Venbrook Acquires RD Parisi Associates and David Morse & Associates

Davies Acquires Disability Management Services (DMS)

January 7, 2021

Insurance

Davies, the London-based specialist professional services and technology firm, has acquired Disability Management Services, Inc. (DMS), a Springfield, Massachusetts–based third-party administrator specializing in individual disability claims. The deal adds roughly 180 specialists to Davies’ U.S. Life & Health claims capability and strengthens its claims administration offering; 7 Mile Advisors served as exclusive sell‑side advisor to DMS.

Venbrook Acquires InterContinental Insurance Brokers

December 1, 2021

Insurance

Venbrook Group, LLC acquired InterContinental Insurance Brokers, LLC, a Boston-based property & casualty insurance brokerage, to strengthen its East Coast presence and commercial real estate risk management capabilities. IIB founder Thomas E. Sleeper will continue to lead the business and become Managing Director of Venbrook Insurance Services Northeast Real Estate, supporting expansion of Venbrook's nationwide commercial real estate offerings.

Venbrook Group Acquires Alpharetta Underwriters

November 10, 2021

Financial Services

Venbrook Group, a Los Angeles-based insurance distribution and services holding company, acquired Alpharetta Underwriters, a specialty Managing General Agent (MGA) in Alpharetta, Georgia that provides Excess & Surplus (E&S) solutions for construction risks. The deal expands Venbrook's portfolio of E&S programs and strengthens its specialty underwriting capabilities for construction and contractor risks.

BMS Group Acquires David Roberts & Partners

July 29, 2024

Insurance

BMS Group has agreed to acquire David Roberts & Partners (DR&P), a leading UK insurance broker, subject to regulatory approvals. The seller is Inflexion, which backed DR&P since 2021 and helped scale the business to almost 400 employees and over £620m gross written premium; the deal expands BMS's specialty retail, wholesale (re)insurance and MGA capabilities and creates a combined business managing over £8 billion of GWP.

Danforth Advisors Acquires VPMR

December 17, 2024

Healthcare Services

Danforth Advisors, a life-science strategic and operational advisory firm, acquired VPMR, a full-service global market research firm serving life science and healthcare clients. The acquisition expands Danforth’s commercial readiness and market research capabilities; Allison Fuller will remain President of VPMR.

Davies Acquires Premier Claims Management

December 19, 2024

Professional Services

Davies has acquired Premier Claims Management (PCM), a Santa Ana, California-based provider of professional and general liability claims services. The deal brings Marilyn Bonetati and more than 40 PCM colleagues (including 16 coverage attorneys) into Davies’ North American claims operations and strengthens Davies’ claims handling capabilities for the Lloyd’s market across the U.S. and parts of Canada.