Select Client Success Stories

Alliant Insurance Services – a leading national broker with best in class organic growth relies on CFA to provide un-biased, expert analysis for the majority its acquisitions. CFA provides Alliant with best in class pro forma analyses, comprehensive operational and financial due diligence support, and support throughout the entire deal process.

Trion Group – one of the nation’s largest benefit brokers relied on CFA to develop key financial and strategic plans resulting in a four-fold increase in the firm’s size. Our advice included ongoing Financial Planning and Analysis, creation of key executive long-term incentive plans, and development of key management reporting dashboards. This advice was a key component in Management’s success in building a best in class, highly profitable and fast growing operation. And in 2010, Trion’s management turned to CFA as their key sell-side advisor resulting in a highly successful sale to Marsh McLennan.

GNW / Evergreen – a leading multi-line and specialty broker in Los Angeles relied on CFA to provide management with key financial and strategic advice . CFA was a key partner with management helping the firm to double its size, increase its profitability, and dramatically increase equity value. And in 2014 when management decided to sell, they turned to CFA as the best advisor to run a highly successful sales process. Our process was one that went beyond the typical goal of most advisors – namely to get a deal done – and instead created a process to find the right buyer and then negotiate a deal that addressed all the goals, needs and desires of the owners and stakeholders.

The HDH Group – a leading specialty broker and ESOP company in Pittsburgh that sold in 2015, used CFA’s services for more than 18 years to help them with two rounds of successful internal ownership and management perpetuations, ongoing strategic and financial planning and providing the firm’s ESOT with annual valuations for the firm’s ESOP.


Representative Clients / Transactions

  • Affinity Insurance Services
  • Alliant
  • Association Growth Enterprises
  • BAC Risk Management, Inc.
  • Bay Benefits and Insurance Marketing, Inc.
  • Benefits Concepts Inc.
  • Benefits Unlimited, Inc.
  • Boca Raton Insurance Agency
  • Bradford Marketing Group, Inc.
  • Brokernet USA
  • California Coastal Insurance, Inc.
  • Charles W. Cammack & Associates
  • Coastal Financial Group
  • Colburn Insurance Services
  • Corporate Dynamics
  • Crown Insurance Agency, Inc.
  • Dallas National Life Insurance Company
  • First National Bank of Midsouth
  • First Midwest Bank
  • Fleet Financial Services
  • Glenn Insurance Inc.
  • GNW / Evergreen Insurance Services, Inc.
  • Hilb Rogal & Hamilton, Co.
  • Holterman Ord & Smith, Inc.
  • Inline Financial Group
  • International Benefits Corporation, Inc.
  • JA Versical & Associates
  • JenCap
  • Joseph M. Kolisch Insurance, Inc.
  • Madison Consulting Group
  • Meeker Sharkey Financial Services
  • Membership Services, Inc.
  • Morgan & Cheves, Inc.
  • Moselle Insurance, Inc.
  • O’Connor & Associates
  • Outsourcing Specialists
  • Patgo Insurance Agency, Inc.
  • Personal Insurance Programs
  • Philadelphia Benefits, Inc.
  • Phoenix Insurance Associates
  • Premiere Insurance Group, Inc.
  • Proctor Hommer Warren
  • Risk Strategies Company
  • San Jacinto Agency, Inc.
  • Student Insurance Services
  • Summit Bancorp
  • The Hanleigh Companies
  • The HDH Group, Inc.
  • Trion Group
  • USI Holdings Corporation
  • Venbrook Insurance Services