Experience when it matters most.

For over 20 years, MidCap has been a recognized leader in middle market M&A.

Selected transactions include:

MidCap Advisors is pleased to announce that f3 Logic (“f3 Logic”), f3 Investment Management (“f3 IM”), Financial Consultants of America (“FCA”), Compass Point Retirement (“CPR”), and Kusske Financial Asset Management (“KFAM”), collectively the “f3 Companies” have been acquired by Arthur J. Gallagher & Company (NYSE: AJG) (“AJG” or “Gallagher”). MidCap Advisors was the exclusive financial advisor to the f3 companies. With locations throughout the Mid-Atlantic, the Midwest, and New England, f3's 7 principals possess over 150 years of wealth management and financial planning experience. With the acquisition, f3 will become Gallagher’s primary platform in the individual wealth management space. The f3 Companies are a wealth management platform with over $1 billion in assets under advisement. With a turnkey technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors, and registered investment advisory firms. The f3 Companies will remain in their current locations under the direction of Jeff Leonard, Gallagher's North American Business Line Leader for Financial and Retirement Services. FCA, CPR, and KFAM will continue to operate under f3's RIA platform and they provide financial planning and wealth management solutions. Gallagher is a global leader in insurance, risk management, and consulting services providing services in approximately 130 countries. | f3 Logic, Arthur J. Gallagher & Company, 2022, Mid-Atlantic - Midwest and New England, Retirement & Wealth Advisory

EMG Insurance Brokerage (EMG), one of the nation’s oldest and most respected brokerage general agencies (BGA), has been acquired by Omaha-based Senior Market Sales® (SMS), a premier insurance marketing agency. MidCap Advisors, LLC (MidCap) served as the exclusive financial advisor to EMG. EMG, founded in 1972 as a Texas-based brokerage firm, assists financial advisors in navigating the insurance marketplace by locating the right products for their clients. The BGA supports a national network of more than 3,000 agents across all 50 states. The Company offers life insurance plans, critical illness, long-term care, disability, travel, dental insurance as well as annuities, group benefits, life settlements and Affordable Care Act (ACA) plans. SMS represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance in all 50 states. The firm was founded in 1982 and joined parent firm Alliant Insurance Services in 2020. | EMG Insurance Brokerage, Senior Market Sales, 01 Sep 2023, Houston - Texas, Insurance & Financial Service

MidCap Advisors is pleased to announce that (k)RPG, LLC (“(k)RPG” or the “Company”) was acquired by OneDigital Investment Advisors (“OneDigital”), an industry leading insurance brokerage, financial services, and HR consulting firm based out of Atlanta, Georgia. MidCap served as the exclusive financial advisor to (k)RPG. The Company is based out of Gaithersburg, Maryland and serves families and corporations throughout the country. Their team has over 60 years of industry experience and their client base is accretive to $600M in AUM. Through the transaction, OneDigital has expanded its presence in the Mid-Atlantic region and in the wealth and retirement advisory space. Vincent Morris, President of Retirement and Wealth at OneDigital, will drive core values and services with Walter Zifffer, President of (k)RPG. Both are highly respected individuals that are dedicated to trust and integrity in their service offerings. | (k)RPG LLC, OneDigital, 06 Feb 2023, Gaithersburg - Maryland, Retirement & Wealth Advisory

The Pavese-McCormick Insurance Agency (PMA), a third-generation multi-line property and casualty agency based in Monmouth Junction, New Jersey, has been acquired by King Insurance, a Gainesville, Florida-based insurance brokerage that provides property and casualty, liability and employee benefit solutions. Currently in its 90th year of operation, PMA provides risk management solutions to commercial and personal lines customers. MidCap Advisors, LLC (MidCap) served as the exclusive financial advisor to PMA. | The Pavese-McCormick Insurance Agency, King Insurance, 01 Jul 2023, Princeton - New Jersey, Insurance & Financial Service

Lighthouse Financial, LLC (“Lighthouse” or the “Company”) a leading wealth management firm based in Delaware, was acquired by AssuredPartners, (“Assured” or the “Acquirer”) a premier financial services company headquartered in Florida. MidCap Advisors was the exclusive financial advisor to Lighthouse. The merger between Lighthouse and Assured will enhance their ability to serve clients with a suite of financial and insurance solutions tailored to meet their evolving needs. Founded in 2006, Lighthouse's business model is to provide a customized portfolio based on an individual's risk tolerance and goals. The Company consistently pursues protection strategies that will allow access to full market growth while limiting the downside of market shocks. Ken Brackett, Lighthouse's owner and founder, and his team provide services and products including but not limited to wealth management, tax liability analysis, annuities, investment risk analysis, succession strategies, financial advisory, and financial education. Assured has built an impressive legacy, providing top-notch retirement and wealth advisory services to private clients. Per Business Insurance's July 2022 edition, the Acquirer was ranked as the 11th largest insurance brokerage of U.S. business in terms of revenue. Assured was also ranked 5th overall in Insurance Journal's 2022 ranking of P&C agencies whose business is primarily retail (not wholesale). AssuredPartners' service philosophy, business model, and technology combined with Lighthouse's loyal and growing list of long-term clients will enable the two entities to gain market share, especially in the northeast market of the U.S., as the overall wealth management industry continues to grow. | Lighthouse Financial LLC, AssuredPartners, 20 Jun 2023, Wilmington - Delaware, Retirement & Wealth Advisory

MidCap Advisors is pleased to announce that the Simplicity Group (“Simplicity”) has acquired Buckhead Brokerage Group (“BBG”), a Georgia-based broker general agency specializing in life insurance, long-term care, disability income, and annuity products. The transaction became effective on March 31, 2022. The Partner of BBG, Forrest Mitchell, will stay post-acquisition to continue to grow BBG’s offering to banks and wealth management groups. | Buckhead Brokerage Group, The Simplicity Group , 31 Mar 2022, Georgia, Insurance & Financial Services

Hub International Mid-Atlantic (Hub) has acquired Springfield, Virginia-based Olson Insurance Agency, and affiliated Your Insurance Brokerage. (together, Olson). The transaction became effective on November 1, 2020. Olson is a property and casualty insurance agency providing personal and commercial lines insurance to clients in the Metro D.C area and throughout the state of Virginia. Olson was previously part of Nationwide Mutual Insurance Company’s exclusive distribution model and recently transitioned to an independent model under the leadership of Max Olson. Max is the 14th member of his family to work with Nationwide, and he will continue to lead operations post-closing. Max has successfully transitioned several other Nationwide agencies and plans to continue to lead these efforts in partnership with Hub. The first follows the acquisition, Insure All LLC (Insure All), which was closed simultaneously with Olson. MidCap provided guidance to both Olson and Insure All. | Olson Insurance Agency LLC & Your Insurance Brokerage LLC, Hub International Ltd., 01 Nov 2020, Virginia, Insurance & Financial Services

The Hilb Group, LLC acquired Massachusetts-based Gould & Naimoli Partners, LLC/G&N Insurance (“G&N”). The transaction became effective November 1, 2019. G&N is a property & casualty insurance agency primarily providing personal lines insurance to real estate owners in the New England area. Founded in 2010 by agency leaders, Zack Gould and Matt Naimoli, G&N was recognized as one of the fastest growing private companies by Inc. Magazine for the past three years. G&N will continue to operate out of its Southborough, Massachusetts location under the leadership of Gould and Naimoli. | G&N Insurance, The Hilb Group, 1 Nov 2019, Massachusetts, Insurance & Financial Services

Peter C. Foy & Associates Insurance Services (PCF) has acquired Chestertown, Maryland-based Dukes-Moore Insurance Agency, Inc. (Dukes-Moore). The transaction became effective October 9, 2020. Dukes-Moore is a multi-line insurance agency providing personal and commercial lines insurance as well as group benefits to clients throughout the state of Maryland. Dukes-Moore has been a leading provider of insurance services to Marylanders since 1931, and has successfully grown under the stewardship of Michael and Wendy Moore since 1998. The Moores will continue to run and operate the business post-transaction. | Dukes-Moore Insurance Agency Inc., PCF Insurance Services , 09 Oct 2020, Maryland, Insurance & Financial Services

Krauter & Company LLC is a leading specialty firm focused on the risk and insurance needs of private equity firms and their portfolio companies nationwide. Founded in 2004 and headquartered in New York City, Krauter & Company counts more than 185 private equity firms and thousands of portfolio companies among its client base. The company’s staff, numbering over 70 nationally and averaging over 25 years in the insurance business, is well known for its experience, depth, and proficiency in working with private equity firms. Beyond its New York City headquarters, Krauter & Company maintains eight additional offices throughout the United States, including Chicago, San Francisco, Los Angeles, Houston, and Boston. | Krauter & Company LLC, Risk Strategies Corp., 15 Feb 2019, New York, Insurance & Financial Services

IES Holdings, Inc. has acquired all of the equity interests in Aerial Lighting & Electric, Inc., a Naugatuck, CT-based electrical contractor specializing in the design and installation of electrical systems for multi-family developments, with revenues of approximately $24 million in calendar year 2019. Aerial will become part of IES’s Residential segment and continue to operate under the Aerial name. | Aerial Electric, IES Holdings, 18 Feb 2020, Connecticut, Manufacturing & Business Services

| Access Systems Integration, ADT, 9 Aug 2018, Florida, Manufacturing & Business Services

| Payer Sciences, Publicis Health, 17 July 2018, New Jersey, Manufacturing & Business Services

| Aerocision, Bromford Industries, 29 Mar 2018, Connecticut, Manufacturing & Business Services

| Pleatco, Align Capital, 17 July 2017, New Jersey, Manufacturing & Business Services

| POMCO, United Healthcare, 3 Apr 2017, New York, Insurance & Financial Services

UGP was founded in 1968 and is both a Third-Party Administrator (TPA) and Managing General Agent (MGA) of healthcare benefits. The Company offers specialty products and services that are sold through an extensive broker network to small and mid-sized businesses. The primary insurance products offered by the Company include gap, limited medical, minimum essential coverage and self-funded major medical. UGP maintains operations in Newtown, PA, and Boca Raton, FL. Gemspring Capital, LLC, is a Westport, Connecticut-based private equity firm with $350 million under management that focuses on making control equity investments and structured equity investments in lower middle market companies. MidCap advised United Group Programs, Inc. | United Group Programs Inc, Gemspring Capital Partners, 16 Dec 2016, Florida, Insurance & Financial Services

Morgenthaler Private Equity recapitalized B&E Group, LLC, a leader in the aviation industry with advanced engineering, repair, and manufacturing. B&E Group is comprised of two distinct business units, an original equipment manufacturing (OEM) group, which manufactures complex, machined components used in commercial aerospace, military and space applications, and a maintenance, repair and overhaul (MRO) group, which repairs commercial aerospace engine components. The Company is headquartered in Southwick, MA and Fort Myers, FL. MidCap served as advisor to B&E Group, LLC. | B&E Group LLC, Morgenthaler Private Equity, 11 Nov 2015, Massachusetts, Manufacturing & Business Services

Your business is your most valuable asset.

We maximize the value of that asset in the market and guide you at each step along the path to a successful sale and beyond.

A successful transaction is not only maximizing financial gain, but also incorporates many qualitative aspects. Our team is highly experienced in optimizing results from all sides of the table: as owners, operators, buyers, and sellers of middle market businesses. This personal, shared expertise makes us uniquely qualified to understand the business owner’s perceptive.

Real World Experience

Whether a client’s needs are tactical, transactional, short-term or long-term, our experience, professionalism, breadth and depth of resources, and ability to evaluate the intricacies of a client’s business provide our clients with superior results.

We have stood in your shoes, confronted the same problems, and have asked the same questions you’re asking now.

Personal Relationships

We develop long-lasting, personal relationships with our clients founded on incorporating our extensive industry and entrepreneurial expertise with our clients' goals.

Highest Level of Detail & Care.

We have built our ethos around understanding and supporting our clients' long-term goals. Whether you’re transacting tomorrow or five years from now, we stand ready to provide guidance, assistance and expertise to ensure that you make the best decision for your business, your family, and yourself.

"I retained MidCap when I purchased York from AIG and was so delighted with their work that I hired them again five years later to represent me in selling York in a private equity transaction."

Tom MacArthur

CEO York Insurance Services

Industry-Leading Service

We are your persistent and reliable partner, providing you with industry insights, value-maximizing strategies, expert merger and acquisition execution, and the professional resources for optimizing complex transactions. We are proud of our end-to-end service model, and are recognized for:

Industry-leading business analytics
Industry-leading valuations achieved for clients
Our unique, six-step Transaction Roadmap
Industry-leading transaction close rate
High referral rate from prior clients
Multi-transaction clients

Suydam Insurance Agency

"MidCap was referred to us for their experience and expertise in representing insurance related firms. We are very pleased with their work. They assisted us throughout the entire process which resulted in a closing on very favorable terms.”

Robin Suydam, CEO

Crozier Fine Arts

"We had worked with a number of banks and advisory firms post our recovery from the effects of the 2009 financial crisis but none of these deals worked out. We hired MidCap late in 2014 to assist us and not only did our transaction close the following year, but the valuation far exceeded any prior offer.”

Simon Hornby, President

LoanLogics, Inc

"Our investors were ready for an exit and had an offer that I was not comfortable with. Our board allowed me to retain MidCap to pursue another option and together we were able to raise equity and merge with another firm. We couldn’t have accomplished this without MidCap.”

Howard Conyack, Chairman

Let's connect.

We want to hear from you. Whether you’re considering a sale, raising capital, or simply want to understand more about your options in today’s business environment, we welcome the opportunity to learn more about your goals.

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