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Mergers & Acquisitions

BHBCo has served as financial adviser and deal engineer in acquisitions, mergers, clusters, and related arrangements.  We represent sellers and buyers and function as transaction facilitator for multiple parties.

A few of our recent transactions:

  • 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
  • Loiselle Insurance Agency, Inc., of Pawtucket RI, & Hunter Insurance, Inc., of Manville RI, in their formation of Trusted Insurance Alliance, LLC 

Click here for a larger list.

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