Focus Financial Partners, a partnership of independent, fiduciary wealth management firms, announced that it has entered into a definitive agreement under which Alpha Property & Casualty, Inc., a licensed insurance agency in Westlake, Ohio, will join Focus partner firm Ancora Holdings Group, LLC (“Ancora”). The transaction is expected to close in the fourth quarter of 2022, subject to customary closing conditions. This will be Ancora’s first acquisition since joining Focus as a partner firm in October 2021.
Founded in 1999, Alpha Insurance Group is a private insurance agency that provides a wide range of property and casualty and health insurance solutions through its relationships with top industry carriers. Alpha’s Principals, Brian Spear, Kevin Neitzel and Kevin O’Brien, each have more than 20 years of experience working with individual and commercial clients in Ohio and across the United States.
Topics Mergers & Acquisitions Ohio
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