Sinclair Risk & Financial Management
Acquisition in 2023
Sinclair Risk & Financial Management is an independent insurance agency that offers a comprehensive suite of services to protect businesses and individuals. Their expertise lies in business and personal insurance, employee benefits, risk management, loss control, and human resources consulting. By providing these services, Sinclair helps clients safeguard their assets and enhance profitability.
ECM Solutions
Acquisition in 2023
ECM Solutions is an independent insurance agency based in Charlotte, North Carolina, specializing in a comprehensive range of insurance services. The agency operates through distinct departments, including Commercial Lines, Personal Lines, and Benefits & Financial Services. ECM Solutions employs a collaborative risk assessment approach to effectively identify, evaluate, and manage risks that may hinder business growth. This focus on tailored risk management strategies allows the agency to provide clients with customized insurance solutions that meet their specific needs.
Layr is a developer of a cloud-based insurance platform that streamlines the process of sourcing, purchasing, and managing commercial insurance. Utilizing artificial intelligence and machine learning, the platform matches businesses with appropriate insurance policies and predicts carrier pricing, ensuring tailored coverage for each company. The entirely online application allows users to handle insurance-related tasks through a self-service portal, with expert brokers available for support. Layr emphasizes cash-flow-friendly payment options, enabling customers to pay monthly instead of annually and to use credit cards for transactions. This innovative approach simplifies the often time-consuming insurance process, allowing business owners to focus on their core operations.
Parker, Smith, and Feek.
Acquisition in 2021
Parker, Smith, and Feek is a prominent insurance brokerage firm based in the Pacific Northwest, recognized as one of the largest in the United States. The company specializes in providing comprehensive insurance and risk management brokerage services aimed at protecting clients' assets. Their offerings include business and personal insurance, workers' compensation, claims management, and customized risk management solutions tailored to meet the unique needs of various industry sectors. By leveraging world-class resources and a global reach, Parker, Smith, and Feek enables clients to make informed risk management decisions and access innovative insurance and employee benefits solutions.
Diversified Insurance Group
Acquisition in 2021
Diversified Insurance Group is a consulting agency that specializes in risk management and employee benefits. The company provides comprehensive services, including insurance brokerage and advisory for property and casualty insurance, executive liability, specialty insurance, and employee plan management. By focusing on these areas, Diversified Insurance Group aims to assist commercial clients in mitigating financial risks and achieving their long-term financial objectives.
IMA | Waldman
Acquisition in 2016
IMA | Waldman, also known as Waldman Bros, is an integrity-focused organization that specializes in insurance brokerage services. The firm provides a wide range of personal and commercial insurance products, including life, auto, health, and home insurance, as well as financial services and employee benefits. By prioritizing client needs, IMA | Waldman establishes long-term partnerships with individuals, families, and businesses, aiming to protect their financial and insurance interests. The company emphasizes strategic counsel and education to deliver sustained value and performance, ensuring that clients are well-informed and adequately safeguarded against potential losses.