Risk Strategies Acquires New York’s Robert Alan Agency

December 19, 2023

National specialty insurance broker Risk Strategies reports it has acquired Robert Alan Agency, a New York-based retail insurance agency.

Established in 1980 by Bob Carlucci, the Robert Alan Agency is headquartered in New City, with additional locations in Montgomery, Liberty, Salt Point and Cornwall. Its primary business focus is providing personal and commercial lines of insurance to clients throughout New York, Connecticut and Pennsylvania.

Risk Strategies said the acquisition enhances its presence in New York’s Rockland County and further solidifies its operations in the upstate region.

Terms of the deal were not disclosed.

Risk Strategies has more than 30 specialty practices serving commercial companies, nonprofits, public entities, and individuals from more than 100 offices including ones in Boston, New York City, Chicago, Toronto, Montreal, Grand Cayman, Miami, Atlanta, Dallas, Nashville, Washington D.C., Los Angeles and San Francisco.

Topics Mergers & Acquisitions New York

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