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Steve Glasgow, a highly respected financial advisor from Janney Montgomery Scott with more than 20 years of experience in retirement plan consulting and wealth management, joins Hub International. Mr. Glasgow has built a distinguished career helping businesses design and manage retirement plans and advising high-net-worth individuals on investment strategies, financial planning, and wealth preservation. Through this acquisition, Hub will leverage Mr. Glasgow’s expertise in both retirement plan services and wealth management to deliver best-in-class solutions to clients. | Steve Glasgow Book of Business, HUB International, 1 Mar 2025, Nashville Tennessee, Retirement & Wealth Advisory

The Firm of Louisiana Property & Casualty, LLC, recognized for its commitment to personalized service, has joined World Insurance Associates. Specializing in Auto, Home, Business, Commercial Auto, and Life Insurance, the firm has built a strong reputation for simplifying insurance solutions for clients across Louisiana. Through this acquisition, World strengthens its ability to provide tailored coverage solutions to individuals and businesses in the region. | The Firm of Louisiana Property & Casualty LLC, World Insurance Associates, 01 Aug 2024, Louisiana, Insurance

Based in Houston, TX, Creekside Risk Management is a premier provider of personal, life, health, and commercial insurance solutions. Its Private Client Group delivers customized risk management strategies to affluent individuals and families nationwide. By joining World, Creekside enhances its ability to provide high-touch, sophisticated insurance solutions to high-net-worth clients, further expanding World’s expertise in private client risk management. | Creekside Risk Management, World Insurance Associates, 01 Aug 2024, Texas, Insurance

McFatter Insurance Agency, a deeply rooted firm in Lake Charles, LA, is known for its Personal, Business, Auto, Home, and Life Insurance solutions. With a client-first approach, the agency has long provided tailored coverage to meet the unique needs of individuals and businesses in the community. By joining World, McFatter Insurance Agency gains access to expanded resources while maintaining its dedication to personalized, local service. | McFatter Insurance Agency, World Insurance Associates, 01 Aug 2024, Louisiana, Insurance

The Firm of Cenla, known for its top-rated customer service and licensed agents, has joined World Insurance Associates. Offering a broad range of insurance products—including Auto, Home, Life, Health, Property, and Business Insurance—the firm has been a trusted partner for clients across Louisiana. This partnership enhances World’s reach and ability to deliver comprehensive, customer-focused insurance solutions throughout the state. | The Firm of Cenla, World Insurance Associates, 01 Aug 2024, Louisiana, Insurance

With over 18 years of experience, Insure Plus has built a strong reputation for providing Commercial, Personal, Business, and Trucking Insurance solutions across Baton Rouge and Southern Louisiana. The firm specializes in serving industries such as construction, contractors, cyber, crime, and bonds. By joining World, Insure Plus strengthens World’s expertise in key commercial sectors and enhances its ability to deliver industry-specific insurance solutions. | Insure Plus, World Insurance Associates, 01 Aug 2024, Louisiana, Insurance

| Rocky Mountain Fertility Center, Onto Health, 16 Dec 2024, Colorado, Healthcare

Woods Insurance Service (Woods), a rapidly growing property & casualty agency, established in 1926, with offices in New Mexico, Colorado, and Oklahoma has been acquired by Hub International (Hub) on December 31st, 2024. In addition to Property and Casualty, Woods provided Group Benefits, Individual Health and Life Insurance products. MidCap Advisors, LLC (MidCap) served as the exclusive financial advisor to Woods. | Woods Insurance, HUB International, 31 Dec 2024,New Mexico - Colorado and Oklahoma, Insurance

Meritage Wealth Insurance Advisor, LLC (MWIA), a rapidly growing Point-of-Sale Life Insurance distribution agency with locations in Texas, Arizona, Washington, Virginia, and New York, has been acquired by Amerilife Group Holdings, a St. Petersburg, Florida-based insurance brokerage that provides life, annuity, Medicare, individual and other health solutions. All five principals are moving forward with the transaction. MidCap Advisors, LLC (MidCap) served as the exclusive financial advisor to PMA. | Meritage Wealth Insurance Advisors - LLC, AmeriLife Group Holdings - LLC, 4 Jan 2024,Texas- Arizona- Washington- Virginia and New York, Insurance

MidCap Advisors is pleased to announce that OneDigital Investment Advisors, LLC (the “Acquirer”) has acquired Triad Financial Advisors (“TFA” or the “Company”). MidCap Consulting was the exclusive financial due diligence provider for the Acquirer. The deal was closed on September 14, 2023. Following the deal closing, OneDigital Investment Advisors LLC, the RIA subsidiary of OneDigital Inc., a leading insurance brokerage, financial services, and HR consulting firm, will add approximately $900M AUM and 18 employees to their platform. Overall, OneDigital's AUM is approximately $115.4B which represents over 1M participants and 41,000 individual accounts. Founded in 1982, TFA is a leader in the Carolinas that serves high-net-worth families and female investors. The Company’s wealth management services include retirement planning, investments, asset management, portfolio analysis, and monitoring. TFA’s CEO, Patrick Rush, was an Amazon #1 bestseller for his 2020 publication, Gain Big and Give Back, and he has obtained honors from Forbes and Barron’s for top advisor rankings. | Triad Financial Advisors Inc., OneDigital, 21 Sep 2023, Greensboro - North Carolina, Retirement & Wealth Advisory

EMG Insurance Brokerage (EMG), one of the nation’s oldest and most respected brokerage general agencies (BGA), has been acquired by Omaha-based Senior Market Sales® (SMS), a premier insurance marketing agency. MidCap Advisors, LLC (MidCap) served as the exclusive financial advisor to EMG. EMG, founded in 1972 as a Texas-based brokerage firm, assists financial advisors in navigating the insurance marketplace by locating the right products for their clients. The BGA supports a national network of more than 3,000 agents across all 50 states. The Company offers life insurance plans, critical illness, long-term care, disability, travel, dental insurance as well as annuities, group benefits, life settlements and Affordable Care Act (ACA) plans. SMS represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance in all 50 states. The firm was founded in 1982 and joined parent firm Alliant Insurance Services in 2020. | EMG Insurance Brokerage, Senior Market Sales, 01 Sep 2023, Houston - Texas, Insurance

Dallas-based Artemis Fine Arts Services (Artemis), a full-service logistics provider dedicated to the preservation and protection of fine art objects, museum artifacts and antiquities, has been acquired by Cadogan Tate, one of the largest international fine arts logistics providers. MidCap Advisors, LLC (MidCap) served as the exclusive financial advisor to Artemis in its acquisition by Cadogan Tate. Artemis is renowned for fine art stewardship. It serves more than 1,000 top-tier clients across the country and continues to grow as an industry leader. Artemis provides a range of services including packing, crating, transportation, installation, and storage for museums, galleries, collectors, and other members of the fine art community. Artemis utilizes custom-built trucks and skilled art handlers trained by museum professionals in their National Fine Art Shuttle Fleet to provide secure delivery to any destination in the Continental U.S. Founded in 1977, Cadogan Tate is one of the largest international fine arts logistics providers. Headquartered in London with locations in Paris, Cote D’Azur, Miami, New York City, San Franscisco Los Angeles and Chicago, Cadogan Tate is internationally recognized as a market leader. The firm is trusted by discerning institutions and private collectors. The Artemis acquisition enables Cadogan Tate to expand its delivery routes, warehousing space, fleet and team across the U.S. while benefiting from Artemis’s expertise in comprehensive transportation, crating, packing, and installation services. | Artemis Fine Arts Services, Cadogan Tate, 14 Jul 2023, Dallas - TX, Manufacturing & Services

MidCap Advisors is pleased to announce that The ASA Group (“ASA” or the “Company”) a Little Rock, Arkansas based life insurance and life settlement agency was acquired by Senior Market Sales, (“SMS” or the “Buyer”) a firm within Alliant Insurance’s family of companies. Both companies are members of LIBRA and are family owned. MidCap Advisors was the exclusive financial advisor to ASA. The Company offers life insurance, long-term care insurance, disability insurance, and fixed annuities. As a general agency since inception, ASA’s complimentary life settlement practice, Evolved Life Settlements, serves as a prime broker for high-net-worth families. During the past 46 years of operations, ASA has succeeded due to its multi-disciplined approach, its top tier referral partners, and its experienced team. The Company will continue to be led by the 2nd generation Owner, Luke Ramsey, who grew up as a child walking the halls of his father’s agency. Founded in 1982, SMS is headquartered in Omaha, Nebraska and represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance carriers in all 50 states. More than 71,000 independent insurance agents rely on SMS for proprietary technology, competitive insurance products, and expert training and service. In 2020, SMS joined the Alliant Insurance Services family of companies. Luke and SMS will leverage opportunities to provide additional services to clients and will grow on a long-term basis through ASA’s highly established life settlement division and through SMS’ distribution footprint. | The ASA Group, Senior Market Sales, 03 Jul 2023, Little Rock - Arkansas, Insurance

The Pavese-McCormick Insurance Agency (PMA), a third-generation multi-line property and casualty agency based in Monmouth Junction, New Jersey, has been acquired by King Insurance, a Gainesville, Florida-based insurance brokerage that provides property and casualty, liability and employee benefit solutions. Currently in its 90th year of operation, PMA provides risk management solutions to commercial and personal lines customers. MidCap Advisors, LLC (MidCap) served as the exclusive financial advisor to PMA. | The Pavese-McCormick Insurance Agency, King Insurance, 01 Jul 2023, Princeton - New Jersey, Insurance

Lighthouse Financial, LLC (“Lighthouse” or the “Company”) a leading wealth management firm based in Delaware, was acquired by AssuredPartners, (“Assured” or the “Acquirer”) a premier financial services company headquartered in Florida. MidCap Advisors was the exclusive financial advisor to Lighthouse. The merger between Lighthouse and Assured will enhance their ability to serve clients with a suite of financial and insurance solutions tailored to meet their evolving needs. Founded in 2006, Lighthouse's business model is to provide a customized portfolio based on an individual's risk tolerance and goals. The Company consistently pursues protection strategies that will allow access to full market growth while limiting the downside of market shocks. Ken Brackett, Lighthouse's owner and founder, and his team provide services and products including but not limited to wealth management, tax liability analysis, annuities, investment risk analysis, succession strategies, financial advisory, and financial education. Assured has built an impressive legacy, providing top-notch retirement and wealth advisory services to private clients. Per Business Insurance's July 2022 edition, the Acquirer was ranked as the 11th largest insurance brokerage of U.S. business in terms of revenue. Assured was also ranked 5th overall in Insurance Journal's 2022 ranking of P&C agencies whose business is primarily retail (not wholesale). AssuredPartners' service philosophy, business model, and technology combined with Lighthouse's loyal and growing list of long-term clients will enable the two entities to gain market share, especially in the northeast market of the U.S., as the overall wealth management industry continues to grow. | Lighthouse Financial LLC, AssuredPartners, 20 Jun 2023, Wilmington - Delaware, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that our client, Columbia Container Services (“CCS”), has closed their merger agreement with Container Maintenance Corporation (“CMC”) and ITI Intermodal (“ITI”). Strategically located within the Port of New York and New Jersey and in the Port of Boston, CCS provides chassis and container maintenance & repair (M&R), inspection, and storage services at its off-terminal equipment depots. Through this deal, the companies will collectively provide a full range of dry and reefer equipment M&R, storage, drayage, and over-the-road services for intermodal freight in the Midwest, Gulf, Southeast and Northeast. All the founders, each of whom will own significant equity in the new company, are going forward with the business. The new company will be under the leadership of Vincent Marino, Joshua Cooley, and Bruce Fenimore. | Columbia Container Services, Private Investor, 10 May 2023, New Jersey, Manufacturing & Services

MidCap Advisors is pleased to announce that Threshold Visitor Management Systems (“Threshold” or the “Company”) was acquired by Avery Products Corporation, a business unit of CCL Industries Inc. CCL is a world leader in specialty label, security and packaging solutions for global corporations, government institutions, small businesses and consumers. MidCap served as the exclusive financial advisor to Threshold. The Company, a privately owned supplier of visitor sign-in, tracking and identification badges using proprietary software, is based in Farmington, Connecticut. | Threshold Visitor Management Systems, Avery Products Corporation, 1 May 2023, Connecticut, Manufacturing & Services

MidCap Advisors is pleased to announce that OneDigital Investment Advisors LLC (the “Acquirer”) has acquired Huntington National Bank's 401K advisory and retirement plan servicing business (“Huntington”). MidCap Advisors' consulting team, led by VP Geuntae Jang, was the exclusive financial due diligence provider for the Acquirer. The deal closed on March 31st, 2023. Following the deal closing, OneDigital Investment Advisors LLC, the RIA subsidiary of OneDigital, a leading insurance brokerage, financial services, and HR consulting firm, will add $5.6B AUM and 18 advisors to their platform. Overall, OneDigital's AUM is approximately $115.4B which represents over 1M participants and 41,000 individual accounts. Huntington was the wholly owned subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). The parent company is a Columbus, Ohio based regional bank holding company that has been publicly traded since 1984. With this transaction completed, the Acquirer's presence in the Midwest will continue to grow and Huntington will add to its 1,300 employers that they sponsor workplace savings plans for. Lastly, per Huntington Bancshares Inc. (NASDAQ: HBAN) recent 8K filed with the SEC, Huntington Bancshares will record a pre-tax gain of approximately $57M including associated goodwill allocation. | Huntington Bancshares Incorporated (NASDAQ: HBAN), OneDigital, 31 Mar 2023, Columbus - Ohio, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that (k)RPG, LLC (“(k)RPG” or the “Company”) was acquired by OneDigital Investment Advisors (“OneDigital”), an industry leading insurance brokerage, financial services, and HR consulting firm based out of Atlanta, Georgia. MidCap served as the exclusive financial advisor to (k)RPG. The Company is based out of Gaithersburg, Maryland and serves families and corporations throughout the country. Their team has over 60 years of industry experience and their client base is accretive to $600M in AUM. Through the transaction, OneDigital has expanded its presence in the Mid-Atlantic region and in the wealth and retirement advisory space. Vincent Morris, President of Retirement and Wealth at OneDigital, will drive core values and services with Walter Zifffer, President of (k)RPG. Both are highly respected individuals that are dedicated to trust and integrity in their service offerings. | (k)RPG LLC, OneDigital, 06 Feb 2023, Gaithersburg - Maryland, Retirement & Wealth Advisory

Delaware Freeport, LLC (“Delaware Freeport”) has acquired The Icon Group, Inc. (“Icon”). Founded in 1980, Icon is a high-level logistics company focused on the unique requirements of storing, transporting, and installing fine arts and artifacts. Icon tailors customized solutions for managing pieces as small as an oil painting, to the installation of large scale works of art. Based in Chicago, IL, Icon operates in a 92,000 square-foot, concrete masonry storage facility and service center which was also part of the transaction. | The Icon Group, Delaware Freeport, 8 Dec 2022, Chicago - IL, Manufacturing & Services

MidCap Advisors is pleased to announce that School Photo Marketing (“SPM” or the “Company”) was acquired by Ennis Inc. (“Ennis”) (NYSE: EBF). The transaction became effective November 30, 2022 and MidCap Advisors was the exclusive financial advisor to SPM. Based in Morganville, NJ, SPM is a leading national provider of customized marketing and fulfillment materials, specialty personal mementos, yearbooks, and support services to the $3B school photography industry. The Company will continue to be led post-acquisition by its 2nd generation owner, Robert Klepner. The acquirer, Ennis, has been a manufacturer and supplier of print products since 1909. They completed their IPO on the New York Stock Exchange in 1969 and continue to provide advertising, business forms and supplies, commercial printing, eCommerce solutions, envelopes, labels, and packaging services to the U.S. market. | School Photo Marketing Inc., Ennis Inc. (NYSE: EBF), 30 Nov 2022, New Jersey, Manufacturing & Services

MidCap Advisors is pleased to announce that The Larry Gordon Agency, Inc. (“Larry Gordon” or “LGA” or the “Agency”) has been acquired by EPIC Insurance Brokers and Consultants, Inc. (“EPIC”) via its financial sponsors Harvest Partners and The Carlyle Group. MidCap Advisors was the exclusive financial advisor to LGA. The transaction became effective November 4, 2022. Founded in 1965 as one of the first independent brokerage agencies in the country, LGA pioneered the concept of providing brokers a mix of life insurance products from various carriers. LGA's experienced management team has extensive knowledge in impaired risk evaluation, business insurance solutions, estate planning, and financial planning. As a member of LIBRA Insurance Partners, NAILBA, and NAIFA, LGA can access top-notch research and provide scale that only a few wholesalers can offer. LGA's young leadership team will remain with the company post transaction. They are excited to partner with a company, like EPIC, that has grown in 15 years to become a billion-dollar revenue, PE-backed insurance platform. As an EPIC-owned agency, Larry Gordon will gain access to a larger middle market geographic network in the life, disability, and executive benefits space. | The Larry Gordon Agency Inc., EPIC Insurance Brokers and Consultants Inc., 04 Nov 2022, Illinois, Insurance

MidCap Advisors is pleased to announce that f3 Logic (“f3 Logic”), f3 Investment Management (“f3 IM”), Financial Consultants of America (“FCA”), Compass Point Retirement (“CPR”), and Kusske Financial Asset Management (“KFAM”), collectively the “f3 Companies” have been acquired by Arthur J. Gallagher & Company (NYSE: AJG) (“AJG” or “Gallagher”). MidCap Advisors was the exclusive financial advisor to the f3 companies. With locations throughout the Mid-Atlantic, the Midwest, and New England, f3's 7 principals possess over 150 years of wealth management and financial planning experience. With the acquisition, f3 will become Gallagher’s primary platform in the individual wealth management space. The f3 Companies are a wealth management platform with over $1 billion in assets under advisement. With a turnkey technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors, and registered investment advisory firms. The f3 Companies will remain in their current locations under the direction of Jeff Leonard, Gallagher's North American Business Line Leader for Financial and Retirement Services. FCA, CPR, and KFAM will continue to operate under f3's RIA platform and they provide financial planning and wealth management solutions. Gallagher is a global leader in insurance, risk management, and consulting services providing services in approximately 130 countries. | f3 Logic, Arthur J. Gallagher & Company, 2022, Mid-Atlantic - Midwest and New England, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that f3 Logic (“f3 Logic”), f3 Investment Management (“f3 IM”), Financial Consultants of America (“FCA”), Compass Point Retirement (“CPR”), and Kusske Financial Asset Management (“KFAM”), collectively the “f3 Companies” have been acquired by Arthur J. Gallagher & Company (NYSE: AJG) (“AJG” or “Gallagher”). MidCap Advisors was the exclusive financial advisor to the f3 companies. With locations throughout the Mid-Atlantic, the Midwest, and New England, f3's 7 principals possess over 150 years of wealth management and financial planning experience. With the acquisition, f3 will become Gallagher’s primary platform in the individual wealth management space. The f3 Companies are a wealth management platform with over $1 billion in assets under advisement. With a turnkey technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors, and registered investment advisory firms. The f3 Companies will remain in their current locations under the direction of Jeff Leonard, Gallagher's North American Business Line Leader for Financial and Retirement Services. FCA, CPR, and KFAM will continue to operate under f3's RIA platform and they provide financial planning and wealth management solutions. Gallagher is a global leader in insurance, risk management, and consulting services providing services in approximately 130 countries. | f3 Investment Management, Arthur J. Gallagher & Company, 2022, Mid-Atlantic - Midwest and New England, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that f3 Logic (“f3 Logic”), f3 Investment Management (“f3 IM”), Financial Consultants of America (“FCA”), Compass Point Retirement (“CPR”), and Kusske Financial Asset Management (“KFAM”), collectively the “f3 Companies” have been acquired by Arthur J. Gallagher & Company (NYSE: AJG) (“AJG” or “Gallagher”). MidCap Advisors was the exclusive financial advisor to the f3 companies. With locations throughout the Mid-Atlantic, the Midwest, and New England, f3's 7 principals possess over 150 years of wealth management and financial planning experience. With the acquisition, f3 will become Gallagher’s primary platform in the individual wealth management space. The f3 Companies are a wealth management platform with over $1 billion in assets under advisement. With a turnkey technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors, and registered investment advisory firms. The f3 Companies will remain in their current locations under the direction of Jeff Leonard, Gallagher's North American Business Line Leader for Financial and Retirement Services. FCA, CPR, and KFAM will continue to operate under f3's RIA platform and they provide financial planning and wealth management solutions. Gallagher is a global leader in insurance, risk management, and consulting services providing services in approximately 130 countries. | Compass Point Retirement, Arthur J. Gallagher & Company, 2022, Mid-Atlantic - Midwest and New England, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that f3 Logic (“f3 Logic”), f3 Investment Management (“f3 IM”), Financial Consultants of America (“FCA”), Compass Point Retirement (“CPR”), and Kusske Financial Asset Management (“KFAM”), collectively the “f3 Companies” have been acquired by Arthur J. Gallagher & Company (NYSE: AJG) (“AJG” or “Gallagher”). MidCap Advisors was the exclusive financial advisor to the f3 companies. With locations throughout the Mid-Atlantic, the Midwest, and New England, f3's 7 principals possess over 150 years of wealth management and financial planning experience. With the acquisition, f3 will become Gallagher’s primary platform in the individual wealth management space. The f3 Companies are a wealth management platform with over $1 billion in assets under advisement. With a turnkey technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors, and registered investment advisory firms. The f3 Companies will remain in their current locations under the direction of Jeff Leonard, Gallagher's North American Business Line Leader for Financial and Retirement Services. FCA, CPR, and KFAM will continue to operate under f3's RIA platform and they provide financial planning and wealth management solutions. Gallagher is a global leader in insurance, risk management, and consulting services providing services in approximately 130 countries. | Financial Consultants of America, Arthur J. Gallagher & Company, 2022, Mid-Atlantic - Midwest and New England, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that f3 Logic (“f3 Logic”), f3 Investment Management (“f3 IM”), Financial Consultants of America (“FCA”), Compass Point Retirement (“CPR”), and Kusske Financial Asset Management (“KFAM”), collectively the “f3 Companies” have been acquired by Arthur J. Gallagher & Company (NYSE: AJG) (“AJG” or “Gallagher”). MidCap Advisors was the exclusive financial advisor to the f3 companies. With locations throughout the Mid-Atlantic, the Midwest, and New England, f3's 7 principals possess over 150 years of wealth management and financial planning experience. With the acquisition, f3 will become Gallagher’s primary platform in the individual wealth management space. The f3 Companies are a wealth management platform with over $1 billion in assets under advisement. With a turnkey technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors, and registered investment advisory firms. The f3 Companies will remain in their current locations under the direction of Jeff Leonard, Gallagher's North American Business Line Leader for Financial and Retirement Services. FCA, CPR, and KFAM will continue to operate under f3's RIA platform and they provide financial planning and wealth management solutions. Gallagher is a global leader in insurance, risk management, and consulting services providing services in approximately 130 countries. | Kusske Financial Asset Management, Arthur J. Gallagher & Company, 2022, Mid-Atlantic - Midwest and New England, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that Barbot Insurance Services (“Barbot” or the “Agency”) has been acquired by Acrisure, LLC, a $23 billion dollar insurance and financial technology company. MidCap Advisors was the exclusive financial advisor to Barbot. The Agency primarily places business owner’s policies for California and Nevada 7-Eleven franchises and Barbot will round out accounts via placements including, but not limited to, employment practices liability, directors’ and officers’, and earthquake and flood insurance coverages. | Barbot Insurance Services, Acrisure LLC, 14 Oct 2022, California, Insurance

MidCap Advisors is pleased to announce that Madison Consulting Group, LLC (“Madison” or the “Agency”) has been acquired by Acrisure, LLC, a $23 billion dollar insurance and financial technology company. MidCap Advisors was the exclusive financial advisor to Madison. The Agency is a national employee benefit advisor and investment consulting firm that specializes in small group and large group markets as well as several national labor unions. | Madison Consulting Group LLC, Acrisure LLC, 01 Oct 2022, New York and Florida, Insurance

MidCap Advisors is pleased to announce that Patriot Pension Advisors (“Patriot” or “PPA” or the “Company”) has been acquired by CAPTRUST Financial Advisors (“CAPTRUST” or the “Acquirer”) via its financial sponsor GTCR. MidCap Advisors was the exclusive financial advisor to PPA. The transaction became effective September 15, 2022. PPA is a pension consulting firm based in Foxborough, Massachusetts that provides retirement plan consulting services which include but are not limited to ERISA fiduciary services, quarterly investment analysis, ongoing plan support, employee education and communications, and newsletters. CAPTRUST is one of the largest independent retirement plan and investment advisory firms in the country with more than 700 employees in all 50 states and $390B assets under management (AUM). They specialize in advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals. PPA with over 75 years of industry experience and $900M in AUM will expand CAPTRUST’s footprint in Massachusetts and will complement their service offering. | Patriot Pension Advisors, CAPTRUST Financial Advisors, 15 Sept 2022, Massachusetts, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that Signature Insurance Agency Group, LLC (“Signature”) has been acquired by Acrisure, LLC, a $23 billion dollar insurance and financial technology company. MidCap Advisors was the exclusive financial advisor to Signature. | Signature Insurance Agency Group LLC , Acrisure LLC , 01 Sept 2022, Michigan, Insurance

R. Stephens Financial (“R. Stephens” or the “Agency”) was acquired by Choice Insurance Agency (“Choice”), via its financial sponsor Northlane Capital Partners. The transaction was effective August 23, 2022. MidCap Advisors was the exclusive financial advisor to R. Stephens Financial. The Agency is an employee benefits brokerage that also provides 401K offerings, life insurance, long term care, and disability products. Their group benefits business is placed with top carriers such as Oxford United Healthcare. Choice is a rapidly growing private equity-backed insurance agency that is based in Virginia Beach, Virginia and has 19 offices in 8 states. | R. Stephens Financial, Choice Financial Group, 23 Aug 2022, NJ, Insurance

Contract Filling Inc. (“CFI”) was acquired by Arizona Natural Resources (“ANR”), a portfolio company of CORE Industrial Partners (“CORE”) in August 2022. CFI is a premier contract manufacturer of alcohol-based personal care products with extensive compounding, filling, and packaging capabilities. | Contract Filling Inc., CORE Industrial Partners, 18 Aug 2022, New Jersey, Manufacturing & Services

Georgia Pines Agency (“GPA” or the “Agency”) was acquired by Choice Insurance Agency (“Choice”), via its financial sponsor Northlane Capital Partners. The transaction became effective August 1, 2022. MidCap Advisors was the due diligence provider hired by Choice Financial Group. GPA is a full-service agency with 12 branch locations across the east coast and west coast that provide a variety of mostly personal lines products and some small commercial lines products. Together with their team of 65 people, co-founders Michael Heidelberger and Steven Roy will continue to oversee operations and collaborate with Choice to further its expansion. Choice is a rapidly growing private equity-backed insurance agency that is based in Virginia Beach, Virginia and has 19 offices in 8 states. | Georgia Pines Agency, Choice Financial Group, 01 Aug 2022, FL - NJ - GA and CA, Insurance

MidCap Advisors is pleased to announce that First Fertility, via its financial sponsor Sverica Capital Management, has acquired Pensacola, Florida-based New Leaders in Fertility & Endocrinology, LLC (“NewLIFE”). MidCap Advisors was the exclusive financial advisor to NewLIFE.<br><br>Established in 2000 by Dr. Barry A. Ripps, NewLIFE provides a full range of fertility services utilizing their state-of-the-art laboratory.<br><br>NewLIFE's 7 locations across Florida, Mississippi, and Alabama provides First Fertility with a strong presence in the Gulf Coast region. Dr. Ripps is excited to partner with First Fertility, one of the largest and most respected fertility organizations in the U.S.<br><br>NewLIFE will join First Fertility’s platform which includes The Fertility Institute, MCRM Fertility, RMA Long Island IVF, InVia Fertility, the Center for Advanced Reproductive Services, the Fertility Centers of New England, and others. | NewLIFE Fertility, First Fertility, 13 Jul 2022, Florida, Healthcare

MidCap Advisors is pleased to announce that Ned Stevens Gutter Cleaning of Long Island (“NSLI”) has been acquired by Ned Stevens Gutter Cleaning and General Contracting of New York LLC (“NSGC”), via its financial sponsor AVALT. MidCap Advisors was the exclusive financial advisor to NSLI. | Ned Stevens Gutter Cleaning of Long Island, Ned Stevens Gutter Cleaning and General Contracting of New York LLC, 8 Jul 2022, New York, Manufacturing & Services

MidCap Advisors is pleased to announce that EPIC Insurance Brokers & Consultants (“EPIC”) has acquired Dixon Wells (“DW”), an Alabama-based broker general agency with additional locations in South Carolina, North Carolina, Tennessee, and Ohio. DW specializes in life insurance, long-term care, disability income, and annuity products. The transaction became effective on 05/31/2022. | Dixon Wells, EPIC Insurance Brokers & Consultants , 31 May 2022, Alabama / South Carolina / North Carolina / Tennessee / Ohio, Insurance

MidCap Advisors is pleased to announce that the Simplicity Group (“Simplicity”) has acquired Buckhead Brokerage Group (“BBG”), a Georgia-based broker general agency specializing in life insurance, long-term care, disability income, and annuity products. The transaction became effective on March 31, 2022. The Partner of BBG, Forrest Mitchell, will stay post-acquisition to continue to grow BBG’s offering to banks and wealth management groups. | Buckhead Brokerage Group, The Simplicity Group , 31 Mar 2022, Georgia, Insurance

Peter C. Foy & Associates Insurance Services (“PCF”) has acquired Baltimore, Maryland-based Young Insurance & Financial (“YIF”). The transaction became effective Dec 31, 2021. YIF is a property & casualty insurance agency primarily offering personal lines coverages to their clients in the mid-Atlantic region. YIF was formed in 2000 by Ed Young who has managed and grown the agency since its inception. Ed started his agency from scratch and has been acquisitive over the years, acquiring seven agencies since 2007. Post-transaction Ed will continue to lead the agency and build toward future growth. | Young Insurance & Financial, PCF Insurance Services , 31 Dec 2021, Maryland, Insurance

Peter C. Foy & Associates Insurance Services (“PCF”) has acquired Huntington, Pennsylvania-based The Stern Agency (“TSA”). The transaction became effective Dec 31, 2021. TSA is a property & casualty insurance agency offering both personal and commercial lines coverages to their clients in the mid-Atlantic region. TSA was formed in 2007 by Pamela Stern who has managed and grown the agency since its inception. Over the years, TSA has built a specialty niche in the agriculture and farm space. Post-transaction Pamela will continue to lead the agency and build toward future growth.| The Stern Agency, PCF Insurance Services , 31 Dec 2021, Pennsylvania, Insurance

Peter C. Foy & Associates Insurance Services (“PCF”) has acquired Baltimore, Maryland-based EZ Insurance Group, dba GEBCO (“EZ”). The transaction became effective Dec 31, 2021. EZ is a property & casualty insurance agency primarily offering personal lines coverages to their clients in the mid-Atlantic region. EZ was formed in 1974 by Ed Young who has managed and grown the agency since its inception. Post-transaction Ed will continue to lead the agency and build toward future growth.| EZ Insurance Group - dba GEBCO, PCF Insurance Services , 31 Dec 2021, Maryland, Insurance

Peter C. Foy & Associates Insurance Services (“PCF”) has acquired Manassas, Virginia-based The Corrigan Insurance Agency, Inc. (“CIA”). The transaction became effective Dec 31, 2021. CIA is a property & casualty insurance agency providing both personal and commercial lines coverage to their clients in the mid-Atlantic region. CIA was started in 2008 by Leslie Corrigan who has managed and grown the agency since its inception. Leslie has established a strong sales culture within her agency which has enhanced CIA’s profitability. Post-transaction Leslie will continue to lead the agency and build toward future growth. | The Corrigan Insurance Agency, PCF Insurance Services , 31 Dec 2021, Virginia, Insurance

Peter C. Foy & Associates Insurance Services (“PCF”) has acquired Baltimore, Washington-based Marion Miller Associate, Inc. (“MMA”). The transaction became effective Dec 31, 2021. MMA is a property & casualty insurance agency providing both personal and commercial lines coverage to their clients in the mid-Atlantic region. MMA was founded in 2000 by Marion Miller who has managed and grown the agency since its inception. Over the past 5 years Marion’s sons, Zach and EJ, Have joined her in leading the agency and building out their P&C capabilities. Post-transaction Marion will continue to lead the agency and build toward future growth. | Marion Miller & Associates, PCF Insurance Services , 31 Dec 2021, Maryland, Insurance

Peter C. Foy & Associates Insurance Services (“PCF”) has acquired Elkton, Maryland-based Daniel Corrigan Insurance (“DCI”). The transaction became effective Dec 31, 2021. DCI is a property & casualty insurance agency primarily offering personal lines coverages to their clients in the mid-Atlantic region. DCI was formed in 2003 by Daniel Corrigan who has managed and grown the agency since its inception. Post-transaction Daniel will continue to lead the agency and build toward future growth. | Daniel Corrigan Insurance Agency, PCF Insurance Services , 31 Dec 2021, Maryland, Insurance

StandardAero has acquired Miramar, Florida-based PTS Aviation (“PTS”). The transaction became effective December 31, 2021. PTS Aviation is a worldwide supplier of serviceable aircraft engines, engine components, and engine inventory. Founded in 1995, PTS has more than 150-years of combined aviation management experience and significant expertise in buying, leasing, and selling engines, modules, and used serviceable material (USM). The acquisition of PTS Aviation will allow StandardAero to expand its portfolio of services and increase its capabilities to buy, sell, and embody USM into the CFM56-7B engine platform. | PTS Aviation, StandardAero, 31 Dec 2021, Florida, Manufacturing & Services

MKD Electric, LLC (MKD), a portfolio company of Hastings Equity Partners, LLC (Hastings), invested in XSTele.com, LLC (XS Telecom). Based in Warrenton, VA and founded in 2014, XS Telecom is a national provider of essential communications infrastructure, providing voice and data network cable design, installation, and support solutions for large national data center companies and Fortune 500 clients. A combination of MKD and XS Telecom will create a scaled national provider servicing rapidly growing, attractive end markets, including data centers. This is the third investment MKD has completed since Hastings, a private equity firm focused on investing in lower middle market businesses, acquired MKD in January 2021. | XS Telecom, MKD Electric, 14 Dec 2021, Warrenton- Virginia, Manufacturing & Services

Stravos owns and operates educational services companies that provide academic preparedness, enrichment opportunities and consulting services across multiple companies in the U.S. and United Kingdom. Stravos is a student-centric approach that focuses on helping students build confidence, hone strategic skills and achieve academic success. | Stravos Education, MidCap Equity Partners, 10 Dec 2021, California, Education

ClickEnroll provides targeted benefit enrollment with time savings benefit administration. By incorporating a combination of artificial intelligence, analytics and enrollment technology, the ClickEnroll intelligent ecosystem provides a simple and unique experience resulting in reduced acquisition costs, increased participation and simplified enrollment. | ClickEnroll, MidCap Equity Partners, 7 Dec 2021, New Jersey, Insurance

Risk Strategies Corp. (“RSC”) has acquired Springfield, New Jersey-based KRA Insurance Agency, Inc. (“KRA”). The transaction became effective November 1, 2021. KRA is a multi-line insurance agency providing commercial and personal P&C coverage as well as individual and employee benefits insurance. KRA has expertise in a variety of niches including; Professional Liability, Construction, Hospitality, and High Net Worth Personal Lines. KRA was founded over fifty years ago by Mike Rekoon whose guidance helped grow the agency to become a leader in the region. Over the past decade KRA had elevated several key employees to shareholders and these five partners will continue to the lead agency post-transaction in partnership with Risk Strategies. | KRA Insurance Agency Inc, Risk Strategies Corp, 1 Nov 2021, Springfield- New Jersey, Insurance

Hub International (“Hub”) has acquired Woburn, Massachusetts-based Tanna Insurance, Inc. (“Tanna”). The transaction became effective November 1, 2021. Tanna is a property & casualty insurance agency primarily serving a variety of commercial clients throughout the United States. Tanna was founded over ten years ago by Dinesh Tanna who wanted to lead an agency after years of experience in the industry. Dinesh and his team will continue post-transaction and build toward future growth alongside Hub. | Tanna Insurance Inc, HUB International, 1 Nov 2021, Massachusetts, Insurance

Hub International Limited (“Hub”), a leading full-service global insurance brokerage and financial services firm, acquired the assets of Silverman Financial, Inc. (“Silverman” or “SFI”). Based in Miami, Florida, Silverman is an independent financial planning firm, which specializes in retirement services, estate, and wealth management. Silverman manages more than $600 million in assets. MidCap Advisors was the financial due diligence provider to Hub. The transaction was effective October 5, 2021, and SFI will partner with Hub Retirement and Private Wealth (RPW). At its core, Hub’s RPW division helps plan sponsors create an offering that aligns with their business strategy, navigates fiduciary risk, and helps employees pursue their financial goals. The several registered investment advisory affiliates in Hub RPW provide investment advisory services to clients whose total assets are approximately $105 billion. | Silverman Financial, Hub International Limited, 05 Oct 2021, Florida, Retirement & Wealth Advisory

Acrisure, LLC (“Acrisure”) has acquired Mt. Pleasant, South Carolina-based Atlantic Shield Insurance Group (“Atlantic Shield”). The transaction became effective October 1, 2021. Atlantic Shield is a property & casualty insurance agency providing insurance solutions to personal and commercial clients in the southeast. Atlantic Shield was founded in 2004 by Erik Loesch and Hill Shaw. Since inception, both Erik and Hill have successfully helped the agency grow and prosper. Post-transaction Erik and Hill will lead the agency and build toward future growth. | Atlantic Shield Insurance Group, Acrisure LLC, 1 Oct 2021, Mt. Pleasant- South Carolina, Insurance

Summit Risk Advisors, LLC (“Summit”) has acquired Mt. Pleasant, South Carolina-based Mappus Insurance Agency, Inc. (“Mappus”). The transaction became effective September 1, 2021. Mappus is a property & casualty insurance agency providing insurance solutions to personal and commercial clients in the southeast. Mappus was founded in 1960 and has been recently owned and operated by Andrew E. Muller. Post-transaction Andrew will lead the agency and build toward future growth. | Mappus Insurance Agency Inc., Summit Risk Advisors, 1 Sep 2021, Mt. Pleasant- South Carolina, Insurance

Third Wave Business Systems (“Third Wave”) was acquired by Evergreen Services Group (“Evergreen”) in August 2021. Third Wave is the country’s longest standing SAP Business One ERP Partners. As an SAP Gold Partner, Third Wave helps small and midsize businesses implement and customize SAP Business One in addition to a suite of proprietary software solutions including Versago and BizWeaver. In Third Wave, Evergreen sees the opportunity to enhance its capabilities in the rapidly growing managed applications market that is highly complementary to Evergreen’s portfolio of MSPs. | Third Wave Business Systems, Evergreen Services Group, Aug 2021, New Jersey, Manufacturing & Services

Hub International, backed by Hellman & Friedman, acquired Scottsdale Arizona-based EPG Insurance, LLC. The transaction became effective October 1, 2021. Established in 2016 through the merger of Eaton & Associates and Provident Group, EPG is a multi-line property & casualty insurance brokerage firm with a focus in commercial markets. EPG looks forward to continued growth and excellence with its new partner, Hub International. EPG’s principal owners, Tim Schmidt, Jeff Schmidt, and Greg Budiac, will continue to lead the business leveraging the resources of the expanding Southwest Region of Hub. | EPG Insurance LLC, HUB International, 1 Oct 2021, Scottsdale - Arizona, Insurance

Simplicity Group acquired New Jersey-based Algren Associates Inc. The transaction became effective October 1, 2021. Established in 1960 and purchased by Doug Mishkin in 2006, Algren provides the insurance community with creative solutions focused on complex life insurance coverage. Algren looks forward to continued growth and excellence with its new partner, Simplicity. Doug Mishkin will continue to lead the business | Algren Associates Inc, Simplicity Group Holdings, 1 Oct 2021, Red Bank - New Jersey, Insurance

| A-Affordable Insurance Agency, Acrisure, 1 Sep 2021, Massachusetts, Insurance

| Millennium Advisory Services Inc., HUB International, 1 Sep 2021, Richmond - Virginia, Retirement & Wealth Advisory

Pegasus Home Fashions (“Pegasus”) was acquired by H.I.G. Capital (“H.I.G.”) in August 2021. Pegasus is one of the country’s largest and fastest growing manufacturers of pillows and wholesaler of ancillary bedding products. Pegasus has a broad portfolio of proprietary, licensed, and private label brands that are manufactured within several facilities throughout the United States. Partnering with H.I.G. will add to Pegasus’ resources and accelerate capitalizing on the company’s many growth opportunities. | Pegasus Home Fashions, H.I.G. Capital, Aug 2021, National, Manufacturing & Services

The Hilb Group (Hilb) acquired Massachusetts-based MillBrook Benefits & Insurance Services, LLC (MillBrook), which will expand Hilb's presence in New England. The transaction became effective July 28th, 2021. Established in 2002, MillBrook provides employers with the design, implementation, and management of employee benefits and other programs to help companies retain talent. MillBrook's founder Pete Miller will continue to lead the business and work with Hilb to grow its presence in the New England area and nationwide. | MillBrook Benefits & Insurance Services LLC., The Hilb Group, 28 Jul 2021, Longmeadow - Massachusetts, Insurance

| TCG Capital Group, Hub International, 01 Jul 2021, Pearl River - NY, Wealth & Retirement Advisory

The Hilb Group (“Hilb”), backed by The Carlyle Group, has acquired Mechanicsville, Virginia-based Easley Hedrick Insurance & Financial (“Easley Hedrick”). The transaction became effective July 1, 2021. Easley Hedrick is a multi-line insurance agency, providing a broad range of offerings for its clients. Agency Principals Suter Easley and Brandon Hedrick, and their team of insurance professionals, will be joining Hilb Group’s Mid-Atlantic regional operations. | Easley Hedrick Insurance & Financial, The Hilb Group, 01 Jul 2021, Virginia, Insurance

The Hilb Group (“Hilb”), backed by The Carlyle Group, has acquired Virginia Beach, Virginia-based Mayo Insurance (“Mayo”) and Williamsburg Insurance Agency, LLC (

The Hilb Group (“Hilb”), backed by The Carlyle Group, has acquired Roanoke, Virginia-based Ryan Harris Insurance & Financial Services (“Ryan Harris”). The transaction became effective July 1, 2021. Ryan Harris is a multi-line insurance agency, providing a broad range of offerings for its clients. Agency Principal Ryan Harris, and his team of insurance professionals, will be joining Hilb Group’s Mid-Atlantic regional operations. | Ryan Harris Insurance & Financial Services, The Hilb Group, 01 Jul 2021, Virginia, Insurance

The Hilb Group (“Hilb”), backed by The Carlyle Group, has acquired Manassas, Virginia-based Harvey Insurance Agency (“HIA”). The transaction became effective July 1, 2021. HIA is a multi-line insurance agency, providing a broad range of offerings for its clients. Agency Principal William Harvey Jr., and his team of insurance professionals, will be joining Hilb Group’s Mid-Atlantic regional operation | Harvey Insurance Agency, The Hilb Group, 01 Jul 2021, Virginia, Insurance

The Hilb Group (“Hilb”), backed by The Carlyle Group, has acquired Manassas, Virginia-based Ghaphery Insurance. The transaction became effective July 1, 2021. Ghaphery Insurance is a multi-line insurance agency, providing a broad range of offerings for its clients. Agency Principal Keith Ghaphery, and his team of insurance professionals, will be joining Hilb Group’s Mid-Atlantic regional operations. | Ghaphery Insurance, The Hilb Group, 01 Jul 2021, Virginia, Insurance

The Hilb Group (“Hilb”), backed by The Carlyle Group, has acquired Richmond, Virginia-based Ronnie Shriner Insurance Agency. The transaction became effective July 1, 2021. Ronnie Shriner Insurance Agency is a multi-line insurance agency providing a broad range of offerings for its clients. Agency Principal Ronnie Shriner, and his team of insurance professionals, will be joining Hilb Group’s Mid-Atlantic regional operations. | Ronnie Shriner Insurance Agency, The Hilb Group, 01 Jul 2021, Virginia, Insurance

The Hilb Group (“Hilb”), backed by The Carlyle Group, has acquired Burke, Virginia-based Braddon Insurance Advisors. The transaction became effective July 1, 2021. Braddon Insurance Advisors is a multi-line insurance agency providing a broad range of offerings for its clients. Agency Principal Jack Braddon, and his team of insurance professionals, will be joining Hilb Group’s Mid-Atlantic regional operations. | Braddon Insurance Advisors, The Hilb Group, 01 Jul 2021, Virginia, Insurance

Applied Biological Laboratories Inc. is a New York biotechnology company committed to the research, development, manufacturing, and distribution of scientifically validated natural products that strengthen the body’s innate defenses. | Applied Biological Laboratories Inc., MidCap Equity Partners, 25 Jun 2021, New York, Healthcare

Simplicity Group acquired New Jersey-based American Financial Network, LLC (AFN). The transaction became effective April 6, 2021. Established in 2001, AFN provides the insurance community with unique distribution solutions focused on annuities and life insurance coverage. AFN looks forward to continued growth and excellence with their new partner Simplicity. AFN’s founder Gregory E. Nemec and his son, Gregory A. Nemec will continue to lead the business. | American Financial Network LLC., Simplicity Group Holdings, 06 Apr 2021, Parsippany - New Jersey, Insurance

PCF Insurance (“PCF”) has acquired The Peterman Group (“TPG”), a Montgomeryville, Pennsylvania-based Limited Liability Company. The transaction became effective March 1, 2021. TPG, a third generation, family owned, full-service insurance brokerage firm was founded by Howard R. Peterman, Jr over 80 years ago. TPG is one of the most experienced multi-line property & casualty and employee benefits agencies in Montgomeryville with a niche dentist protection program. Serving some of the region’s finest businesses, TPG is led by Todd Peterman, John Peterman, and Michael MacNeal. | The Peterman Group, PCF Insurance, 01 Mar 2021, Pennsylvania, Insurance

Beverly Capital (Beverly) has acquired The Eye Health Group (“EHG”), a multi-location, New Jersey-based medical optometric service provider. Beverly’s investment in EHG will support existing management and expedite the company’s expansion. EHG supports a growing number of optometric doctors requiring EHG’s patient-centric model, robust medical offerings, and large regional footprint that is needed to effectively compete in the future. | The Eye Health Group, Beverly Capital, 1 Feb 2021, New Jersey, Healthcare

TriSpan LLP (“TriSpan”) has acquired Melville, NY-based Prestige Employee Administrators, Inc. (“Prestige”) forging a strong partnership with the company’s founders and management team. The transaction became effective December 31st, 2020. Established in 1998, Prestige has established a proven track record in providing small and mid-size businesses (SMBs) a turnkey solution for managing all aspects of their human resources (HR) functions. This partnership will help take Prestige to its goal of becoming one of the nation’s leading PEO. TriSpan is a private equity firm that is committed to drive growth and performance by bringing deep operational and financial resources to bear in each of its investments. MidCap acted as advisor to Prestige in the transaction. | Prestige Employee Administrators Inc., TriSpan LLP, 31 Dec 2020, Melville - NY, Manufacturing & Services

Alpha Pension Group (“Alpha” or “APG”) is a nationally recognized retirement leader headquartered in Boston, Massachusetts. The firm’s retirement business serves 600 plan sponsor clients with more than $2B of AUA and more than 55,000 participants. APG has a long history of participant engagement which has served as a natural bridge to its wealth advisory business. This is further exemplified by Alpha’s 98% retention rate of clients. MidCap Advisors was the exclusive financial due diligence provider to HUB International in their acquisition of Alpha. | Alpha Pension Group, HUB International, 19 Dec 2020, Massachusetts, Retirement & Wealth Advisory

| Atlantic Physical Therapy LLC, Phoenix Rehabilitation and Health Services, 2 Dec 2020, Maryland, Healthcare

Constellation Affiliated Partners (Constellation) has acquired Jacksonville, Florida-based Trinity Transportation Services, LLC (Trinity) and Raleigh, North Carolina-based Global Claims Services, Inc. (Global). The transaction became effective November 3, 2020. Trinity was founded in 2004 and is a leading managing general agent in the towing and recovery insurance space. This program offers Commercial Auto, General Liability, Property, Inland Marine and Excess/Umbrella coverages for towing and recovery operations and vehicles. Global is a property and casualty third party administrator founded in 1999 that exclusively handles claims for Trinity. MidCap served as advisor to Trinity and Global. | Trinity Transportation Services LLC & Global Claims Services Inc., Constellation Affiliated Partners, 03 Nov 2020, Florida & North Carolina, Insurance

Acrisure, LLC (Acrisure) has acquired Sequim, Washington-based Castell Insurance, Inc. (Castell). The transaction became effective November 1, 2020. Castell is a multi-line insurance agency providing both Medicare and property & casualty insurance to clients in northwest Washington. Castell was founded over fifteen years ago by Phil Castell who has managed and grown the agency since its inception. Over the past decade Phil’s son, James, has joined him in leading the agency and building out their P&C capabilities. Post-transaction James will lead the agency and build toward future growth. | Castell Insurance Inc., Acrisure LLC, 01 Nov 2020, Washington, Insurance

Hub International Mid-Atlantic (Hub) has acquired Springfield, Virginia-based Olson Insurance Agency, and affiliated Your Insurance Brokerage. (together, Olson). The transaction became effective on November 1, 2020. Olson is a property and casualty insurance agency providing personal and commercial lines insurance to clients in the Metro D.C area and throughout the state of Virginia. Olson was previously part of Nationwide Mutual Insurance Company’s exclusive distribution model and recently transitioned to an independent model under the leadership of Max Olson. Max is the 14th member of his family to work with Nationwide, and he will continue to lead operations post-closing. Max has successfully transitioned several other Nationwide agencies and plans to continue to lead these efforts in partnership with Hub. The first follows the acquisition, Insure All LLC (Insure All), which was closed simultaneously with Olson. MidCap provided guidance to both Olson and Insure All. | Olson Insurance Agency LLC & Your Insurance Brokerage LLC, Hub International Ltd., 01 Nov 2020, Virginia, Insurance

Hub International Mid-Atlantic, Inc. (Hub) has acquired Stanley, Virginia-based Insure All, LLC (Insure All). The transaction became effective November 1, 2020. Insure All is a property and casualty insurance agency providing personal and commercial lines insurance to clients throughout the state of Virginia. Insure All was previously part of Nationwide Mutual Insurance Company’s exclusive distribution model and recently transitioned to an independent model. Insure All will join Olson Insurance Agency helping to add to Hub’s growing presence in Northern Virginia. MidCap provided guidance to both Olson and Insure All. | Insure All LLC, Hub International Ltd., 01 Nov 2020, Virginia, Insurance

Peter C. Foy & Associates Insurance Services (PCF) has acquired Chestertown, Maryland-based Dukes-Moore Insurance Agency, Inc. (Dukes-Moore). The transaction became effective October 9, 2020. Dukes-Moore is a multi-line insurance agency providing personal and commercial lines insurance as well as group benefits to clients throughout the state of Maryland. Dukes-Moore has been a leading provider of insurance services to Marylanders since 1931, and has successfully grown under the stewardship of Michael and Wendy Moore since 1998. The Moores will continue to run and operate the business post-transaction. | Dukes-Moore Insurance Agency Inc., PCF Insurance Services , 09 Oct 2020, Maryland, Insurance

| Leading Edge Companies, Hub International, 27 Oct 2020, Fort Myers - Florida, Retirement & Wealth Advisory

Risk Strategies Company, backed by Kelso Private Equity, acquired long island-based FBA National, LLC (FBA). The transaction became effective October 1, 2020. FBA National is an insurance agency with a primary focus on tailoring employee benefit packages for clients complying with wage parity, living wage, and similar requirements such as prevailing wage. Established in 2012, FBA experienced tremendous growth and became the market leader in the New York home healthcare sector. FBA looks forward to continued growth and excellence with their new partner Risk Strategies. FBA’s three founding partners; William Squires, John Kuveikis, and Matthew Bryant will continue to lead the business. | FBA National LLC., Risk Strategies Company (Kelso Private Equity), 1 Oct 2020, Long Island, Insurance

The Barnstable County Mutual Insurance Company, Inc acquired Provincetown, Massachusetts-based Benson Young & Downs Insurance Agency, Inc (“BY&D”). The transaction became effective September 1, 2020. BY&D is a property & casualty insurance agency primarily providing personal lines insurance to real estate owners throughout Cape Cod. BY&D has been serving the insurance needs of Cape Codders since 1902 and is proud to continue their “client first” tradition going forward with The Barnstable. BY&D will remain an independent agency and continue to be led by current President, Paul Silva. | Benson Young & Downs Insurance Agency Inc, The Barnstable County Mutual Insurance Company Inc, 1 Sep 2020, Massachusetts , Insurance

| Gus Bate Insurance & Investments, Hub International, 09 Jul 2020, Fort Worth - Texas, Retirement & Wealth Advisory

IES Holdings, Inc. has acquired all of the equity interests in Aerial Lighting & Electric, Inc., a Naugatuck, CT-based electrical contractor specializing in the design and installation of electrical systems for multi-family developments, with revenues of approximately $24 million in calendar year 2019. Aerial will become part of IES’s Residential segment and continue to operate under the Aerial name. | Aerial Electric, IES Holdings, 18 Feb 2020, Connecticut, Manufacturing & Services

Carfoldio Ltd, designs and develops the world’s most compact, adjustable and portable child car safety products under the MiFold and HiFold brands. | MiFold, MidCap Equity Partners, 13 Jan 2020, Israel, Manufacturing & Services

SpringPOD is an online platform based in London, England that connects school students with STEM employers. | SpringPod, MidCap Equity Partners, 7 Jan 2020, United Kingdom, Education

| Weaver Bros. Insurance Associates, Risk Strategies, Jan 2020, Bethesda - Maryland , Insurance

| Byrne Dairy Fluid Milk Operations, Upstate Niagra Cooperative Inc., 25 Nov 2019, New York, Manufacturing & Services

The Hilb Group, LLC acquired Massachusetts-based Gould & Naimoli Partners, LLC/G&N Insurance (“G&N”). The transaction became effective November 1, 2019. G&N is a property & casualty insurance agency primarily providing personal lines insurance to real estate owners in the New England area. Founded in 2010 by agency leaders, Zack Gould and Matt Naimoli, G&N was recognized as one of the fastest growing private companies by Inc. Magazine for the past three years. G&N will continue to operate out of its Southborough, Massachusetts location under the leadership of Gould and Naimoli. | G&N Insurance, The Hilb Group, 1 Nov 2019, Massachusetts, Insurance

| JW Retirement, Hub International, 17 Oct 2019, Long Island - New York, Retirement & Wealth Advisory

Penji is a mobile app, peer-to-peer (mentor to pupil) academic service enabling college students to find student tutors from their school. | Penji, MidCap Equity Partners, 20 Sep 2019, Colorado, Education

| GRP, Hub International, 04 Sep 2019, San Rafael - California, Retirement & Wealth Advisory

| Washington Financial Group, HUB International, 2019, McLean - Virginia, Retirement & Wealth Advisory

| Perennial Pension, Hub International, 15 Aug 2019, New York, Retirement & Wealth Advisory

| Wharton Hill Advisors, Hub International, 15 Aug 2019, Fort Washington - Pennsylvania, Retirement & Wealth Advisory

| EPIC Retirement, Hub International, 15 Aug 2019, New York, Retirement & Wealth Advisory

| MRP, Hub International, 15 Aug 2019, Denver - Colorado, Retirement & Wealth Advisory

Bedrick-Kaitz Agency Inc. (BKA) is a New York City-based firm focused on helping high-net-worth individuals and businesses throughout the country protect their assets. BKA is run by CEO Michael Rosenberg, who acquired the firm from one of its original founders, Donald Kaitz, shortly after joining the company in the 1980’s. The firm specializes in placing coverage for extremely high value and specialty vehicles including; Ferrari’s, Lamborghini’s, Koenigsegg’s, and Bugatti’s. | Bedrick-Kaitz Agency Inc., Risk Strategies Corp., 1 Aug 2019, New York, Insurance

Krauter & Company LLC is a leading specialty firm focused on the risk and insurance needs of private equity firms and their portfolio companies nationwide. Founded in 2004 and headquartered in New York City, Krauter & Company counts more than 185 private equity firms and thousands of portfolio companies among its client base. The company’s staff, numbering over 70 nationally and averaging over 25 years in the insurance business, is well known for its experience, depth, and proficiency in working with private equity firms. Beyond its New York City headquarters, Krauter & Company maintains eight additional offices throughout the United States, including Chicago, San Francisco, Los Angeles, Houston, and Boston. | Krauter & Company LLC, Risk Strategies Corp., 15 Feb 2019, New York, Insurance

| StoneStreet Renaissance, HUB International, 2019, Pearl River - New York, Retirement & Wealth Advisory

Inverness Graham has acquired Corsica Technologies, a provider of managed IT services. Corsica provides managed IT services to small and medium-sized businesses. The company’s services include network security, IT project management, systems management, 24/7 help desk services, on-site services, network monitoring services, data backups and disaster recovery, and strategic IT planning. Corsica, led by CEO Dale Walls, was founded in 2003 and is headquartered in Centreville, MD with additional offices in New York, Annapolis, and Houston. | Corsica Technologies, Inverness Graham, 22 Nov 2018, New York, Manufacturing & Services

Hub International Limited has acquired The TAMRAC Group (TAMRAC). Headquartered in Hunt Valley, Maryland, TAMRAC specializes in personal insurance and commercial insurance. TAMRAC provides insurance solutions for businesses in the automobile service and repair, cannabis, food and hospitality industries. This was one of several follow on acquisitions in Maryland after MidCap assisted in the sale of Rossman Hurt & Hoffman to Hub in 2017. | Tamrac, HUB International, 1 Nov 2018, Maryland, Insurance

| Lenders Risk Services/Solutions, NFP, Nov 2018, Towson - Maryland, Insurance

| Unity Graphics and Engraving, British American Tool and Die, 1 Oct 2018, New Jersey, Manufacturing & Services

| International Vapor Group, Turning Point Brands, 6 Nov 2018, Florida, Manufacturing & Services

| Access Systems Integration, ADT, 9 Aug 2018, Florida, Manufacturing & Services

| Payer Sciences, Publicis Health, 17 July 2018, New Jersey, Manufacturing & Services

| Southern Maryland Insurance Inc., The Hilb Group, 1 July 2018, Maryland, Insurance

| Greffex Protect and Health, -, 1 Jun 2018, Houston, Healthcare

| Flather & Perkins, HUB, June 2018, Washington D.C., Insurance

| Zenith Marketing Group, Ash Brokerage, 30 Mar 2018, New Jersey, Insurance

| Aerocision, Bromford Industries, 29 Mar 2018, Connecticut, Manufacturing & Services

| Pleatco, Align Capital, 17 July 2017, New Jersey, Manufacturing & Services

NFP, a leading insurance broker and consultant that provides employee benefits, property & casualty (P&C), retirement and individual private client solutions, has acquired Insurance Management Group, Inc. (IMG). The transaction closed on February 1, 2018. Based in Ocean City, Maryland, IMG specializes in both commercial and personal lines P&C and offers coastal condominium risk expertise to clients. Principal of the firm, Reese Cropper, III, will join the NFP P&C division as a senior vice president, reporting to Denny Mears, a managing director in NFP's P&C division.|Insurance Management Group , NFP Corp., 1 Feb 2018, Maryland, Insurance

Maritime Insurance International, Inc (MII), a rapidly growing marine specialist insurance broker and consultant has acquired Maritime Insurance Services, Inc. (MIS). David Morrow of MIS will deepen the existing expertise while benefiting from the additional resources and solutions available through MII. The transaction closed on December, 21, 2017. Principal of the firm, David Morrow, will continue with MII as a Marine Producer. | Maritime Insurance Services, Maritime Insurance International, 21 Dec 2017, Maryland, Insurance

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International Mid-Atlantic, Inc. has acquired the assets of Contractor’s Services, Inc. (CSI) and Surety Services, LLC (SS), both Maryland based insurance brokerages. CSI and SS are leading providers of surety bond services to contractor’s in the Mid-Atlantic region. CSI and SS join several other agencies who were recently acquired by Hub in the region and will report to Norman Breitenbach, President of Hub Mid-Atlantic. MidCap has served as advisor to four of the agencies Hub has acquired in the area.| CSI Bonds, HUB International, 1 Dec 2017, Maryland, Insurance

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International Mid-Atlantic, Inc. has acquired the assets of Contractor’s Services, Inc. (CSI) and Surety Services, LLC (SS), both Maryland based insurance brokerages. CSI and SS are leading providers of surety bond services to contractor’s in the Mid-Atlantic region. CSI and SS join several other agencies who were recently acquired by Hub in the region and will report to Norman Breitenbach, President of Hub Mid-Atlantic. MidCap has served as advisor to four of the agencies Hub has acquired in the area.| Surety Services LLC, HUB International, 1 Dec 2017, Maryland, Insurance

BeneFix is a leading software provider for health benefits insurance brokers. It maintains a platform that simplifies the process for brokers to find and gather quotes from insurance providers. | Benefix, MidCap Equity Partners, 14 Nov 2017, Pennsylvania, Insurance

MoleSafe is the leader in offering advanced skin screening diagnostic services through our exclusive Skin Surveillance Program (SSP). | MoleSafe, MidCap Equity Partners, 16 Oct 2017, New York, Healthcare

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International Mid-Atlantic, Inc. has acquired the assets of Henry M. Murray, Inc. (HMM), a Maryland based insurance brokerage. HMM is a leading provider of marine property and casualty insurance in the Mid-Atlantic region. HMM joins the team at Rossmann-Hurt-Hoffman who was also recently acquired by Hub. MidCap served as advisor to both HMM and RHH.| Henry M. Murray Agency Inc., HUB International, 1 Jun 2017, Maryland, Insurance

Acrisure, LLC. has acquired substantially all of the assets of Insurance Management and Consulting, LLC (IMAC), an independent agency based in Belleville, NJ. IMAC, led by Joseph Maurillo, specializes in providing group benefit insurance for public sector clients throughout New Jersey. Joe and his team are excited to partner with Acrisure and leverage their property and casualty expertise for IMAC's clients. MidCap served as advisor to IMAC.| Insurance Management and Consulting LLC, Acrisure, 1 Jun 2017, New Jersey, Insurance

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International Northeast Limited has acquired the stock of Rossmann-Hurt-Hoffman, Inc. (RHH), a Maryland based insurance brokerage. RHH is a leading provider of Professional Liability insurance in the Mid-Atlantic region and is a full service broker offering both P&C and Employee Benefits expertise to its clients. RHH will become the Mid-Atlantic platform for Hub and expects to complete additional acqusitions in the near term. MidCap served as advisor to RHH. | Rossmann-Hurt-Hoffman Inc., HUB International, 1 May 2017, Maryland, Insurance

| POMCO, United Healthcare, 3 Apr 2017, New York, Insurance

Crozier Fine Arts (CFA), a subsidiary of Iron Mountain, Inc. acquired Cirkers Fine Art (Cirkers). The strategic acquisition expands CFA's storage, logistics, and transportation capabilities for high value paintings, photographs, and other types of art belonging to individual collectors, galleries and art museums. CFA is a leader in art storage and an industry advocate for worldwide standards. MidCap served as advisor to Cirkers. | Cirkers Fine Arts, Crozier Fine Arts, 3 Jan 2017, New York, Manufacturing & Services

UGP was founded in 1968 and is both a Third-Party Administrator (TPA) and Managing General Agent (MGA) of healthcare benefits. The Company offers specialty products and services that are sold through an extensive broker network to small and mid-sized businesses. The primary insurance products offered by the Company include gap, limited medical, minimum essential coverage and self-funded major medical. UGP maintains operations in Newtown, PA, and Boca Raton, FL. Gemspring Capital, LLC, is a Westport, Connecticut-based private equity firm with $350 million under management that focuses on making control equity investments and structured equity investments in lower middle market companies. MidCap advised United Group Programs, Inc. | United Group Programs Inc, Gemspring Capital Partners, 16 Dec 2016, Florida, Insurance

Testing Mom provides affordable online test prep & school skill building for students from Pre-K through the 8th grade. | TestingMom, MidCap Equity Partners, 1 Sep 2016, New York, Education

Denmark Education Holdings, LLC acquired the assets of Success Schools, LLC, a vocational school specializing in barber classes. Success Schools is a post-secondary education Title IV eligible career school with a main campus located in Indiana and an additional location in Chicago, IL. MidCap served as advisor to Success Schools | Success Schools, Denmark Education, 15 Jan 2016, Indiana, Education

AssuredPartners, Inc. acquired substantially all of the assets of Suydam Insurance, an independent agency based in Somerset, NJ. Suydam Insurance has provided business and personal insurance to clients in the greater New Jersey area since its founding 1879. MidCap served as advisor to Suydam. | Suydam Insurance, AssuredPartners, 12 Jan 2016, New Jersey, Insurance

Pritok Capital acquired Midwest Career College (MCC). MCC was established in 2004 to provide students with a well-rounded education to succeed in life. MCC prepares students for certification and licensure examinations in the fields of allied health and healthcare information technology. MidCap served as advisor to Midwestern Career College. | Midwestern Career College, Pritok Capital, 01 Jan 2016, Illinois, Education

Brown & Brown of Connecticut Inc. acquired substantially all of the assets of Smith Insurance, an independent agency based in Niantic, CT. Smith Insurance has provided personal lines and commercial insurance services in Connecticut and Rhode Island for over 75 years. MidCap served as advisor to Smith Insurance.| Smith Insurance, Brown & Brown Insurance, 11 Dec 2015, Connecticut, Insurance

Iron Mountain, Inc. the storage and information company, acquired Crozier Fine Arts (CFA), a storage, logistics, and transportation firm for high value paintings, photographs, and other types of art belonging to individual collectors, galleries and art museums. CFA is a leader in art storage and an industry advocate for worldwide standards. MidCap served as advisor to CFA. | Crozier Fine Arts, Iron Mountain, 2 Dec 2015, New York, Manufacturing & Services

Morgenthaler Private Equity recapitalized B&E Group, LLC, a leader in the aviation industry with advanced engineering, repair, and manufacturing. B&E Group is comprised of two distinct business units, an original equipment manufacturing (OEM) group, which manufactures complex, machined components used in commercial aerospace, military and space applications, and a maintenance, repair and overhaul (MRO) group, which repairs commercial aerospace engine components. The Company is headquartered in Southwick, MA and Fort Myers, FL. MidCap served as advisor to B&E Group, LLC. | B&E Group LLC, Morgenthaler Private Equity, 11 Nov 2015, Massachusetts, Manufacturing & Services

AssuredPartners of New Jersey, a subsidiary of AssuredPartners, Inc. acquired Moscker Insurance Agency, Inc. (Moscker), an independent agency based in Severna Park, MD and founded in 1992. Moscker is a full service agency specializing in coverage for individuals, businesses, and life and health insurance products. MidCap served as advisor to Moscker.| Moscker Insurance, AssuredPartners, 23 Sep 2015, Maryland, Insurance

Boathouse Capital, a Philadelphia-based investment fund, invested in Pleatco, a New York water filtration product manufacturer. Pleatco is a leading manufacturer of water filtration products for the pool and spa industry and is known for quality and innovation. Boathouse invested mezzanine debt to recapitalize Pleatco's balance sheet to fund future growth. | Pleatco, Boathouse Capital, 1 Sep 2015, New York, Manufacturing & Services

| Richmond Products, Good-Lite Company, 10 Jul 2015, New Mexico, Healthcare

Enterprise holdings has acquired the AllCar Rent-a-Car and Carpingo brands, along with other assets, of Citiwide Auto Leasing, Inc. Both AllCar Rent-a-Car, a neighborhood car rental provider, and Carpingo, a car sharing service, operate primarily in the New York City borough of Brooklyn. AllCar was founded in 1979 by Samuel Cigler before being passed on to his son Gil Cygler, both of whom have played fundamental roles in shaping the car rental business, both in New York and nationwide. MidCap served as advisor to AllCar/Citiwide. | AllCar Rent-A-Car, Enterprise Holdings, 17 Jun 2015, New York, Manufacturing & Services

NDC, a national healthcare supply chain company has acquired substantially all of the assets of Main Street Vaccines, a physician buying group specializing in vaccines. For more than 15 years, Main Street has provided it's thousands of physician members access to discounts with leading vaccine manufacturers. MidCap served as advisor to Main Street Vaccines. | Main Street Vaccines, NDC, 01 Apr 2015, New Jersey, Healthcare

AssuredPartners, Inc. acquired Platinum Planning, Inc., dba Walsh Benefits. Walsh Benefits is a full service employee benefits broker specializing in group and voluntary benefit product offerings. Walsh Benefits operates in the New Jersey cities of Fair Haven and Cranford under the leadership of Paul Walsh, president and Maryellen Walsh, co-founder and vice president. MidCap served as advisor to Walsh Benefits. | Walsh Benefits , AssuredPartners, 26 Mar 2015, New Jersey, Insurance

| Exchange Monitor Publications, Access Intelligence LLC, 1 Mar 2015, Virginia, Manufacturing & Services

AssuredPartners Inc. has acquired Amtech Insurance Brokers in Latham, New York. Amtech has been providing commercial insurance and risk management services for business for more than 20 years. The company has expertise in providing insurance solutions for the construction, welding supply, and compressed gas industries. MidCap served as advisor to Amtech.| Amtech Insurance Brokers, AssuredPartners, 9 Feb 2015, New York, Insurance

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International Northeast Limited has acquired the assets of MMZ Associates, Inc. (MMZ), a Westchester County, NY based brokerage. MMZ is a multi-line property and casualty insurance and risk management firm providing services to clients on a national scope. MidCap served as advisor to MMZ. | MMZ Associates, Hub International, 2 Jan 2015, New York, Insurance

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International Northeast Limited has acquired the stock of Fotek Insurance Agency, Inc. (Fotek), a New Jersey based employee benefits brokerage. Fotek is a full service employee benefits broker with expertise in strategic benefits planning, population health management, and healthcare reform guidance. MidCap served as advisor to Fotek. | Fotek Insurance Agency, Hub International, 6 Nov 2014, New Jersey, Insurance

AssuredPartners, Inc. acquired substantially all of the assets of Lucantha Marine Insurance, an independent retail and wholesale agency based in New Gloucester, ME. Formerly the Maine Division of International Special Risks, Inc., Lucantha Marine Insurance specializes in placing marine and yacht insurance lines with the best marine insurance companies nationally. MidCap served as advisor to Lucantha. | Lucantha (ISR Yacht), AssuredPartners, 8 Aug 2014, Maine, Insurance

| Stratus Test Prep, Renovus Capital Partners, 01 July 2014, New York, Education

Boathouse Capital, a Philadelphia-based investment fund, invested in Pleatco, a New York water filtration product manufacturer. Pleatco is a leading manufacturer of water filtration products for the pool and spa industry and is known for quality and innovation. Boathouse invested mezzanine debt to recapitalize Pleatco's balance sheet to fund future growth. | Pleatco, Boathouse Capital, 18 Sep 2013, New York, Manufacturing & Services

| Florida Medical Prep, Southern Technical College, 04 Apr 2014, Florida, Education

| Echo Springs Transition Study Center, Two Experienced Industry Executives, 24 Mar 2014, Idaho, Education

Hub International Limited, a leading global insurance brokerage, through its subsidiary FNA Insurance Services, Inc. has acquired the assets of the First National Administrators group of companies (FNA), a New Hyde Park, NY based employee benefits general insurance agency. Founded in 1974, FNA is a full service general agent and employee benefit consultant, currently providing a network of over 5,000 retail agents and brokers with comprehensive employer group insurance consulting, compliance, and billing/administrative services. MidCap served as advisor to FNA.| First National Administrators, Hub International, 4 Mar 2014, New Jersey, Insurance

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International New England acquired the majority assets of International Special Risks, Inc. (ISR), a Massachusetts & Virginia based brokerage. ISR is the largest marine insurance intermediary on the East Coast and has been serving agents across the country for more than 25 years. MidCap served as advisor to ISR. Subsequently, MidCap advised on the sale of the remaining assets of ISR, namely, Lucantha Marine Insurance. | International Special Risks, Hub International, 26 Nov 2013, Massachusetts, Insurance

LoanLogics raised $11.2 million in funding from Boston-based growth equity firm Volition Capital and existing investors. The Fort Washington, PA -based mortgage technology company plans to use the funds to grow its customer base and improve its enterprise loan quality and performance analytics software. LoanLogics was formed by the merger of NYLX, Inc. and Aklero Risk Analytics, Inc. MidCap arranged the merger and served as advisor on the subsequent capital raise. | Loan Logics, Volition Capital, 3 Jun 2013, Pennsylvania, Insurance

Scottish American Capital, an investment fund focused on insurance distribution businesses, acquired Buckingham Badler Associates (BBA), a New York City-based full service general insurance agency. Founded in 1973, BBA is a full service managing general agency offering commercial and personal insurance as well as other financial services. MidCap served as advisor to BBA. | Buckingham Badler Associates General Agents, Scottish American, 27 Dec 2012, New York, Insurance

Toppan Vite, a leading financial printer managing mission-critical content for capital markets transactions, financial reporting and regulatory compliance filings, and investment company and insurance communications, acquired Tri-State Financial Press LLC, a leading New York area financial printer. | Tri-State Financial Press, Toppan Vite, 17 Dec 2012, New York, Manufacturing & Services

| Southern Technical College, Wicks, 01 Nov 2012, Florida, Education

Enterprise holdings has acquired the business of Mint Cars On-Demand (Mint). Mint is a car-sharing company serving more than 8,000 members in New York City and Boston. Mint was founded in 2008 and grew to be one of the largest regional car-sharing companies with a network of more than 40 locations across Manhattan, Brooklyn, and Boston in just four years. MidCap served as advisor to Mint. | Mint Cars On-Demand, Enterprise Holdings, 15 May 2012, New York, Manufacturing & Services

Hub International Limited, a leading global insurance brokerage, through its subsidiary Hub International New England, acquired the assets of William Palumbo Insurance Agency (Palumbo), a Massachusetts-based insurance brokerage firm. Founded in 1932, Palumbo is a full service brokerage offering property and casualty, personal lines, employee benefits, life insurance and other financial services throughout Massachusetts and Rhode Island. The company operated out of six offices in Eastern and Central Massachusetts. MidCap served as advisor to Palumbo. | William Palumbo Insurance Agency, Hub International, 1 Sep 2011, Massachusetts, Insurance

National Educational Music Co., Ltd. or NEMC is a leading provider of band and orchestra musical instruments for use in educational programs. | NEMC, MidCap Equity Partners, 15 Aug 2011, New Jersey, Education

| 3D Medical, Scorpion Capital Partners, 1 Jul 2011, Florida, Manufacturing & Services

MidCap served as advisor to D.H. Evans Associates, Inc. (DHE), a Pennsylvania-based third party administrator, in their strategic sale to Commerce Benefits Group, a Ohio-based administrator. | D.H. Evans Associates Inc., Commerce Benefits Group Inc., 24 Mar 2011, Pennsylvania, Insurance

Modern Holdings, Inc. a diversified holding company, acquired a majority stake in Specialty Claims Management (SCM), a third party administrator. Based in Secaucus, NJ SCM is a leading national provider of risk and claims management services for insurers, reinsurers and self-insureds in the property and casualty sector. MidCap served as advisor to SCM. | Specialty Claims Management, Modern Holdings Inc, 19 Jul 2010, New Jersey, Insurance

| Antonelli Institute, Bradford School, 01 Jan 2010, Pennsylvania, Education

Dawson Companies, one of the largest independent insurance brokers in Ohio, acquired Quality Benefits Agency, Inc. (QBA). QBA, based in Cleveland, strengthens the benefits division at Dawson as they look to take their full service agency to the next level. MidCap served as advisor to Dawson Companies. | Quality Benefits Agency Inc, Dawson Companies, 1 Dec 2009, Ohio, Insurance

| Calderon Brothers Vending Co., Treat America, 1 Jul 2009, Indiana, Manufacturing & Services

| Javelin Technical Training Center, Exellere Partners, 02 Mar 2009, Georgia, Education

The Tiffen Company, a leading US manufacturer of glass filters and other products for the motion picture and broadcast industries, expanded its product offering and distribution channels through the acquisition of Lowel-Light Manufacturing, Inc. (Lowel). Lowel provides award winning solutions that make it easier to transport, set-up, control, and maintain lighting equipment for professional use. They are considered the world leader for location lighting. MidCap served as advisor to Lowel. | Lowel-Light Manufacturing, Tiffen Company, 15 Jan 2009, New York, Manufacturing & Services

TW Metals, Inc., a member of the O'Neal Steel family of companies, acquired Stainless Tubular Products (STP), a leading metal service center in the U.S.. STP was founded in 1979 and specializes in providing welded stainless steel tubing, pipe, fittings and bar. MidCap served as advisor to STP. | Stainless Tubular Products, TW Metals, 7 Dec 2008, New Jersey, Manufacturing & Services

Michael Stapleton Associates, a national perimeter security company, acquired Access Systems Integration (ASI), the New York region's leading electronic security integrator. ASI provides integrated intrusion detection, IP-based digital video recording, visitor management, and access control systems for clients throughout the tri-state area. MidCap served as advisor to ASI. | Access Systems Integration LLC, MSA Security, 11 Nov 2008, New Jersey, Manufacturing & Services

| Career Training Institute, Education Affiliates, 1 Dec 2007, Florida, Education

| Madison Media Institute, American Higher Education Development, 01 Aug 2007, Wisconsin, Education

| A.J. Weigand, Canadian Strategic Buyer, 1 Jul 2006, Ohio, Manufacturing & Services

| Barnes Bore Honing & Finishing, Lapmaster, 1 Jul 2006, Illinois, Manufacturing & Services

| YS Liedman & Associates, Arthur J. Gallagher & Co., 12 May 2006, Florida, Insurance

York Insurance Services Group, a leading property and casualty thrid party administrator and program manager, was sold to Odyssey Invesment Partners and management. MidCap advised York in the sale transaction. | York Insurance Services Group, Odyssey Investment Partners LLC, 1 Apr 2006, New Jersey, Insurance

| Accurate Agency, DCAP, 1 Feb 2006, New York, Insurance

Amerex Group, a leading importer of winter coats, was acquired by management in a leveraged buyout. Financing was provided by Allied Capital. MidCap acted as advisor to Amerex management and arranged the financing. | Amerex Group Inc., Amerex Group LLC, 30 Dec 2005, New York, Manufacturing & Services

| Innova Interiors, Management Buyout, 15 Sep 2005, New York, Manufacturing & Services

| RETS, JLL Private Equity, 1 Jul 2005, Maryland, Education

| IPA LLC, Affirmative Insurance Services, 20 June 2005, Michigan, Insurance

Lors Photography, the leading school photography company in New Jersey, was sold to Modern Holdings Inc. MidCap represented Lors in the sale transaction. | Lors Photgraphy Studio, Modern Holdings Inc, 01 Jan 2005, New Jersey, Education

| The McDuffee Insurance Agency, Brown & Brown Insurance, 1 Jan 2004, Massachusetts, Insurance

| RPM, The October Company, 1 Jan 2002, Massachusetts, Manufacturing & Services

| American Avionic Technologies Corporation , New England Capital Partners, 1 Jan 2002, New York, Manufacturing & Services

| Applied Health, -, 1 Jan 2000, Arizona, Healthcare

| Caring Hands Home Healthcare, -, 1 Jan 2000, North Carolina, Healthcare

| RN Healthcare Staffing, Private Investor, 1 Jan 2000, Virginia, Healthcare

| Women's International Pharmacy, -, 1 Jan 2000, Wisconsin, Healthcare

| GRI, Brown & Brown Insurance, 1 Jan 2000, - , Insurance

| The Mechanic Group, -, 1 Jan 2000, New York, Healthcare

| Perfect Circle Paintballs, Pepperball Technologies, 1 Jan 2000, Illinois, Manufacturing & Services

| Acushnet Insurance Agency Inc., Kaplansky Insurance, 1 Jan 2000, Massachusetts, Insurance

| BKM Benefits Insurance Agency LLC, Sky Bank, 1 Jan 2000, Ohio, Insurance

| Martin Insurance Agency Inc, Brooke Insurance, 1 Jan 2000, , Insurance

Annin Flag, the largest manufacture of American flags in the United States, purchased Detra Flag, the second largest manufacture of American Flags in an asset transaction. MidCap advised Annin in the purchase transaction. | Dettra Flag, Annin Flagmakers, 1 Jan 2000, Pennsylvania, Manufacturing & Services

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