XPT Group, LLC (“XPT”) announced that it has completed its acquisition of W.E. Love & Associates, Inc. (“W.E. Love”), a North Carolina based managing general agency. The acquisition of W.E. Love, the second undertaken by XPT in the last three months, follows the acquisition of Western Security Surplus Insurance Brokers, Inc. (“WSS”) in November 2017.
BP Marsh & Partners (“BPM”), a London based and listed private equity investor specializing in financial services businesses, made an equity investment in XPT Group, LLC (“XPT”). XPT is a New York-based specialty insurance distribution company led by an insurance industry veteran management team.
TAG Financial Nominated as Finalist for Investment Bank of the Year in the 7th Annual ACG New York Champion's Awards
ACG New York, the largest association of middle-market dealmaking professionals in New York, along with The M&A Advisor today announced the names of the companies, transactions and dealmakers selected as finalists for the 7th Annual ACG New York Champion’s Awards.
TAG Financial Institutions Group, LLC is pleased to announce that Jeffrey Cohen has joined the firm in a senior investment banking capacity as Managing Director.
TAG Financial Institutions Group advises Global Bankers Insurance Group on its Acquisition of Bankers Life Insurance Company
Bankers Insurance Group, a member of a group of companies within St. Petersburg-based Bankers Financial Corporation, today announced the sale of Bankers Life Insurance Company (BLIC) to Global Bankers Insurance Group, an insurance affiliate of Eli Global, effective December 15th.
TAG Financial Institutions Group, LLC is pleased to announce that it has promoted Katherine Derrenberger to Senior Associate where she will take on additional transactional and management responsibilities.
Steven Nigro joined BDO USA, LLP and the National Association of Corporate Directors (NACD) for a director-focused forum focusing on the regulatory landscape and the role of the public board—particularly the role of the board’s audit committee—in helping drive audit quality and responsive financial reporting.
On August 16, 2016, FrankCrum General Agency, Inc. (“FCGA”) entered into a general agency agreement and Frank Winston Crum Insurance Company (“FWCI”) executed a reinsurance agreement with Clear Blue Insurance Company (“Clear Blue”).
On September 29, 2016, Steven Nigro, Managing Partner of TAG Financial Institutions Group, LLC spoke as part of a panel at ACG New York’s Transformational Value Creation event examining how private equity firms and family offices are helping drive transformational value creation in portfolio companies.
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