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We are pleased to announce that Clear Blue Financial has been selected as a Deal of the Year Award finalist within the Business Services sector for the 6th Annual ACG New York Champion’s Awards. ACG New York, the largest association of middle market deal making professionals in New York, and The M&A Advisor announced the names of the companies, transactions and dealmakers selected as finalists. The winners will be announced at the 6th Annual ACG New York Champion’s Awards Gala on Thursday, June 16th at the Metropolitan Club in New York. Read more»>
AEU Holdings, LLC (“AEUH”), a diversified specialty insurance platform specializing in insurance, risk management, cost containment and claims administration for multi-employer, association and affinity groups has acquired ALLInsurance Solutions Management, LLC (“AISM”). AISM offers insurance products, services and programs nationwide for a wide range of businesses and industries specifically providing self-funded major medical health insurance to businesses through Professional Employer Organizations and associations. TAG Financial Institutions Group, LLC advised AEUH on the acquisition. Read More»>
TAG Financial Institutions Group is pleased to announce that Southland National Insurance Corporation has acquired a 100% interest in Mothe Life Insurance Company via an equity recapitalization transaction. Southland National is a North Carolina domiciled life insurance company with over $300 million of assets that is focused on marketing pre-need life insurance and annuity products to middle market customers and is an affiliate company of Eli Global, LLC, a diversified holding company comprised of over 30 independently operating entities. TAG Financial Institutions Group served as exclusive financial advisor to Southland National and its parent company on the acquisition and recapitalization.
TAG Financial Institutions Group is pleased to announce that Venbrook Group has made a strategic investment in Brooks Insurance Group. Brooks Insurance Group is a leading wholesale insurance brokerage located in New Jersey writing business across the U.S. This investment provides Venbrook with a Northeast office location and wholesale insurance brokering expertise. TAG Financial Institutions Group served as exclusive financial advisor to Brooks Insurance Group on the transaction.
We are pleased to announce that A.M. Best has assigned a financial strength rating of A-(Excellent) and the issuer credit ratings of “a-” to Clear Blue Insurance Company, Inc. (Chicago, IL) and Clear Blue Specialty Insurance Company (Charlotte, NC). The outlook assigned to both ratings is stable. Read More »>
We are pleased to announce that Clear Blue Financial Holdings LLC (“Clear Blue” or “the Company”), a newly-formed commercial insurance fronting provider, announced that it has officially launched with two fully-licensed fronting carriers and will begin servicing clients immediately. Read More»>
We are pleased to announce the acquisition of Oxford Coverage operations by Hub International. Oxford is a leading private retail insurance agency specializing in the nursing home and assisted living industry. TAG Financial represented Oxford in the transaction further solidifying our position as one of the leading investment banks serving the insurance agency and broker marketplace. Read More »>
AEU Holdings, LLC (“AEU Holdings”), a diversified specialty insurance platform specializing in insurance, risk management, cost containment and claims administration for multi-employer, association and affinity groups has closed on an acquisition debt facility arranged by TAG Financial Institutions Group, LLC. Simultaneous with the close, AEU Holdings completed a number of select transactions.Read More»
TAG Financial Institutions Group, LLC is pleased to announce that Joseph F. Braunstein has joined the firm as a Senior Advisor. Joe will concentrate on the origination of specialty insurance transactions and will lead the formation of TAG Risk Management, LLC, an insurance services platform created to support TAG’s insurance industry clients.Read More»
Cabot Underwriters, LLC (“Cabot”); a Florida based Accident and Health Insurance Managing General Underwriter, completed its acquisition of a medical stop-loss business. The Transaction and financing closed on December 30, 2014.Read More»