Players Health Acquires Monarch Management

MAI Capital Management Acquires Monarch Business & Wealth Management (and Regal Wealth Management)

December 17, 2021

Financial Services

MAI Capital Management acquired New York–based Monarch Business & Wealth Management, LLC and its strategic partner Regal Wealth Management, LLC, expanding MAI’s nationwide footprint and adding experienced financial planning and investment teams to its Sports & Entertainment Division. The deal, which closed Dec. 17, 2021, will increase MAI’s assets under management by over $163 million; financial terms were not disclosed.

Venn Growth Partners and BDC Capital Acquire Monarch House Ltd.

January 31, 2022

Healthcare Services

Venn Growth Partners and BDC Capital acquired Monarch House Ltd., a Canadian network of interdisciplinary behavioural health centres focused on children and youth with autism spectrum disorder, in a carve-out from CBI Health. The partnership establishes Monarch House as an independent, Canadian-owned company with plans to expand its network through new site development and selective acquisitions to serve more families nationwide.

The Walker Agency Acquires Monarch Title

August 16, 2023

Professional Services

The Walker Agency has acquired Monarch Title, a multi-location title insurance and settlement services firm based in Columbia, Missouri. The acquisition expands The Walker Agency’s service offering by adding title and closing services to its existing employee benefits, Medicare, long-term care, life insurance and financial services capabilities.

Glooko Acquires Monarch Medical Technologies (EndoTool)

September 23, 2025

Healthcare Services

Glooko, a Palo Alto–based digital health company, has acquired Monarch Medical Technologies, the Charlotte-based developer of the FDA‑cleared EndoTool inpatient glucose management system. The deal expands Glooko's connected diabetes care platform into hospitals and inpatient glycemic management; financial terms were not disclosed.

Monarch E&S Acquires Assets of Commercial Sector Insurance Brokers (CSIB)

July 10, 2024

Insurance

Monarch E&S Insurance Services, a division of Specialty Program Group LLC, has acquired the assets of Commercial Sector Insurance Brokers, LLC (CSIB), a Birmingham-based E&S wholesale broker and contract binding specialist. The transaction expands Monarch E&S's contract binding capabilities and specialty placements (notably in mining and coastal property) and integrates CSIB's management team and broker relationships into Monarch's national offering.

Brown & Brown Acquires Health Special Risk, Inc.

July 2, 2018

Insurance

Brown & Brown, Inc. has acquired Health Special Risk, Inc. (HSR), a managing general underwriter (MGU) and third-party administrator (TPA) specializing in special risk and accident & health insurance. HSR will continue operating from its Texas and Minnesota offices with principals Tom Lenihan (President) and Phil Munson (Executive VP) remaining in leadership roles under Brown & Brown’s American Specialty unit.