Tombstones

Merger & Acquisition Transactions

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

2015 Transactions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2015

  • Arthur J. Gallagher & Co., Itasca, IL, Acquired e3 Financial, Newport Beach, CA
  • Marsh & McLennan Agency, White Plains, NY, Acquired MHBT, Dallas, TX
  • Arthur J. Gallagher & Co., Itasca, IL, Acquired Solid Benefit Guidance, Montvale, NJ
  • Prime Risk Partners, Atlanta, GA, Acquired Cook Maran & Associates, Melville, NY
  • Marsh & McLennan Agency, White Plains, NY, Acuired J. W. Terrill, Chesterfield, MO
  • Hub International Ltd., Chicago, Il., Acquired The HDH Group, Pittsburgh, PA
  • Hub International Ltd., Chicago, IL, Acquired Murphy Group, WI
  • Marsh & McLennan Agency, White Plains, NY, Acquired Tequesta Insurance Advisors, Tequesta, FL
  • Arthur J. Gallagher & Co., Itasca, IL, Acquired William Gallagher Associates, Boston, MA
  • Marsh & McLennan Agency, White Plains, NY, Acquired Cline Wood Agency, Leewood, KS

2014

  • Alliant Insurance Services, Newport Beach, CA, Acquired Sagewell Partners, Pittsburgh, PA
  • MHBT, Dallas, TX, Acquired Mims& Smith Insurance Associates, Midland, TX
  • Marsh & McLennan Agency, White Plains, NY, Acquired Barney & Barney, San Diego, CA
  • Hub International Ltd., Chicago, Il, Acquired Corporate Benefit Consultants, Des Plaines, IL
  • AssuredPartners, Lake Mary, FL, Acquired Hancock Holding Company, Bay St. Louis, MS
  • BB&T Insurance Services, Winston-Salem, NC, Acquired Woodbury & Co., Wilmington, NC
  • BancorpSouth Insurance Services, Tupelo, MS, Acquired Knox Insurance Group, Lafayette, LA
  • Marsh & McLennan Agency, White Plains, NY, Acquired Senn Dunn Insurance, Greensboro, NC
  • Wine Sergi & Company, Naperville, IL, Acquired Benefit Brokers & Consultants, IL
  • USI Holdings Corp., Briarcliff Manor, NY, Acquired BHB Insurance Services, Toms River, NJ
  • Five Star Bank/Financial Institutions, Pittsford, NY, Acquired Scott Danahy Naylon, Amherst, NY
  • Mascoma Savings Bank, Lebanon, NH, Acquired Centurion Insurance Group, West Lebanon, NH
  • Acrisure, LLC, Grand Rapids, MI, Acquired Wine Sergi & Company, Naperville, IL
  • Russ Blakely & Associates, Chattanooga, TN, Acquired Tanaka Bencomp, Knoxville, TN
  • USI Holdings Corp., Briarcliff Manor, NY, Acquired Holmes Murphy St. Louis Operation, West Des Moines, IL

2013

  • The Bank of San Antonio, San Antonio, TX, Acquired Luhn-McCain Insurance Agency, Ltd., San Antonio, TX
  • USI Holdings Corp., Briarcliff Manor, NY, Acquired Cohen Seltzer Inc., Fort Washington, PA
  • Hub International Ltd., Chicago, IL, Acquired Manuel Lujan Insurance, Albuquerque, NM
  • Sterling Risk Advisors, Atlanta, GA, Merged with Graham-Naylor, Atlanta, GA
  • Towne Insurance Agency, Virginia Beach, VA, Acquired Hooker & Buchanan, Greenville, NC
  • USI Holdings Corp., Briarcliff Manor, NY, Acquired Molton, Allen & Williams, LLC, Birmingham, AL
  • BancorpSouth Insurance Services, Tupelo, MS, Acquired GEM Insurance Agencies, LP, Houston, TX
  • USI Holdings Corp., Briarcliff Manor, NY, Acquired Van Gilder Insurance, Denver, CO
  • Arthur J. Gallagher & Co., Itasca, IL, Acquired Barmore Insurance Agency, Houston, TX

2012

  • Keenan & Suggs, Inc., Columbia, SC Acquired The Sullivan Company, LLC, Greenville, SC
  • AmWINS Group, Inc., Charlotte, NC, Acquired Gresham & Associates, Stockbridge, GA
  • Marsh & McLennan Agency, White Plains, NY, Acquired Liscomb, Hood & Mason, Duluth, MN
  • UNFCU, Long Island, NY, Acquired Industrial Coverage Corp., Patchogue, NY
  • Community Trust Financial Corp., Ruston, LA Acquired Thomas & Farr, Monroe, LA
  • AssuredPartners, Inc., Lake Mary, FL, Acquired Wade & Egbert Insurance Agency, Nashville, TN
  • USI Insurance Services, Briarcliff Manor, NY Acquired WFL, St. Louis, MO
  • Brown & Riding, Los Angeles, CA, Acquired Travis-Pedersen and Associates, Chicago, IL
  • Bolton & Company, Pasadena, CA, Acquired Preferred Specialty Insurance Services, Glendora, CA
  • Cook, Hall & Hyde, Melville, NY, Merged with Maran Corporate Risk Associates, Southampton, NY
  • Thompson Insurance, Montgomery, AL, Acquired HRCA, LLC, Montgomery, AL
  • Marsh & McLennan Agency, White Plains, NY, Acquired Brower Insurance Agency, LLC, Dayton, OH
  • Hub International Ltd., Chicago, IL, Acquired Carrion, Laffitte & Casellas, Inc., San Juan, Puerto Rico
  • MJ Insurance, Indianapolis, IN Acquired Mead & Company, Indianapolis, IN
  • Dawson Companies, Cleveland, OH, Acquired Moore & Johnson, Raleigh, NC
  • Marsh & McLennan Agency, White Plains, NY, Acquired Rosenfeld Einstein, Greenville, SC
  • USI Insurance, Briarcliff Manor, NY, Acquired TD Insurance, South Portland, ME
  • Marsh & McLennan Agency, White Plains, NY, Acquired Security Insurance Services, New Berlin, WI
  • Hub International Limited, Chicago, IL, Acquired Bryson & Company, Ridgeland, MS
  • Bolton & Company, Pasadena, CA, Acquired Reaume Financial Group, San Marino, CA
  • The Friedman Group, Inc., Dubuque, IA Merged with LaMair-Mulock-Condon Co., West Des Moines, IA
  • Arthur J. Gallagher & Co., Itasca, IL Acquired ProSource Financial, LLC., Westchester, IL
  • Bolton & Company, Pasadena, CA Acquired Pacific General Insurance Services, Arcadia, CA

2011

  • 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

2010

  • 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

2009

  • 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

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