Representative M&A Transactions
| Year |
Buyer |
Location |
Seller |
Location |
| 2010 |
The Hanover Insurance Group |
Worchester, MA |
Insurance Company of the West (Surety Division) |
San Diego, CA |
| 2010 |
The Hilb Group |
Glenn Allen, VA |
Endorsed Administrators, Inc. / J.J. Jerome Associates, Inc. |
Bay Shore, NY |
| 2010 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Bowen, Miclette, Britt & Merry of Arkansas Inc. |
Fort Smith, AR |
| 2010 |
Hub International Ltd. |
Chicago, IL |
IRUS Corporation |
Philadelphia, PA |
| 2010 |
Hub International Ltd. |
Chicago, IL |
Risk Transfer Insurance Alliance |
Southborough, MA |
| 2010 |
Brown & Brown of Connecticut, Inc |
New Britain, CT |
McCutcheon Burr & Sons |
Middletown, CT |
| 2010 |
Brown & Brown of Connecticut, Inc |
New Britain, CT |
The Gardner-Kirby Corporation |
Meriden, CT |
| 2010 |
Brown & Brown of Connecticut, Inc |
New Britain, CT |
Hedden Insurance |
Waterford, CT |
| 2010 |
Brown & Brown of Connecticut, Inc |
New Britain, CT |
Stone Insurance Agencies |
Meriden, CT |
| 2010 |
Confie Seguros |
New York, NY |
Remco Insurance |
Houston, TX |
| 2009 |
Hometown Community Bancorp |
Morton, IL |
James M. Unland., Inc. |
Pekin, Il |
| 2010 |
USI Holdings Corp. |
Briarcliff Manor, NY |
National City Insurance Group (Ohio, Kentucky, and Missouri Offices) |
Cleveland, OH |
| 2010 |
Confie Seguros |
New York, NY |
Vern Fonk Insurance Services Inc. |
Puget Sound WA |
| 2009 |
Trident IV, L.P., a fund managed by Stone Point Capital |
Greenwich, CT |
Higginbotham & Associates |
Fort Worth, TX |
| 2009 |
Marsh & McClennan Companies, Inc. |
New York, NY |
NIA Group LLC |
Paramus, NJ |
| 2009 |
XN Financial Services (Canada) Inc. |
Montreal, Canada |
Telfer International Consulting |
Montreal, Canada |
| 2009 |
CBIZ Insurance Services, Inc. |
Cleveland, OH |
MeyersDining Property & Casualty LLC |
Boulder, CO |
| 2009 |
CBIZ Insurance Services, Inc. |
Cleveland, OH |
MeyersDining LLC |
Boulder, CO |
| 2009 |
Caruso Benefits Group, Inc. |
Bethlehem, PA |
Milestone Financial Assoc. LLC (selected assets) |
Kutztown, PA |
| 2009 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Gresham & Associates, Inc. |
Portland, ME / Cranston, RI |
| 2009 |
Wells Fargo Insurance Services of Nevada, Inc. |
Nevada |
John Grady Insurance, Inc. |
Las Vegas, NV |
| 2009 |
MEDEX Insurance Services, Inc. |
Baltimore, MD |
PSA Insurance & Financial Services |
Hunt Valley, MD |
| 2009 |
Ascension Insurance, Inc. |
Kansas City, MO |
Renaissance Agencies, Inc. |
Santa Monica, CA |
| 2009 |
Boston Insurance Brokerage, Inc. |
Boston, MA |
U.S.Risk Insurance Group, Inc. |
Dallas, TX |
| 2009 |
Brown & Brown, Inc. |
Daytona, FL |
Irving Weber Associates |
Ronkonkoma, NY |
| 2009 |
Wells Fargo Insurance Services, Inc. |
Chicago, IL |
BridgeStreet Consulting & Insurance Services Inc. |
Walnut Creek, CA |
| 2009 |
Higginbotham & Associates |
Fort Worth, TX |
Key & Piskuran Insurance Agency |
Arlington, TX |
| 2009 |
Scirocco Financial Group |
Hasbrouck Heights, NJ |
Slapin-Lieb & Co. |
Mountainside, NJ |
| 2009 |
Edgewood Partners Insurance Center |
San Mateo, CA |
VRT Insurance Services |
Oakland, CA |
| 2009 |
Hix Insurance Associates, Inc. |
Boulder, CO |
Meyers/Dining Insurance, LLC (Personal Lines Division) |
Boulder, CO |
| 2008 |
OnPoint Underwriting, Inc. |
Atlanta, GA |
Commercial Insurance Services, Inc. |
Greenwood Village, CO |
| 2008 |
Ascensus |
Dresher, PA |
Baden Retirement Plan Services |
Fort Wayne, IN |
| 2008 |
Horst Insurance |
Lancaster, PA |
Insurance Masters of Lancaster, Ltd. |
Lancaster, PA |
| 2008 |
Caruso Benefits Group, Inc. |
Bethlehem, PA |
Carl A. Curcio & Associates, Inc. (selected assets) |
Easton, PA |
| 2008 |
Caruso Benefits Group, Inc. |
Bethlehem, PA |
Johnson & Muir, Inc. (selected assets) |
Easton, PA |
| 2008 |
Ascension Insurance, Inc. |
Kansas City, MO |
First Charter Insurance Services |
Charlotte, NC |
| 2008 |
Risk Placement Services, Inc. |
Itasca, IL |
Continental Special Risks, Inc. |
Roswell, GA |
| 2008 |
Bollinger, Inc. |
Short Hills, NJ |
MPPI Insurance Services |
Hazlet, NJ |
| 2008 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Fuller & O'Brien, Inc. |
Albany, NY |
| 2008 |
Confie Seguros |
New York, NY |
Alamo Auto Insurance |
San Antonio, TX |
| 2008 |
Gallagher Benefit Services, Inc. |
Itasca, IL |
Summit Insurance Group |
San Antonio, TX |
| 2008 |
Arthur J. Gallagher & Co. |
Itasca, IL |
California Insurance Center |
Lafayette, CA |
| 2008 |
Higginbotham & Associates |
Fort Worth, TX |
Madison Benefits Group, Inc. |
Houston, TX |
| 2008 |
Brown & Brown, Inc. |
Daytona, FL |
Fullerton & Co., Inc. |
Portland, OR |
| 2008 |
Wells Fargo Insurance Services |
Chicago, IL |
Herder-Tarricone Associates |
Three Bridges, NJ |
| 2008 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Wm. W. George & Associates, Inc. |
Dallas, TX |
| 2008 |
The Norcal Group |
San Francisco, CA |
MIC Holding Company |
Newton Square, PA |
| 2008 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
BenefitPartners |
Newport Beach, CA |
| 2008 |
Alliant Insurance Services |
Stamford, CT |
ClearPoint |
Seattle, WA |
| 2008 |
Ascension Insurance, Inc. |
Kansas City, MO |
Employers Mutual, Inc. |
Stuart, FL |
| 2008 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Healthcare Risk Solutions, LLC |
Ft. Washington, PA |
| 2008 |
Arthur J. Gallagher & Co. |
Itasca, IL |
RSI |
Mt. Laurel, NJ |
| 2008 |
Atlantic Specialty Lines of Pennsylvania, LLC |
Richmond, VA |
ESL, Inc |
Harrisburg, PA |
| 2008 |
AmWINS Group, Inc. |
Charlotte, NC |
Beacon Risk Strategies |
Seattle, WA |
| 2008 |
Edgewood Partners Insurance Center |
San Mateo, CA |
Kelley & Swain, Inc. |
Folsom, CA |
| 2008 |
Mercator Risk Services |
New York, NY |
Tennant Risk Services Insurance Agency, LLC |
Hartford, CT |
| 2008 |
The Treiber Group |
Garden City, NY |
Business Insurance Agency, Inc. |
Commack, NY |
| 2008 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Webster Insurance, Inc. |
Meriden, CT |
| 2008 |
Darwin Professional Underwriters |
Farmington, CT |
Agency Marketing Services |
St. Pete Beach, FL |
| 2008 |
Hub International Ltd. |
Chicago, IL |
Scheer's, Inc. |
Westmont, IL |
| 2008 |
Hub International Ltd. |
Chicago, IL |
JRN Benefits, Inc. |
Santa Barbara, CA |
| 2008 |
Arthur J. Gallagher & Co. |
Itasca, IL |
The Commonwealth Consulting Group |
Jenkintown, PA |
| 2008 |
North American Insurance Agency, Inc. |
Oklahoma City, OKL |
Minard-Ames Insurance Agency |
Phoenix, AZ |
| 2008 |
Kinloch Holdings, Inc. |
New York, NY |
Olympic Agency, Inc. |
West Orange, NJ |
| 2007 |
Simplyhealth |
London, United Kingdom |
Medisure |
London, United Kingdom |
| 2007 |
The HDH Group, Inc. |
Pittsburgh, PA |
Byerly Insurance Agents and Broker, Inc.** |
Lemoyne, PA |
| 2007 |
NIP Group, Inc. |
Woodbridge, NJ |
Thomas J. Sharp Associates, Inc.** |
Somerville, NJ |
| 2007 |
A.J. Lupas Insurance** |
Plains, PA |
First Insurance Center, Inc. |
Wilkes-Barre, PA |
| 2007 |
Regions Insurance Group, Inc.** |
Birmingham, AL |
Miles & Finch |
Kokomo, IN |
| 2007 |
C C Roy Insurance Brokers, Inc.** |
Pleasantown, CA |
FRO Insurance Brokers, Inc. |
Pleasantown, CA |
| 2007 |
U.S.I. Holdings Corporation** |
Briarcliff Manor, NY |
Sammis, Smith & Brush, Inc. |
Woodbury, NY
|
| 2007 |
Swett & Crawford |
Atlanta, GA |
Oxbridge Insurance Associates, Inc.** |
Morristown, NJ |
| 2007 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
BenefitPort |
Englewood, NJ |
| 2007 |
Hub International Ltd. |
Chicago, IL |
E. J. Phelps & Company |
San Diego, CA |
| 2007 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Pavlo, Weinberg & Associates (certain assets) |
Woodland Hills, CA |
| 2007 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Countrywide Facilities Corporation |
East Meadow, NY |
| 2007 |
Risk Placement Services, Inc. |
Itasca, IL |
Robert A. Schneider Agency, Inc. |
Minnetonka, MN |
| 2007 |
NIP Group, Inc. |
Woodbridge, NJ |
Lucas & Dake Co. |
Woodbridge, NJ |
| 2007 |
Hub International Ltd. |
Chicago, IL |
Diversified Risk Insurance Brokers |
Emeryville, CA |
| 2007 |
Beneficial Insurance Services, LLC |
Philadelphia, PA |
CLA Agency, Inc. |
Newtown Square, PA |
| 2007 |
Brown & Brown, Inc |
Daytona, FL |
Island Risk Management Associates, Inc. |
Huntington Station, NY |
| 2007 |
National Financial Partners |
New York, NY |
Undisclosed |
Undisclosed |
| 2007 |
Brown & Brown, Inc |
Daytona, FL |
Tavor Corp. |
Denville, NJ |
| 2007 |
Hub International Ltd. |
Chicago, IL |
The Rigg Group, Inc. |
Dallas, TX |
| 2007 |
Allied Capital |
Washington, DC |
Higginbotham & Associates |
Dallas, TX |
| 2007 |
Hub International Ltd. |
Chicago, IL |
Jacobs & Jacobs Inc |
Roslyn Heights, NY |
| 2007 |
Marshall & Sterling |
Poughkeepsie, NY |
Putnam Benefits and Insurance |
Holmes, NY |
| 2007 |
Undisclosed |
Undisclosed |
Target Insurance Group |
Brandon, FL |
| 2007 |
Hilb Rogal & Hobbs Company |
Richmond, VA |
The Urman Company |
Denver, CO |
| 2007 |
NII Brokerage, LLC |
New York, NY |
RPM Group |
New York, NY |
| 2007 |
Riggs, Counselman, Michaels & Downes |
Townson, MD |
JZA, Inc. |
Bethesda, MD |
| 2007 |
Hilb Rogal & Hobbs Co. |
Glen Allen, VA |
Global Special Risks LLC |
New Orleans, LA |
| 2007 |
Brown & Brown, Inc |
Daytona, FL |
Sobel Affiliates, Inc. |
Garden City, NY |
| 2007 |
Risk Placement Services, Inc. |
Itasca, IL |
ISG International, Inc. |
Cambridge, MD |
| 2007 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Countrywide Facilities Corporation |
East Meadow, NY |
| 2007 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Sammis, Smith & Brush, Inc. |
Woodbury, NY |
| 2006 |
CCP Equity Partners / North Haven Partners |
Hartford, CT / New York, NY |
Kinloch Holdings, Inc. |
Richmond, VA |
| 2006 |
Kinloch Holdings, Inc. |
Richmond, VA |
Genatt Associates |
New Hyde Park, NY |
| 2006 |
Hub International Ltd. |
Chicago, IL |
Kaufman & Kaufman Insurance |
Salt Lake City, UT |
| 2006 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Kibble & Prentice |
Seattle, WA |
| 2006 |
Hays Companies |
Minneapolis, MN |
Onal & Associates |
Severna Park, MD |
| 2006 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Lemac & Associates Inc. |
Los Angeles, CA |
| 2006 |
American International Group, Inc |
New York, NY |
Travel Guard International |
Stevens Point, WI |
| 2006 |
Trident III, L.P. |
Greenwich, CT |
Preferred Concepts LLC |
New York, NY |
| 2006 |
Leavitt Group Enterprises, Inc. |
Cedar City, UT |
Ray Silva Insurance Associates, Inc. |
San Jose, CA |
| 2005 |
Hub International Ltd. |
Chicago, IL |
CEB Business Insurance Services |
Costa Mesa, CA |
| 2005 |
Distinguished Programs Group, LLC |
New York, NY |
Great American Custom Solutions, Inc. |
Tustin, CA |
| 2005 |
CRC Insurance Services |
Birmingham, AL |
Vista Insurance Partners |
San Antonio, TX |
| 2005 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Humanex, Inc. |
Fremont, CA |
| 2005 |
Beecher Carlson Holdings, Inc. |
Atlanta, GA |
JBL&K Risk Services |
Portland, OR |
| 2005 |
Management Team |
Englewood, NJ |
Benefitport, Inc. (New Jersey) |
Englewood, NJ |
| 2005 |
Willis Group Holdings |
London, UK |
PRIMARY Worldwide Corporation |
Los Gatos, CA |
| 2005 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Summit Global Partners Inc. |
Dallas, TX |
| 2004 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Benefit Partners of America, LLC |
Nashville, TN |
| 2004 |
RSM McGladrey, Inc. |
Atlanta, GA |
Pavlo, Weinberg & Associates |
Woodland Hills, CA |
| 2004 |
Hilb Rogal & Hobbs Co. |
Glen Allen, VA |
Surplus Inc. |
Conroe, TX |
| 2004 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Benefitport, Inc. (Northwest) |
Seattle, WA |
| 2004 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Future Planning Associates, Inc. |
Matawan, NJ |
| 2004 |
Sumitomo Corporation of America |
New York, NY |
Broadway Premium Funding Corp. (B-R) |
New York, NY |
| 2004 |
Hub International Ltd. |
Chicago, IL |
Bush, Cotton & Scott, LLC |
Seattle, WA |
| 2004 |
All Risks, Ltd. |
Baltimore, MD |
Overstreet & Newell, Inc. (USI Holdings) |
Atlanta, GA |
| 2004 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Bertholon-Rowland Corporation |
New York, NY |
| 2004 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Dodge, Warren & Peters |
San Francisco, CA |
| 2004 |
LISI |
San Mateo, California |
Benefitport, Inc. (California) |
Los Angeles, CA |
| 2003 |
The BISYS Group, Inc. |
New York, NY |
Capital Synergies, Inc. |
McHenry, IL |
| 2003 |
American United Life (AUL) |
Indianapolis, IN |
R.E. Moulton, Inc |
Marblehead, MA |
| 2003 |
Hilb Rogal & Hobbs Co. |
Glen Allen, VA |
Bliss & Glennon, Inc |
Redondo Beach, CA |
| 2003 |
The Leavitt Group |
Cedar City, UT |
Mutual Insurance Services |
Federal Way, WA |
| 2003 |
Hilb, Rogal & Hamilton Co. |
Glen Allen, VA |
Maclean, Oddy & Associates Inc. |
Dallas, Texas |
| 2003 |
The BISYS Group, Inc. |
New York, NY |
Tri-City Brokerage, Inc. |
San Francisco, CA |
| 2003 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
O'Leary Kientz, Inc. |
Cincinnati, OH |
| 2003 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Hastings-Tapley Insurance Agency, Inc |
Woburn, MA |
| 2003 |
Hilb, Rogal & Hamilton Co. |
Glen Allen, VA |
Sheppard Riley & Coughlin |
Boston, MA |
| 2003 |
U.S.I. Holdings Corporation |
Briarcliff Manor, NY |
Guild Agency, Inc. |
Jericho, NY |
| 2002 |
CBCA, Inc. |
Oakland, CA |
USI Administrators |
San Francisco, CA |
| 2002 |
Cannon Cochran Mgmt. Services, Inc. |
Danville, IL |
OHMS |
Albuquerque, NM |
| 2002 |
Cannon Cochran Mgmt. Services, Inc. |
Danville, IL |
Northern General Services |
Portland, ME |
| 2002 |
Distribution Partners Inv. Capital LP |
New York, NY |
Tri-City Insurance Brokers |
San Francisco, CA |
| 2002 |
Hilb, Rogal & Hamilton Co. |
Glen Allen, VA |
Hobbs Group, LLC |
Atlanta, GA |
| 2002 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Manning & Smith Insurance |
Wichita, KS |
| 2002 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Roberts & Roberts Ins. Agency, Inc. |
Oklahoma City, OK |
| 2002 |
Distribution Partners, LP |
New York, NY |
Kibble & Prentice, Inc. |
Seattle, WA |
| 2002 |
Kibble & Prentice, Inc. |
Seattle, WA |
Rourke & Bell Insurance Agency |
Seattle, WA |
| 2002 |
Kibble & Prentice, Inc. |
Seattle, WA |
Axelson & Associates, Inc. |
Seattle, WA |
| 2002 |
Kibble & Prentice, Inc. |
Seattle, WA |
P. Robert Brown, Inc. dba PRBI Consulting |
Seattle, WA |
| 2001 |
J. Smith Lanier & Co. |
West Point, GA |
Schulz-Rowson Cos. |
Alpharetta, GA |
| 2001 |
Hartford Financial Services |
|
Access Coverage Corp. |
Charlotte, NC |
| 2001 |
Distribution Partners, LP |
New York, NY |
Onvoi Business Solutions, Inc. |
Sacramento, CA |
| 2001 |
Arch Capital Group, Ltd. |
Hamilton, BR |
Altus Group Holdings, Ltd. |
Stamford, CT |
| 2001 |
AXA Financial |
New York, NY |
ICAT Managers LLC |
Boulder, CO |
| 2001 |
Hilb, Rogal & Hamilton Co. |
Glen Allen, VA |
Dulaney, Johnston & Priest, Inc. |
Wichita, KS |
| 2001 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Texas Insurance Agency, Inc. |
Houston, TX |
| 2001 |
Management & Dist. Partners, LP |
Hartford, CT |
Undisclosed |
|
| 2001 |
Management & Dist. Partners, LP |
Hartford, CT |
Calco |
San Mateo, CA |
| 2001 |
AIG, Fireman's Fund |
New York, NY |
Undisclosed |
|
| 2000 |
Westport Worldwide LLC |
Danbury, CT |
Executive Benefits Group, Inc. |
Braintree, MA |
| 2000 |
Capital Synergies, Inc. |
Barrington, IL |
Pension Actuaries of Philadelphia, Inc. |
Philadelphia, PA |
| 2000 |
O'Neill Finnegan & Jordan |
Boston, MA |
McLaughlin & Co. |
Florham, NJ |
| 2000 |
Ward North America Holding, Inc. |
San Diego, CA |
Anchor Pacific Underwriters, Inc. |
Concord, CA |
| 2000 |
Marovich, O'Shea & Coughlan |
San Francisco, CA |
Johnson & Anton |
Colorado Springs, CO |
| 2000 |
BenefitPort, Inc. |
Greenwich, CT |
Reppond Cos. |
Seattle, WA |
| 2000 |
Mutual Risk Mgmt/E.W.B./Emp Re |
San Diego, CA |
Ward North America |
San Diego, CA |
| 2000 |
American E&S |
San Francisco, CA |
Gateway Excess & Surplus Lines |
Woodland Hills, CA |
| 2000 |
FCCI Insurance Group |
Sarasota, FL |
Monroe Guaranty Insurance Group |
Carmel, IN |
| 2000 |
Cullen Frost Bank |
San Antonio, TX |
Neiman Hanks Puryear Partners |
Austin, TX |
| 2000 |
Acordia, Inc. |
Chicago, IL |
Duckworth-Morris Agency, Inc. |
Tuscaloos, AL |
| 2000 |
Acordia, Inc. |
Chicago, IL |
Peak Insurance Services, Inc. |
Phoenix, AZ |
| 2000 |
Hobbs Group, LLC |
Atlanta, GA |
FMAC Insurance Services |
Morristown, NJ |
| 2000 |
Distribution Partners, LP |
New York, NY |
Bertholon-Rowland Corporation |
New York, NY |
| 1999 |
Americana Financial Services, Inc. |
New York, NY |
Benefits Unlimited, Inc. |
Warwick, RI |
| 1999 |
Mutual Risk Management, Ltd. |
San Diego, CA |
Captive Resources Inc. |
Schaumburg, IL |
| 1999 |
Americana Fin'l Svcs, Inc. |
New York, NY |
Morstan General Agency, Inc. |
Lake Success, NY |
| 1999 |
Wellington plc |
London, EN |
John Linneman & Co |
San Francisco, CA |
| 1999 |
CUNA Mutual Group |
Madison, WI |
Stewart Associates, Inc. |
Elgin, IL |
| 1999 |
Acordia, Inc. |
Chicago, IL |
Montgomery & Collins, Inc. |
San Fran, CA & Denver, CO |
| 1999 |
Seabury & Smith, Inc. |
New York, NY |
Montgomery & Collins, Inc. |
Boston, MA |
| 1999 |
Management & Employees |
New York, NY |
Distinguished Programs, LLC |
New York, NY |
| 1999 |
Hobbs Group, LLC |
Atlanta, GA |
The Linden Company |
Denver, CO |
| 1999 |
Hobbs Group, LLC |
Atlanta, GA |
Kirklin & Co. |
Omaha, NE |
| 1999 |
Frost National Bank |
San Antonio, TX |
Professional Insurance Agency, Inc. |
Refugio, TX |
| 1999 |
Hobbs Group, LLC |
Atlanta, GA |
Timothy S. Mills, Inc. |
San Diego, CA |
| 1999 |
Robert F. Driver & Co. |
San Diego, CA |
The Sher Company |
San Rafael, CA |
| 1999 |
Robert F. Driver & Co. |
San Diego, CA |
Averbeck Company |
Ontario, CA |
| 1999 |
Acordia, Inc. |
Chicago, IL |
Banc One Insurance |
Indiana & Michigan |
| 1999 |
Conning & Co. |
Hartford, CT |
Hobbs Group, LLC |
Atlanta, GA |
| 1998 |
Acordia, Inc. |
Chicago, IL |
DiManno Hansen Insurance |
Rancho Cordova, CA |
| 1998 |
O'Neill Finnegan & Jordan |
Boston, MA |
Campbell Book of Business |
Boston, MA |
| 1998 |
Hobbs Group, LLC |
Atlanta, GA |
O'Neill Finnegan & Jordan |
Boston, MA |
| 1998 |
USI Insurance Services |
San Francisco, CA |
J.J. Newman & Co. |
Garden City, NY |
| 1998 |
USI Insurance Services |
San Francisco, CA |
Colburn Insurance Services |
Media, PA |
| 1998 |
Robert F. Driver & Co. |
San Diego, CA |
Simmons Book of Business |
San Francisco, CA |
| 1998 |
Hilb, Rogal & Hamilton Co. |
Glen Allen, VA |
Hunt Insurance Group, Inc. |
Tallahassee, FL |
| 1998 |
Acordia, Inc. |
Chicago, IL |
Pottinger & Co., Inc. |
Dayton, OH |
| 1998 |
Mellon Bank NA |
Pittsburgh, PA |
Clair ODell Group |
Plymouth Meeting, PA |
| 1998 |
Hobbs Group, LLC |
Atlanta, GA |
AVA Insurance Agency, Inc. |
Oak Brook, IL |
| 1998 |
USI Insurance Services |
San Francisco, CA |
Spadaccia, Ryan & Haas |
Yorktown Heights, NY |
| 1998 |
Orion Capital Corp. |
Farmington. CT |
Acordia, Inc. |
Chicago, IL |
| 1998 |
Management & Employees |
San Diego, CA |
Robert F. Driver & Co. |
San Diego, CA |
| 1997 |
Hobbs Group, LLC |
Atlanta, GA |
Westport Worldwide, LLC |
Danbury, CT |
| 1997 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Byerly & Co. |
Englewood, CO |
| 1997 |
The Copeland Companies |
East Brunswick, NJ |
Donald F. Smith & Associates |
Lawrenceville, NJ |
| 1997 |
HealthCare Solutions Group |
Tulsa, OK |
National Benefit Administrators |
Colorado Springs, CO |
| 1997 |
ProBusiness Services, Inc. |
Pleasanton, CA |
BeneSphere, Inc. |
Pleasanton, CA |
| 1997 |
Acordia, Inc. |
Chicago, IL |
Bush Cotton, Inc. |
Bellevue, WA |
| 1997 |
Acordia, Inc. |
Chicago, IL |
Simons & Rose |
Coconut Grove, FL |
| 1997 |
Acordia, Inc. |
Chicago, IL |
Dorsey & Co. |
West Palm Beach, FL |
| 1997 |
Ellsworth, LeBlanc & Ellsworth |
New Orleans, LA |
Hilb, Rogal & Hamilton Co. of LA |
New Orleans, LA |
| 1997 |
Old Kent Financial Corp. |
Grand Rapids, MI |
Grand Rapids Holland Agency, Inc. |
Grand Rapids, MI |
| 1997 |
Mesirow Financial |
Chicago, IL |
Boockford and Company |
Oak Brook, IL |
| 1997 |
USI Insurance Services |
San Francisco, CA |
Affiliated Insurance Consultants |
Burr Ridge, IL |
| 1997 |
Management & Employees |
San Diego, CA |
Hobbs Group, LLC |
Atlanta, GA |
| 1996 |
Acordia, Inc. |
Chicago, IL |
Repka Associates, Inc. |
Ft. Wayne, IN |
| 1996 |
Acordia, Inc. |
Chicago, IL |
Midwest Benefit Services |
Ft. Wayne, IN |
| 1996 |
Ascensus, Inc. |
Salt Lake City, UT |
Acordia of Utah |
Salt Lake City, UT |
| 1996 |
USI Insurance Services |
San Francisco, CA |
Benefit Strategies |
Manchester, NH |
| 1996 |
Management & Employees |
Appleton, WI |
Insurance Services, Inc. |
Appleton, WI |
| 1996 |
Acordia, Inc. |
Chicago, IL |
ReagerHarris, Inc. |
Louisville, KY |
| 1996 |
Acordia, Inc. |
Chicago, IL |
Rothschild, Bell & Walseth, Inc. |
St. Paul, MN |
| 1996 |
Acordia, Inc. |
Chicago, IL |
Flat Top Insurance |
Bluefield, WV |
| 1996 |
Acordia, Inc. |
Chicago, IL |
McElroy Minister Co. |
Columbus, OH |
| 1996 |
USI Insurance Services |
San Francisco, CA |
Summit Perspectives |
Sacramento, CA |
| 1996 |
USI Insurance Services |
San Francisco, CA |
Stone & Michaud |
Manchester, NH |
| 1996 |
USI Insurance Services |
San Francisco, CA |
The Anderson Company |
Houston, TX |
| 1996 |
USI Insurance Services |
San Francisco, CA |
Henderson & Phillips |
Norfolk, VA |
| 1995 |
USI Insurance Services |
San Francisco, CA |
Association Growth Enterprises, Inc. |
Landover, MD |
| 1995 |
Hilb, Rogal & Hamilton Co. |
Glen Allen, VA |
Hayhurst Elias Dudek, Inc. |
Winnipeg, Canada |
| 1995 |
USI Insurance Services |
San Francisco, CA |
Bechard Insurance Agency |
Nashua, NH |
| 1995 |
USI Insurance Services |
San Francisco, CA |
Julius Moll & Son |
Chicago, IL |
| 1995 |
USI Insurance Services |
San Francisco, CA |
H&Q Insurance Brokers |
San Francisco, CA |
| 1995 |
USI Insurance Services |
San Francisco, CA |
The Insurance Exchange |
Manchester, NH |
| 1995 |
USI Insurance Services |
San Francisco, CA |
Flanigan, O'Hara & Gentry |
Fort Washington, PA |
| 1995 |
USI Insurance Services |
San Francisco, CA |
United California, Inc. |
North Hollywood, CA |
| 1995 |
USI Insurance Services |
San Francisco, CA |
Thomas E. Wood, Inc. |
Cincinnati, OH |
| 1995 |
Acordia, Inc. |
Chicago, IL |
National Target Group |
Pueblo, CO |
| 1995 |
Acordia, Inc. |
Chicago, IL |
Chamberlaine & Flowers |
Clarksburg, WV |
| 1995 |
Acordia, Inc. |
Chicago, IL |
Bain-Hogg Robinson, North America |
Boston, MA |
| 1995 |
Acordia, Inc. |
Chicago, IL |
Moore-Peterson Company |
Youngstown, PA |
| 1995 |
American Phoenix Corp. |
Avon, Ct |
The Garlington Group |
Marietta, GA |
| 1995 |
Arthur J. Gallagher & Co. |
Itasca, IL |
Kaler Carney Liffler & Co. |
Boston, MA |
| 1995 |
Arthur J. Gallagher & Co. |
Itasca, IL |
RMI Insurance |
Granada Hills, CA |
Companies in bold represent Hales client.
Companies marked with ** represent WFG client. |
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