2018 Business Moves & Mergers News

LISI Partners Acquires Western Health Advantage in California

General agency LISI has acquired Western Health Advantage in Sacramento, Calif. WHA is a non-profit HMO that offers benefit plans for employer group health coverage. LISI serves more than 8,000 affiliated brokers who offer medical, dental, vision and specialty coverage …

Worldwide Facilities to Acquire Texas Insurance Wholesaler McClelland and Hine

Los Angeles-based Worldwide Facilities LLC announced plans to acquire managing general agent and excess and surplus lines broker, McClelland and Hine Inc. and McClelland & Hine Trucking Underwriters LLC (collectively, MHI), headquartered in San Antonio, Texas. MHI Principals Gill Hine …

AssuredPartners Acquires Ohio Insurance Firms Roemer, Sunforest Transportation

AssuredPartners Inc. has acquired Roemer Insurance in conjunction with Sunforest Transportation Insurance Group (STIG), both located in Toledo, Ohio. The company was founded in 1934 by Wellington F. Roemer and has always maintained a focus on servicing the trucking industry …

Athens Administrators Acquires San Antonio’s 1-2-1 Claims

Athens Administrators, a provider of third-party claims administration services, has acquired San Antonio, Texas-based 1-2-1 Claims Inc. 1-2-1 Claims Inc. is a licensed third-party administrator (TPA) company specializing in liability, self-insured workers’ compensation and non-subscriber benefit plan claims administration. The …

Hub Acquires Assets of Harman Agency in Idaho

Hub International Ltd. has acquired the assets of Harman Agency LLC. Terms of the deal were not disclosed. Pepper Harman, owner of Harman Agency, will join Hub Northwest and report to Garth Hamilton, chief sales officer of Hub Northwest. Harman …

Seeman Holtz Acquires Indiana Agency, Ritman & Associates

Seeman Holtz Property & Casualty Inc. has acquired Noblesville, Indiana-based Ritman & Associates Inc., which specializes in professional liability insurance. Jennifer Ritman has built a boutique insurance agency specializing in all things property/casualty with an emphasis on professional liability insurance …

CPA Mutual Acquires Michigan’s Professional Management Consultants Assoc.

CPA Mutual, headquartered in Gainesville, Florida, has acquired Michigan-based Professional Management Consultants Association of America (PMCA) in a move to expand brand awareness among more CPA firms, particularly those that serve the healthcare industry. Since 2014, PMCA has been an …

Hull Insurance Agency, Higginbotham Join Forces in Fort Worth

Higginbotham and the Hull Agency have merged their insurance services operations in Fort Worth, Texas. The Hull Agency will partner with Higginbotham’s downtown offices to service its more than 300 commercial and personal property/casualty clients and expand its services to …

The Liberty Co. Acquires Majority Ownership of Mitchell & Mitchell in California

The Liberty Company Insurance Brokers has acquired majority ownership in Mitchell & Mitchell Insurance Agency of Novato, Calif. Liberty will become majority owner joining with several former shareholders of Mitchell & Mitchell, including Gary Mitchell who will continue as president. …

TrueNorth Acquires Colorado’s Jewell Insurance

TrueNorth Companies has acquired Greenwood Village, Colorado-based Jewell Insurance. Jewell Insurance will adopt the TrueNorth name and brand to further expand the firm’s presence throughout Colorado. Located in Greenwood Village, Jewell Insurance has established a strong reputation for trust, expertise …