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:
- Marsh & McLennan Agency, White Plains, NY, Acquired Gallagher & Associates, Blaine, MN
- Bankers Insurance LLC, Richmond, VA, Acquired Gateway Insurance Services, Inc., NC
- Arthur J. Gallagher, Itasca, IL, Acquired Potter Holden & Company, Atlanta, GA
- USI Insurance Services, Briarcliff Manor, NY, Acquired Plumhoff & Associates, Houston, TX
- Arrow Financial Corp., Glens Falls, NY, Acquired McPhillips Insurance, Glens Falls, NY
- Senior Management Team of Sunflower Insurance Group(SIG), Salina, KS, Acquired 100% Interest in SIG from Sunflower Bank, Salina, KS
- Arrow Financial Corp., Glens Falls, NY, Acquired Upstate Agency, Inc., Chestertown, NY
- LaMair-Mulock-Condon Co., West Des Moines, IA, Merged with Molyneaux Insurance, Inc. Davenport, IA
- Wine Sergi & Co, LLC, St. Charles, IL, Acquired Wine Sergi Retail Insurance Operations, St. Charles, IL
- Arthur J. Gallagher & Co., Itasca, IL, Acquired The Gleason Agency & Gleason Financial, Johnstown, PA
- Marsh & McLennan Agency, White Plains, NY, Acquired RJF Agencies, Inc., Minneapolis, MN
- Brown & Riding Insurance Services, Inc., Los Angeles, CA, Merged with Alexander Morfoord & Woo, Seattle, WA
- Arrow Financial Corporation, Glens Falls, NY, Acquired Loomis & LaPann Inc., Glens Falls, NY
- Moody Insurance Agency, Denver, CO, Acquired Smallwood Financial Services, Greenwood Village, CO
- Marsh & McLennan Agency, White Plains, NY, Acquired The Rutherfoord Companies, Roanoke, VA
- Marsh & McLennan Agency, White Plains, NY, Acquired Haake Companies, Overland Park, KS
- TowneBank, Portsmouth, VA, Acquired Taylor Johnson Group, Virginia Beach, VA
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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