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Transaction History

• Represented NSM Insurance Group in the capital investment made by ABRY Partners - January 2012

• Represented Thomas Gregory Associates Insurance Agency in its acquisition by Cross Insurance - May 2011

• Represented Confie Seguros in their acquisition of Royale Insurance and First Americano - May 2011

• Represented Interstate Motor Carriers Agency in their acquisition by The Capacity Group - April 2011

• Represented United Benefit Services in their acquisition by Brown and Brown - February 2011

• Represented The Woodland Group in their acquisition by Bolllinger - December 1, 2010

• Represented Benexx in their acquisition by CBIZ - August 1, 2010

• Represented The Bostonian Group and Bostonian Solutions in their acquisition by Marsh & McLennan Agency - May 1, 2010

• Represented EJA in its acquisition by Capacity Coverage, Inc - December 28, 2009

• Represented JLF and USC in the acquisition of both companies by NIA - August 1, 2009

• Represented Higger & Associates, LLC in its acquisition by Frenkel & Company - June 1, 2009

• Represented Zaloom Associates Inc. in its acquisition by Jimcor - December 2008

• Represented the Winged Keel Disability Division in it's spin out to NFP - July 2008

• Represented ADP/Statewide in their transaction with National Financial Partners - February 2008

• Represented NSM in their purchase of the Target Insurance Group - June 1, 2007

• Represented The D'Avanzo Agency in its acquisition by The Capacity Group - April 1, 2007

• Represented Golden Cohen in its acquisition by National Financial Partners (NFP) - January 2007

• Represented D&O Concepts and David A. Ratner and Associates of NY & NJ in their transaction with BISYS  - August 14, 2006

• Represented Hirsch Wolf in its sale of assets to HUB International Northeast  - May 1, 2006

• Represented Tanenbaum Harber & Thesco Benefits in their transaction with Olympus Partners of Stanford, Ct.  - April 19, 2006

• Represented Estate of Sanford J. Farber in the sale of JJ Farber Lottman - July 2005

• Represented Benefit Partners LLC in its acquisition by Allliant Resources Group, Inc.

• Represented B. & D.A. Weisburger in Asset Sale to Hub International Limited

• Represented Waldor Agency, Inc. in the acquisition of its assets by Brown & Brown, Inc.

• Represented Statfeld Vantage Insurance Group L.L.C. in the acquisition of its assets by Brown & Brown, Inc.

• Represented Excess Reinsurance Underwriters, Inc. in its Transaction with National Financial Partners.

• Represented Sondheim & Laughlin in its Merger with Hub International Limited.

• Represented The Aaron Wolf Agency, Inc. in its Acquisition by Hilb Rogal Hamilton and Company (NYSE: HRH).

• Represented The Porch Agency in their merger with Commerce Insurance Services.

• Represented C. S Nenner Insurance Agency, Inc., in the acquisition of its assets by Kaye Insurance Associates, Inc., a subsidiary of Hub International Limited.

• Represented Sanford & Purvis in their merger with Commerce Insurance Services. 

• Represented Sovereign Bank in their equity investment in USI and in the strategic alliance between Sovereign Bank and USI Northeast.

• Represented Wachovia/First Union in the creation and development of their New York City office.
   

• Represented the Rhodes Agency in merger with Wachovia/First Union.

• Represented Olympic Insurance Associates in the acquisition of its assets by Wachovia/First Union.

• Represented CLG Group in the acquisition of the assets of F. P. Costa, Inc.

• Represented Insurance Centers in the acquisition of the assets of Associated National Insurance Agency.

• Represented Wachovia/First Union in the acquisition of assets of Benefit Resources Inc.

• Represented Wachovia/First Union in the acquisition of assets of the Dilks Agency.
   

• Represented High View Planning in the acquisition of its assets by Vantage (A Kushner Company).

• Served as the advisor to PNC Bank in developing strategies and analyzing opportunities for substantial acquisitions.

• Represented Hilb Rogal & Hamilton in the acquisition of assets of United Financial Associates.
   

• Represented Tribus Companies in the merger with Spectrum Insurance Group.