Mergers & Acquisitions Transactions

B. H. Burke & Co. 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.

Mergers & Acquisitions Transactions

Lawley Service, Inc. of Buffalo, NY has acquired Shoff Darby Insurance Agency, Inc. of Norwalk, CT

Patriot Growth Insurance Services of Ft. Washington, PA has acquired Maggiacomo Insurance Agency, Inc. of Providence, RI

Cross Financial Corp. of Bangor, ME has acquired Sculos & Santilli Insurance of Everett, MA

Patriot Growth Insurance Services of Ft. Washington, PA has acquired Gilmartin Insurance Agency, Inc. of Warwick, RI

Lamb Insurance Services of New York, NY has acquired The Sanctuary Insurance Agency, Inc. of Staten Island, NY

Cross Insurance of Bangor, ME has acquired Sennott Insurance of Topsfield, MA. Advisor to Edward F. Sennott Insurance Agency, Inc.

HUB International of Chicago, IL has acquired Doctors Insurance Services of New England, Inc. of Holliston, MA. Advisor to Doctors Insurance Services of New England, Inc.

Patriot Growth Insurance Services of Ft. Washington, PA has acquired Hanuschak Insurance Agency, Inc. of Cumberland, RI

Lamb Insurance Services of New York, NY has acquired Robert O. Hampton, Inc. of Staten Island, NY

Confie of Huntington Beach, CA has acquired Parietti & McGuire Insurance, Inc. of Monroe,NY. Advisor to Parrieti & McGuire.

United Valley Insurance Services of Fresno, CA merged with the Leavitt Group of Cedar City, UT. Advisor to United Valley Insurance Services, Inc.

Wheeler & Taylor, Inc. of Great Barrington, MA has acquired Albert B. Allen, Inc. of Greenfield, MA

Fairfield County Bank Insurance Services has acquired Antalek & Moore Insurance Agency

Clark Insurance of Portland, ME has acquired James L. Cooney Insurance Agency of Lowell, MA. Advisor to James L. Cooney Insurance Agency.

Foster Insurance Agency of Fitchburg, Massachusetts in its sale to Charles River Insurance of Framingham, Massachusetts

Hub International of Chicago, IL has acquired Horizon Agency, Inc. of Eden Prairie, MN

Partners insurance Group, LLC of Swansea, MA has acquired Hadley Insurit Group Insurance Agency, Inc. of Fall River, MA Advisor to Hadley Inusrit Group

Bayberry Insurance, LLC of Groton, Connecticut in its sale to Smith Brothers Insurance, LLC of Glastonbury, Connecticut

Meagher Insurance Agency, Inc., of Rockland, Massachusetts, in its sale to Cross Insurance of Bangor, Maine

World Insurance Associates, LLC of Titon Falls, NJ has acquired Durfee Buffinton Insurance Agency, Inc. of Fall River, MA Advisor to Durfee Buffinton

World Insurance Associates, LLC of Titon Falls, NJ has acquired Tomlinson & O’Neil Insurance Agency, Inc. of New Bedford, MA Advisor to Tomlinson & O’Neil

Mather & Pitts Insurance, Inc. of Essex, Connecticut, in its sale to Kinlock Consulting Group, Inc. in Melville, New York

ION Financial, MHC, of Naugatuck, Connecticut, in its purchase of Drescher Insurance Agency, Inc., of Cheshire, Connecticut

A subsidiary Safety Insurance Group, Inc. of Boston, MA has acquired Northeast Insurance Agency, Inc. of Auburn, MA Advisor to Northeast

World Insurance Associates, LLC of Titon Falls, NJ has acquired Esten & Richard Insurance Agency, Inc. of Woonsocket, RI Advisor to Esten & Richard

Atlantic Insurance, Inc., of Waterford, Connecticut, in its sale to Smith Brothers Insurance of Glastonbury, Connecticut

The Insurance Exchange, Inc., of Stamford, Connecticut, in its sale to Cross Financial Corporation, of Bangor, Maine

The Hilb Group of Richmond, VA has acquired OceanPoint Insurance Agency, Inc., of Middletown, RI Advisor to OceanPoint

Acrisure of Grand Rapids, MI has acquired Martin Insurance Services, Inc., of Cranbury, NJ Advisor to Martin Insurance

Acrisure of Grand Rapids, MI has acquired Northeastern Benefit Services, LLC, of Cranbury, NJ Advisor to Northeastern

Clark Insurance, Inc., of Portland, Maine and Turner Barker Insurance, of Portland, Maine, in their merger

Farrell Backlund Insurance (part of Bristol County Savings Bank), of Taunton, Massachusetts, in its purchase of Henry L. Newbury Insurance Agency, Inc., of North Attleboro, Massachusetts

Acrisure of Grand Rapids, MI has acquired Silverlake Insurance Advisors, LLC of Cranbury, NJ Advisor to Silverlake

Wheeler & Taylor of Pittsfield, MA has acquired Thompson & Linscott of Adams, MA

Kimberly Vassal Insurance Services, Inc., of Chadds Ford, Pennsylvania, in its purchase of Coe Insurance Services, Inc., of Oxford, Pennsylvania

Bramhall & Hitchen, Inc., of Newark, Delaware, in its purchase of WSMT, Inc., of Bel Air, Maryland

MountainOne Insurance Agency, Inc. of North Adams, MA has acquired an insurance agency in Berkshire County, Massachusetts

The Dowd Agencies, LLC, of Holyoke, MA has aquired The Ideal Insurance Agency, Inc., of Ludlow, MA.

Cross Insurance, of Bangor, Maine, has acquired Maurice R. Loiselle Agency, Inc., of Pawtucket, Rhode Island. Advisor to Loiselle.

OceanPoint Insurance Agency (part of BankNewport), of Middletown, Rhode Island, in its purchase of Raymond Insurance Agency, Inc., of Coventry, Rhode Island

Lawley Insurance of Buffalo, NY has partnered with Georgetown Capital Group of Williamsville, NY to form Georgetown Lawley Group

Alera Group, Inc. of Deerfield, IL has acquired Webber & Grinnell Insurance Agency, Inc. of Northampton, MA

Optisure Risk Partners of Manchester, NH has acquired Bakker Agency of Avon, CT Advisor to Bakker Agency

Risk Strategies Company of Boston, MA has acquired TriPoint Insurance, Inc. of Avon, CT Advisor to TriPoint.

Haylor, Freyer & Coon, Inc. of Syracuse, NY has acquired Lake Country Associates, Inc. of Ithaca, NY Advisor to Lake Country Associates.

Acrisure, of Caledonia, MI has acquired Mark T. Vokey Insurance Agency, Inc. of West Chatham, MA Advisor to Mark T. Vokey.

Gaudette Insurance Agency of Whitinsville, MA has acquired Daniels Insurance Agency of Shrewsbury, MA. Advisor to Daniels Insurance Agency

Duffy Insurance of Lynn, MA has acquired Charles A. Slee Agency, Inc. of Marblehead, MA. Advisor to Slee

Koverage Insurance Group, LLC of Enfield, CT has acquired Clinton Insurance Center of Clinton, CT. Advisor to Clinton Insurance Center, LLC

Cross Insurance of Bangor, ME has acquired McSweeney & Ricci Insurance Agency, Inc. of Braintree, MA. Advisor to McSweeney & Ricci

Hub International, of Chicago, IL has acquired Finn & Stone Insurance, Inc., of Manchester Center, VT. Advisor to Finn & Stone

High Street Insurance Partners of Traverse City, MI has acquired Day Deadrick & Marshall Insurance of Beltsville, MD. Advisor to Day Deadrick & Marshall

Halpert Insurance & Financial Services of Windsor Locks, CT has acquired McDougall Insurance, LLC of Southington, CT. Advisor to McDougall Insurance

Collaborative Insurance Solutions, LLC of Westwood, MA has acquired Blackmer Insurance Agency, Inc. of Shelburne, MA. Advisor to Blackmer Insurance Agency

Dowd Insurance of Holyoke, MA has acquired Lussier Insurance of West Springfield, MA. Advisor to Dowd Insurance

Maury Donnelly & Parr, Inc. of Baltimore, MD has acquired Northeastern Underwriters Ltd. of Madison, CT. Advisor to Northeastern

E.J. Stochaj Insurance Agency of Dudley, MA has acquired Crimmins-Gravelin eInsurance Agency, Inc. of Palmer, MA. Advisor to Stochaj

Lezaola Thompson Insurance, of East Providence, RI has acquired Stateline Insurance & Financials Services, Inc. of East Providence, RI. Advisor to Stateline Insurance

The Barnstable, of Yarmouth Port, MA has acquired Benson Young & Downs Insurance Agency, Inc., of Provincetown, MA

Acrisure, of Caledonia, MI has acquired Hickok & Boardman HR Intelligence & Retirement Solutions of Burlington, VT

The Hilb Group, of Richmond, VA has acquired Eldredge & Lumpkin Insurance Agency, Inc. of Chatham, MA

Titan Insurance, of Boston, MA has acquired Elements Insurance Agency, Inc. of Boston, MA

TriPoint Insurance, Inc. of Avon CT sold its Employee Benefits book to One Digital Insurance, LLC

Dwight Rudd Insurance, Inc., of Boston, MA has acquired Massachusetts Bankers Association’s P&C Subsidiary

Keystone Agency Investors, of Harrisburg, PA has acquired a majority interest of The Seltzer Group, Inc. of Orwigsburg, PA

Cross insurance of Bangor, ME has acquired Associated Community Brokers, Inc. of Shelton, CT Advisor to ACBI

Rogers & Gray Insurance of South Dennis, MA has acquired G.H. Dunn Insurance Agency of Buzzards Bay, MA

Assured Partners of Lake Mary, FL has acquired Woodford Insurance of West Hartford, CT.

Gaudette/Drowne

Hilb Group of Richmond, VA has acquired Jamieson Insurance Agency of Waitsfield, VT. Advisor to Jamieson Insurance

Cross Insurance of Bangor, ME has acquired Gerald T. McCarthy Insurance Agency of Salem, MA. Advisor to GT McCarthy

Arthur J. Gallagher & Co., Inc. of Rolling Meadows, IL purchased Merit Insurance, Inc. of Shelton, CT. Advisor to Merit.

Cross Insurance has acquired A.A DiMatteo Insurance Service, Inc. Advisor to DiMatteo.

Hilb Group has acquired D’Camera Group. Advisor to D’Camera Group.

Assured Partners logo has acquired Lundy & Clark Insurance Group, LLC

OceanPoint Insurance Agency, Inc. of Middletown, RI has acquired Paquin Insurance Agency of Tiverton, RI

Fairfield County Bank

Ion Insurance

NFP