The Hilb Group is a property and casualty insurance provider and employee benefits broker focused on serving small and medium-sized businesses, primarily along the East Coast of the United States. The company offers a range of risk management and insurance services, including general lines and specialty niches such as cosmetic protection, passenger transportation, restaurants, education, and habitational insurance. By providing tailored insurance solutions, The Hilb Group enables organizations to safeguard their assets, protect their employees, and secure their future.
Executive Vice President of M&A, Founding Partner and Managing Director
Past deals in Health Insurance
Worksite and Voluntary Benefits Agency
Acquisition in 2024
Worksite and Voluntary Benefits Agency provides voluntary insurance services.
OceanPoint Insurance Agency
Acquisition in 2022
OceanPoint Insurance is a Rhode Island-based insurance agency that provides a diverse range of insurance products to the southeastern New England community. The agency specializes in home, auto, and business insurance, as well as motor, flood, and workers' compensation insurance. By partnering with leading insurance carriers, OceanPoint Insurance aims to deliver personalized coverage options tailored to meet the specific needs of its clients while maintaining cost-effective pricing.
The Nowell Agency
Acquisition in 2022
The Nowell Agency is an insurance provider focused on guiding individuals and families in effectively managing their insurance premium expenditures. The agency offers a diverse array of insurance services, catering to both personal and business needs. Its offerings include personal insurance, business insurance, and health insurance, along with related financial services. By delivering affordable and customized insurance solutions, The Nowell Agency aims to meet the unique requirements of clients across various sectors, including fuel distribution, habitational, and agribusiness. The company is committed to providing competitive rates and tailored insurance bundles to ensure comprehensive coverage for its clients.
Howe-LaGrange Insurance Agency
Acquisition in 2022
Howe-LaGrange Insurance Agency is a LaGrange, Indiana-based insurance agency dedicated to establishing trusted relationships with its clients. The agency offers a comprehensive range of insurance products, including auto, business, farm, health, home, and life insurance. By employing innovative marketing strategies and service techniques, Howe-LaGrange Insurance Agency aims to deliver appropriate insurance solutions and value-added services to meet the diverse needs of its clientele.
Paige & Campbell
Acquisition in 2022
Paige & Campbell is an insurance company based in Vermont that offers a range of insurance services, including life, auto, commercial, health, and business insurance. The company focuses on providing personal and business insurance solutions, helping clients manage their claims and secure appropriate coverage policies. Through its comprehensive offerings, Paige & Campbell aims to serve the diverse insurance needs of residents and businesses within the region.
E.B. Cohen Insurance and Risk Management
Acquisition in 2022
E.B. Cohen Insurance & Risk Management offers a comprehensive suite of insurance and risk management services tailored to meet the needs of hospitality businesses, real estate owners, individuals, and small enterprises. The company specializes in various insurance products, including personal, life, and commercial property and casualty insurance, along with employee benefits. By providing customized insurance solutions, E.B. Cohen aims to effectively address the unique risk exposures of its clients, ensuring they are adequately protected against potential liabilities.
Insurance Consultants of Central Florida
Acquisition in 2022
Insurance Consultants of Central Florida is a comprehensive insurance brokerage that caters to individual, group, and commercial clients. The firm specializes in a variety of insurance products, including health, dental, and life insurance, as well as employee benefits and property and casualty insurance. By offering a diverse range of solutions, the company aims to provide clients with effective protection while minimizing their risks.
Millbrook Benefits and Insurance Services
Acquisition in 2021
Based in East Longmeadow, Massachusetts, MillBrook specializes in customized benefits solutions for businesses and their employees. Agency Principal Pete Miller and his team of insurance professionals will be joining Hilb Group's New England regional operations.
Health Quote of Rhode Island
Acquisition in 2021
Based in South Kingstown, Rhode Island, Health Quote specializes in Medicare offerings, including a complete approach to benefits and counsel for the individuals served. The agency's clientele will join Hilb Group's growing Medicare practice.
Ryan Harris Insurance and Financial Services
Acquisition in 2021
Ryan Harris Insurance and Financial Services is a multi-line insurance agency, providing a broad range of offerings for its clients.
Williamsburg Insurance Associates
Acquisition in 2021
Williamsburg Insurance Associates is an independent insurance agency offering a comprehensive suite of insurance solutions to protect you from the unexpected.
Clarus
Acquisition in 2021
Clarus & Co. is a consulting firm based in Houston that specializes in employee benefits, human resources outsourcing, and training services. The firm offers a range of solutions, including guidance on employer-sponsored group health plans, legislative and regulatory compliance, and IT consulting for human resources information systems. Additionally, Clarus & Co. provides customized training programs and analytics services aimed at enhancing employee wellness and supporting clients' specific organizational needs.
Andrews Benefits
Acquisition in 2021
Andrews Benefits is a privately owned employee benefits agency located in Farmington, Connecticut, established in 1990. The firm specializes in assisting employers with the selection and implementation of employee benefits packages, ensuring that clients make informed decisions regarding their benefits and wellness strategies. Andrews Benefits offers a variety of services, including on-site enrollment meetings and advisory support for HR policies. The company prides itself on its ability to design and implement customized programs tailored to meet the unique financial and benefit needs of clients across different industries. This approach allows Andrews Benefits to provide effective long-term solutions and strategies to enhance employee satisfaction and organizational efficiency.
Owen Moore Insurance Agency
Acquisition in 2020
Owen Moore Agency is an insurance brokerage that offers a wide array of personal and commercial insurance products and services designed to safeguard clients from significant financial loss. The agency specializes in brokering various types of insurance, including home, auto, life, health, and commercial coverage. By conducting thorough risk analysis and evaluating individual and business needs, Owen Moore Agency aims to provide tailored insurance solutions that effectively protect customers against unforeseen risks.
Dwayne Wilson Insurance & Financial Services
Acquisition in 2020
Dwayne Wilson Insurance & Financial Services operates as a licensed insurance broking agency primarily serving the central North Carolina region. The firm provides a comprehensive array of insurance products and advisory services tailored for both employer groups and individuals. Their offerings include assistance with employee and individual claims, addressing inquiries related to specific benefits, and resolving billing issues. The company acts as a liaison between the insured, healthcare providers, and insurance carriers, ensuring compliance with relevant legislative matters, including Health Care Reform. Additionally, Dwayne Wilson Insurance & Financial Services guides clients through the appeals process when claims are denied, emphasizing their commitment to client advocacy and support.
Rampart Brokerage
Acquisition in 2020
Rampart Brokerage Corp. is an insurance brokerage firm based in Lake Success, New York, with an additional office in Fort Lee, New Jersey. Founded in 1965, the company offers a wide range of insurance products, including personal insurance such as homeowners, automobile, and flood insurance, as well as commercial insurance covering property, liability, and cyber risks. Rampart also provides life insurance options, including term and universal life policies, along with annuities. In addition to these insurance offerings, the firm delivers financial planning services that encompass estate planning, retirement planning, and business planning. As of 2016, Rampart Brokerage operates as a subsidiary of ILS Property & Casualty Re Limited.
William H. Connolly
Acquisition in 2020
William H. Connolly & Co. is a retail insurance broker based in Montclair, New Jersey, specializing in insurance and risk management services since its founding in 1950. The company provides a range of products, including commercial and personal insurance, employee benefits, and life and health coverage for both individuals and groups. Its client base spans various sectors, including healthcare providers, educational institutions, professional firms, and not-for-profit organizations. The firm also offers specialized services such as risk management, workers' compensation, professional and cyber liability insurance, and benchmarking solutions. As of December 2020, it operates as a subsidiary of The Hilb Group, LLC.
Plan Benefit Services
Acquisition in 2020
Plan Benefit Services, Inc. is a consulting, management, and brokerage firm based in Columbia, South Carolina, specializing in employee benefits. The company provides a range of services, including retiree benefits, individual insurance, compliance management, and wellness programs. Plan Benefit Services is dedicated to delivering customized solutions that meet the specific needs of its clients, ensuring effective management of their employee benefit programs.
Avanti Associates
Acquisition in 2019
Avanti Associates Ltd. is a full-service insurance brokerage firm based in Armonk, New York, with additional locations in Westchester County. Established in 2006, the company specializes in both personal and commercial insurance offerings. Its services encompass a wide range of products, including life, health, and disability insurance, as well as employee benefits, pensions, and estate planning. Avanti Associates aims to provide comprehensive coverage solutions for individuals and businesses, addressing their diverse insurance needs effectively. As of October 2019, the firm operates as a subsidiary of The Hilb Group, LLC.
The Mackie Group
Acquisition in 2019
The Mackie Group is a comprehensive insurance and financial advisory firm based in Johnson City, Tennessee. Established in 2012, it specializes in providing a range of services, including employee benefits insurance, individual life and annuity products, and retirement investment advice. Additionally, the firm offers advisory services for home and auto insurance, catering to the diverse needs of its clients. As of August 2019, The Mackie Group operates as a subsidiary of The Hilb Group, LLC, enhancing its capacity to deliver tailored financial planning and insurance solutions.
360 Corporate Benefit Advisors
Acquisition in 2019
360 Corporate Benefit Advisors is an employee benefits consulting firm headquartered in Fairfield, Connecticut. Established in 1984, the company specializes in providing a range of services, including insurance brokerage, administration, and advisory support, primarily to businesses in the Northeast. Its offerings encompass cost containment strategies, regional and national benchmarking, compliance management, and employee communication and education. Additionally, 360 Corporate Benefit Advisors promotes employee wellness programs aimed at enhancing business growth and productivity. As of May 2019, the firm operates as a subsidiary of The Hilb Group, LLC.
Summit Insurance Services
Acquisition in 2019
Summit Insurance Services, LLC is an independent insurance agency based in Leesburg, Virginia, with additional locations in Moorefield and Charleston, West Virginia, and Winchester, Virginia. Founded in 1974 and formerly known as The Sager Insurance Agency, Summit offers a comprehensive range of insurance services to employers and individuals across Virginia, West Virginia, Maryland, and Washington, D.C. The company provides employee benefits, including medical, dental, disability, life, long-term care, and vision insurance, as well as Medicare plans. Additionally, it specializes in property and casualty insurance that covers various risks, such as business liability, professional liability, and personal liability, along with home and auto insurance. Summit also addresses the needs of commercial clients by offering insurance solutions for diverse sectors, including technology, construction, and government contracting. Furthermore, the agency provides retirement programs, wellness initiatives, and tailored consulting services to ensure compliance and meet specific administrative requirements. Summit Insurance Services operates as a subsidiary of The Hilb Group, LLC.
eBenefits Group
Acquisition in 2019
eBenefits Group is an employee benefits insurance brokerage that offers a comprehensive range of products for businesses, non-profits, and municipalities. The firm specializes in facilitating the purchasing of insurance and streamlining the administration processes associated with employee benefits. By investing in new technologies, eBenefits Group aims to provide innovative and cost-effective solutions that enhance communication between clients and their employees regarding benefits. The company's focus on both business and individual insurance ensures a diverse portfolio that meets the varying needs of its clientele.
Marsh-Kemp Insurance Agency
Acquisition in 2019
Marsh-Kemp Insurance Agency Inc., established in 1912 and located in Worcester, Massachusetts, operates as an independent insurance agency providing a comprehensive range of personal and business insurance solutions. The agency offers various insurance products, including auto, home, business, life, and disability insurance. By representing a select group of financially stable and reputable insurance companies, Marsh-Kemp is able to deliver competitive pricing and tailored coverage to its clients. The agency emphasizes quality service and maintains a commitment to customer satisfaction, ensuring that each client receives personalized attention from its licensed and continually educated professionals. Additionally, Marsh-Kemp offers complimentary registry and notary services to enhance its customer service experience. As of March 12, 2019, the agency functions as a subsidiary of The Hilb Group, LLC.
Aloisio Insurance Associates
Acquisition in 2019
Aloisio Insurance Associates, Inc. is a full-service insurance agency located in North Providence, Rhode Island. The firm specializes in providing a range of insurance solutions, including property and casualty insurance, disability insurance, group insurance, and long-term care coverage for both individuals and businesses. As a subsidiary of The Hilb Group, LLC, Aloisio Insurance Associates focuses on delivering comprehensive insurance brokerage services tailored to meet the needs of its clients in the Rhode Island area.
BKC Insurance
Acquisition in 2017
BKC Insurance is an independent insurance agency located in northern Michigan that caters to the insurance needs of residents, businesses, and farmers. The agency provides a comprehensive range of insurance services, including personal, commercial, life, health, and property and casualty insurance. Additionally, BKC Insurance offers specialized programs tailored for agricultural activities, ensuring that its clients receive coverage suited to their unique requirements. With a team of experienced insurance agents, the agency aims to deliver customized insurance solutions that meet the diverse needs of its clientele.
Keough Kirby Associates
Acquisition in 2017
Keough Kirby Associates, is a well-established agency in providing property and casualty, life and employee benefits services since 1914.
Endeavor Insurance Services
Acquisition in 2016
Endeavor Insurance Services, Inc. is a consultancy firm that specializes in employee benefits and group health services for businesses of varying sizes, from small enterprises to larger organizations. Founded in 2004 and headquartered in Greer, South Carolina, the company offers a comprehensive range of health insurance solutions, including fully-funded and self-funded health plans, major medical plans, and individual medical insurance. Additionally, it provides consumer plan options such as health savings accounts, cafeteria plans, and flexible spending accounts. Endeavor Insurance Services also offers ancillary products, including short and long-term disability plans, life insurance, and dental and vision coverage. With a consultative approach, the company analyzes business models, health habits, and cost-benefit risks to assist clients in making informed decisions regarding their employee benefits offerings. It operates additional offices in Greenville, Columbia, Charleston, and Myrtle Beach, South Carolina, and is a subsidiary of The Hilb Group, LLC.
Fundamental Insurance and Retirement Planning
Acquisition in 2016
Fundamental Insurance & Retirement Planning, Inc. is an independent insurance agency based in Indianapolis, Indiana, established in 2008. The agency specializes in providing a comprehensive range of insurance products, including life, health, and property insurance for individuals and families, as well as commercial insurance and employee benefits for businesses. In addition to insurance services, the company also offers financial planning services focusing on retirement and estate planning needs. With a team of well-trained agents from diverse backgrounds, the agency aims to deliver exceptional service while catering to the unique insurance and financial needs of its clients. By offering a wide array of product lines, Fundamental Insurance & Retirement Planning positions itself as a one-stop agency, ensuring that its clients receive personalized and effective solutions. As a privately owned entity, the company prioritizes the interests of its clients, striving to maintain a strong commitment to quality service.
NPB Insurance Services
Acquisition in 2016
NPB Insurance Services is an independent insurance agency selling property, general & professional liability, bonds, life & health products, and credit life & accident insurance to individual and commercial clients throughout Southwest Virginia, Northeast Tennessee, and surrounding states.
Carrier Insurance Agency
Acquisition in 2016
Carrier Insurance Agency is an independent insurance agency, founded in 1989. Carrier Insurance Agency is located in Fern Park, FL. We service the cities of Maitland, Orlando, Winter Park, Winter Springs, Winter Garden, Apopka, Sanford, Longwood, Lake Mary, Oviedo, and Kissimmee. We service Orange, Seminole, Volusia, Lake and Osceola counties.
Clark Mortenson Agency
Acquisition in 2016
Clark Mortenson Agency is an independently owned insurance and financial services provider located in northern New England, specifically in New Hampshire and Vermont. The agency offers a comprehensive range of personal and business insurance solutions, including life and health insurance, automotive coverage, workers' compensation, commercial property insurance, and disability insurance. Clark Mortenson specializes in sectors such as hospitality, eldercare, and residential health facilities, as well as technology, catering to the diverse needs of its clients in the region.
Dowling & O'Neil Insurance Agency
Acquisition in 2016
Dowling & O'Neil Insurance Agency, Inc. is an insurance brokerage firm based in Hyannis, Massachusetts, that has been serving families and business owners across the United States since its founding in 1841. The agency specializes in offering tailored insurance solutions in areas such as personal and business insurance, community health center coverage, and services for physicians and physician groups. Additionally, it emphasizes customer service and private client offerings to meet the diverse needs of its clients. As a subsidiary of The Hilb Group, LLC since 2016, Dowling & O'Neil is committed to providing high-quality insurance products at competitive prices.
Gentry Insurance Agency
Acquisition in 2015
Gentry Insurance Agency, Inc., established in 1937 and based in Apopka, Florida, is an independent insurance agency providing a wide range of insurance solutions throughout the state. The agency specializes in group health insurance for both small and large employers, along with various auto insurance products, including standard, non-standard, and classic car coverage. Additionally, Gentry offers comprehensive business insurance options such as commercial property, general liability, workers compensation, and commercial auto insurance, as well as bonds and inland marine coverage. The agency also caters to personal insurance needs, providing homeowners, renters, flood, and valuable items insurance, alongside recreational insurance for vehicles like RVs, boats, and motorcycles. Gentry Insurance Agency is dedicated to delivering quality products and exceptional service to ensure clients receive the insurance protection they need.
JWB Insurance Group
Acquisition in 2015
JWB Insurance Group is an insurance agency based in Wilmington, North Carolina, specializing in a broad range of insurance products and services for businesses, individuals, and families. Founded in 1995, the agency offers health, life, auto, home, disability, Medicare supplement, long-term care, dental care, and workers' compensation insurance. Additionally, it provides commercial insurance options, including general liability, property, and umbrella coverage. JWB Insurance Group is recognized for its expertise in employee benefits and commercial insurance, and it holds prestigious partnerships as a United Healthcare Platinum and a Blue Cross Blue Shield of North Carolina President’s Club Agency, positioning it among the top independent agencies in the nation. As of 2015, JWB operates as a subsidiary of The Hilb Group, LLC.
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