaction Value: $900,000,000
Alaska National Insurance Company
was acquired by
CopperPoint Insurance Companies
Financial advisor to CopperPoint Insurance Companies September 2019
Phoenix, AZ
September 2019
Advised CopperPoint Insurance Companies on its $900M acquisition of Alaska National Insurance Company
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Frontier Adjusters
A subsidiary of
was acquired by
Davis
a portfolio company of
HGGC
Financial advisor to Merrymeeting Group and Frontier Adjusters September 2019
Independence, OH
September 2019
Advised Merrymeeting Group on the sale of Frontier Adjusters to Davies Group
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Beneco
a portfolio company of
Alpine Investors
was acquired by
Ascensus
a portfolio company of
 Aquiline Genstar
Financial advisor to Beneco August 2019
Scottsdale, AZ
August 2019
Advised Beneco on its sale to Ascensus
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Venture Insurance Programs / SuiteLife
a program of
was acquired by
Ryan Specialty Group
a portfolio company of
ONEX
Financial advisor to Venture / SuiteLife August 2019
West Chester, PA
August 2019
Advisor to Venture Insurance Programs on the sale of its SUITELIFE Program to Ryan Specialty Group
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Worldwide Facilities, LLC
a portfolio company of
Lovell Minnick
was recapitalized by
Genstar
Financial advisor to Worldwide Facilities August 2019
Los Angeles, CA
August 2019
Advised Worldwide Facilities on its investment from Genstar Capital
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Battleface
received a minority equity investment from
Greenlight Re Innovations
Financial advisor to Battleface, Inc. July 2019
United Kingdom
July 2019
Advised Battleface on its investment from Greenlight Re
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Heffernan Insurance Brokers
received a minority equity investment from
SkyKnight
Financial advisor to Heffernan Insurance Brokers July 2019
San Francisco, CA
July 2019
Advised Heffernan Insurance Brokers on its investment from SkyKnight Capital
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Hagen, Streiff, Newton, & Oshiro, Accountants, PC
was acquired by
JS Held
Financial advisor to Hagen, Streiff, Newton, & Oshiro, Accountants, PC June 2019
Irvine, CA
June 2019
Advised Hagen, Streiff, Newton, & Oshiro, Accountants, PC on its sale to J.S. Held
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Professional Life & Casualty Company, PLC
was acquired by
Heritage Life Insurance Company
Financial advisor to Professional Life & Casualty Company, PLC June 2019
Chicago, IL
June 2019
Advised Professional Life & Casualty Company on its sale to Heritage Life Insurance Company
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Worley
a portfolio company of
Aquiline Capital Partners
was acquired by
Kohlberg & Company
Financial advisor to Worley May 2019
Fishers, IN
May 2019
Advised Worley on its sale to Kohlberg & Company
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Frank Lippe Claims Management
was acquired by
Sedgwick Claims Management Services, Inc.
a portfolio company of
The Carlyle Group Stone Point Capital
Financial advisor to Sedgwick Claims Management Services March 2019
Memphis, TN
March 2019
Advised Sedgwick on its Acquisition of Frank Lippe Claims Management
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Insight Adjusters and Surveyors Pte Ltd.
was acquired by
Sedgwick Claims Management Services, Inc.
a portfolio company of
The Carlyle Group Stone Point Capital
Financial advisor to Sedgwick Claims Management Services March 2019
Memphis, TN
March 2019
Advised Sedgwick on its acquisition of Insight Adjusters and Surveyors
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Service Group / Dealer Wizard
was acquired by
IAS
a portfolio company of
Genstar Felxpoint
Financial advisor to Service Group March 2019
Austin, TX
March 2019
Advised Service Group and DealerWizard on its sale to IAS
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Ideal Adjusting
was acquired by
Aziel Corporation
Financial advisor to Ideal Adjusting February 2019
Sugar Land, TX
February 2019
Advised Ideal Adjusting on its sale to Aziel Corporation
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ClearView Risk
a portfolio company of
GCP Capital Partners
was acquired by
The Amynta Group
a portfolio company of
Madison Dearborn Partners
Financial advisor to ClearView Risk January 2019
Dallas, TX
January 2019
Advised Clearview Risk Holdings on its sale to The Amynta Group
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Excel Managed Care
was acquired by
Genex
Financial advisor to Excel Managed Care January 2019
Sacramento, CA
January 2019
Advised Excel Managed Care on its sale to Genex
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Transaction Value: $28,000,000
Mylo, Lockton Companies
received Series A funding from
Guggenheim
Financial advisor to Mylo January 2019
Kansas City, MO
January 2019
Advised Mylo and Lockton on its funding from Guggenheim
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Relation
a portfolio company of
Parthenon Capital Partners Century Equity Partners
was acquired by
Aquiline Capital Partners
Financial advisor to Relation January 2019
Walnut Creek, CA
January 2019
Advised Relation Insurance Services on its sale to Aquiline
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Clarity (Capitve Insurance Operations)
Captive Insurance Company Design and Operations
was acquired by
Arthur J. Gallagher & Co.
Financial advisor to Clarity December 2018
Chicago, IL
December 2018
Advised Clarity Group on the sale of Captive Insurance Company Design and Operations to Arthur J. Gallagher & Co.
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Osprey Insurance Brokers
was acquired by
Artex
Financial advisor to Osprey Insurance Brokers December 2018
Malta
December 2018
Advised Osprey Insurance Brokers on its sale to Artex
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Transaction Value: $650,000,000
FOJP / HIC
was acquired by
The Doctors Company
Financial advisor to The Doctors Company November 2018
New York, NY
November 2018
Advised The Doctors Company on its acquisition of Hospitals Insurance Company and FOJP Service Corporation
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DirectPath
merged with
Flores
a portfolio company of
Century Equity
Financial advisor to DirectPath September 2018
Birmingham, AL
September 2018
Advised DirectPath on its merger with Flores
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Affirmative Risk Management
was acquired by
SCM Insurance Services
a portfolio company of
Warburg Pincus LLC
Financial advisor to SCM Insurance Services July 2018
Chicago, IL
July 2018
Advised SCM Insurance Services on its acquisition of Affirmative Risk Management
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Crystal & Company
was acquired by
Alliant
a portfolio company of
Stone Point Capital
Financial advisor to Crystal & Company April 2018
New York, NY
April 2018
Advised Crystal & Company on its sale to Alliant Insurance Services
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ASI
was acquired by
Worley
a portfolio company of
Aquiline Capital Partners
Financial advisor to Worley February 2018
Hammond, LA
February 2018
Advised Worley Claims Services on its acquisition of Audit Services Incorporated
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Zenith American Solutions
a portfolio company of
Water Street
was acquired by
Beecken Petty O'Keefe and Company
Financial advisor to Zenith American Solutions December 2017
Tampa, FL
December 2017
Advised Zenith American Solutions on its sale to Beecken Petty
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BAS
was acquired by
HealthComp Holdings
a portfolio company of
Alpine Investors
Financial advisor to HealthComp Holdings August 2017
Roseville, CA
August 2017
Advised HealthComp Partners on its acquisition of BAS
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CFS LP and Sorrento Pacific
was acquired by
Atria Wealth Solutions
a portfolio company of
Lee Equity Partners
Financial advisor to CUSO and Sorrento Pacific August 2017
San Diego, CA
August 2017
Advised CUSO Financial Services and Sorrento Pacific Financial on their sale to Atria Wealth Solutions
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Administrative Strategies
was acquired by
Quiet C
Financial advisor to Administrative Strategies July 2017
Westfield, IN
July 2017
Advised Administrative Strategies on its sale to Quiet C
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Nixon and Company, Inc.
was acquired by
SCM Insurance Services
a portfolio company of
Financial advisor to SCM Insurance Services May 2017
Chicago, IL
May 2017
Advised SCM Insurance Services on its acquisition of Nixon & Company
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Transaction Value: $560,000,000
OneDigital
was acquired by
New Mountain Capital
Financial advisor to New Mountain Capital May 2017
Atlanta, GA
May 2017
Advised New Mountain Capital on its acquisition of OneDigital Health and Benefits
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Dealey, Renton & Associates
was acquired by
Assured Partners, Inc.
a portfolio company of
Apax Partners
Financial advisor to Dealey, Renton & Associates February 2017
Oakland, CA
February 2017
Advised Dealey, Renton & Associates on its sale to AssuredPartners
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Patient Care
was acquired by
DirectPath
a portfolio company of
Century Equity
Financial advisor to Patient Care January 2017
Milwaukee, WI
January 2017
Advised Patient Care on its sale to DirectPath
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Transaction Value: $205,000,000
PPM Services, Inc.
was acquired by
Norcal Mutual
Financial advisor to PPM Services, Inc. November 2016
Overland Park, KS
November 2016
Advised PPM Services on its sale to NORCAL Mutual
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Transaction Value: $105,000,000
Travelex
was acquired by
Cover-More
Financial advisor to Travelex Insurance Services September 2016
Omaha, NE
September 2016
Advised Travelex Holdings on the sale of Travelex Insurance Services to Cover-More Group
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True Benefit
was acquired by
AmWINS
Financial advisor to True Benefit May 2016
Branford, CT
May 2016
Advised True Benefit on its sale to AmWINS Group
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Equity Risk Partners
was acquired by
Hub International
a portfolio company of
Hellman & Friedman
Financial advisor to Equity Risk Partners February 2016
San Francisco, CA
February 2016
Advised Equity Risk Partners on its sale to Hub International
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NCA Group
was acquired by
Worley
a portfolio company of
Aquiline Capital Partners
Financial advisor to NCA Group July 2015
Fishers, IN
July 2015
Advised NCA Group on its sale to Worley Claims Services
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Celestite Holdings
a portfolio company of
Altamont Capital
was acquired by
Confie
a portfolio company of
Abry Partners
Financial advisor to Celestite Holdings June 2015
Dallas, TX
June 2015
Advised Celestite Holdings on its sale to Confie
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Transaction Value: $56,000,000
Ahmann-Martin Risk & Benefits Consulting
was acquired by
Associated Bank
Financial advisor to Associated Bank January 2015
Green Bay, WI
January 2015
Advised Associated Bank on its acquisition of Ahmann & Martin Co.
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Absentys
was acquired by
Sedgwick Claims Management Services, Inc.
a portfolio company of
KKR
Financial advisor to Absentys December 2014
Chattanooga, TN
December 2014
Advised Absentys on its sale to Sedgwick
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Transaction Value: $25,000,000
Anchor Holdings
was acquired by
Atlas Financial Holdings, Inc.
Financial advisor to Global Liberty Insurance Company October 2014
Melville, NY
October 2014
Advised Global Liberty Insurance Company on its sale to Atlas Financial Holdings
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Laurus Strategies
was acquired by
Hub International
a portfolio company of
Hellman & Friedman
Financial advisor to Laurus Strategies October 2014
Chicago, IL
October 2014
Advised Laurus Strategies on its sale to Hub International
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Worley
was acquired by
Aquiline Capital Partners, LLC
Financial advisor to Aquiline Capital Partners October 2014
Hammond, LA
October 2014
Advised Aquiline on its investment in Worley Claims Services
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Vertical Claims Management
was acquired by
Cannon Cochran Management Services Inc.
Financial Advisor to Vertical Claims Management August 2014
Pittsburgh, PA
August 2014
Advised Vertical Claims Management on its sale to CCMSI
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