Insurance M&A Transactions

Westcap Insurance Services is an insurance brokerage firm that provides commercial and personal insurance solutions. Westcap Insurance Services offers services including risk assessment, policy placement, claims support, and coverage advisory across lines such as property, casualty, liability, and specialty insurance for businesses and individuals. Westcap Insurance Services serves clients seeking tailored insurance programs and consultative risk management support. Westcap Insurance Services is headquartered in Sacramento, California.

The McGowan Companies Inc.
Company
Insurance
Fairview Park, Ohio
www.mcgowancompanies.com

Utmost Group’s Life and Pensions Business is focused on providing solutions in the UK Bulk Purchase Annuity (“BPA”) market and servicing its existing policies.

JAB Insurance
Company
Insurance
Miami, Florida
www.jablife.com
Advisors: Skadden, Arps, Slate, Meagher & Flom , Barclays Investment Bank

Utmost Group
Company
Business Services
London, United Kingdom
www.utmostgroup.com
Advisors: King & Spalding , Fenchurch Advisory Partners

Local Insurance Advisors (“LIA”) is an insurance advisory firm focused on individual health insurance and Medicare solutions. It supports individuals and families by providing guidance across the Medicare landscape, including plan selection and ongoing coverage support. Local Insurance Advisors is based in Oklahoma City.

Warner Pacific Insurance Services
Company
Business Services
Westlake Village, California
www.warnerpacific.com

Vantage is a commercial property & casualty insurance carrier that utilizes technology and analytics to efficiently underwrite business in attractive segments of the commercial insurance market. Vantage was founded in 2020 and is based in Pembroke, Bermuda.

Howard Hughes Holdings
Company
Business Services
The Woodlands, Texas
www.howardhughes.com
Advisors: Latham & Watkins , Jefferies

Hellman & Friedman
Investor
Private Equity Firm
San Francisco, California
www.hf.com

The Carlyle Group
Investor
Private Equity Firm
Washington, District of Columbia
www.carlyle.com

TGS Insurance is an insurance agency specializing in homeowners and personal auto insurance. TGS Insurance was formed in 2017 and is based in Houston, Texas.

Confie
Company
Insurance
Huntington Beach, California
www.confie.com

Hamilton Insurance Agency is an independent insurance brokerage that provides insurance products and risk-management services to employers, brokers, and organizations. Hamilton Insurance Agency was founded in 1982 and is based in Fairfax, Virginia.

NFP
Company
Insurance
Austin, Texas
www.nfp.com

SilverLeaf Insurance Group is an independent insurance agency that provides a range of personal and commercial insurance products to individuals, families, and businesses. Silverleaf Insurance Group was founded in 2009 and is based in Scottsdale, Arizona.

World Insurance Associates
Company
Insurance
Iselin, New Jersey
www.worldinsurance.com
Advisor: Giordano, Halleran & Ciesla

Vanguard is a third-party administration and independent adjusting platform serving the property and casualty insurance markets. Vanguard was founded in 1997 and is based in Woodbury, New Jersey.

Jordan Partners LLC
Investor
www.jordan-partners.com
Advisor: Gunderson Dettmer

Fidella Agency is an independent insurance brokerage that provides commercial and business insurance solutions with a focus on industries such as real estate, hospitality, healthcare, and property management. Fidella Agency was founded in 2011 and is based in Lakewood, New Jersey.

World Insurance Associates
Company
Insurance
Iselin, New Jersey
www.worldinsurance.com
Advisors: Giordano, Halleran & Ciesla , MarshBerry Capital

Newfront is a brokerage transforming the risk management, business insurance, total rewards, and retirement services space through the combination of elite expertise and cutting-edge technology. Newfront is headquartered in San Francisco, California.

Willis Towers Watson
Company
Insurance
London, United Kingdom
www.wtwco.com
Advisors: Weil Gotshal & Manges , J.P. Morgan Securities

Enterprise Risk Associates specializes in mergers and acquisitions of independent insurance agencies. The company operates five insurance agencies across California, Florida and the Northeast. It creates value by acquiring high-quality agencies and supporting their continued success through thoughtful integration, investment, and strategic alignment. Enterprise Risk Associates is based in Tarrytown, New York.

Macquarie Capital
Investor
Private Equity Firm
Sydney, Australia
www.macquarie.com/us/about/company/macquarie-capital/

Benhoff Insurance Agency has served Clinton County for decades with a strong focus on personal lines and a commitment to client care. Benhoff Insurance Agency is based in Breese, Ilinois.

WalkerHughes Insurance
Company
Insurance
Indianapolis, Indiana
www.walkerhughes.com

Resolve Insurance Group is an independent insurance agency that offers a broad range of personal and business insurance products. The Company provides personal lines such as home, auto, high-net-worth assets, life, renters, and condo insurance, as well as commercial coverage including marine, real estate, construction, retail, restaurant, and other business-specific insurance, plus employee-benefit packages for small- to mid-size employers. Resolve Insurance Group is headquartered in Virginia Beach, Virginia

Afore Insurance Services
Company
Insurance
Manchester, Connecticut
www.afore.insure

AG Insurance is a Belgian insurance company offering life insurance, non-life insurance (such as auto, fire, accident, hospitalization, civil-liability), and supplementary pension services. It serves private individuals, self-employed persons, SMEs, and larger companies via a network of partners including brokers, agents, and bank branches. AG Insurance is based in Brussels.

BNP Paribas Fortis
Company
Financial Services
Brussels, Belgium
www.bnpparibasfortis.be

W. R. Berkley is an operator of financial services company focused on commercial lines writers in the United States and operates worldwide in two segments of the property-casualty insurance business: Insurance and Reinsurance & Monoline Excess. W. R. Berkley was founded in 1967 and is based in Greenwich, Connecticut.

Mitsui Sumitomo Insurance
Company
Insurance
Tokyo, Japan
www.ms-ins.com

Arnold Insurance Agency is an independent firm that provides construction insurance, small business insurance, personal insurance, risk management, and surety bond services. Arnold Insurance Agency is based in Reynoldsburg, Ohio.

King Risk Partners
Company
Insurance
Gainesville, Florida
www.king-insurance.com