StoneRidge Advisors' publicly disclosed transactions:

Includes transactions executed by our professionals prior to joining StoneRidge Advisors

 

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Year Client Transaction Description Sector
2015 Tangiers Group Acquistion of Osprey Insurance Brokers MGA/Broker
2015 NCA Group Aquisition of All Valley Adjusters Services
2014 Absentys Sale of Absentys, LLC to Sedgwick Claims Management Services, Inc. Services
2014 Global Liberty Insurance Company of New York Sale of Anchor Holdings, including Global Liberty Insurance Company of New York, to Atlas Financial Holdings, Inc. P&C
2014 Aquiline Capital Partners, LLC Acquisition of Worley Claims Services Services
2014 Vertical Claims Management, Inc. Sale of Vertical Claims Management Inc. to Cannon Cochran Management Servies Inc. Services
2014 Totura &Company Sale of Totura & Company to Engle Martin & Associates Inc. Services
2014 NCA Group Aquisition of Woodland Claim Services Inc. Services
2013 NCA Group Acquisition of Turco Claim Services Inc. Services
2013 Hartville Group, Inc. Sale of Hartville Group Inc. to Fairfax Financial Holdings, Inc. P&C
2013 Ironshore, Inc. Acquisition of preferred stock from Lexon Surety Group P&C
2012 Gateway Insurance Company Sale of Gateway Insurance Company to Atlas Financial Holdings, Inc. P&C
2012 Alliance United Group, Inc. Raised $15 million of senior debt financing from California Bank & Trust P&C
2012 Personable Holdings, Inc. Acquisition of Endeavor General Agency LLC P&C
2012 The Hanover Insurance Group, Inc. Sale of Citizens Management Inc. to York Insurance Services Group Services
2012 TRISTAR Risk Management Acquisition of Risk Enterprise Management (REM) Services
2012 NCA Group Formation of PWP International Services
2011 Personable Holdings, Inc. Acquisition of Peachtree Casualty Insurance Company and First Insurance Network, Inc. P&C
2011 IAS Claim Services Acquisition of JMB Insurance Adjusters Services
2011 Norcal Mutual Insurance Company Acquisition of Medicus Insurance Company P&C
2011 Xchanging plc Sale of its US workers' compensation and TPA operations to Sedgwick Claims Management Services, Inc. Services
2011 Engle Martin & Associates, Inc. Recapitalization sponsored by Forsyth Capital Investors, LLC Services
2011 NCA Group Acquisition of Gentry & Associates Services
2011 NCA Group Acquisition of NHI General Adjusters Services
2011 NCA Group Acquisition of T.M. Mayfield & Company Services
2011 GENEX Holdings, Inc. Acquisition of Network Synergy Group Services
2010 GAB Robins North America, Inc. Sale of the third party administration and managed care businesses to Gallagher Bassett Services, Inc. Services
2010 MarketScout Wholesale, LLC Convertible preferred offering Distribution
2010 Daynard & Van Thunen Co., Inc. Sale to York Specialized Loss Adjusting Services
2009 Willis Group Holdings Ltd. Sale of the employee benefits unit of the Managing Agency Group to AmWINS Group, Inc. Distribution
2009 Willis Group Holdings Ltd. Sale of Bliss & Glennon to Fortegra Financial Distribution
2009 Cunningham Lindsey Acquisition of certain businesses from GAB Robins Services
2008 Amigo International Insurance Agency, Inc. MBO from Post Capital, LLC Distribution
2008 Brooke Capital Corporation Sale of First Life America Corporation L&H
2008 Board of Insurance of Wisconsin  Fairness opinion in connection with the demutualization of Sheboygan Falls Mutual Insurance Co. P&C
2008 Alternative Service Concepts, LLC Acquisition of certain assets from UniSource Administrators, Inc. Services
2007 North American Insurance Leaders, Inc. Acquisition of businesses of Deep South Holdings, L.P. Distribution
2007 InsuranceNoodle Sale to Willis Group Holdings Limited Distribution
2007 Accident Fund Insurance Company of America Acquisition of CompWest Insurance Company P&C
2007 Stone Point Capital, LLC Acquisition of majority interest in Capri Enterprises, LLC Services
2006 Special Committee of Great American Financial Resources Sale of remaining interest of Great American Financial Resources to American Financial Group L&H
2006 SCI Sale of Mayflower National Life Insurance Company to Assurant, Inc. L&H
2006 Ceres Group, Inc. Sale of Ceres Group, Inc. to Great American Financial Resources. Inc. L&H
2006 Erie Indemnity Company Tender offer for the publicly held shares of Erie Family Life P&C
2006 Lancer Insurance Company Sale of Lancer Casualty Company to High Point Preferred Insurance Company P&C
2006 Providence Washington Insurance Company MBO of Providence Washington from Swiss Re / Securitas P&C
2006 Platinum Equity, LLC Sale of Broadspire Services, Inc. to Crawford & Company Services
2005 ProAssurance Corporation Acquisition of NCRIC Group, Inc. by ProAssurance Corporation P&C
2005 Special Committee of the board of directors of Triad Guaranty Inc. Acquisition of Collateral Investment Corp. by Triad Guaranty Inc. P&C
2005 PIC Wisconsin Defense assignment including implementation of Shareholders Rights Plan P&C
2005 ProAssurance Corporation Divesture of ProAssurance's personal lines operations P&C
2004 Mayflower National Life Insurance Company Sale of Security Plan Life Insurance Company to Citizens Inc. L&H
2004 Genworth Financial, Inc. Co-lead manager for initial public offering L&H
2004 Kemper Insurance Companies Sale of Kemper Insurance Companies middle market business to St. Paul Companies P&C
2004 Employers Re Corporation Sale of Coregis Insurance Company to Argonaut Group P&C
2004 National Atlantic Holdings Corp. Co-lead manager for initial public offering P&C
2004 Axis Capital Holdings, Inc Co-lead manager for follow-on equity offering P&C
2004 ProAssurance Corporation Placement agent for trust preferred offering P&C
2003 Aspen Insurance Holdings Limited Acquisition of Dakota Specialty Insurance Company by Aspen Insurance Holdings P&C
2003 PMSLIC Sale of PMSLIC to NORCAL Insurance Company P&C
2003 ProAssurance Corporation Convertible debt offering P&C
2003 Donegal Group Co-lead manager for secondary equity offering P&C
2003 James River Group Placement agent for preferred and senior notes offering P&C
2003 Axis Capital Holdings, Inc Joint bookrunner for initial public offering P&C
2003 Insurance Company of the West Placement agent for the preferred offering P&C
2003 Kemper Insurance Companies Sale of NATLSCO to Platinum Equity Services
2002 Vesta Insurance Group, Inc. Acquisition of the assets of InsureOne Independent Insurance Agency Inc. Distribution
2002 Willis Group Joint bookrunner for secondary offering Distribution
2002 Conseco Inc. Sale of Conseco Variable Insurance Company to Inviva L&H
2002 Conseco Inc. Sale of individual life business to Protective Inc. L&H
2002 Nationwide  Demutualization of Provident Mutual L&H
2002 UnumProvident Corporation Senior notes offering L&H
2002 ProAssurance Corporation Co-lead manager for follow-on equity offering P&C
2002 Travelers Property Casualty Corporation Initial public offering P&C
2002 Travelers Property Casualty Corporation Convertible debt offering P&C
2002 Chubb Corporation Joint bookrunner for convertible offering P&C
2002 W.R. Berkley Corporation Co-manager for secondary offering P&C
2002 Kemper Insurance Companies Sale of Integrated DisAbility Management to Charter Oak Capital Partners Services
2001 Hub International Limited Acquisition of Kaye Group Inc. by Hub International Limited Distribution
2001 Spartan Stores, Inc. Sale of Shield Insurance Services, Inc. to Campbell Agency, Inc. Distribution
2001 Client Preservation & Marketing, Inc. Lead manager for private placement of convertible preferred stock Distribution
2001 Willis Group Initial public offering Distribution
2001 Willis Group Follow-on equity offering Distribution
2001 Principal Financial Group Joint bookrunner for initial public offering L&H
2001 UnumProvident Corporation Joint bookrunner for senior notes offering L&H
2001 Professionals Group, Inc. Merger with Medical Assurance Holdings to form ProAssurance P&C
2001 Preserver Group, Inc. Sale of Preserver Group Inc. to an Investor Group P&C
2001 Vesta Insurance Group, Inc. Co-lead manager for follow-on equity offering P&C
2001 Vesta Insurance Group, Inc. Lead manager for private placement of convertible preferred stock P&C
2001 ACE Secondary offering P&C
2001 Markel Senior co-manager for secondary offering P&C
2001 Progressive Corporation Joint bookrunner for senior notes offering P&C
2001 Nationwide Financial Services Joint bookrunner of senior notes offering P&C
2001 Nationwide Mutual Joint bookrunner of surplus notes offering P&C
2000 Bank One Corporation Acquisition of Congress Life Insurance Company by Bank One Corporation L&H
2000 Travelers Life and Annuity Company Sale of Long Term Care business to General Electric L&H
2000 Citigroup, Inc. Acquisition of Minority Interest in Travelers Property Casualty Company P&C
2000 CNA Financial Inc. Offer to acquire its Minority Interest in CNA Surety (Withdrawn) P&C
2000 LaSalle Re Merger with Trenwick Group P&C
2000 Kemper Insurance Companies Acquisition of Investors Insurance Company from Markel Corporation P&C
2000 CORE, INC. Sale to Fortis US Services
1999 PennCorp Financial Group Sale of Professional Insurance Company to General Electric L&H
1999 PennCorp Financial Group Sale of United Life & Annuity Insurance Company to ING Group L&H
1999 PennCorp Financial Group Sale of Penn Union Companies to Universal American Financial Corp. L&H
1999 United Teachers Insurance Company Sale to American Financial Group, Inc. L&H
1999 Special Committee of CUNA Mutual Life Insurance Company Merger with CUNA Mutual Insurance Society L&H
1999 Executive Risk Inc. Sale to Chubb Corporation P&C
1999 Motor Club of America Acquisition of Mountain Valley Indemnity Company by Motor Club of America P&C
1999 GuideOne Mutual Insurance Company Acquisition of Carnegie Holdings, Inc. by GuideOne Mutual Insurance Company P&C
1999 HCC Insurance Holdings, Inc. Acquisition of Centris Group P&C
1999 Markel Corporation Acquisition of Terra Nova (Bermuda) Holdings Ltd. P&C
1999 MMI Companies Inc. Sale to St. Paul Companies P&C
1999 Motor Club of America Acquisition of North East Insurance Company by Motor Club of America P&C
1999 ProNational, Inc. Merger with Physicians Protective Trust Fund P&C
1999 Royal SunAlliance plc Acquisition of Orion Capital Corporation P&C
1999 SCUUL Limited Sale of a minority interest to General Reinsurance Corporation P&C
1999 Meadowbrook Insurance Group, Inc. Acquisition of the Assets of TPA Associates Inc. by Meadowbrook Insurance Services
1998 First Mercury Financial Corporation Acquisition of CoverX Corporation Distribution
1998 Kolberg, Kravis & Roberts Sale of Canadian General Insurance Group P&C
1998 Kolberg, Kravis & Roberts Acquisition of Bristol West Insurance Company P&C
1998 Orion Capital Corporation Sale of Colorado Casualty Company to Liberty Mutual Insurance Company P&C
1998 PICOM Sponsored demutualization of MEEMIC P&C
1998 Markel Corporation Hostile acquisition of Gryphon Holdings P&C
1998 Lumbermens Mutual Casualty Company Acquisition of Eagle Insurance Company P&C
1998 Universal Bonding Insurance Company Sale to Kemper Insurance Companies P&C
1998 HSB Group and Lumbermens Mutual Casualty Company Acquisition of Lumbermens Mutual Casualty Company's boiler and machinery insurance operations by HSB Group P&C
1998 Lumbermens Mutual Casualty Company Acquisition of Carlisle Insurance Company from Markel Corporation P&C
1998 RAM Holdings Private equity offering P&C
1998 First Mercury Financial Corporation Merger with Mercury Management, Inc. Services
1997 Special Committee of PennCorp Financial Group Acquisition of the remaining interest in Southwestern Financial Corporation L&H
1997 Capsure Holdings Inc. Merger with surety operations of CNA Financial to create CNA Surety P&C
1997 HCC Insurance Holdings, Inc. Acquisition of Avemco Inc. P&C
1997 Highlands Insurance Company  Acquisition of Vik Brothers Insurance Group P&C
1997 Lease Insurance Agency Services Inc. Sale of company to American Financial Group, Inc. P&C
1997 MMI Companies Inc. Acquisition of Unionamerica Holdings plc P&C
1997 MMI Companies Inc. Implementation of Shareholders Rights Plan P&C
1997 Sphere Drake Holdings plc Sale of company to Fairfax Financial Group, Inc. P&C
1997 Professionals Group, Inc. Acquisition of Physicians Protective Trust Fund P&C
1996 PennCorp Financial Group Secondary offering L&H
1996 PennCorp Financial Group Convertible preferred offering L&H
1996 Capsure Holdings Inc. Sale of United Capitol Insurance Company to Frontier Insurance Group P&C
1996 Halliburton Sponsored spin-off of Highlands Insurance Group, Inc. to shareholders P&C
1995 Discover Re Managers, Inc. Sale of Company to USF&G Corporation P&C
1993 Kemper Corporation Sale of Federal Kemper Insurance Company to Anthem Insurance Group P&C
1993 Kemper Corporation Sale of Economy Fire and Casualty Company to St. Paul Cos. P&C

 

Year Client Transaction Description Sector
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