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Recent Activities

Activities between Nov. 15, 2024, 8:04 p.m. and Nov. 22, 2024, 8:04 p.m. from: Insurance Brokerage And Services.

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AFORE INSURANCE FORMS MID-ATLANTIC HUB WITH BCA INSURANCE GROUP PARTNERSHIP

Document Date: Nov. 22, 2024, 1:48 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity / Region: Bailiwick of Jersey
Partnership: Document Extract: This collaboration is not just a geographical expansion, but a blending of expertise and resources designed to enhance the overall experience for clients of both companies ." By joining Afore, BCA becomes its premier regional platform partner in the Mid-Atlantic region. Post this. Mr. Cohen, Executive Vice President of BCA, emphasized the potential for innovation and service excellence through this partnership, which combines BCA's local market knowledge with Afore's national resources as a top 100 insurance broker. He noted that their combined capabilities position them to deliver tailored solutions to meet client needs.
Document Source: https://www.prnewswire.com/news-releases/afore-insurance-forms-mid-atlantic-hub-with-bca-insurance-group-partnership-302313740.html (archive.org page / archive.org listing)


AFORE INSURANCE FORMS MID-ATLANTIC HUB WITH BCA INSURANCE GROUP PARTNERSHIP

Document Date: Nov. 22, 2024, 1:48 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The transaction marks a significant milestone for BCA, enabling the firm to expand its footprint by becoming the cornerstone platform hub for Afore in the Mid-Atlantic. The firm will continue to operate under the BCA name and existing leadership; all team members will remain with the company in their current roles and continue to serve clients from BCA's Northfield and Marlton, New Jersey offices. Other terms of the deal were not disclosed. Commenting on the transaction, Mr. Balsley, President of BCA, shared, "BCA will be pivotal in leading Afore's growth and operational integration into these new markets. This collaboration is not just a geographical expansion, but a blending of expertise and resources designed to enhance the overall experience for clients of both companies ."
Document Source: https://www.prnewswire.com/news-releases/afore-insurance-forms-mid-atlantic-hub-with-bca-insurance-group-partnership-302313740.html (archive.org page / archive.org listing)


Arthur J. Gallagher & Co. Acquires THB Chile

Document Date: Nov. 21, 2024, noon / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Republic of Chile
Buyer: Target: Document Extract: ROLLING MEADOWS, Ill., Nov. 21, 2024 /PRNewswire/ - Arthur J. Gallagher & Co. today announced the acquisition of Santiago, Chile - based THB Chile.
Document Source: https://www.prnewswire.com/news-releases/arthur-j-gallagher--co-acquires-thb-chile-302311989.html (archive.org page / archive.org listing)


First International Insurance Joins World Insurance Associates

Document Date: Nov. 21, 2024, 5:30 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: North Dakota
Vendor: Buyer: Target: Document Extract: ISELIN, N.J., Nov. 21, 2024 /PRNewswire/ - World Insurance Associates LLC ("World") , a Top 50 Insurance Brokerage, announced today that it acquired the business of First International Insurance ("FI Insurance") -a division of First International Bank & Trust of Watford City, ND- on October 1, 2024.
Document Source: https://www.prnewswire.com/news-releases/first-international-insurance-joins-world-insurance-associates-302313263.html (archive.org page / archive.org listing)


Risk Strategies Acquires Assets of Cornerstone Broker Insurance Services Agency Inc. and ARC Benefit Solutions

Document Date: Nov. 21, 2024, 2:30 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Canada
Buyer: Target: Document Extract: Risk Strategies Acquires Assets of Cornerstone Broker Insurance Services Agency Inc. and ARC Benefit Solutions.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985323/0/en/Risk-Strategies-Acquires-Assets-of-Cornerstone-Broker-Insurance-Services-Agency-Inc-and-ARC-Benefit-Solutions.html (archive.org page / archive.org listing)


Risk Strategies Acquires Assets of Cornerstone Broker Insurance Services Agency Inc. and ARC Benefit Solutions

Document Date: Nov. 21, 2024, 2:30 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Acquisition
Vendor: Buyer: Target: Document Extract: BOSTON, Nov. 21, 2024 (GLOBE NEWSWIRE) - Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has acquired the assets of Ohio - based employee benefits specialty organization Cornerstone Broker Insurance Services Agency, Inc., an Ohio - based national provider of employee benefits solutions.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985323/0/en/Risk-Strategies-Acquires-Assets-of-Cornerstone-Broker-Insurance-Services-Agency-Inc-and-ARC-Benefit-Solutions.html (archive.org page / archive.org listing)


One80 Intermediaries Expands Reinsurance Offering With Acquisition of Waypoint Underwriting Management

Document Date: Nov. 19, 2024, 1 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: United States
Buyer: Target: Document Extract: One80 Intermediaries Expands Reinsurance Offering With Acquisition of Waypoint Underwriting Management.
Document Source: https://www.businesswire.com/news/home/20241119111660/en/One80-Intermediaries-Expands-Reinsurance-Offering-With-Acquisition-of-Waypoint-Underwriting-Management (archive.org page / archive.org listing)


Trucordia Acquires Insurance Business of The DeLuca Agency and Denver Insurance Brokerage

Document Date: Nov. 20, 2024, 1:55 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Denver
Vendor: Buyer: Document Extract: LINDON, Utah, Nov. 20, 2024 /PRNewswire/ - Trucordia has acquired the insurance business of The DeLuca Agency and Denver Insurance Brokerage, which has offices in Colorado, Maryland and Utah.
Document Source: https://www.prnewswire.com/news-releases/trucordia-acquires-insurance-business-of-the-deluca-agency-and-denver-insurance-brokerage-302311451.html (archive.org page / archive.org listing)


Trucordia Acquires Insurance Business of The DeLuca Agency and Denver Insurance Brokerage

Document Date: Nov. 20, 2024, 1:55 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Denver
Vendor: Buyer: Document Extract: Trucordia Acquires Insurance Business of The DeLuca Agency and Denver Insurance Brokerage.
Document Source: https://www.prnewswire.com/news-releases/trucordia-acquires-insurance-business-of-the-deluca-agency-and-denver-insurance-brokerage-302311451.html (archive.org page / archive.org listing)


Higginbotham Joins Forces with Fitts Agency, Inc. of Tuscaloosa, Alabama

Document Date: Nov. 21, 2024, 4 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Venerable Southeast Agency Brings Community Ties, Dedication and Expertise to Relationship with Texas Powerhouse. FORT WORTH, Texas, Nov. 21, 2024 /PRNewswire/ - Higginbotham, the largest independent insurance, financial and HR services firm headquartered in Texas and one of the top firms in the country, has solidified its Southeast presence by teaming up with Fitts Agency, Inc., a family - owned firm with a 150-year history of dedicated service in Tuscaloosa, Alabama. Higginbotham Chairman and CEO Rusty Reid looks to the future with a platform of strategic growth across key regions like the Southeast. Under his leadership, the firm partnered with Alabama's WRM Group, LLC in 2023. The addition of Fitts Agency establishes Higginbotham as a reputable, powerful force within West Alabama, with a second of the region's largest agencies now joining the firm.
Document Source: https://www.prnewswire.com/news-releases/higginbotham-joins-forces-with-fitts-agency-inc-of-tuscaloosa-alabama-302312706.html (archive.org page / archive.org listing)


£8m growth funding for InsurTech Konsileo

Document Date: Nov. 20, 2024, 1:01 p.m. / Source: BusinessCloud
Activity Class: CorporateFinanceActivity / Type: Investment / Region: United Kingdom of Great Britain and Northern Ireland
Target: Document Extract: InsurTech Konsileo has completed a £8 million fundraise to accelerate its expansion across the UK.
Document Source: https://businesscloud.co.uk/news/8m-growth-funding-for-insurtech-konsileo/ (archive.org page / archive.org listing)


Marsh McLennan Completes Acquisition of McGriff Insurance Services

Document Date: Nov. 15, 2024, 9:01 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Acquisition
Buyer: Target: Document Extract: Marsh McLennan Completes Acquisition of McGriff Insurance Services.
Document Source: https://www.businesswire.com/news/home/20241115514825/en/Marsh-McLennan-Completes-Acquisition-of-McGriff-Insurance-Services (archive.org page / archive.org listing)


Risk Strategies Appoints Matt Brinson Education Practice Vice President, Sales and Marketing

Document Date: Nov. 21, 2024, 4:30 p.m. / Source: GlobeNewswire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Risk Strategies Appoints Matt Brinson Education Practice Vice President, Sales and Marketing.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985455/0/en/Risk-Strategies-Appoints-Matt-Brinson-Education-Practice-Vice-President-Sales-and-Marketing.html (archive.org page / archive.org listing)


Risk Strategies Appoints Matt Brinson Education Practice Vice President, Sales and Marketing

Document Date: Nov. 21, 2024, 4:30 p.m. / Source: GlobeNewswire
Activity Class: RoleActivity / Type: Starting / Region: North Salt Lake
Role: Person: Organization: Document Extract: BOSTON, Nov. 21, 2024 (GLOBE NEWSWIRE) - Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has appointed industry veteran Matt Brinson as Vice President of Sales and Marketing for the National Education Practice.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985455/0/en/Risk-Strategies-Appoints-Matt-Brinson-Education-Practice-Vice-President-Sales-and-Marketing.html (archive.org page / archive.org listing)


Rate Insurance Welcomes Mitchell Brown as New VP of Commercial Insurance, Expanding Investment in Commercial Team

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Schaumburg
Role: Person: Organization: Document Extract: SCHAUMBURG, Ill., Nov. 21, 2024 /PRNewswire/ - Rate Insurance, LLC, one of the fastest-growing national personal lines and small commercial insurance brokers, is proud to announce the appointment of Mitchell Brown as Vice President of Commercial Insurance.
Document Source: https://www.prnewswire.com/news-releases/rate-insurance-welcomes-mitchell-brown-as-new-vp-of-commercial-insurance-expanding-investment-in-commercial-team-302312737.html (archive.org page / archive.org listing)


Rate Insurance Welcomes Mitchell Brown as New VP of Commercial Insurance, Expanding Investment in Commercial Team

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Rate Insurance Welcomes Mitchell Brown as New VP of Commercial Insurance, Expanding Investment in Commercial Team.
Document Source: https://www.prnewswire.com/news-releases/rate-insurance-welcomes-mitchell-brown-as-new-vp-of-commercial-insurance-expanding-investment-in-commercial-team-302312737.html (archive.org page / archive.org listing)


Rate Insurance Welcomes Mitchell Brown as New VP of Commercial Insurance, Expanding Investment in Commercial Team

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Rate Insurance Welcomes Mitchell Brown as New VP of Commercial Insurance, Expanding Investment in Commercial Team.
Document Source: https://www.prnewswire.com/news-releases/rate-insurance-welcomes-mitchell-brown-as-new-vp-of-commercial-insurance-expanding-investment-in-commercial-team-302312737.html (archive.org page / archive.org listing)


Omaha National Appoints Joan Klucarich as Chief Actuary

Document Date: Nov. 21, 2024, 2 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: National, Omaha
Role: Person: Organization: Document Extract: Omaha National Group, Inc. ("Omaha National") a leading tech-enabled provider of workers' compensation insurance, today announced the appointment of Joan Klucarich as its Chief Actuary.
Document Source: https://www.businesswire.com/news/home/20241121076347/en/Omaha-National-Appoints-Joan-Klucarich-as-Chief-Actuary (archive.org page / archive.org listing)


Markel hires David Pressman as Senior Underwriter, Marine Cargo

Document Date: Nov. 21, 2024, 9 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: London
Role: Person: Organization: Document Extract: LONDON, Nov. 21, 2024 /PRNewswire/ - Markel, the insurance operations within Markel Group Inc. (NYSE: MKL) , today announced the appointment of David Pressman as Senior Underwriter - Marine Cargo, with immediate effect.
Document Source: https://www.prnewswire.com/news-releases/markel-hires-david-pressman-as-senior-underwriter-marine-cargo-302311868.html (archive.org page / archive.org listing)


Markel hires David Pressman as Senior Underwriter, Marine Cargo

Document Date: Nov. 21, 2024, 9 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: London
Role: Person: Organization: Document Extract: LONDON, Nov. 21, 2024 /PRNewswire/ - Markel, the insurance operations within Markel Group Inc. (NYSE: MKL) , today announced the appointment of David Pressman as Senior Underwriter - Marine Cargo, with immediate effect.
Document Source: https://www.prnewswire.com/news-releases/markel-hires-david-pressman-as-senior-underwriter-marine-cargo-302311891.html (archive.org page / archive.org listing)


Liberty Bankers Insurance Group Names Lori Ann Fox as Senior Vice President, Chief Compliance and Legal Officer

Document Date: Nov. 20, 2024, 6 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Dallas
Role: Person: Organization: Document Extract: Liberty Bankers Insurance Group Names Lori Ann Fox as Senior Vice President, Chief Compliance and Legal Officer.
Document Source: https://www.prnewswire.com/news-releases/liberty-bankers-insurance-group-names-lori-ann-fox-as-senior-vice-president-chief-compliance-and-legal-officer-302311897.html (archive.org page / archive.org listing)


CompScience Announces New SVP to Grow AI-Powered Work Comp Insurance Product

Document Date: Nov. 20, 2024, noon / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: San Francisco
Role: Person: Organization: Document Extract: SAN FRANCISCO, Nov. 20, 2024 /PRNewswire/ - CompScience, the first company to offer workers compensation with AI - based safety monitoring built in, proudly welcomes Jeremy Silver as SVP of Client Service and Success.
Document Source: https://www.prnewswire.com/news-releases/compscience-announces-new-svp-to-grow-ai-powered-work-comp-insurance-product-302310904.html (archive.org page / archive.org listing)


John Stephens Takes Helm as CEO of Accretive Insurance Solutions

Document Date: Nov. 19, 2024, 7:15 p.m. / Source: prweb
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: John Stephens Takes Helm as CEO of Accretive Insurance Solutions.
Document Source: https://www.prweb.com/releases/john-stephens-takes-helm-as-ceo-of-accretive-insurance-solutions-302310281.html (archive.org page / archive.org listing)


VOOM Appoints Thomas Coyne as Head of Insurance

Document Date: Nov. 19, 2024, 2 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Palo Alto
Role: Person: Organization: Document Extract: VOOM Appoints Thomas Coyne as Head of Insurance.
Document Source: https://www.prnewswire.com/news-releases/voom-appoints-thomas-coyne-as-head-of-insurance-302308492.html (archive.org page / archive.org listing)


Manulife CEO Roy Gori plans to retire next year in surprise announcement

Document Date: Nov. 18, 2024, 11:17 p.m. / Source: The Globe and Mail
Activity Class: RoleActivity / Type: Finishing
Role: Person: Organization: Document Extract: Manulife Financial Corp. MFC-T chief executive officer Roy Gori has surprised the insurance industry with his decision to retire at the company's annual general meeting in the spring, when the insurer's head of Asia is set to succeed him.
Document Source: https://www.theglobeandmail.com/business/article-manulife-ceo-roy-gori-plans-to-retire-next-year-in-surprise/ (archive.org page / archive.org listing)


Manulife CEO Roy Gori plans to retire next year in surprise announcement

Document Date: Nov. 18, 2024, 11:17 p.m. / Source: The Globe and Mail
Activity Class: RoleActivity
Role: Person: Organization: Document Extract: Manulife Financial Corp. MFC-T chief executive officer Roy Gori has surprised the insurance industry with his decision to retire at the company's annual general meeting in the spring, when the insurer's head of Asia is set to succeed him.
Document Source: https://www.theglobeandmail.com/business/article-manulife-ceo-roy-gori-plans-to-retire-next-year-in-surprise/ (archive.org page / archive.org listing)


Manulife CEO Roy Gori plans to retire next year in surprise announcement

Document Date: Nov. 18, 2024, 11:17 p.m. / Source: The Globe and Mail
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Phil Witherington, 47, will assume the CEO role and join Manulife's board upon Mr. Gori's retirement on May 8, according to a company press release Monday.
Document Source: https://www.theglobeandmail.com/business/article-manulife-ceo-roy-gori-plans-to-retire-next-year-in-surprise/ (archive.org page / archive.org listing)


Manulife CEO Roy Gori plans to retire next year in surprise announcement

Document Date: Nov. 18, 2024, 11:17 p.m. / Source: The Globe and Mail
Activity Class: RoleActivity / Type: Finishing
Role: Person: Organization: Document Extract: Manulife CEO Roy Gori plans to retire next year in surprise announcement.
Document Source: https://www.theglobeandmail.com/business/article-manulife-ceo-roy-gori-plans-to-retire-next-year-in-surprise/ (archive.org page / archive.org listing)


Manulife CEO Roy Gori plans to retire next year in surprise announcement

Document Date: Nov. 18, 2024, 11:17 p.m. / Source: The Globe and Mail
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Phil Witherington, 47, will assume the CEO role and join Manulife's board upon Mr. Gori's retirement on May 8, according to a company press release Monday.
Document Source: https://www.theglobeandmail.com/business/article-manulife-ceo-roy-gori-plans-to-retire-next-year-in-surprise/ (archive.org page / archive.org listing)


Delphi Financial Names Jeffrey Lebovitz as Executive Vice President and Chief Financial Officer

Document Date: Nov. 18, 2024, 8:47 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Delphi Financial Names Jeffrey Lebovitz as Executive Vice President and Chief Financial Officer.
Document Source: https://www.businesswire.com/news/home/20241118582361/en/Delphi-Financial-Names-Jeffrey-Lebovitz-as-Executive-Vice-President-and-Chief-Financial-Officer (archive.org page / archive.org listing)

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