News Releases
Updates and Resources
Midcap Advisors client Meritage acquired by AmeriLife
Meritage Wealth Insurance Advisors, LLC (MWIA), a national point-of-sale, focused life insurance general agency serving financial professionals across the life, annuity, retirement, legacy, and business/executive benefits planning solutions spaces, has joined forces with AmeriLife Group LLC affiliate Saybrus Partners.
Shelby Cowley joins MidCap Advisors as Managing Director
MidCap Advisors, a Manhattan-based middle market advisory firm that provides sophisticated financial advice and mergers and acquisition transaction services to private companies, has hired Shelby Cowley as Managing Director.
Paul Kanarek joins MidCap Advisors as Vice President, Education
MidCap Advisors, a Manhattan-based middle market advisory firm that provides sophisticated financial advice and mergers and acquisition transaction services to private companies, has recently recruited Paul Kanarek as its Vice President of Education.
Artemis Fine Arts Services acquired by Cadogan Tate
MidCap Advisors served as the exclusive financial advisor to Artemis in its acquisition by Cadogan Tate.
MidCap Advisors promotes Bisack, Noto and Price
MidCap Advisors, a Manhattan-based middle market advisory firm providing sophisticated financial advice and M&A transaction services to private companies, recently promoted three executives.
EMG Insurance Brokerage acquired by Senior Market Sales
MidCap Advisors client EMG Insurance Brokerage, a leading national BGA to benefit from the well-established insurance platform’s proprietary technology, marketing capabilities, and top carrier solutions.
Pavese-McCormick acquired by King Insurance Partners
MidCap Advisors client Pavese-McCormick retains leadership and staff in a strategic acquisition by a fast-growing private equity-backed brokerage.
(k)RPG acquired by OneDigital Investment Advisors
MidCap Advisors client (k)RPG, a Maryland-based independent, privately-held wealth management and retirement plan services firm to benefit from One Digital’s Integrated Insurance, Financial and Human Resources platform.
Patriot Pension Advisors acquired by CAPTRUST Financial Advisors
MidCap Advisors client Patriot Pension Advisors, supports sponsors of retirement plans, including 401(k) and 403(b) plans as well as defined benefit plans.
Hub International acquires GRP Financial & member firms
MidCap Advisors served as exclusive financial advisor to Hub International in its acquisition of Global Retirement Partners (GRP Financial) and its member firms
