Tombstones

Done Deals

Reagan Consulting regularly facilitates some of the most significant mergers and acquisitions in the agent and broker marketplace. Selected transactions include the following:

2010

Marsh & McLennan Agency, White Plains, NY, Acquired The Rutherfoord Companies, Roanoke, VA
Marsh & McLennan Agency, White Plains, NY, Acquired Haake Companies, Overland Park, KS

2009

Wells Fargo Insurance Services, Minneapolis, MN, Acquired I Leader, LLC, Tampa, FL
Marsh & McLennan, White Plains, NY, Acquired Insurance Alliance, Houston, TX
William Gallagher Associates, Boston, MA, Acquired RPG Insurance Administrators, Medfield, MA
Keenan & Suggs, Columbia, SC, Acquired Dana Insurance Agency Inc, Columbia, SC
Chastain & Associates, Athens, GA, Acquired Jim Anderson & Company, Lawrenceville, GA
CIA Group, Montgomery, AL, Acquired Colonial Insurance Agency Inc, Montgomery, AL
Woodruff Sawyer & Company, San Francisco, CA, Acquired Western Region Practice of Carpenter Moore Insurance Services, San Francisco, CA

2008

Brower Insurance Agency, LLC, Dayton, OH, Merged with Consolidated Insurance Agency, Springfield, OH
Keystone Insurers Group, Northumberland, PA, Acquired an Interest in East Coast Risk Management, North Huntingdon, PA
Bankers Insurance, LLC, Richmond, VA, Acquired Hutton Vincent Williamson McLean, Asheville, NC
FCCI Insurance Group, Sarasota, FL, Acquired Mississippi Insurance Managers, Jackson, MS
Starkweather & Shepley, East Providence, RI, Acquired The Preston Agency, Inc., West Warwick, RI
Arthur J Gallagher, Itasca, IL, Acquired The Treiber Insurance Group, Garden City, NY
Arthur J. Gallagher, Itasca, IL, Acquired Roberts & Roberts Insurance Service, Inc, Greensboro, NC
CRC Insurance Services, Inc., Birmingham, AL, Acquired Southern Risk Operations LLC, Sumter, SC
BB&T Insurance Services, Raleigh, NC, Acquired Puckett, Scheetz & Hogan, Myrtle Beach, SC
NBT Bancorp, Inc., Norwich, NY, Acquired Mang Insurance Agency, Norwich, NY
Bristol County Savings Bank, Tauton, MA, Acquired a Controlling Interest in Farrell Backlund Insurance Agency, LLC, Tauton, MA
Pinnacle Financial Partners, Inc., Nashville, TN, Acquired Beach & Gentry Insurance, LLC, Murfreesboro, TN
Peel & Holland Financial Group, Benton, KY, Acquired Partners Insurance Agency, Murray, KY
Argus Insurance, High Point, NC, Acquired Robins & Weill Insurance, Greensboro, NC
Barney & Barney, LLC, San Diego, CA, Merged with Saylor & Hill Co., Oakland, CA
BB&T Insurance Services, Raleigh, NC, Acquired Premier Benefits Group, Inc., Atlanta, GA
J. Smith Lanier & Co., West Point, GA, Acquired Insuramerica Aviation, Loganville, GA
BB&T Insurance Services, Raleigh, NC, Acquired Burkey Risk Services, Maitland, FL
IMA Financial Group, Inc., Wichita, KS, Acquired PWIB Texas, Dallas, TX
Brown & Brown, Inc., Daytona Beach, FL, Acquired MEW Custom Staffing Inc., Tampa, FL

2007

Arthur J. Gallagher, Itasca, IL, Acquired Koster Insurance Agency, Inc., Quincy, MA
Arthur J. Gallagher, Inc., Itasca, IL, Acquired Powell Insurance Agency, Inc., New Orleans, LA
Wells Fargo Insurance Services, Chicago, IL, Acquired Rogers & Belding Insurance Agency, Inc., El Paso, TX
BB&T Insurance Services, Raleigh, NC, Acquired Sidney O. Smith, Inc., Gainesville, GA
Brown & Brown, Inc., Daytona Beach, FL, Acquired Lloyd-Bennett & Company, Duluth, GA
BB&T Insurance Services, Raleigh, NC, Acquired Carswell Insurance Services, Hilton Head, SC
Lykes Insurance, Inc., Tampa, FL, Acquired Insurance Management Co., Fort Myers, FL
Wells Fargo Insurance Services, Chicago, IL, Acquired Universal Insurance Services, Inc., Grand Rapids, MI
BB&T Insurance Services, Raleigh, NC, Acquired Reese Insurance Associates, Inc., Riverdale, GA
Century Financial, Inc., Boston, MA, Acquired Thompson Insurance Enterprises dba Thomco, Kennesaw, GA
Brown & Brown, Inc., Daytona Beach, FL, Acquired ALCOS, Inc., Sterling Heights, MI
Texans CUSO Partners, LLC, Richardson, TX, Acquired Curley Insurance Group, Dallas, TX
Benefits Technologies, LLC, Sapulpa, OK, Acquired Cutler, Cutler & Heffernan, Inc., Jacksonville, FL

2006

The Campbell Agency, Grand Rapids, MI, Acquired The Baxter Agency, Dothan, AL
Bollinger, Inc., Short Hills, NJ, Acquired Mather & Company, Philadelphia, PA
High Point Bank and Trust Co., High Point, NC, Acquired Argus Group Insurance, Winston-Salem, NC
M&T Bank, Buffalo, NY, Acquired Hess, Egan, Hagerty & L’Hommedieu, Inc., Chevy Chase, MD
Molton, Allen & Williams, LLC, Birmingham, AL, Acquired Benefits Concepts, Inc., Birmingham, AL
Rutherfoord, Inc., Roanoke, VA, Acquired the Outstanding Shares of Rutherfoord International, Alexandria, VA
Hull & Company, Ft. Lauderdale, FL, Acquired High Country Insurance Managers, Lakewood, CO
The Principals of Carswell of Carolina, Hilton Head, SC, Acquired Carswell of Carolina from SunTrust Bank, Atlanta, GA
S&T Bank, Indiana, PA, Acquired Holsinger Agency, Inc., Indiana, PA

2005

Beecher Carlson, Atlanta, GA, Acquired Lane & Associates, Atlanta, GA
Hub International Limited, Chicago, IL, Acquired PLI, Warren, NJ
McQueary Henry Bowles Troy, Dallas, TX, Acquired Frost Bank’s Austin LEB Operation, Austin, TX
NASDAQ, New York, NY, Acquired Carpenter Moore, San Francisco, CA
Van Gilder Insurance Corp., Denver, CO, Acquired Airsure, Inc., Golden, CO
Hilb, Rogal & Hobbs, Richmond, VA, Acquired KYBA Benefits, Marietta, GA
Hancock Insurance, Gulfport, MS, Acquired J. Everett Eaves, New Orleans, LA
ONB Insurance Group, Evansville, IN, Acquired J W Flynn Company, Indianapolis, IN
Bridge Street Financial, Oswego, NY, Acquired Ladd’s Agency, Inc., Auburn, NY
BB&T Insurance Services, Raleigh, NC, Acquired Huffaker & Trimble, Chattanooga, TN
Bankers Insurance, LLC, Richmond, VA, Acquired Cabell Insurance Associates, Charlottesville, VA
Community Financial Insurance Cntr, Baton Rouge, IA, Acquired Troy and Montgomery Insurance, Monroe, LA
S&T Bancorp, Indiana, PA, Acquired The Bennett Group, Ebensburg, PA
Senior Management Team of Bouchard Ins, Clearwater, FL, Acquired Bouchard Insurance from Fifth Third Bank, Cincinnati, OH
Starkweather & Shepley, Inc., East Providence, RI, Acquired MVI Insurance, Martha’s Vineyard, MA
Community Financial Insurance Center, Baton Rouge, LA, Acquired Bogan & Formeller, Baton Rouge, IA

2004

Arrow Financial Corp., Glens Falls, NY, Acquired Capital Financial Group, Glens Falls, NY
BB&T Insurance Services, Raleigh, NC, Acquired Langan Insurance Benefits & Financial Services, Louisville, KY
Trustmark Corporation, Jackson, MS, Acquired Fisher Brown, Inc., Pensacola, FL
Hancock Bank, Gulfport, MS, Acquired Ross-King-Walker, Inc., Hattiesburg, MS
High Point Bank, High Point, NC, Acquired Virginia-Carolina Insurance Agency, Walnut Cove, NC
Rose and Kiernan, Inc., East Greenbush, NY, Acquired The Daniels Agency, Pawling, NY
Hilb Rogal & Hobbs Company, Richmond, VA, Acquired Frank F. Haack & Associates, Inc., Milwaukee, WI
The Adirondack Trust Company, Saratoga Springs, NY, Acquired Wise Financial Services, Inc., Saratoga Springs, NY
Main Street Banks, Covington, GA, Acquired Banks, Moneyhan & Mayes, Conyers, GA
First Financial Bancorp, Hamilton, OH, Acquired White & Haven Insurance Services, Highland, IN
BB&T Insurance Services, Raleigh, NC, Acquired McGriff, Seibels & Williams, Birmingham, AL
Arthur J. Gallagher & Co., Itasca, IL, Acquired Roberts & Eastland, LLC and Persac Insurance, Baton Rouge, LA
Acordia, Inc., Chicago, IL, Acquired Speare & Company, Los Angeles, CA

2003

Branch Bank & Trust, Raleigh, NC, Acquired Southern Cross, Jackson, MS
Old National Bancorp, Evansville, IN, Acquired Insurance & Risk Management, Fort Wayne, IN
Citizens Financial, Boston, MA, Acquired The Feitelberg Company, Fall River, MA
Tupper Lake National Bank, Tupper Lake, NY, Acquired Maroun Insurance Agency, Tupper Lake, NY
First Financial Bancorp, Hamilton, OH, Acquired Wilson Lawson Meyers Insurance, Connersville, IN
Acordia, Inc., Chicago, IL, Acquired Wisenberg Insurance + Risk Management, Houston, TX

2002

Alliant Resources Group, Inc. - , Stamford, CT, Acquired Kelter-Thorner, Inc., Birmingham, MI
Branch Bank & Trust, Raleigh, NC, Acquired American Marketing Center, New York, NY
S&T Bank, Indiana, PA, Acquired Evergreen Insurance Associates, Inc., Ebensburg, PA
The South Financial Group, Greenville, SC, Acquired Gardner Associates, Inc., Columbia, SC
Valley National Bancorp, Wayne, NJ, Acquired Masters Coverage Corp, Spring Valley, NY
Willis Group Holdings, Ltd., New York, NY, Acquired Goldman Insurance Services, San Francisco, CA

2001

Bankers Insurance, Richmond, VA, Acquired Insurance Partners, Staunton, VA
Bankers Insurance, Richmond, VA, Acquired Washington, Chichester & Clark, Fredricksburg, VA
Bankers Insurance, Richmond, VA, Acquired Welton Duke & Hawks, Portsmouth, VA
Bank Branch & Trust, Raleigh, NC, Acquired Cooney, Rikard & Curtin, Inc., Birmingham, AL
Brown & Brown, Daytona Beach, FL, Acquired Bynum, Grace & Joffrion, Baton Rouge, LA
First Financial Holding, Inc., Charleston, SC, Acquired Kinghorn Insurance Agency, Hilton Head Island, SC
Frenkel & Co., New York, NY, Internal Transition of Ownership Frenkel & Co., New York, NY
Hub International Limited, Chicago, IL, Acquired Burnham Insurance Group, Battle Creek, MI
J. Smith Lanier & Co., West Point, GA, Acquired Schultz Rowson, Inc., Alpharetta, GA
Ross & Yerger, Jackson, MS, Internal Transition of Ownership Ross & Yerger, Jackson, MS
Sandy Spring National Bank, Olney, MD, Acquired Chesapeake Insurance Group, Annapolis, MD
The Adirondack Trust Co., Saratoga Springs, NY, Acquired Round Lake Company, Inc., Round Lake, NY
Wachovia Corporation, Winston-Salem, NC, Acquired Davis Baldwin, Inc., Tampa, FL
Wachovia Corporation, Winston-Salem, NC, Acquired Hamilton Dorsey Alston Co., In., Atlanta, GA

2000

Bankers Insurance, Richmond, VA, Acquired Blue Ridge Insurance Group, Wytheville, VA
Banknorth Group, Inc., Portland, ME, Acquired The Watson Group, Wethersfield, CT
Bankers Insurance, Richmond, VA, Acquired The Charles Gibson Agency, Fairfax, VA
Brown & Brown, Daytona Beach, FL, Acquired Ayers Sierra Insurance Associates, Tampa, FL
Huntington Bancshares, Inc., Columbus, OH, Acquired J. Rolfe Davis Insurance, Maitland, FL
McDonnell Insurance, Cordova, TN, Acquired Ballinger, Pounds & Yarbrough, Cordova, TN
One Valley Bancorp, Charleston, WV, Acquired Carson Insurance Agency, Charleston, WV
Sky Financial Group, Inc., Toledo, OH, Acquired Meyer & Eckenrode Insurance, Carnegie, PA
Sky Financial Group, Bowling Green, OH, Acquired Picton Cavanaugh, Toledo, OH
Ulster Savings Bank, Kingston, NY, Acquired Ryan Insurance, Kingston, NY

1999

Acordia, Indianapolis, IN, Acquired W.A. Lang Company, Minneapolis, MN
Alabama National Bancorp, Birmingham, AL, Acquired Rankin Insurance, Decatur, AL
Arthur J. Gallagher & Co., Itasca, IL, Acquired Sternfels Insurance Agency, Plattenville, LA
Branch Bank & Trust, Raleigh, NC, Acquired DeJarnette & Paul, Inc., Richmond, VA
Arthur J. Gallagher & Co., Itasca, IL, Acquired Martin, Gordon & Jones, Jackson, MS
Berwanger Overmyer Associates, Columbus, OH, Acquired The General Insurance Agency, Columbus, OH
FNB Bank, Hermitage, PA, Acquired Roger Bouchard Insurance, Clearwater, FL
Cooper, Love & Jackson, Nashville, TN, Acquired Allen Agency, Inc., Nashville, TN
Trustmark Corporation, Jackson, MS, Acquired The Bottrell Agency, Jackson, MS
Brown & Brown, Daytona Beach, FL, Acquired Bowers, Schumann & Welch, Washington, NJ
Commerce National Bank, Cherry Hill, NJ, Acquired J.A. Montgomery, Inc., Wilmington, NC
Louisiana Companies, Baton Rouge, LA, Acquired Mid-South Insurance, Lake Charles, LA
First Tennessee, Nashville, TN, Acquired Merritt & McKenzie, Atlanta, GA
Northeast Pennsylvania, Hazleton, PA, Acquired Higgins Insurance Association, Pottsville, PA
Mellon Bank, Pittsburgh, PA, Acquired Clair Odell Group, Plymouth Meeting, PA
Molton, Allen & Williams, Birmingham, AL, Acquired The Mobile Office of McGriff, Seibels & Williams, Birmingham, AL
Palmer & Cay, Savannah, GA, Merged with Powell-Walton-Milward, Inc., Lexington, KY
Palmer & Cay, Savannah, GA, Acquired DeFrain Mayer, Overland Park, KS
Palmer & Cay, Savannah, GA, Acquired Slabaugh, Morgan White & Associates, Richmond, VA
Roach Howard Smith & Hunter, Dallas, TX, Merged with L.T. Barton Insurance, Dallas, TX
Peoples Bank, Hartford, CT, Acquired R.C. Knox & Company, Hartford, CT
Peoples Heritage Bank (BankNorth), Portland, ME, Acquired Morse, Payson & Noyes, Portland, ME
Summit Global, Dallas, TX, Acquired Lon Worth Crow Insurance Corp., Coral Gables, FL
The CIMA Companies, Alexandria, VA, Merged with Alton Insurance Agency, Inc., Arlington, VA
U.S. Trust Company (Citizens Bank), Boston, MA, Acquired Brewer & Lord, Norwell, MA