Clifford M. Sladnick Joins TAG Financial Institutions Group as Managing Director and Head of Chicago Office
NEW YORK, June 6, 2018 /PRNewswire/ -- TAG Financial Institutions Group, LLC ("TAG Financial") announced today that Clifford M. Sladnick will join the firm, head its Business Services Group and open its Chicago office.
Steven Nigro, Managing Partner of TAG Financial Institutions Group, will be featured as a panelist at Opus Connect’s NYC June Panel
Topic: High Multiples - How are Buyers Shifting Strategies to Counter Them? How are they Impacting Sellers?
Date: June 6th, 2018
Time: 12:00pm - 2:00pm
Location: Ice Miller LLP, 1500 Broadway, Suite 2900, New York, New York
The following article was published by SNL: MarketWeek on May 11th, 2018 and names Pine Brook Road Partners-backed Clear Blue Financial. TAG Financial represented Clear Blue Financial Holdings LLC ("Clear Blue") as a start-up in November of 2015 bringing in Pine Brook, acquiring two insurance carriers and assisting Clear Blue in the AM Best rating process.
WOODLAND HILLS, Calif., April 30, 2018 /PRNewswire/ -- Peter C. Foy & Associates Insurance Services, LLC ("PCF" or the "Company") has completed the acquisition of R.L. Milsner, Inc. Insurance Brokerage; Senex Insurance Services, Inc.; Stratton Agency; and Clark & Associates of Nevada, Inc.
2017 proved to be another strong year for M&A activity in the insurance distribution space, continuing the strong momentum that has been building in the market since the recession. With over 500 announced transactions, it was a record setting year in terms of deal volume. Aggregate deal value, however, declined by 26 percent from the previous year ($5.4 billion in 2017 vs $7.3 billion in 2016), suggesting a greater degree of consolidation among small to middle market distributors.
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.
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