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MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Scott Yoder
Managing Director
Tel: (646) 442 - 8367

Richard Groberg joins MidCap Advisors as Managing Director

Veteran Healthcare M&A Expert Strengthens Growing Advisory Practice
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Scott Yoder
Managing Director
Tel: (646) 442 - 8367

MidCap Advisors welcomes Lisa Sonneborn as Healthcare Senior Advisor

Clinical Trials Expert Enhances Firm's Healthcare Advisory Services
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

Midcap Advisors client Meritage acquired by AmeriLife

A national point-of-sale, focused life insurance general agency has been acquired
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

Shelby Cowley joins MidCap Advisors as Managing Director

Senior M&A Insurance Brokerage Executive Joins Leading Insurance & Financial Services Investment Bank
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

Paul Kanarek joins MidCap Advisors as Vice President, Education

Seasoned Executive Will Elevate Middle Market Investment Bank’s Service to Education Sector Clients
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

Artemis Fine Arts Services acquired by Cadogan Tate

A full-service logistics provider dedicated to the preservation and protection of fine art objects, museum artifacts and antiquities has been acquired
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

MidCap Advisors promotes Bisack, Noto and Price

Midcap Advisors promotes Bisack, Noto and Price
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

EMG Insurance Brokerage acquired by Senior Market Sales

One of the oldest BGAs has been acquired
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

Pavese-McCormick acquired by King Insurance Partners

A third-generation multi-line property and casualty agency has been acquired
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

(k)RPG acquired by OneDigital Investment Advisors

A wealth management and retirement plan services firm has been acquired
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

Patriot Pension Advisors acquired by CAPTRUST Financial Advisors

Massachusetts-based PPA supports sponsors of retirement plans.
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Kathleen McMorrow
The Communications Optic LLC
Tel: (973) 665 - 8167

Hub International acquires GRP Financial & member firms

Global Retirement Partners (GRP Financial) and its member firms.
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From

MidCap Advisors LLC

675 Third Avenue, 28th Floor New York, NY 10017

https://midcapadvisors.com/

Contact

Hannah Figueroa
MidCap Advisors, LLC.
Tel: (646) 442 - 8366

MidCap Advisors Leads Landmark Deal, Securing Third Wave’s Spot Among Top 100 U.S. Brokerages

NEW YORK, NY – July 29th, 2026 – MidCap Advisors, a leading lower-to middle-market investment bank, announced its role as the exclusive financial

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