Press Releases

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11/21/2024
Acquisition
Risk Strategies Acquires Assets of Cornerstone Broker Insurance Services Agency Inc. and ARC Benefit Solutions BOSTON, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Risk Strategies,  2024 -- Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has acquired the assets of Ohio-based employee benefits specialty organization Cornerstone Broker Insurance Services Agency, Inc., an Ohio-based national provider of employee benefits solutions. The sale also included the assets of ARC Benefit Solutions, which provides ongoing support to employee benefit clients. 
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11/21/2024
Talent
Risk Strategies Appoints Matt Brinson Education Practice Vice President, Sales and Marketing BOSTON, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has appointed industry veteran Matt Brinson as Vice President of Sales and Marketing for the National Education Practice.
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10/30/2024
Acquisition
Risk Strategies Acquires Felsen Insurance Services, Inc. BOSTON, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has acquired Felsen Insurance Services, Inc. (Felsen), a New Jersey-based provider of commercial and personal P&C insurance products and services.
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10/22/2024
Acquisition
Risk Strategies Acquires George W. Blaisdell Insurance Boston, MA – October 22, 2024 (GLOBE NEWSWIRE) – Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the acquisition of George W. Blaisdell Insurance, a well-established agency focused on employee benefits based in Hampton Falls, NH. The acquisition further enhances the presence and capabilities of the Risk Strategies Employee Benefits Practice in its New England region.
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10/16/2024
Talent
Risk Strategies Appoints Jeff Clinkscales SVP, Private Client Services Leader for West Region BOSTON, October 16, 2024 (GLOBE NEWSWIRE) --  Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has appointed Jeff Clinkscales as SVP, Private Client Services Leader for the West Region. In this role, he will oversee the region’s sales and service teams and manage key relationships with carrier partners and other third parties.
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08/22/2024
Company
Accession Risk Management Group Closes $1 Billion Financing to Further Accelerate Growth of Risk Strategies and One80 Intermediaries BOSTON, Aug. 22, 2024 (GLOBE NEWSWIRE) – Accession Risk Management Group, the parent company of Risk Strategies and One80 Intermediaries comprising North America’s ninth largest privately held insurance broker, has closed a $1 billion incremental debt raise and refinancing. The funding will further accelerate a remarkable growth trajectory driven by the continued acquisition of leading specialty brokerages and targeted organic expansion.
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08/09/2024
Talent
Risk Strategies Enhances Private Equity Practice with Appointment of Bradford Leung as Senior Vice President BOSTON, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced the addition of Bradford Leung as Senior Vice President in its expanding Private Equity Practice. Leung brings over two decades of deep private equity and mergers and acquisitions expertise, ranging from property and casualty to employee benefits.
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08/07/2024
Company
Accession Risk Management Group and Family of Specialty Companies Earn Great Place To Work Certification™ BOSTON, Aug. 07, 2024 (GLOBE NEWSWIRE) -- Accession Risk Management Group is proud to announce that its family of specialty insurance distribution and risk management companies, Risk Strategies and One80 Intermediaries, have been Certified™ by Great Place To Work®. The prestigious award is based solely on employee feedback regarding their work experience. This year, 83% of employees affirmed it is a great place to work, a figure significantly higher than the average U.S. company.
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08/06/2024
Talent
Risk Strategies Announces Selection of Julie Harkins as Chief Operating Officer of its Parady Financial Group BOSTON, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced that Julie Harkins has been selected as Chief Operating Officer of Parady Financial Group. Parady is a specialty division of Risk Strategies Financial and Wealth business segment dedicated to helping the diverse needs of clients who are planning for or in their retirement years. In this newly created position, Harkins will oversee Parady’s business and service operations, as well as their staffing and client support processes.
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07/15/2024
Talent
Risk Strategies Appoints S. Troy Bagwell as Commercial Lines Leader, West Region BOSTON, July 15, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has appointed Troy Bagwell as Commercial Lines Leader, West Region. In this role, Bagwell will be responsible for building and executing the regional strategy for the Commercial Property & Casualty business segment. He will focus primarily on people and talent strategies, product offerings, and driving business results through enhancing the overall client experience.
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06/20/2024
Acquisition
Risk Strategies Acquires The Baker Benefit Group, LLC BOSTON, June 20, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading North American specialty insurance brokerage and risk management and consulting firm, today announced it has acquired The Baker Benefit Group, LLC (BBG), a retail firm providing ancillary employee benefits products at large employer groups.
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05/30/2024
Company
Risk Strategies – Gowrie Group Supports US Sailing Olympic Team with Significant Contribution BRISTOL, RI (May 30, 2024) – With the formal completion and announcement of the 13-athlete Olympic Team that will compete in Marseille, US Sailing, the national governing body of the sport of sailing, is proud to announce a significant contribution from Risk Strategies – Gowrie Group to support the team in preparation for the Olympic Games. The generous contribution from Risk Strategies will go to support the US Sailing Team’s overall Team operations and logistics during the Games.
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05/21/2024
Acquisition
Risk Strategies Acquires Silveus Insurance Group, Inc. BOSTON, May 21, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading international specialty insurance brokerage and risk management firm, today announced that it has acquired Silveus Insurance Group, Inc (Silveus). The Indiana-based broker dates back to 1940 and is the country’s largest independent specialty provider of crop insurance. Terms of the deal were not provided.
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04/29/2024
Talent
Risk Strategies Appoints Marshall Heron as National Real Estate Practice Leader BOSTON, April 29, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced that it has appointed Marshall Heron as National Real Estate Practice Leader. In this role, Heron will be responsible for partnering with regional and practice leadership to drive growth strategies, enhance the associate and client experience, strengthen key market relationships, as well as support intentional integration and talent recruiting efforts.
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04/25/2024
Company
Risk Strategies Annual Education Practice Student Health Plan Survey Finds Controlling Cost Reemerges as Primary Concern; Student Mental Health Drops to Third BOSTON, April 25, 2024 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today released the findings of its Third Annual  Student Health Plan Benchmarking Survey, which showed controlling costs once again ranking as the top concern among university and college student health plan administrators. The survey results also showed mental health coverage continues to be a top-three priority for plan administrators.
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04/11/2024
Talent
Risk Strategies Promotes Rob Nesselt to Commercial Lines Leader, Atlantic Region BOSTON, April 11, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has promoted Rob Nesselt to Commercial Lines Leader, Atlantic Region. In this role, Nesselt will be responsible for the Atlantic regional strategy for the commercial property & casualty business and driving business results through a strong sales culture, producer recruiting and onboarding, and strengthening market relationships.
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04/09/2024
Talent
Risk Strategies Appoints Bryan Newman Private Client Services Leader, West Region BOSTON, April 09, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Bryan Newman as Private Client Services Leader, West Region. In this role, he will manage the region’s sales and service teams, as well as manage key carrier and third-party relationships.
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04/02/2024
Acquisition
Risk Strategies Acquires Robert C. Williams Insurance Agency, Inc. BOSTON, April 02, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Robert C. Williams Insurance Agency, Inc. (Williams Insurance), a property and casualty retail specialist based in Wilkes-Barre, Pennsylvania.
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03/26/2024
Acquisition
Risk Strategies Acquires Pace Professional Services, Ltd. BOSTON, March 26, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Pace Professional Services, Ltd. (Pace), a Long Island-based firm specializing in professional liability coverages with a focus on certified public accountants and law firms. 
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03/21/2024
Talent
Risk Strategies Appoints Josh Conklin to National Employee Benefits Growth Leader BOSTON, March 21, 2024 (GLOBE NEWSWIRE) --  Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Josh Conklin as National Employee Benefits Growth Leader and Senior Managing Director. In this new role, he will drive growth through new business development and client retention, play a key role in recruiting and onboarding new producers, and help develop client solutions that draw on the full capabilities of the Risk Strategies National Employee Benefits Practice.
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03/19/2024
Acquisition
Risk Strategies Acquires North American Operations of H.W. International B.V. BOSTON, March 19, 2024 – 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.
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02/22/2024
Talent
Stuart Piltch Appointed President of Risk Strategies Consulting BOSTON, Feb. 22, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Stuart Piltch as President of its Risk Strategies Consulting business segment. Piltch will drive business development and innovation for a team of experienced consultants, actuaries, data scientists, pharmacists, accountants, and other experts focused on maximizing value for clients in their employee benefits programs.
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02/15/2024
Talent
John T. Carson Joins Risk Strategies as Employee Benefits Leader, New England Region BOSTON, Feb. 15, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that John T. Carson has joined as Employee Benefits Leader, New England Region. In this role, Carson will be responsible for the regional strategy for the Employee Benefits Business Segment focused on driving and achieving business results through revenue growth, superior client experience, people strategies, and market relationships.
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02/01/2024
Acquisition
Risk Strategies Acquires Ralph C. Wilson Agency BOSTON, Feb. 01, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has acquired Ralph C. Wilson Agency, a full-service risk management and employee benefits consulting firm and insurance agency headquartered in Southfield, Michigan. 
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01/25/2024
Acquisition
Risk Strategies Acquires Professional Risk Associates BOSTON, Jan. 25, 2024 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Professional Risk Associates, Inc. (PRA), a Virginia-based specialty healthcare insurance agency helping medical professionals manage a wide range of risks and liabilities.
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01/17/2024
Acquisition
Risk Strategies Acquires Stone Insurance Agency BOSTON, Jan. 17, 2024 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has acquired Stone Insurance Agency, a multi-generational agency serving commercial and personal lines clients based in Guilford, Connecticut. Terms of the deal were not disclosed.
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01/09/2024
Acquisition
Risk Strategies Acquires Hooper, Hayes & Rogan BOSTON, Jan. 09, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Hooper, Hayes & Rogan, a Fort Lauderdale-based agency focused on commercial and personal lines clients. Terms of the deal were not disclosed.
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12/21/2023
Acquisition
Risk Strategies Acquires Setnor Byer Insurance & Risk BOSTON, Dec. 21, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Setnor, Byer, Boganoff, Inc., which does business as Setnor Byer Insurance & Risk, a Greater Fort Lauderdale brokerage and risk management firm with a specialization in developing innovative property, casualty and employee benefits solutions.
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12/18/2023
Acquisition
Risk Strategies Acquires Robert Alan Agency BOSTON, Dec. 18, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Robert Alan Agency, a New York-based full-service retail insurance agency.
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12/04/2023
Talent
Risk Strategies Appoints Lesa Blaser Private Client Services Leader, Central Region BOSTON, Dec. 04, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Lesa Blaser has been appointed Private Client Leader, Central Region. In this role, she will be responsible for leading the sales and service teams within the region, as well as managing key carrier and third-party relationships. She will focus on developing growth strategies including producer recruitment, geographical expansion into new states, and increasing brand awareness to further build upon the strength of the company’s private client services offerings.
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11/09/2023
Acquisition
Risk Strategies Acquires Prince Associates, Inc. BOSTON, Nov. 09, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Prince Associates, Inc., a multi-line retail insurance agency based in Hicksville, NY. 
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11/01/2023
Talent
Risk Strategies Names Carl Smith National Property Practice Leader BOSTON, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has named Carl Smith as its National Property Practice Leader, succeeding Peter Fallon, who is retiring at year’s end after two decades with the firm. Smith and Fallon will work together closely in the coming months to ensure a smooth transition in leadership.
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10/30/2023
Acquisition
Risk Strategies Acquires Fairmount Benefits Company BOSTON, Oct. 30, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Fairmount Benefits Company, a Pennsylvania-based specialty firm focused on developing and administering employee benefit programs for corporate employers.
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10/24/2023
Acquisition
Risk Strategies Acquires North Bay Business Unit of InterWest Insurance Services, Expands Wineries Specialty Capabilities BOSTON, Oct. 24, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced it has acquired North Bay, a business unit from InterWest Insurance Services, LLC, adding, among other capabilities, specialty expertise to its Wineries Practice. 
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10/23/2023
Talent
Risk Strategies Appoints Drew Carnase as Chief Operating Officer, Commercial Lines BOSTON, Oct. 23, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced Drew Carnase has been appointed as Chief Operating Officer, Commercial Lines. As Chief Operating Officer, Commercial Lines, Carnase will focus on scaling and optimizing Risk Strategies Commercial Lines Operations by advancing its specialty focus, enhancing strategic and operational efficiencies, integrating newly acquired companies, and elevating the services and solutions available to clients.
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10/18/2023
Company
Risk Strategies and One80 Intermediaries to Reorganize Under Newly Introduced “Accession Risk Management Group” Parent Brand BOSTON, Oct. 18, 2023 (GLOBE NEWSWIRE) -- Risk Strategies and One80 Intermediaries today announced an internal reorganization to operate under the newly introduced Accession Risk Management Group parent brand. Accession Risk Management Group will represent the family of specialty insurance distribution and risk management companies, operating under common ownership of their private equity sponsor, Kelso & Company, which currently includes Risk Strategies, a retail specialty brokerage and risk management company, and One80 Intermediaries, a specialty wholesale brokerage and program management firm.
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10/03/2023
Talent
Risk Strategies Names Margaret Bussiere as Commercial Lines Leader, New York Region BOSTON, Oct. 03, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has appointed Margaret Bussiere as Commercial Lines Leader, New York Region. In this role, Bussiere will be responsible for building and executing the regional strategy for the Commercial Property & Casualty business segment. She will be focused primarily on driving and achieving business results through enhancing the overall client experience, people and talent strategies and deep insurance market relationships.
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09/26/2023
Acquisition
Risk Strategies Acquires Strategic Benefit Solutions Inc. BOSTON, Sept. 26, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Strategic Benefit Solutions, Inc. (SBENS), a retail employee benefits insurance agency.
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09/14/2023
Company
Risk Strategies Initiates Captives Group Consolidation BOSTON Sept. 14, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it will consolidate its independent captives group under the Risk Management Advisors (RMA) brand. This move merges Atlas Insurance Management into the RMA brand and operations.
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08/29/2023
Acquisition
Risk Strategies Acquires Benefit Design Group LLC BOSTON, Aug. 29, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has acquired Benefit Design Group LLC, a retail agency specializing in health, life and retirement solutions. 
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08/24/2023
Acquisition
Risk Strategies Acquires Mahorsky Group, Inc., Brick Procurement, Inc. BOSTON, Aug. 24, 2023 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Mahorsky Group, Inc., and its affiliated entity Brick Procurement, Inc.
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08/17/2023
Company
Risk Strategies Named to Inc. 5000 for Third Consecutive Year BOSTON, Aug. 17, 2023-- Inc. announced today that Risk Strategies, a leading national specialty insurance brokerage and risk management firm, ranked No. 2965 on the 2023 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses.
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08/16/2023
Acquisition
Risk Strategies Acquires Bisnett Insurance BOSTON, Aug. 16, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Bisnett Insurance, an Oregon-based full-service retail agency.
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08/08/2023
Acquisition
Risk Strategies Acquires IZALE Financial Group, LLC BOSTON, Aug. 08, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired IZALE Financial Group, LLC, an executive benefits and financial services advisory firm located in Elgin, Illinois. 
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08/07/2023
Talent
Risk Strategies Appoints Nick Licursi as Private Client Services Leader, New York Region BOSTON, Aug. 07, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that Nick Licursi has been appointed as Private Client Services Leader, New York Region.
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07/26/2023
Acquisition
Risk Strategies Acquires Castle Rock Capacity BOSTON, July 26, 2023-- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Castle Rock Capacity, a full-service property and casualty insurance broker with notable expertise in the construction, real estate and development industries.
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07/12/2023
Company
Risk Strategies Announces Innovative New Cyber Risk Management Service Offering BOSTON, July 12, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced its Cyber Risk Management Platform (RMP)--a new cyber risk management service offering, that goes beyond simply providing clients with external vulnerability scans to recommend practical ways to shore up cyber defenses. The new solution is powered in partnership with Trava Security, a leading cyber and compliance risk management company. This crucial functionality will be available to Risk Strategies clients as a value-added service.
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06/30/2023
Acquisition
Risk Strategies Acquires First Insurance Group BOSTON and DEFIANCE, Ohio, June 30, 2023  -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, and Premier Financial Corporation, today announced that Risk Strategies has acquired Ohio-based First Insurance Group from Premier Financial Corp., (Nasdaq: PFC), a community banking and financial services holding company based in Defiance, Ohio.
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06/05/2023
Talent
Risk Strategies Appoints Pat Roth as West Regional Leader BOSTON, June 05, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that Patrick Roth has been appointed as West Regional Leader. Roth will be responsible for overseeing Risk Strategies operations in the West region to build a comprehensive growth strategy and brand presence, continue to grow Risk Strategies specialty expertise and regional talent, and deliver a superior client experience.
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05/23/2023
Talent
Risk Strategies Expands Allen Blount’s Role to National Cyber and Technology Product Leader BOSTON, May 23, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that Allen Blount’s role has been expanded to National Cyber and Technology Product Leader. Since joining Risk Strategies, Blount has worked in close partnership with Rob Rosenzweig, the Cyber Practice leader, who recently assumed a new leadership role at Risk Strategies. Blount will seamlessly take over full responsibility for the practice and will be responsible for the overall vision and strategy of the cyber practice, day-to-day operations, revenue growth initiatives, the client experience and leading an expanding team of cyber professionals.
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05/18/2023
Company
Boston Business Journal Names Risk Strategies a 2023 Fast 50 Company BOSTON, May 18, 2023 -- 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.
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05/15/2023
Acquisition
Risk Strategies Acquires Combined Underwriters of Miami BOSTON, May 15, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Combined Underwriters of Miami, a full-service independent insurance agency providing commercial and personal insurance products to clients in South Florida.
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05/02/2023
Acquisition
Risk Strategies Acquires International Insurance Brokers, Ltd. BOSTON, May 02, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired International Insurance Brokers, Ltd. (IIB), a full-service retail agency based in Tulsa, Oklahoma.
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05/01/2023
Talent
Risk Strategies Appoints Rob Rosenzweig as New York Regional Leader BOSTON, May 01, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that Rob Rosenzweig has been appointed as the New York Regional Leader. Rosenzweig will be responsible for overseeing operations in the New York region while continuing to work with leadership to build a cohesive growth strategy and presence in the New York / New Jersey metro area, developing talent and delivering a superior client experience. 
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04/26/2023
Acquisition
Risk Strategies Enters Into Agreement to Acquire Insurance Business of Johnson Financial Group BOSTON, April 26, 2023 -- 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.
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04/24/2023
Acquisition
Risk Strategies Acquires JW Surety Bonds BOSTON, April 24, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of JW Surety Bonds, the largest volume bond producer in the country, along with sister companies Bryant Surety Bonds, Inc. and Lance Surety Bonds Associates, Inc. 
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04/18/2023
Acquisition
Risk Strategies Acquires HollandStivers Employer Solutions BOSTON, April 18, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of HollandStivers Employer Solutions, a specialist in employee benefits located in Paducah, Kentucky.
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04/04/2023
Acquisition
Risk Strategies Acquires May, Bonee & Clark Insurance BOSTON, April 04, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired May, Bonee & Clark Insurance, a Connecticut-based firm providing insurance placement, financial services and risk management advice.
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03/29/2023
Acquisition
Risk Strategies Acquires The Insurance Center of North Jersey BOSTON, March 29, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of The Insurance Center of North Jersey (ICNJ). A leading provider of business, professional and personal insurance coverages for clients across New Jersey, New York, Connecticut, and Pennsylvania, ICNJ brings expertise in helping professionals in law, healthcare and dentistry tailor effective liability risk coverage.
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03/22/2023
Company
Risk Strategies Named a Middle Market Leader by Boston Business Journal BOSTON, March 22, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, has been named one of Boston Business Journal’s (BBJ) Middle Market Leaders, a ranking of the 50 highest growth companies in Massachusetts. Risk Strategies ranked 8th on the list which was revealed during the BBJ’s 2023 Middle Market Leader Awards luncheon event on Tuesday, March 21 at the Boston Park Plaza Hotel.
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03/20/2023
Acquisition
Risk Strategies Acquires Parady Financial Group BOSTON, March 20, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition included Parady Financial Group’s affiliates Parady Tax Solutions, LLC and Blueprint Wealth Management, LLC. 
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02/22/2023
Talent
Risk Strategies Appoints S. Stuart Spector as Chief Operating Officer, National Employee Benefits and related Specialty Group Companies BOSTON, Feb. 22, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced S. Stuart Spector has joined as Chief Operating Officer, National Employee Benefits and related Specialty Group Companies.
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02/13/2023
Acquisition
Risk Strategies Acquires Bullen Insurance Group BOSTON, Feb. 13, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Bullen Insurance Group, a national specialist in helping high-net-worth families, individuals and their businesses protect their assets with insurance and risk management services.
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02/09/2023
Company
Gowrie Group Annual Challenge Surpasses Goal BOSTON, Feb. 09, 2023 -- Gowrie Group, a division of Risk Strategies, a leading national specialty insurance and risk management firm, has announced today that their Annual Gowrie Group Challenge was a record-breaking success. Together, through the generous support of nearly 500 individuals, companies, and partner sponsors, $300,000 was raised to benefit the Shoreline Soup Kitchens & Pantries (SSKP) serving neighbors in need.
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02/08/2023
Acquisition
Risk Strategies Acquires Ladmar Group BOSTON, Feb. 08, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Ladmar Group, a retail employee benefit firm located in Hauppauge, New York.
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02/07/2023
Talent
Danielle Chaplick Joins Risk Strategies Consulting as Managing Director BOSTON, Feb. 07, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that Danielle Chaplick has joined Risk Strategies Consulting as Managing Director. Chaplick will be responsible for supporting the overall national growth and client service strategy through key business development initiatives and business model streamlining. 
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02/02/2023
Company
US Sailing Announces Multi-Year Partnership Extension with Gowrie Group - Risk Strategies BRISTOL, R.I. (February 2, 2023) – US Sailing, the national governing body of the sport of sailing, and Risk Strategies Company and its wholly owned Gowrie Group subsidiary, a leading national specialty insurance and risk management firm have announced a multi-year partnership extension to continue their support of sailors and sailing organizations in the U.S. through financial support, comprehensive insurance programs, risk management solutions, and safety resources.
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02/01/2023
Talent
Michael Grossman Joins Risk Strategies as Employee Benefits Leader, Central Region BOSTON, Feb. 01, 2023 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Michael Grossman has joined as employee benefits leader, Central region. In this new role, Grossman will be responsible for building a regional strategy for the employee benefits business unit focused primarily on driving and achieving business results through revenue growth, client experience, people strategies and market relationships.
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01/30/2023
Company
Second Annual Risk Strategies Student Health Plan Benchmarking Survey BOSTON, Jan. 30, 2023  -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today released the findings of its Second Annual Student Health Plan Benchmarking Survey, which show colleges and universities are bolstering their mental health and wellness offerings, as well as overall plan enrollment, and costs are trending upward.
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01/26/2023
Acquisition
Risk Strategies Acquires Tanenbaum-Harber of Florida, LLC BOSTON, Jan. 26, 2023  -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has acquired Tanenbaum-Harber of Florida, LLC, a long-established insurance and risk management advisor for businesses and families. 
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12/19/2022
Acquisition
Risk Strategies Acquires Statewide Condominium Insurance BOSTON, Dec. 19, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced its acquisition of Statewide Condominium Insurance, a retail broker focused on the condominium and apartment complex risk sectors.
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12/14/2022
Talent
Risk Strategies Names Doran Lamond as Commercial Lines Leader, New England Region BOSTON, Dec. 14, 2022 -- Risk Strategies, a leading national specialty insurance brokerage, and risk management firm, today announced it has appointed Doran Lamond as Commercial Lines Leader, New England region. In this new role, Lamond will be responsible for building a regional strategy for the commercial property & casualty business, focused primarily on driving, and achieving business results through enhancing the client experience, people strategies, and market relationships.
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12/13/2022
Acquisition
Risk Strategies Acquires Worldwide Assurance, Inc. BOSTON, Dec. 13, 2022 -- Risk Strategies, a leading national specialty insurance brokerage, and risk management firm, today announced it has acquired Worldwide Assurance, a health and benefits-focused retail agency. 
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12/06/2022
Company
Risk Strategies Expands National Fine Arts Leadership Team BOSTON, Dec. 06, 2022  -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has expanded its fine arts practice leadership team. Margaret Bussiere will take on the role of national fine arts practice leader and will work closely with Mary Pontillo as the new national fine arts product leader. 
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12/05/2022
Company
Risk Strategies Launches New Website BOSTON, Dec. 05, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today launched a new website designed to provide specialty insights, practical advice, and valuable information for businesses and individuals seeking insurance, risk management, and consulting services. The website highlights the company’s full scope of solutions and service offerings, while providing the latest digital user experience for clients, prospects, potential M&A partners, and attracting new talent.
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12/01/2022
Company
Risk Strategies Launches National Consulting Business  Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has launched its national consulting and actuarial services business.
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11/17/2022
Acquisition
Risk Strategies Acquires Wallace Specialty Insurance Group Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Wallace Specialty Insurance Group.
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10/26/2022
Acquisition
Risk Strategies Acquires Aquarius Capital Solutions Group BOSTON, Oct. 26, 2022  -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Aquarius Capital Solutions Group, an actuarial firm with expertise in health care benefits, employee and retirement benefits. Terms of the deal were not made public.
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10/19/2022
Company
Risk Strategies Taps Ali Rana to Lead National Education Practice, Student Health & Wellness Segment Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the promotion of Ali Rana to the position of Managing Director, Education Practice, Student Health & Wellness Segment.
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10/17/2022
Acquisition
Risk Strategies Acquires Relation Education Solutions Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the acquisition of Relation Education Solutions from Relation Insurance Services. The deal adds key capabilities to Risk Strategies’ National Education Practice.
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09/22/2022
Talent
Charlie Graham Joins Risk Strategies Growing Private Client Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the expansion of the New England region leadership team with the addition of Charlie Graham as Senior Vice President, Private Client Services.
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09/19/2022
Acquisition
Risk Strategies Acquires Standard Pension Services, LLC Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the acquisition of Standard Pension Services, LLC, bolstering the firm's capabilities and expertise in a number of financial services offerings
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09/15/2022
Acquisition
Risk Strategies Acquires Beattie & Associates  Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Beattie & Associates, a retail agency in Missouri specializing in employee benefits for both individuals and employers. Terms of the deal were not announced.
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09/07/2022
Talent
J.C. Fulse Join Risk Strategies as SVP, Private Client Services Leader Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the expansion of the Atlantic Region growth team with the addition of J.C. Fulse as senior vice president, private client services leader. Fulse will be responsible for the leadership of business in the Atlantic Region and growth strategies development, including producer recruitment, geographical expansion into new states, and increased brand awareness to further build upon the strength of the company’s Private Client Services offerings. 
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09/06/2022
Talent
Steve Trimarchi Joins Risk Strategies as SVP, Growth Leader  Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the hiring of Steve Trimarchi as senior vice president, growth leader, New England region. Trimarchi is responsible for developing a strong sales culture, managing developing producers, driving organic growth strategies, and recruiting and onboarding new producers in the New England region.
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09/02/2022
Company
Risk Strategies Named in Business Insurance’s Annual Best Places to Work in Insurance for the Fifth Consecutive Year Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has been named for the fifth consecutive year in the annual Best Places to Work in Insurance program. The award recognizes employers for their outstanding performance in establishing workplaces where employees can thrive, enjoy their work, and help their companies grow.
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08/24/2022
Acquisition
Risk Strategies Acquires Dickstein Associates Agency Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Dickstein Associates Agency, a full-service retail insurance agency. Located in Tinton Falls, New Jersey and founded in 1965, Dickstein Associates provides comprehensive risk management solutions, including property and casualty insurance coverages to individuals and businesses.
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08/16/2022
Company
Risk Strategies Ranks on the Inc. 5000 List for the Second Year in a Row With Three-Year Revenue Growth of 190 Percent Risk Strategies, a leading national specialty insurance brokerage and risk management firm, ranked No. 2872 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing privately held companies.
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07/28/2022
Company
Record Growth Marks Risk Strategies 25th Anniversary BOSTON, July 28, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today marked its 25th anniversary following record growth, 135 acquisitions and notching annual revenue of $1 billion.
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07/20/2022
Acquisition
Risk Strategies Acquires Surety Specialist Bonds, Inc. BOSTON, July 20, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Bonds, Inc., a specialist in surety bonds focused on the construction industry. Terms of the deal were not announced.
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07/13/2022
Talent
Patrick Roth Joins Risk Strategies as Senior Vice President, Growth Leader BOSTON, July 13, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the hiring of Patrick Roth as Senior Vice President, Growth Leader for the Central and West regions. Roth will be responsible for developing a strong sales culture, managing all levels of producers, driving organic growth strategies, and recruiting and onboarding new producers.
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07/06/2022
Acquisition
Risk Strategies Acquires Sebastian Insurance Group BOSTON, July 06, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Sebastian Insurance Group. Terms of the deal were not announced.
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06/28/2022
Talent
Amanda Mullan Joins Risk Strategies as Chief Human Resources Officer BOSTON, June 28, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that Amanda Mullan has joined Risk Strategies as Chief Human Resources Officer. Mullan will oversee the company’s human resource function including talent acquisition and development, human resource benefits and operations, employee relations and overall total employee engagement across the company.
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06/27/2022
Talent
Jason Ellison Joins Risk Strategies as Employee Benefits Leader for National Health Care Practice BOSTON, June 27, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Jason Ellison has joined the firm as Employee Benefits Leader, National Health Care Practice.
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06/15/2022
Talent
Emma Washington Joins Risk Strategies as National Employee Benefits Practice HR Consulting Leader BOSTON, June 15, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that Emma Washington has joined the National Employee Benefits Practice as the Human Resources Consulting leader. In this new role, Washington will provide the Employee Benefits and Life and Health teams and its clients and prospects with employment best practices such as employment laws, employee engagement, total rewards, recruiting, sourcing, and employee relations.
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06/06/2022
Talent
Risk Strategies Expands Atlantic Region Growth Team BOSTON, June 06, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has expanded its Atlantic Region growth team with the addition of Rob Nesselt, Atlantic Regional Growth Leader for Property & Casualty, and the promotion of Josh Conklin to Atlantic Regional Growth Leader for Employee Benefits.
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05/20/2022
Company
Risk Strategies Named a 2022 Fast 50 Growth Company by the Boston Business Journal BOSTON, May 20, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has been named by the Boston Business Journal to its exclusive 2022 Fast 50 list, ranking 25 of the 50 fastest-growing private companies in Massachusetts.
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05/11/2022
Acquisition
Risk Strategies Acquires The Insurance Center of Central Florida BOSTON, May 11, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired The Insurance Center of Central Florida (ICCF), a firm primarily focused on crafting risk management solutions for private clients. Terms of the deal were not announced.
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04/21/2022
Acquisition
Risk Strategies Acquires Advisor Brokerage Services BOSTON, April 21, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired full-service insurance brokerage and risk management consulting firm Advisor Brokerage Services (ABS). Terms of the deal were not announced.
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04/19/2022
Talent
Matthew Friedson Joins Risk Strategies as Managing Director, National Life Insurance Practice Leader BOSTON, April 19, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Matthew Friedson has joined as Managing Director, National Life Insurance Practice Leader. In this role, Friedson will be accountable for developing and leading the national growth strategy for the Life Insurance practice. He will focus on ensuring Risk Strategies’ teams continue to deliver the most unique, creative strategies and solutions based on each client’s unique circumstances and address all aspects of insurance and risk management needs that protect their financial futures.
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04/18/2022
Talent
Tim deRosa and Eric Massi Join Risk Strategies Growing Private Client Services Practice BOSTON, April 18, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced two new hires in its Private Client Services practice. Tim deRosa has joined as Chief Operating Officer, Private Client Services and Eric Massi as Senior Vice President, West Region Leader, Private Client Services.
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03/17/2022
Acquisition
Risk Strategies Acquires Cambridge Advisory Group BOSTON, March 17, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Cambridge Advisory Group, a pharmacy, actuarial and benefits consulting firm based in Pennsylvania. Also included in the purchase was the associated entity Health and Productivity Consulting, Inc. Terms of the deal were not announced.
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03/16/2022
Company
Boston Business Journal Names Risk Strategies a Middle Market Leader BOSTON, March 16, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced it has been named one of the Boston Business Journal’s (BBJ) Middle Market Leaders, a ranking of the 50 highest growth companies in Massachusetts. Risk Strategies ranked 6 on the list which was revealed during the BBJ’s 2022 Middle Market Leader Awards luncheon event on March 16 at the Boston Park Plaza Hotel.
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03/16/2022
Talent
Kimberly Fletcher Joins Risk Strategies as Senior Director, Benefits & Retirement BOSTON, March 16, 2022 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Kimberly Fletcher has joined as the Senior Director, Benefits & Retirement. In this new role, Fletcher will lead the Health & Welfare strategy, Retirement Plan management and Wellness Engagement for the Risk Strategies employee base.
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02/17/2022
Risk Strategies Announces Sponsorship of LPGA Golfer Brittany Altomare Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has entered into a sponsorship of LPGA professional golfer Brittany Altomare.
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02/16/2022
Acquisition
Risk Strategies Acquires Joyce Insurance Group Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired the retail brokerage operations and assets of Joyce Insurance Group, including Joyce Jackman Bell, and Joyce Haggerty Bell. Terms of the deal were not announced.
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02/09/2022
Acquisition
Risk Strategies Acquires The Gehring Group, Inc. Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired employee benefits and risk services consulting firm The Gehring Group, Inc. Terms of the deal were not announced.
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01/19/2022
Acquisition
Risk Strategies Acquires Burke Insurance Group, LLC Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Burke Insurance Group, LLC, a New Mexico-based commercial retail insurance agency. Terms of the deal were not announced.
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12/16/2021
Talent
Steve Bryant Joins Risk Strategies as Managing Director, Higher Education Risk Management Leader Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Steve Bryant has joined as Managing Director, Higher Education Risk Management Leader. In this role, Bryant will work to further develop and enhance the higher education team and risk management services. He will collaborate with regional and practice leaders to provide industry-leading risk management, risk financing and insurance products for higher education clients.
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12/13/2021
Company
PPOs Dominate in Risk Strategies’ National Health Benchmarking Survey of College and University Student Health Plan Offerings A growing emphasis on mental health, expansion of telehealth and a need for greater value are key findings of the Annual Nationwide Student Health Benchmarking Survey. Conducted by the Student Health Division of the Risk Strategies Higher Education Practice, the independently developed and analyzed survey findings will establish and track national benchmarks year-over-year on college and university health plan features and emerging trends.
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12/09/2021
Acquisition
Risk Strategies Acquires Fournier Group Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Fournier Group, a full-service commercial and personal lines retail insurance agency. Terms of the deal were not announced.
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12/07/2021
Acquisition
Risk Strategies Acquires Meeker Sharkey & Hurley Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired full-service insurance and employee benefits agency Meeker Sharkey & Hurley. Terms of the deal were not announced.
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12/01/2021
Talent
Risk Strategies Appoints Terry Lyons as National Education Practice Leader Risk Strategies today announced that Terry Lyons has been appointed as the National Education Practice Leader. In this role, Lyons will develop and lead the overall national growth and client service strategy for the education industry practice.
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11/30/2021
Acquisition
Risk Strategies Acquires KRA Insurance Agency, Inc. Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired full-service brokerage firm KRA Insurance Agency, Inc. Included in the transaction is KRA’s wholly owned subsidiary, KRA Life Agency, Inc. Terms of the deal were not announced.
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11/17/2021
Acquisition
Risk Strategies Acquires Workers’ Compensation Specialist TriPoint Insurance Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired TriPoint Insurance, Inc., a leading national specialist providing Performance Based Insurance (PBI) solutions to middle market companies in the construction, manufacturing, wholesale and skilled nursing verticals. TriPoint’s PBI solutions include large deductible program structures, captive insurance programs and other cutting-edge performance-based products. Terms of the deal were not announced.
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11/15/2021
Talent
Alison Murphy Joins Risk Strategies as National Practice Leader, Private Client Services Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Alison Murphy has joined as National Practice Leader, Private Client Services. In this role, Alison will develop and lead the overall national growth strategy for Private Client Services. She will focus on enhancing the client experience for our high-net-worth clients and deliver tailored solutions that better serve their unique insurance and risk management needs.
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11/09/2021
Acquisition
Risk Strategies Acquires Pawson Insurance Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Pawson Insurance, a full-service retail insurance brokerage specializing in property & casualty and employee benefits solutions. Terms of the deal were not announced.
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11/04/2021
Acquisition
Risk Strategies Acquires Hibbits Insurance, Inc., Expanding Nationwide Employee Benefits Footprint Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired benefits general agent and retail property & casualty agency Hibbits Insurance, Inc. Terms of the deal were not announced.
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11/01/2021
Acquisition
Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice Based in Itasca, Illinois, Better Business Planning is a multi-generational family business of seasoned benefits professionals with a strong presence in the Chicagoland area specializing in designing and implementing customized employee benefits solutions.
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10/26/2021
Acquisition
Risk Strategies Acquires Corrigan Johnston Risk Advisors Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Corrigan Johnston Risk Advisors, an all lines brokerage focused on transportation-related industries. Terms of the deal were not announced.
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10/13/2021
Talent
John Meder Joins Risk Strategies as Head of Risk Consulting and Claims Advocacy BOSTON, Oct. 13, 2021 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced John Meder has joined the company as Head of Risk Consulting and Claims Advocacy.
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09/22/2021
Talent
Jim Schmidt Joins Risk Strategies as Commercial Lines Leader, West Region BOSTON, Sept. 22, 2021 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has appointed Jim Schmidt as Commercial Lines Leader, West Region. In this new role, Schmidt will be responsible for building a regional strategy for the Commercial Property & Casualty business unit focused primarily on driving and achieving business results through revenue growth, client experience, people strategies, and market relationships.
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09/21/2021
Talent
Erica Honig Joins Risk Strategies as Compliance Director, Employee Benefits BOSTON, Sept. 21, 2021 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced Erica Honig has joined as the Compliance Director, Employee Benefits. In this new role, Honig will provide the Life and Health team and its clients and prospects with compliance assistance, education, and training with respect to federal, state, and local health and welfare benefits law.
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09/01/2021
Company
Risk Strategies Named in Business Insurance’s Annual Best Places to Work in Insurance BOSTON, Sept. 01, 2021 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has been named for the fourth consecutive year to the annual Best Places to Work in Insurance list, which recognizes employers for their commitment to attracting, developing and retaining great talent and outstanding performance in establishing workplaces where employees can thrive.
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08/31/2021
Acquisition
Risk Strategies Acquires Benevestco, adds to National Employee Benefits Practice BOSTON, Aug. 31, 2021 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired the assets of employee benefits specialty broker Benevestco, Inc., a Resource Seven company. Terms of the deal were not announced.
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08/17/2021
Company
Risk Strategies Ranks on the Inc. 5000 List, With Three-Year Revenue Growth of 167% Percent BOSTON, Aug. 17, 2021 -- Inc. Magazine today revealed that Risk Strategies, a leading national specialty insurance brokerage and risk management firm, is No. 2374 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies.
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08/16/2021
Acquisition
Risk Strategies Acquires Leading Florida Medical Malpractice Liability Insurance Specialist Danna-Gracey BOSTON, Aug. 16, 2021 -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Danna-Gracey, a specialist in medical malpractice insurance headquartered in Delray Beach, Florida. Terms of the deal were not released.
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08/03/2021
Acquisition
Risk Strategies Acquires Centric Actuarial Solutions, LLC Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired property and casualty actuarial consulting firm Centric Actuarial Solutions, LLC. Terms of the deal were not announced.
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06/22/2021
Talent
Raj Gulati Joins Risk Strategies’ National Health Care Practice Most recently with EPIC Insurance Brokers & Consultants, where he was a Principal, Gulati brings over 20 years of experience focused on helping a broad variety of health care industry clients better understand and manage their risks and liabilities.
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06/15/2021
Talent
Risk Strategies Appoints Steve Pincus as National Personal Lines Practice Leader An insurance industry veteran of over 30 years, Pincus has extensive experience in personal lines and high-net-worth private client insurance. He joined Risk Strategies through the 2014 acquisition of DeWitt Stern Group, and in 2018 he was named the New York Metro Region Leader for Risk Strategies.
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03/30/2021
Acquisition
Risk Strategies Acquires Specialty Insurance Solutions Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has acquired Specialty Insurance Solutions (SIS), expanding capabilities in its national student health practice.
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03/22/2021
Company
Risk Strategies Launches Brand Refresh as Acquisition Count Tops 100 Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced a new brand strategy designed to harness the full power of all the business entities within the Risk Strategies family. This will allow each division to come together as one holistic brand and highlight the company’s specialist approach to partnering with clients.
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03/04/2021
Talent
Risk Strategies Appoints Eric Levy Chief Operating Officer Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has appointed Eric Levy to the position of Chief Operating Officer (COO).
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02/16/2021
Talent
Risk Strategies Promotes Tracy Hoffman, Matthew Smith to Managing Director Roles Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced the promotions of Tracy Hoffman and Matthew Smith to Managing Directors as part of planned leadership successions in both its Managed Health Care and Reinsurance practices.
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12/14/2020
Acquisition
Risk Strategies Acquires FBA National Headquartered in Garden City, New York, FBA National brings deep specialty expertise in tailoring fringe benefit packages for clients seeking compliance with wage parity, living wage, and other similar regulatory structures such as prevailing wage laws.
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10/27/2020
Acquisition
Risk Strategies Acquires LaRocca & Associates, Inc. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired LaRocca & Associates, Inc., a specialty brokerage with deep expertise in health and welfare benefits across several industries.
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09/09/2020
Acquisition
Risk Strategies Acquires Securitas Insurance Partners Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Securitas Insurance Partners, LLC, a specialty brokerage focused on the retail insurance and risk management needs of venture capital and private equity backed portfolio companies. Terms of the deal were not disclosed.
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09/01/2020
Company
Risk Strategies Named in Business Insurance’s Annual Best Places to Work in Insurance Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has been named for the third consecutive year in the annual Best Places to Work in Insurance program, which recognizes employers for their outstanding performance in establishing workplaces where employees can thrive, enjoy their work and help their companies grow.
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08/26/2020
Acquisition
Risk Strategies Acquires McCamon Hunt Insurance Agency, Inc. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Ohio-based, McCamon Hunt Insurance Agency Inc. Terms of the deal were not disclosed.
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04/14/2020
Company
Risk Strategies Experts Named 2020 Power Brokers by Risk & Insurance Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, and its subsidiary DeWitt Stern, have been recognized for excellence in its fine arts practice by Risk & Insurance.
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03/04/2020
Acquisition
Risk Strategies Acquires Atlas Insurance Management Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the acquisition of Atlas Insurance Management, a worldwide leader in the formation and management of captive insurance companies, as part of its purchase of Atlas Group Limited and its affiliated entities. Terms of the deal were not made public.
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03/02/2020
Company
Risk Strategies Completes Kelso-Led Recapitalization Transaction The investment represents an extension of the partnership between Risk Strategies and Kelso, which began with Kelso’s original investment in 2015. The transaction will enable the company to continue its accelerated growth through the firm’s successful acquisition strategy, recruitment of key professionals, and the ongoing build-out and deepening of Risk Strategies’ specialty practices.
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02/18/2020
Acquisition
Risk Strategies Acquires UNIRISC, Inc. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired UNIRISC, Inc., a leading specialist in the global relocation insurance and risk management needs of corporate personnel and private individuals moving domestically and overseas.
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02/05/2020
Acquisition
Risk Strategies Acquires Transport Risk Management, Inc. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Transport Risk Management, Inc. (Transport Risk), a leading national specialist in aviation-related insurance and risk management.
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01/28/2020
Acquisition
Risk Strategies Acquires Weaver Bros. Insurance Associates, Inc. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Weaver Brothers Insurance, Inc., a full-service brokerage based in Bethesda, Maryland and one of the largest independent insurance brokerages in the Washington, D.C. area.
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01/27/2020
Talent
Risk Strategies Names Tracy Hoffman and Matthew Smith Executive Vice Presidents Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that Tracy Hoffman and Matthew Smith have been promoted to Executive Vice President of its National Health Care Practice. Previously, both Hoffman and Smith served as Senior Vice President within the organization.
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01/14/2020
Acquisition
Risk Strategies Acquires Academic HealthPlans Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Academic HealthPlans, Inc. (AHP), a national leader in the creation and administration of health insurance plans that colleges and universities make available to its students.
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12/10/2019
Acquisition
Risk Strategies Acquires Insurance Subsidiaries of Gowrie Holdings, Inc. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired the two subsidiaries of Gowrie Holdings, Inc. (GHI). The acquisitions include both Gowrie Group (Gowrie), a full-service national specialty retail insurance brokerage with an established leadership reputation for niche insurance programs, as well as Maritime Program Group (MPG), a marine-focused managing general agent (MGA). Together, Gowrie and MPG are the largest recreational marine insurance specialists in the U.S. Terms of the deal were not disclosed.
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11/19/2019
Acquisition
Risk Strategies Acquires Thomas McGee Group Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Thomas McGee Group (TMG), a Missouri-based full service brokerage with specialty capabilities for large accounts, group and single parent captives, and focused risk management services. Terms of the deal were not announced.
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11/13/2019
Talent
Risk Strategies Names Michael Sean Grant as New York Metro Region Employee Benefits Practice Leader Prior to joining Risk Strategies, Grant was Senior Vice President and Managing Director at a prominent New York City insurance brokerage, where he was responsible for restructuring its single employee benefits office in New York into a national practice, spanning across California, Texas and Florida.
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11/12/2019
Acquisition
Risk Strategies Acquires Zito Insurance Agency Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Zito Insurance Agency, a full service firm headquartered in Mentor, Ohio, northeast of Cleveland. Terms of the deal were not announced.
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11/05/2019
Company
Golub Capital Agents $1.6 Billion Loan to Support the Refinancing of Risk Strategies by Kelso & Company Golub Capital acted as the Administrative Agent on a $1.6 billion GOLD facility to support the refinancing of Risk Strategies, a portfolio company of Kelso & Company. GOLD financings are Golub Capital One-Loan Debt facilities. The deal represents Golub Capital's largest unitranche loan to date.
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11/05/2019
Talent
Risk Strategies Names Chris Powers Employee Benefits Practice Leader for the Eastern U.S. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that Chris Powers has been appointed to lead its employee benefits practice for the Eastern United States. Previously, Powers oversaw the New England region of the firm’s employee benefits practice.
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10/29/2019
Acquisition
Risk Strategies Acquires Dash & Love Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced that it has acquired Dash & Love, Inc., a well-established, full-service specialty brokerage based just outside of Philadelphia. Terms of the deal were not announced.
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10/22/2019
Talent
Risk Strategies Appoints Bob Dubraski as Chief Growth Officer In his expanded role, Dubraski will work with leaders across all of Risk Strategies’ business units to drive collaboration and opportunities that benefit clients, while helping to meet the firm’s growth goals.
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10/16/2019
Company
Risk Strategies Launches Cyber Resolute, Transforms Traditional Cyber Liability Risk Management Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced Cyber Resolute, an exclusive offering that combines cutting-edge technology with smarter processes and specialized coverage to reduce exposure, costs and potential liability in an ever-changing threat landscape.
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10/08/2019
Talent
Risk Strategies Appoints John Mina as CEO Risk Strategies today announced that President John Mina has been named Chief Executive Officer. Mina will succeed Michael Christian, Risk Strategies founder and long-time CEO, who will move to the Executive Chairman role.
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09/30/2019
Acquisition
Risk Strategies Expands Private Client Practice with Acquisition of Bedrick-Kaitz Agency, Inc. In addition to its main focus of offering customized policy programs covering the entire suite of personal insurance products, including a specialty focus in exotic cars, BKA also helps clients protect their businesses with commercial insurance products ranging from general and professional liability to workers’ compensation.
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09/23/2019
Acquisition
Risk Strategies Acquires Pro Safety Services, A Leader in National Safety Management Founded in 1999 by its current president John McCarthy, Pro Safety Services offers a full scope of highly specialized safety programs and services that help clients protect physical assets and earnings by identifying and managing risks. The company’s service offerings include full-time site safety management, loss control, training, periodic audits, and safety management program development, among others.
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09/19/2019
Talent
Risk Strategies Adds Brad Gabbard to National Health Care Practice Most recently, Gabbard was an executive vice president and health care practice leader for Willis Towers Watson’s Columbus, OH office. Gabbard’s experience also includes nine years at Aon Risk Services, Inc., focused on the health care industry, and time as a medical professional liability underwriter with General Electric’s Employers Reinsurance Corporation, one of GE’s largest businesses at the time and one of the world’s largest reinsurers.
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09/16/2019
Company
Risk Strategies Named in Business Insurance’s 2019 Annual Best Places to Work in Insurance Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has been named for the second consecutive year in the annual Best Places to Work in Insurance program, which recognizes employers for their outstanding performance in establishing workplaces where employees can thrive, enjoy their work and help their companies grow
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09/09/2019
Talent
Risk Strategies Appoints Industry Veteran Edward J. Flanagan as Managing Director, Northeast Regional Leader Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the appointment of Edward J. Flanagan, a veteran broker and experienced sales leader, as New England Regional Operations Leader. Flanagan will succeed John Scroope, who has been promoted to the newly created role, National Director of Retail Operations.
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09/04/2019
Acquisition
Risk Strategies Acquires Risk Management Advisors Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has acquired Risk Management Advisors, a Long Beach, California-based leader in developing, designing and administering captive insurance programs and self-insured plans. Terms of the deal were not disclosed.
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08/20/2019
Acquisition
Risk Strategies Expands National Employee Benefits Practice with Acquisition of National Insurance Consulting Group Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has expanded its presence in the Southeast United States with the acquisition of National Insurance Consulting Group, LLC (NICG), an employee benefits and human capital consulting firm. Terms of the deal were not disclosed.
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08/13/2019
Talent
Risk Strategies Selects Industry Veteran Darren Black to Lead National Professional Liability Practice Risk Strategies, a privately-held, rapidly-growing, national insurance brokerage and risk management firm, today announced it has named Darren Black to oversee its national professional liability practice group.
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08/06/2019
Talent
Risk Strategies Selects Industry Veteran Steve Giannone to Run Chicago Office, Lead Central Region Operations Giannone brings almost 30 years of insurance industry experience to this new role at Risk Strategies, including stints at major carriers and brokerage firms. He most recently served as senior vice president and managing director at USI Insurance Services’ Insurance Brokerage and Consulting practice in Chicago, where he led its sales and service efforts while overseeing operational functions.
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07/29/2019
Acquisition
Risk Strategies Acquires Reiff & Associates Founded in 1983 and based in New York City, Reiff & Associates provides customized risk management and insurance solutions for theater, television, film and media production, staging and rigging, live music, and special events. Notable recent client productions include musicals Hamilton and Hello Dolly, as well as the film productions of “Black Swan,” “Precious,” “The Wrestler,” and “Lost in Translation.”
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07/22/2019
Acquisition
Risk Strategies Acquires Gerard B. Tracy Associates, Inc. At a time of great uncertainty for employers amid looming federal policy changes, Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has added to the expertise of its employee benefits practice with the acquisition of Gerard B. Tracy Associates, Inc. Terms of the deal were not disclosed.
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07/17/2019
Talent
Risk Strategies Adds Blair Wunderlich to National Fine Art Practice Previously an account executive at fine art specialty insurance brokerage Aon Huntington T. Block (HTB), Wunderlich comes to the Risk Strategies DeWitt Stern fine art practice with 10 years of experience working with private collectors, galleries and museums.
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07/15/2019
Acquisition
Risk Strategies Acquires Winter Group Inc. Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has acquired Winter Group Inc., a specialty insurance program manager with a focus on the trucking industry. Terms of the deal were not disclosed.
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06/11/2019
Talent
Risk Strategies Bolsters Mid-Atlantic Footprint, Private Client Practice with Acquisition of Creative Insurance Solutions Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the acquisition of Creative Insurance Solutions, a quickly growing provider of custom insurance and risk management programs to successful individuals and families. Terms of the deal were not disclosed.
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05/29/2019
Acquisition
Risk Strategies Acquires MainStreet Consulting Group Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has acquired MainStreet Consulting Group, a north Houston-based brokerage. Terms of the deal were not disclosed.
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04/02/2019
Talent
Risk Strategies Appoints William Holden to Oversee Western Region Operations Risk Strategies today announced it has appointed William Holden, an insurance industry veteran with extensive sales and management experience, to oversee the firms Western regional operations.
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03/19/2019
Company
Risk Strategies’ Expert Named 2019 Power Broker by Risk & Insurance Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, and its subsidiary DeWitt Stern, have been recognized for excellence in its fine arts practice by Risk & Insurance.
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03/13/2019
Company
Risk Strategies’ Brokers Among a Select Group to Be Named a Cyber COPE Insurance Certification Designee by Chubb and Carnegie Mellon University Rob Rosenzweig and Aaron Turner of Risk Strategies in New York, NY and Chicago, Illinois have been awarded the Chubb Cyber COPE Insurance CertificationSM (CCIC) designation from Chubb and Carnegie Mellon University’s (CMU) Heinz College of Information Systems and Public Policy.
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03/12/2019
Acquisition
Risk Strategies Acquires Krauter & Company Risk Strategies today announced the acquisition of Krauter & Company LLC, widely recognized as the leading specialty firm focused on the risk and insurance needs of private equity firms and their portfolio companies nationwide. Terms of the deal remain confidential.
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01/23/2019
Company
Risk Strategies Completes Integration of National Health Care Practice Across All Lines of Insurance and Reinsurance Risk Strategies today announced the integration of its national health care practice across all lines of insurance and reinsurance, marking a milestone in a years-long effort to create one of the most comprehensive service offerings in the business.
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01/22/2019
Acquisition
Risk Strategies Adds to Services Capabilities with Acquisition of United Health Actuarial Services, Inc. Risk Strategies today announced the acquisition of United Health Actuarial Services, Inc. (UHAS), a health actuarial, management, and underwriting consulting firm based just north of Indianapolis in Carmel, Indiana. Terms of the deal were not disclosed.
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01/14/2019
Company
Risk Strategies Selects Matthew Power to Lead Wholesale, Alternative Distribution Operations Risk Strategies today announced it has selected Matthew Power to lead its national wholesale and alternative distribution operations. He comes to Risk Strategies from Lexington Insurance Company, where he was National Branch President and Head of Wholesale Broker Engagement.
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01/08/2019
Talent
Risk Strategies Selects Bret Murray to Lead National Higher Education Practice Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has selected Bret Murray to oversee its fast-growing national higher education practice. Most recently, Murray was director of risk management and insurance at Tufts University.
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12/19/2018
Talent
Risk Strategies Brokers Among a Select Group To Be Named a Certified Advisor of Personal Insurance By Wharton and Chubb Timothy Devin, Richard Valenzuela and Theresa Gerigk of Risk Strategies in New York, NY and Burlingame, CA have been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb.
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12/18/2018
Talent
Risk Strategies Appoints Mark Manzi as National Brokerage Leader Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has appointed Mark Manzi as national brokerage leader. Manzi, an industry veteran with 30 years’ experience placing and negotiating coverage, began his career at Marsh in New York. He came to Risk Strategies through its 2015 acquisition of health care specialty brokerage Dubraski & Associates, where he served as Managing Director, Chief Operating Officer and Practice Leader.
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12/11/2018
Acquisition
Risk Strategies Acquires Dallas-Based RiskPro Global Partners Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the acquisition of RiskPro Global Partners, a full-service property and casualty and employee benefits firm headquartered in Dallas, Texas. Terms of the deal were not disclosed.
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10/30/2018
Acquisition
Risk Strategies Adds to Leading National Employee Benefits Practice with Acquisition of Arkin Youngentob Associates Risk Strategies today announced the acquisition of Arkin Youngentob Associates, a full-service employee and executive benefits firm headquartered in Bethesda, Maryland. Terms of the deal were not disclosed.
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10/09/2018
Talent
Student Health Plan Specialist Boyce Morin Joins Risk Strategies’ University Health Plans Specialty Division A veteran of the health insurance industry, Boyce joins University Health Plans from Aetna Student Health, the largest student health insurance carrier in the country, where he was most recently Director of Client Services and Head of Market Relations. He began his industry career in 1994 at Blue Cross Blue Shield of Massachusetts. Boyce is a graduate of Stonehill College and holds a Bachelor of Arts in Political Science.
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10/02/2018
Talent
Medical Professional Liability Specialist Chris Haas Joins Risk Strategies National Health Care Practice Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the hiring of industry veteran Chris Haas to its national health care practice — one of the company’s largest and fastest-growing specialty practices.
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09/25/2018
Acquisition
Risk Strategies Expands Private Client Capabilities with Acquisition of Select Insurance Markets and Preferred Personal Insurance Agency Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the acquisition of Select Insurance Markets, LLP (SIM) and Preferred Personal Insurance Agency, LLP (PPIA), adding new resources and capabilities to its national private client practice while increasing its presence in the state of Texas.
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09/24/2018
Company
Risk Strategies Named in Business Insurance’s Annual Best Places to Work in Insurance Risk Strategies today announced it has been named one of the Best Places to Work in Insurance in the annual survey sponsored by Business Insurance, which recognizes employers for their outstanding performance in establishing engaging and satisfying workplaces where employees can thrive, enjoy their work and help their companies grow.
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07/17/2018
Acquisition
Risk Strategies Acquires Leading Captive Insurance Services Provider Oxford Risk Management Group Risk Strategies today announced the acquisition of Oxford Risk Management Group, an established leader in alternative risk and captive insurance and consulting. Terms of the deal were not disclosed.
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06/18/2018
Acquisition
Risk Strategies Adds to Leading National Employee Benefits Practice with Acquisition of Craford Benefit Consultants Risk Strategies today announced the acquisition of Craford Benefit Consultants, a full-service employee consulting and benefits brokerage firm headquartered in San Rafael, CA with offices in Portland, OR and Charlotte, NC. Terms of the deal were not disclosed.
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06/04/2018
Acquisition
Risk Strategies Enhances Professional Liability Practice Capabilities with Acquisition of Cincinnati Intermediaries Risk Strategies today announced the acquisition of Cincinnati Intermediaries LLC, a specialty wholesale brokerage and managing general underwriter (MGU) focused on risk management and insurance for management and professional liability. Terms of the deal were not disclosed.
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05/22/2018
Acquisition
Risk Strategies Broadens Employee Benefits Capabilities with Addition of Corporate Benefit Audits Risk Strategies, announced the acquisition of Corporate Benefit Audits (CBA), a firm providing claim outsourcing and audit services to the medical stop loss, managed care and self-funded industries.
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05/16/2018
Acquisition
Risk Strategies Adds to Leading National Employee Benefits Practice with Acquisition of CBG Benefits, Inc. Risk Strategies today announced the acquisition of Costello Benefits Group (CBG Benefits, Inc.), a full-service employee benefits brokerage firm headquartered in Woburn, Massachusetts
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03/13/2018
Company
Five Risk Strategies’ Experts Named 2018 Power Brokers by Risk & Insurance Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, and its subsidiary DeWitt Stern, have been recognized for excellence in its fine arts, entertainment and private client insurance and risk management practices by Risk & Insurance.
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02/20/2018
Company
Risk Strategies Celebrates 20th Year with Rebrand Risk Strategies, formerly Risk Strategies Company, is celebrating a successful 20th year in business with the launch of its updated website and corporate rebrand. The new look and feel is designed to reflect the clear, direct and accessible experience clients have working with the national insurance brokerage.
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02/20/2018
Acquisition
Risk Strategies Acquires New York City-Based Specialty Brokerage, Prosurance Redeker Group Risk Strategies today announced the acquisition of Prosurance Redeker Group LTD., a specialty brokerage serving architects and engineers by providing risk management consultation and placement of professional liability and other key business insurance coverages.
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02/14/2018
Company
Risk Strategies Agent Among a Select Group to Be Named a Certified Advisor of Personal Insurance By Wharton and Chubb Stephanie Wright of Risk Strategies in Burlingame, CA has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb.
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02/12/2018
Talent
Risk Strategies Appoints Scott Stamper Managing Director of Subsidiary Atlass Insurance Group Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the appointment of Scott Stamper as managing director to run day-to-day operations and help guide the growth of Atlass Insurance Group, the company’s recreational and commercial marine division.
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01/23/2018
Acquisition
Risk Strategies Company acquires Benefits Network Insurance Agency, adds wholesale expertise to national employee benefits practice Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the acquisition of Benefits Network Insurance Agency (BNIA), a specialist brokerage focused on the development of employee benefits plans. Terms of the deal were not disclosed.
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12/21/2017
Acquisition
Risk Strategies Company acquires Tikia Consulting, expands employee benefits practice expertise Risk Strategies Company today announced the acquisition of Tikia Consulting, an employee benefits brokerage and consultancy based in Metairie, LA. Terms of the deal remain undisclosed.
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12/05/2017
Acquisition
Risk Strategies Company Acquires Delmarva Surety, Adds Deep Surety Bond Expertise Risk Strategies Company today announced the acquisition of Delmarva Surety in a move that extends the specialty brokerages Mid-Atlantic footprint while adding specialized contract surety expertise.
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10/11/2017
Talent
Risk Strategies Company Appoints John Scroope as Managing Director, Northeast Regional Risk Strategies Company today announced it has hired John Scroope to manage its New England regional operations. Scroope will also lead the company’s corporate headquarters office in Boston.
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10/04/2017
Talent
Insurance Industry Veteran Scott Popilek joins Risk Strategies Company Risk Strategies Company today announced the hiring of industry veteran, Scott Popilek, to oversee regional operations in its Florida market, one of the company’s fastest-growing geographies.
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09/19/2017
Acquisition
Risk Strategies Company expands Florida presence with acquisition of Anderson & Jacoby Insurance Consultants Building on a mainstay practice area in one of its fastest developing geographies, Risk Strategies Company today announced the acquisition of Anderson & Jacoby Insurance Consultants, a Miami-area firm focusing on property and casualty risk management services.
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09/05/2017
Acquisition
Risk Strategies Company Enhances National Health Care Practice Expertise with Acquisition of Cornerstone Professional Liability Risk Strategies Company today announced the acquisition of Cornerstone Professional Liability Consultants. Based in Philadelphia, the insurance brokerage specializes in medical malpractice insurance for physicians and surgeons.
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07/25/2017
Acquisition
Risk Strategies Company acquires Anderson Corporate Solutions Risk Strategies Company has acquired life and health benefits specialist firm, Anderson Corporate Solutions, enhancing its leadership in employee benefits consulting.
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07/11/2017
Talent
Risk Strategies Company Bolsters Employee Benefits Expertise with New Hires Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the arrival of Kate Genovese and Pauline Sobelman to its industry-leading employee benefits practice group
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05/24/2017
Acquisition
Risk Strategies Company acquires Brightstone Insurance Services, specialist broker serving same-day transportation and logistics In a move that marks its first foray into the market, Risk Strategies Company today announced it has acquired Brightstone Insurance Services, a specialty broker focused on the needs of same-day transportation and logistics companies.
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04/18/2017
Acquisition
Risk Strategies Company expands Long Island, NY presence with acquisition of Friedman & Freidman Risk Strategies Company expands Long Island, NY presence with acquisition of Friedman & Freidman Agency. Company's focus on personal lines seen as excellent fit for growing national practice group.
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04/10/2017
Acquisition
Risk Strategies Company adds to Employee Benefits Practice with Acquisition of Mosse & Mosse Associates At a time of great uncertainty for employers amid looming federal policy changes, Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, has added to its employee benefits practice and expertise with the acquisition of Mosse & Mosse Associates, LLC's commercial benefits and consulting operations.
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04/06/2017
Talent
Risk Strategies Company Appoints John Mina President Risk Strategies Company announced it has named John Mina as President to help guide the company across its expanding footprint of offices and run the day-to-day business operations.
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03/27/2017
Acquisition
Risk Strategies Company Acquires Terrell Insurance Services Inc. Risk Strategies Company Acquires Terrell Insurance Services Inc., adds Private Client Personal Lines Capabilities to Dallas Operations
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01/18/2017
Acquisition
Risk Strategies Company Acquires University Health Plans Risk Strategies Company announces acquisition of University Health Plans (UHP), a brokerage firm specializing in student health insurance programs.
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12/20/2016
Acquisition
Risk Strategies Bolsters Real Estate Expertise, Growing Florida Presence with Acquisition of Advanced Insurance Underwriters Risk Strategies Company today boosted both its real estate expertise, one of its core practice areas, and growing presence in Florida with the acquisition of business insurance specialist Advanced Insurance Underwriters (AIU), headquartered in Hollywood, FL.
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10/11/2016
Acquisition
Risk Strategies Company Acquires Long Island-Based TSG Financial Bolstering Expertise in Employee Benefits Practice Risk Strategies Company today announced it has strengthened its growing employee benefits practice and made its first foray into offering wealth management and retirement plan services with the acquisition of Long Island-based TSG Financial.
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09/20/2016
Acquisition
Risk Strategies Company Builds out Presence in Florida With Acquisition of Miami-Based Kahn-Carlin Risk Strategies Company today announced it has Miami-based acquired Kahn-Carlin Insurance, marking a dramatic expansion of its Florida operations three months after it entered the state with the acquisition of leading yacht and boat insurance specialist, Atlass Insurance. Terms of the deal were not announced.
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09/08/2016
Talent
Risk Strategies Company Expands Midwest Private Client Practice Team Risk Strategies Company has expanded its Chicago staff with the addition of two experienced practitioners, Sandy Leon and Andrew Bonk, to the company's highly regarded Private Client Group.
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06/28/2016
Company
Risk Strategies Company’s New Qualification Program for HR and Benefits Technology Demystifies Market Clutter Rapid Growth in Market Offerings, Interest in Use for ACA Compliance Efforts, Drives Process to Simplify Technology Alignment for Specific Client Types and Needs
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06/20/2016
Acquisition
Risk Strategies Company Expands Into Texas, Acquires Dallas-Based McLaughlin Brunson Risk Strategies Company announced its entry into Texas with the acquisition of Dallas-based McLaughlin Brunson Insurance Agency, a prominent provider of professional liability, property and casualty and health insurance serving architects, engineers and certified professional accountant.
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06/02/2016
Acquisition
Risk Strategies Company Acquires OakBridge Advisors, Broadens National Employee Benefits Practice in California Risk Strategies Company has added to its industry-leading Employee Benefits practice and its presence in California with the acquisition of OakBridge Advisors.
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05/31/2016
Acquisition
Risk Strategies Company Acquires Atlass Insurance Brokerage, Bolsters Private Client Practice, Establishes Florida Footprint Risk Strategies Company today announced its second acquisition in as many weeks with the addition of Atlass Insurance Group, significantly adding to the resources of its Private Client practice.
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05/24/2016
Acquisition
Risk Strategies Company Expands in New York City, Augments Media Business Reach With Acquisition of John Buttine, Inc. Risk Strategies Company acquires John Buttine, Inc., an insurance brokerage based in New York City with a specialty focus on companies involved in a variety of media-related businesses and services.
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04/05/2016
Acquisition
Risk Strategies Company Boosts Higher Education Reach With Acquisition of Maggs & Associates Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced its acquisition of Maggs & Associates, a Schenectady, New York-based brokerage, specializing in serving the complex insurance placement and risk mitigation needs of colleges and universities.
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03/15/2016
Company
Risk Strategies Company Receives Vertafore Vanguard Award for Innovation, Harnessing Technology to Manage Rapid Growth Risk Strategies Company, a privately held, national insurance brokerage and risk management firm, that has aggressively grown its reach through acquisition in recent years, has been awarded the Vertafore Vanguard Award for Innovation by Vertafore, the largest provider of technology for the independent insurance industry in the United States. The award recognizes the innovative work Risk Strategies has done integrating newly acquired companies, as well as an ongoing Salesforce.com implementation, with its agency management system, Vertafore's AMS360.
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03/07/2016
Acquisition
Risk Strategies Company Acquires Lester Brokerage, Adds Outstanding Depth, Capabilities to Private Client Practice Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced its acquisition of Lester Brokerage, an Englewood Cliffs, New Jersey-based firm with six decades of expertise building customized programs that simplify the complex risk management and insurance needs of high-net-worth clients.
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02/02/2016
Talent
Risk Strategies Company Bolsters Private Client Team in Nashville Offices Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced the expansion of its nationwide Private Risk Management (PRM) practice with the hiring of Carol Wiek as vice president, private client. A highly experienced PRM practitioner, Wiek is based out of the Nashville office of Crow Friedman Group, which Risk Strategies acquired in 2014.
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12/07/2015
Acquisition
Risk Strategies Company Acquires Re-Solutions Intermediaries, LLC, Enhances Reinsurance Brokerage Business Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has augmented its reinsurance and healthcare businesses with the acquisition of Re-Solutions Intermediaries, LLC, a reinsurance specialist focused on assisting healthcare organizations around the world manage risk.
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11/17/2015
Talent
Risk Strategies Company Expands Chicago Office With New Vice President Risk Strategies Company, a national risk management and insurance placement brokerage firm, announced today that Alan G. Harder has joined its Chicago office as Vice President. Harder joins a week after Risk Strategies acquired Chicago-based M.G. Welbel & Associates.
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11/10/2015
Acquisition
Risk Strategies Company Builds Chicago-Area Operations, Professional Liabilities Practice With Acquisition of M.G. Welbel Risk Strategies Company, a privately held, rapidly growing national insurance brokerage and risk management firm, today announced it has strengthened its Chicago-area operations as well as the expertise of its professional liability practice with the acquisition of M.G. Welbel & Associates.
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10/30/2015
Talent
Bob Courtemanche Joins Risk Strategies Company as Senior Managing Director, Private Client Practice Leader Risk Strategies Company, a rapidly growing national leader in risk management and insurance placement, announced today that it has brought on longtime industry veteran Bob Courtemanche as a Senior Managing Director and Practice Leader nationally for its Private Client group.
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10/27/2015
Company
Risk Strategies Company Agent Among a Select Group to be Named a Certified Advisor of Personal Insurance by Wharton and Chubb Jeff Kaplan, Senior Vice President, Family Office Practice Leader, Northeast with Risk Strategies Company, has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb Personal Insurance.
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10/20/2015
Company
Risk Strategies Company Announces Transaction With Kelso & Company Risk Strategies Company ("Risk Strategies" or the "Company"), a national insurance & benefits brokerage and risk management firm headquartered in Boston, and Kelso & Company ("Kelso"), one of the oldest and most established firms in the private equity industry and a leading investor in the insurance sector, today announced that they have signed a definitive agreement whereby Kelso will acquire a majority stake in Risk Strategies from Kohlberg & Company.
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09/25/2015
Company
Should Philadelphia Insure the Pope’s Visit Against Acts of God? Faith is not enough when it comes to staging Pope Francis' visit to Philadelphia this week. Host organization World Meeting of Families (WMoF) and the Philadelphia Archdiocese relied on veteran entertainment insurance brokerage DeWitt Stern, a Risk Strategies Company, to create a comprehensive policy for the event.
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07/14/2015
Acquisition
Risk Strategies Company Bolsters Northern California Operations With Acquisition of MacCorkle Insurance Service Risk Strategies Company, a national insurance brokerage and risk management firm, today announced the expansion of its San Francisco presence with the acquisition of MacCorkle Insurance Service, a full service employee benefits and property/casualty insurance brokerage and consulting firm headquartered in Burlingame.
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06/03/2015
Acquisition
Risk Strategies Company Acquires Dubraski & Associates, Strengthens National Healthcare Practice Risk Strategies Company, a national insurance brokerage and risk management firm headquartered in Boston, today announced it has acquired Dubraski & Associates Insurance Services, a national brokerage and consulting firm that provides risk and insurance solutions to the healthcare industry.
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05/06/2015
Acquisition
Risk Strategies Company Grows Employee Benefits and Higher Education Practice with Acquisition of Northwest Comprehensive, Inc. Risk Strategies Company, a national insurance brokerage and risk management firm based in Boston, today announced the acquisition of Northwest Comprehensive, Inc., a full service employee benefits insurance brokerage and consulting firm with headquarters in Chicago.
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04/01/2015
Company
Risk Strategies Company Recognized as 2015 Pacesetter by Boston Business Journal Risk Strategies Company, a national insurance brokerage and risk management firm headquartered in Boston, has been recognized as a 2015 Pacesetter by the Boston Business Journal. The designation was announced in the March 12, 2015 issue of The Boston Business Journal.
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03/16/2015
Company
Dewitt Stern Group Employees Are Honored As Prestigious 2015 Power Brokers® From Risk & Insurance® Magazine DeWitt Stern Group, a privately held insurance brokerage and risk advisory firm recently acquired by Risk Strategies Company, today announced that three brokers in the organization were honored as 2015 Power Brokers® by Risk & Insurance® magazine. The designation, announced in the February issue of Risk & Insurance®, is based on nominations provided by brokers and risk managers, and is judged on the quality of the application and on references by risk managers in each industry sector.
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10/21/2014
Acquisition
Risk Strategies Company Completes Transaction With Benefit Development Group, Expands Employee Benefits Practice Group Risk Strategies Company, a national insurance brokerage and risk management firm headquartered in Boston, today announced it has acquired Benefit Development Group (BDG), a leading broker for health insurance, group, and voluntary benefits in the Northeast. The combination will place Risk Strategies Company in the top 30 brokers ranked nationally with over $100 million in revenues, more than 400 employees nationwide and well over $1 billon in premiums placed on behalf of their clients.
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10/08/2014
Acquisition
Risk Strategies Company Expands Professional Liability Practice With Acquisition of Crow Friedman Group Risk Strategies Company, a national insurance brokerage and risk management firm headquartered in Boston, today announced it has acquired Crow Friedman Group, a professional liability brokerage company headquartered in Memphis, Tennessee. Ranked in the top 35 brokers nationally with $100 million in revenues, Risk Strategies will now have over 400 employees nationwide and will place over $1 billon in premiums on behalf of their clients.
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10/01/2014
Acquisition
Risk Strategies Company and DeWitt Stern Group Announce Merger Risk Strategies Company, a national insurance brokerage and risk management company headquartered in Boston, and DeWitt Stern, a privately held insurance brokerage and risk advisory firm based in New York, today announced they have merged. This move pushes the combined organization into the rank of Top 35 brokers nationally, with nearly $100 million in revenues and almost 400 employees nationwide.
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09/17/2014
Talent
Risk Strategies Company Announces the Hire of Melissa S. Masles as Chief Operating Officer for California Operations Risk Strategies Company, a national insurance brokerage and risk management firm, is pleased to announce the hiring of Melissa S. Masles as Senior Vice President and Chief Operating Officer for California. In this role, Masles will have operational oversight of Risk Strategies' four offices in California. She will focus on deepening the firm's regional capabilities and accelerating its growth trajectory. She will be based in the firm's San Mateo office.
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04/08/2014
Acquisition
Risk Strategies Company Expands Environmental and Waste Industry Insurance Business Risk Strategies Company, a national insurance brokerage and risk management firm headquartered in Boston, MA today announced it has expanded their environmental and waste industry insurance business and named Pam Caron Senior Vice President. Caron, an established leader in the environmental and waste industry, joined Risk Strategies to add expertise and scale to this important business segment.
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01/22/2014
Acquisition
Risk Strategies Company Acquires Insurance Brokerage Firm Singer Nelson Charlmers Risk Strategies Company, a national insurance brokerage and risk management firm headquartered in Boston, today announced that it has acquired Singer Nelson Charlmers, a leader in professional liability, employee benefits, and private client personal lines. Based in Teaneck, N.J., Singer Nelson Charlmers works with many of New York's most prestigious professional services firms -- architects and engineers, lawyers, and others.
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01/14/2014
Acquisition
Risk Strategies Company Acquires New Hampshire-Based DataRisk Risk Strategies Company, a national insurance brokerage and risk management firm headquartered in Boston, today announced it has acquired DataRisk LLC, a Portsmouth, NH-based risk management consulting firm offering customized risk management and specialized insurance brokerage solutions, including executive level personal lines.
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09/11/2013
Company
Risk Strategies Company Announces Formation of New National Professional Practices Group Risk Strategies Company (RSC), a national insurance & benefits brokerage and risk management firm headquartered in Boston, today announced the launch of its new Professional Practices Group, which specializes in providing Professional Liability and E&O insurance, Property & Casualty insurance solutions and Employee Benefits programs for architectural and engineering firms, law firms and third-party administrators (TPAs). Concentrated in California, the new practice will consist of a team of seasoned insurance industry professionals and will service a range of national and international commercial and personal clients.
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06/27/2013
Company
Risk Strategies Company announces Transaction with Kohlberg & Company Risk Strategies Company (RSC), a national insurance & benefits brokerage and risk management firm headquartered in Boston, today announced the completion of a significant transaction and partnership that positions the Company for accelerated growth and an enhanced value proposition for current and future customers and partners. Kohlberg & Company, L.L.C, a private equity firm specializing in middle market investing, has acquired a majority of the Company's stock and reserved substantial additional equity capital to support RSC's client and growth initiatives from its recently-closed, $1.6 billion fund, Kohlberg Investors VII. Terms of the agreement were not disclosed.
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05/14/2013
Talent
Risk Strategies Company Adds Jim DiFalco to Credit Union Health Benefits of America Team Risk Strategies Company (RSC), a national insurance brokerage and risk management firm headquartered in Boston, has named Jim DiFalco as Executive Team Leader for RSC's Credit Union Health Benefits of America (CUHB) Employee Benefits Captive program. Jim will co-lead RSC's efforts to increase CUHB's national expansion into credit unions seeking an alternative to traditional medical insurance plans or programs.
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10/22/2012
Acquisition
Risk Strategies Company Acquires D&D Insurance Agency Risk Strategies Company (RSC), a national insurance brokerage and risk management firm headquartered in Boston, today announced that it has acquired Burlington, Mass.-based D&D Insurance Agency, an independent personal and commercial lines insurance agency specializing in risk and insurance solutions for personal and commercial clients in Massachusetts.
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