Recent Engagements

As experienced financial advisors BHBCo has helped hundreds of clients maximize opportunity and minimize risk when selling, purchasing, merging or contracting with other business entities. Call us today to learn what BHBCo can do for you.

Illustrative Assignments:

Business Valuation

Completed our update of an annual fair-market appraisal for the trustees of an insurance-agency ESOP. Learn More...

Business Combination

Acted as financial and management advisers in the formation of a new entity among a property/casualty agency, a group-insurance agency, and an independent producer. Learn More...

Agency Social Media Strategy & Implementation

Recently assisted a CT Agency with creating and implementing a social media marketing strategy.  Learn More...

Business Valuation

Appraised the fair value, for financial-reporting reasons, of the intangible (insurance-agency) assets acquired by a federal credit union. Learn More...

Producer Deferred-Compensation for Stock Conversion

Designed a plan by which a producer of property/casualty insurance exchanged his deferred-commission benefit for stock in the employing agency. Learn More...

Technology Transition & Workflow Creation

Guiding a nine-office independent insurance agency in Massachusetts through a technology transition. Learn More...

Strategic Planning - BHBCoVisioning

Facilitated a strategic-planning process (called BHBCoVisioningSM) for a regional agency with both retail and wholesale (MGA) operations. Learn More...

Transactions (Mergers & Acquisitions):

BHBCo provided advice & other assistance to:

• Farrell Backlund Insurance Agency, LLC, of Taunton, MA, in its acquisition of Richardson-Cuddy Insurance Agency, Inc., of Attleboro, MA
• Moniz Benefits Group, Inc., of North Kingstown, RI, in its sale to Starkweather & Shepley Insurance Brokerage, Inc., of Providence, RI
• Massachusetts Teachers Association, of Boston, MA, in its insurance-agency transaction with The Hanover Insurance Group, Inc., of Worcester, MA
• Arbella, Inc., of Quincy, MA, in its acquisition of Davis & Hoyt, Inc., of Danbury, CT
• Farrell Backlund Insurance Agency, LLC, of Taunton, MA, in its acquisition of Anderson-Cushing Insurance Agency, Inc., of Middleboro, MA
• Kinney Pike Insurance, Inc., of White River junction, VT, in its internal perpetuation transaction
• Scranton & Johnson, Inc., of Glastonbury CT, in its sale to GoodWorks Insurance, of North Canaan CT
• National Union Bank of Kinderhook, of Kinderhook NY, in its acquisition of The Kleeber Agency
• Farrell Backlund, of Taunton MA, in its combination with Bristol County Savings Bank
• Gowrie Group, of Westbrook CT, in its acquisition of Marine MGA, Inc., of Manchester NH
• Sumner & Sumner, Inc., of Willimantic CT, and RL&G Agency, Inc., of Franklin CT, in Sumner & Sumner's acquisition of RL&G
• Hackett, Valine & MacDonald, Inc., of South Burlington VT, in its internal-perpetuation transaction
• Provider Insurance Group, Inc., of Needham Heights MA & Woonsocket RI, in its internal-perpetuation transaction
• Raley, Watts & Associates, of California MD, and Alger & O’Neill Insurance, of LaPlata MD, in their merger as Raley, Watts & O’Neill
• Brown/Raynor Corporation, of Greenwood Village CO, in its sale to Hilb Rogal & Hobbs
• The Rome Agency, of Fitchburg MA, in its sale to Hub International Limited
• Archambault Insurance Associates, of Putnam CT, in its acquisition of Leschke-Puffer Insurance Agency, Inc., also of Putnam CT 
• Loiselle Insurance Agency, Inc., of Pawtucket RI, & Hunter Insurance, Inc., of Manville RI, in their formation of Trusted Insurance Alliance, LLC 
• Talty Insurance Agency, of Denver CO, in its sale to Hilb Rogal & Hobbs
• Orange Insurance Center, Inc., Barton & Barton Insurance Agency, Inc., & David R. Belowsky & Associates, Inc., all of Orange CT, in their formation of Quinnipiac Partners, LLC
• BankNewport/OceanPoint Agency in its acquisitions of Smith-Mack, of Warwick RI, and Narragansett Underwriting Group, of Barrington RI
• Smith Brothers Insurance, of Glastonbury CT, in its acquisition of Pinnacle Group, of East Hartford CT
• Bramhall & Hitchen, of Newark DE, in its acquisition of Werner Insurance, of Wilmington DE
• Cabot Risk Strategies of  Woburn MA, in its formation as a Limited Liability Company and its contracting to manage the TPA of a public brokerage firm
• Cassady, Neeser & Brasseur, of South Bend IN, in its acquisition of Shultz Insurance Agency, Inc., of Elkhart IN
• The Daniels Agency, of Pawling NY, in its merger with Rose & Kiernan, Inc., of East Greenbush NY
• Dowling & O'Neil Insurance, of Hyannis MA, in its sale through internal perpetuation
• Duxbury & Hermans, of Millerton NY, in its contract with Fraleigh & Rakow
• East Coast Risk Management, of Irwin PA, in its combination with Keystone Insurers Group, of Northumberland PA
• Gaudette Insurance Agency, of Whitinsville MA, in its sale through internal perpetuation
• Gowrie Group, of Westbrook CT, and Fisher & Fisher, of Darien CT, in their merger
• Greylock Federal Credit Union, of Pittsfield MA, in its acquisition of Gallup & Casey and Gallup & Casey Financial Services
• Hedden Insurance, of Waterford CT, in its acquisition of Masse, of Jewett City CT
• Hoosac Bank, of North Adams MA, in its acquisition of Coakley, Pierpan, Dolan & Collins, also of North Adams MA
• The Howe Agency, of Andover MA, in its sale through internal perpetuation
• Howes Insurance Agency, of Concord MA, in its sale through internal perpetuation
• John H. Kolb & Sons, Inc., of Seymour CT, in its sale to Ferguson & McGuire, Inc., of Wallingford CT
• The Madara Company, of Mt. Laurel NJ, in its merger with Bollinger, Inc., of Short Hills NJ
• Martha’s Vineyard Insurance, of Vineyard Haven MA, in its merger with Starkweather & Shepley, of Providence RI
• Storrie, Budd & Jones Agency, Inc., of Woodbury Heights NJ, in its sale to Bollinger, Inc., of Short Hills NJ
• United Insurance Group, of Portland ME, in its merger with Davis Insurance, of Monmouth ME
• Vanacore Insurance Group, LLC, of New Haven CT, in its acquisition of Butler Insurance Associates, LLC, of Avon CT
• Webster Insurance, of Wallingford CT, in its acquisition of Mathog & Moniello, of East Haven CT
• Arbella, Inc., in its sale of Allied American, of Natick MA, to Eastern Bank, of Quincy MA
• Hastings-Tapley Insurance Agency, Inc., of  Woburn MA, in its sale to U.S.I. Holdings Corporation of Briarcliff Manor NY
• Clarke Insurance Agency, Inc., of Manchester CT, in its sale to Bouvier Beckwith & Lennox, Inc, of West Hartford CT
  

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