December 31, 2020 Alliant Insurance Services, Inc. expands its employee benefits presence with the acquisition of EBCG LLC or Vertus Benefits, an Illinois employee benefits consulting solutions company. Alliant is represented by MSB in the transaction.
MSB represents Alliant Insurance Services, Inc. in an acquisition of BridgePoint Risk Management, a boutique property and casualty insurance agency located in Greenwich, Connecticut. The acquisition will strengthen Alliant’s regional presence in product and service offerings.
December 1, 2020 Stance: Renewable Risk Partners, an agency specializing in renewable energy insurance due diligence services, is acquired by Alliant Insurance Services, Inc. Alliant is represented by MSB in the transaction.
Alliant Insurance Services, Inc. acquires LA Surety Solutions, LLC, a Kentucky-based surety operation, to broaden its surety presence in the Southeast region. MSB serves as Alliant’s counsel on the acquisition.
October 1, 2020 Worldwide Facilities, LLC, a national wholesale insurance broker, acquires Hunt Jorgensen, LLC, a managing general underwriter specializing in professional liability insurance located in New Jersey. MSB serves as counsel to Worldwide on the transaction.
August 31, 2020 MSB serves as counsel to Alliant Insurance Services, Inc. on its acquisition of the premier insurance marketing organization in the senior market, Senior Market Sales, Inc., expanding a new line of business within Alliant Employee Benefits Group.
August 1, 2020 Clearwater Underwriters, Inc., a Florida-based surplus lines managing general agency, is acquired by Worldwide Facilities, LLC to increase its offering in specialty programs. MSB represents Worldwide in the acquisition.
June 30, 2020 MSB represents Inszone Insurance Services, an insurance brokerage service firm located in California, in the sale of a minority interest to a private equity firm, enhancing Inszone’s acquisition opportunity and growth.
June 1, 2020 MSB serves as counsel to Worldwide Facilities, LLC on its acquisition of Royal Oak Underwriters, a Virginia-based excess and surplus lines insurance wholesaler.
Worldwide Facilities, LLC is represented by MSB in its acquisition of Strategic Underwriting Solutions (SUS), a managing general underwriter focusing on medical stop-loss insurance. The acquisition expands Worldwide’s platform to life & health insurance market.
April 1, 2020 Alliant Insurance Services, Inc. expands its presence in surety bond business with acquisitions of Pinnacle Surety and Allied Bonding, each a professional surety bond agency, located in Costa Mesa, California and Boise, Idaho, respectively. MSB serves as counsel to Alliant on the transactions.
March 1, 2020 The LifeBalance Program, a Portland, Oregon-based employee benefits insurance agency, is acquired by Alliant Insurance Services, Inc. The acquisition will broaden products and services to Employee Benefits Group of Alliant, giving a stronger presence in the platform. MSB represents Alliant in the acquisition.
MSB represents Alliant Insurance Services, Inc. in its acquisition of Pend Oreille Insurance, one of the Inland Northwest’s largest independent insurance agencies.
February 25, 2020 Tom Brown of MSB secures unanimous decision in appeal to Appellate Division, First Department affirming victory on motion to dismiss all claims against major international law firm in an action brought in the Commercial Division of the New York State Supreme Court.
February 11, 2020 MSB Trial team of Tom Brown and Peri Lipka complete 11 day bench trial in the Surrogate’s Court, New York County defending claims against Executor in excess of $10 Million.