Risk Strategies Appoints Melissa Lewis as Chief Operating Officer, Commercial LinesLewis will lead strategic and operational capabilities while driving business development, following retirement of Drew Carnase
Risk Strategies Acquires Griffith Insurance, LLPStrong alignment with construction industry, commercial and private client business segments
Risk Strategies Acquires Felsen Insurance Services, Inc.Adds to specialty expertise in Real Estate, High Net Worth Personal Lines, and Religious Institutions
Risk Strategies Acquires George W. Blaisdell InsuranceSpecialty firm adds expertise to National Employee Benefits Practice in steadily growing New England region
Risk Strategies Selects Tom Panos to Head Chicago OfficeAccepts Managing Director position as part of overall office expansion
Risk Strategies Appoints S. Troy Bagwell as Commercial Lines Leader, West RegionWill champion the region’s commercial growth, client experience, and recruiting efforts
Risk Strategies Acquires The Baker Benefit Group, LLCExpands specialty capabilities, expertise in Executive Employee Benefits
Risk Strategies Acquires Silveus Insurance Group, Inc.Nation’s largest independent crop insurance broker will serve as foundation for agriculture specialty practice
Risk Strategies Appoints Marshall Heron as National Real Estate Practice LeaderIndustry veteran will lead the company’s national real estate practice strategic growth and client experience initiatives, operations and market relationships
Risk Strategies Promotes Rob Nesselt to Commercial Lines Leader, Atlantic RegionWill champion the region’s commercial growth, sales culture and recruiting efforts
Risk Strategies Appoints Bryan Newman Private Client Services Leader, West RegionBrings 15 years of industry experience to key position for client service and sales growth
Risk Strategies Acquires Robert C. Williams Insurance Agency, Inc.Pennsylvania retail firm adds specialty expertise in franchising, fast-food industries
Risk Strategies Acquires Pace Professional Services, Ltd.Adds professional liability expertise for certified public accountants
Risk Strategies Appoints Josh Conklin to National Employee Benefits Growth LeaderWill lead sales and client retention efforts for National Employee Benefits Practice
Risk Strategies Acquires North American Operations of H.W. International B.V.
Risk Strategies, a leading international specialty insurance brokerage and risk management firm, today announced that it has acquired Hugh Wood Inc. (U.S.) and Hugh Wood Canada Limited, the U.S. and Canadian operating entities of global insurance holding company, H.W. International B.V (HWI B.V.). Terms of the deal were not disclosed.
Stuart Piltch Appointed President of Risk Strategies ConsultingPiltch is a 35-year consulting industry veteran and Cambridge Advisory Group founder
Risk Strategies Acquires Ralph C. Wilson AgencyExpands Central region specialty expertise into Michigan
Risk Strategies Acquires Professional Risk AssociatesPhysician-focused agency adds to National Healthcare Practice
Risk Strategies Acquires Stone Insurance AgencyAdds to Northeast expertise in commercial, personal lines of insurance
Risk Strategies Acquires Hooper, Hayes & RoganCommercial, personal lines specialist add to Florida presence, capabilities
Risk Strategies Acquires Setnor Byer Insurance & RiskBuilds on strong presence in South Florida, expertise in commercial and personal lines
Risk Strategies Acquires Robert Alan AgencyNew York-based firm adds to expertise in personal and commercial lines
Risk Strategies Acquires Prince Associates, Inc.Adds Long Island commercial lines specialist to New York metro presence
Risk Strategies Names Carl Smith National Property Practice LeaderIndustry veteran will assume role following retirement of longtime leader Peter Fallon
Risk Strategies Acquires Fairmount Benefits CompanySpecialty firm adds to the expertise of rapidly growing national employee benefits practice
Risk Strategies Appoints Drew Carnase as Chief Operating Officer, Commercial LinesWill lead and enhance strategic and operational capabilities while driving business development
Risk Strategies and One80 Intermediaries to Reorganize Under Newly Introduced “Accession Risk Management Group” Parent BrandAccession Risk Management Group brand to provide parent platform for scale and growth of specialty companies serving clients evolving risk management needs
Risk Strategies Names Margaret Bussiere as Commercial Lines Leader, New York RegionWill champion the region’s commercial growth, client experience and recruiting efforts
Risk Strategies Acquires Strategic Benefit Solutions Inc.Massachusetts-based specialist adds to New England region expertise
Risk Strategies Acquires orchestrateHR Inc. and Affiliate eBen BenefitsPurchase adds significant, complementary capabilities to National Employee Benefits Practice
Risk Strategies Initiates Captives Group ConsolidationEstablishes Risk Management Advisors brand as lead for operations
Risk Strategies Acquires Benefit Design Group LLCPortland-based agency bolsters Benefits Practice Northwest presence
Risk Strategies Acquires Mahorsky Group, Inc., Brick Procurement, Inc.Secures leadership position of firm’s Surety Bond Practice, adds federal project expertise
Risk Strategies Named to Inc. 5000 for Third Consecutive YearRevenue growth of 173% places company on annual list of America’s fastest-growing private companies
Risk Strategies Acquires Bisnett InsuranceOregon-based agency bolsters presence in Pacific Northwest
Risk Strategies Acquires IZALE Financial Group, LLCIllinois-based firm adds specialty depth to Financial & Wealth Services Practice
Risk Strategies Acquires Castle Rock CapacityNew York-based retail broker brings expertise in construction and development
Risk Strategies Announces Innovative New Cyber Risk Management Service OfferingCyber Risk Management Platform offers continuous insight into cyber vulnerabilities, simplifies renewal process
Risk Strategies Acquires First Insurance GroupPurchase from Premier Financial Corp. adds to expertise, presence in Ohio.
Risk Strategies Appoints Pat Roth as West Regional LeaderRegional operating structure focuses on client service and business development
Boston Business Journal Names Risk Strategies a 2023 Fast 50 companyBOSTON, May 18, 2023 (GLOBE NEWSWIRE) -- The Boston Business Journal has named Risk Strategies, a leading national specialty insurance brokerage and risk management firm, to its exclusive 2023 Fast 50 list, which represents the 50 fastest-growing private companies in Massachusetts. Risk Strategies came in at number 23 on the list.
Risk Strategies Acquires Combined Underwriters of MiamiLongtime full-service agency bolsters South Florida capabilities
Risk Strategies Acquires International Insurance Brokers, Ltd.Full-service firm adds large commercial, benefits expertise to central region
Risk Strategies Appoints Rob Rosenzweig as New York Regional LeaderRegional operating structure build-out drives efficiency in client service and business development
Risk Strategies Enters Into Agreement to Acquire Insurance Business of Johnson Financial GroupBOSTON, April 26, 2023 (GLOBE NEWSWIRE) -- Risk Strategies today announced it is finalizing terms of a purchase agreement under which it will purchase the assets of Johnson Insurance Services (“JIS”), a subsidiary of Johnson Financial Group (“JFG”). Following the completion of due diligence, the transaction is expected to close in 45-60 days.
Risk Strategies Acquires JW Surety BondsBolsters practice with addition of largest volume bond producer
Risk Strategies Acquires HollandStivers Employer SolutionsKentucky presence bolsters Central Region Employee Benefits capabilities
Risk Strategies Acquires May, Bonee & Clark InsuranceAdds strength in Employee Benefits, Financial Services to New England Region
Risk Strategies Acquires The Insurance Center of North JerseyCommercial and professional liability expertise bolsters Metro New York region
Risk Strategies Named a Middle Market Leader by Boston Business JournalSecond year on the list reflects continued growth for Massachusetts-based company
Risk Strategies Acquires Parady Financial GroupAdds to specialty capabilities of National Financial and Wealth Services Practice
Risk Strategies Acquires Bullen Insurance GroupFourth-generation insurance brokerage and risk management firm brings significant capabilities, expertise in serving the specialized needs of high-net-worth families & individuals
Gowrie Group Annual Challenge Surpasses GoalRisk Strategies division raises $300,000 for Shoreline Soup Kitchens & Pantries
Risk Strategies Acquires Ladmar GroupEmployee Benefits Specialist Adds To New York Metro Region Capabilities
Danielle Chaplick Joins Risk Strategies Consulting as Managing DirectorWill serve on senior leadership team of the newly formed national consulting and actuarial services business
Survey Indicates 89% of Colleges and Universities Are Prioritizing Mental Health Coverage for StudentsSecond Annual Risk Strategies Education Student Health Plan Benchmarking also highlights cost increases
Risk Strategies Acquires Tanenbaum-Harber of Florida, LLCRetail commercial lines specialist adds to overall capabilities in state
Risk Strategies Acquires Statewide Condominium InsuranceCondominium Specialty Broker Adds to Florida Real Estate Capabilities
