Press Releases

May 11, 2022

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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Apr 21, 2022

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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Apr 19, 2022

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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Apr 18, 2022

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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Mar 17, 2022

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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Mar 16, 2022

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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Mar 16, 2022

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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Feb 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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Feb 16, 2022

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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Feb 9, 2022

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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Jan 19, 2022

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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Dec 16, 2021

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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Dec 13, 2021

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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Dec 9, 2021

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.

Headquartered in Portland, Oregon, the firm is led by its President, Greg Kuhns. Consistently ranked among the “100 Best Companies to Work For in Oregon” by Oregon Business, Fournier Group’s accomplished management team, comprised of insurance veterans, has guided dynamic growth both geographically and by industry, with specialty expertise in hospitality, restaurants, entertainment, and aviation.

“We believe culture and expertise are equally important for success,” said John…

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Dec 7, 2021

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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Dec 1, 2021

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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Nov 30, 2021

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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Nov 17, 2021

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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Nov 15, 2021

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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Nov 9, 2021

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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Nov 4, 2021

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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Nov 1, 2021

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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Oct 26, 2021

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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Oct 13, 2021

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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Sep 22, 2021

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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Sep 21, 2021

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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Sep 1, 2021

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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Aug 31, 2021

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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Aug 17, 2021

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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Aug 16, 2021

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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Aug 3, 2021

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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Jun 22, 2021

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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Jun 15, 2021

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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Mar 30, 2021

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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Mar 22, 2021

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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Mar 4, 2021

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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Feb 16, 2021

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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Dec 14, 2020

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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Oct 27, 2020

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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Sep 9, 2020

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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Sep 1, 2020

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.

Founded in 1997, Risk Strategies is a leading national brokerage known for highly specialized technical expertise that reduces the overall cost of risk in today’s hyper-connected, fast-changing world of global business. With over 25 specialty practices, Risk Strategies provides customized insurance and reinsurance…

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Aug 28, 2020

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.

Located in Boardman, Ohio, just south of Youngstown, McCamon Hunt adds to Risk Strategies’ existing footprint and stable of expert talent in the state. Founded in 1996 through a merger, the firm traces its roots to 1939 and boasts outstanding client retention with some remaining for more than 20 years.

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Apr 14, 2020

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.

Kristina Marcigliano and Emily Weiss Schaffer have both been named 2020 Power Brokers in the fine arts category. In addition, Kierstin Johnsen, who was a 2019 fine arts Power Broker, was a finalist. As Senior Account Executives, Kristina and Emily do incredible work for their clients, obtaining specialty liability policies, managing complex exhibitions, and obtaining comprehensive coverage with precise language.

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Mar 9, 2020

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.

Founded in 2002, Atlas has been ranked among the top 10 firms worldwide, in terms of number of captives managed, by Business Insurance. In addition to managing captive insurance entities, Atlas forms and operates a number of its own insurers. In particular, Atlas forms and operates protected…

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Mar 2, 2020

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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Feb 18, 2020

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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Feb 5, 2020

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. 

Located just outside of Denver in Conifer, Colorado, Transport Risk was founded in 2003 by its current president, Terry Miller. The firm’s specialists help its 1,000-plus clients understand and mitigate every area of potential loss pertaining to aviation, aerospace and aircraft operations and activities.

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Jan 28, 2020

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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Jan 27, 2020

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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Jan 14, 2020

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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Dec 10, 2019

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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Nov 19, 2019

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.

Over the course of its 100+ years in business, TMG has become one of the Midwest’s preeminent insurance brokerage and risk management firms by combining innovation and expertise with responsive, personalized customer service. This approach has engendered a high degree of customer satisfaction and loyalty, with many clients having been…

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Nov 13, 2019

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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Nov 12, 2019

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.

Founded in 1963, Zito is a second-generation, full-service insurance brokerage firm employing 36 people and providing property and casualty and life and health insurance services to individuals and businesses across a wide array of industries. In addition to its Mentor, OH headquarters, the firm also maintains an office in nearby Rocky River, OH.

“As we build out our capabilities, we…

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Nov 5, 2019

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.

Risk Strategies is a privately held, national firm with offices across the country. As a leading U.S. insurance broker, the company offers sophisticated risk management advice as well as insurance and reinsurance placement for property and casualty, healthcare and employee benefits risks. Risk Strategies serves commercial companies, nonprofits, public entities and individuals, and has access to all…

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Nov 5, 2019

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.

An industry veteran with almost 25 years in insurance, including in employee benefit consulting, Powers joined Risk Strategies in 2014 with the acquisition of Benefit Development Group (BDG), an employee benefits specialty brokerage based in Worcester, MA. In two years as the New England region employee benefits leader, Powers successfully merged the Boston and…

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Oct 29, 2019

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.

Founded in 1930, Dash & Love is a highly respected, family-owned specialty retail insurance brokerage providing insurance placement and risk management advice to organizations and successful individuals and families across Pennsylvania and the tri-state area. In its commercial lines business, the firm has built a reputation as the region’s preeminent provider of specialized risk management services to community associations,…

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Oct 22, 2019

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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Oct 16, 2019

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.

Easily tailored to specific client circumstances, Cyber Resolute is an advanced risk mitigation platform powered by Arceo.ai data analytics technology and backed by insurance underwritten through an exclusive partnership with Berkley Cyber Risk Solutions, a Berkley Company. The platform’s peer benchmarking data, analytics and artificial intelligence provide real-time awareness and understanding of potential security deficiencies and prioritizes recommended fixes. These deeper…

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Oct 8, 2019

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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Sep 30, 2019

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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Sep 23, 2019

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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Sep 19, 2019

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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Sep 16, 2019

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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Sep 9, 2019

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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Sep 4, 2019

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.

Founded in 2004, Risk Management Advisors (RMA) operates nationally helping companies and organizations in a variety of industries develop innovative alternative approaches to managing their risks, protecting their operations, and reducing their overall cost of risk. Client industries that RMA serves range from manufacturing, trucking, and contractors to auto finance, staffing, restaurant groups, and commercial property…

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Aug 20, 2019

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.

Founded in 2014 by Zain Hasan and named one of the 2019 Inc. 5000 fastest-growing private companies in America, NICG offers benefits consulting, outsourced benefits administration, human capital management software delivery, and outsourced HR. With locations in Atlanta, GA and Fort Lauderdale, FL, the firm specializes in creating alternatively funded employee benefits…

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Aug 13, 2019

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.

Black joins Risk Strategies after having led the professional services practice for the seventh largest privately-held broker in the U.S. Prior to that, he served as managing director and leader of the design liability practice at a publicly-traded, top three national brokerage.

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Aug 6, 2019

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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Jul 29, 2019

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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Jul 22, 2019

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.

Based in Fairfield, Connecticut, Gerard B. Tracy Associates, Inc. was founded in 1948 and has a decades-long history of creating employee benefits programs for a variety of public and private entities with a specialty focus on institutions of higher education.

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Jul 17, 2019

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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Jul 15, 2019

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.

Founded in 1995 and headquartered in San Diego, California, Winter Group is a leading transportation wholesaler known for providing national insurance solutions for virtually all facets of the trucking and transportation industry, with a strong specialization in cross-border transportation risks.

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Jun 11, 2019

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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May 29, 2019

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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Apr 2, 2019

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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Mar 19, 2019

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.

Kierstin Johnsen, account manager, was named a 2019 Power Broker in the fine arts category. Since joining the team in 2015, Johnsen has been praised by clients for consistently doing her job at the highest level, even in extreme circumstances.

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Mar 13, 2019

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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Mar 12, 2019

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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Jan 23, 2019

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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Jan 22, 2019

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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Jan 14, 2019

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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Jan 8, 2019

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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Dec 19, 2018

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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Dec 18, 2018

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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Dec 11, 2018

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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Oct 30, 2018

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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Oct 9, 2018

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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Oct 2, 2018

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.

A licensed Property and Casualty insurance agent, Chris has over 15 years of sales, leadership, and management experience in the insurance and risk management industry, with the past decade focused exclusively on the coverage needs of large physician groups, individual doctors, allied healthcare professionals, and surgery centers in the northeastern United States. In his role with Risk Strategies health care practice,…

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Sep 25, 2018

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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Sep 24, 2018

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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Jul 17, 2018

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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Jun 18, 2018

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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Jun 4, 2018

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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May 22, 2018

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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May 16, 2018

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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Mar 13, 2018

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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Feb 20, 2018

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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Feb 20, 2018

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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Feb 14, 2018

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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Feb 12, 2018

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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Jan 23, 2018

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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Dec 21, 2017

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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Dec 5, 2017

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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Oct 11, 2017

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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Oct 4, 2017

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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Sep 19, 2017

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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Sep 5, 2017

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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Jul 25, 2017

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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Jul 11, 2017

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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May 24, 2017

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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Apr 18, 2017

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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Apr 10, 2017

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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Apr 6, 2017

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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Mar 27, 2017

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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Jan 18, 2017

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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Dec 20, 2016

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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Oct 11, 2016

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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Sep 20, 2016

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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Sep 8, 2016

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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Jun 28, 2016

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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Jun 20, 2016

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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Jun 2, 2016

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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May 31, 2016

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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May 24, 2016

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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Apr 5, 2016

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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Mar 15, 2016

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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Mar 7, 2016

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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Feb 2, 2016

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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Dec 7, 2015

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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Nov 17, 2015

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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Nov 10, 2015

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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Oct 30, 2015

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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Oct 27, 2015

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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Oct 20, 2015

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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Sep 25, 2015

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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Jul 14, 2015

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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Jun 3, 2015

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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May 6, 2015

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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Apr 1, 2015

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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Mar 16, 2015

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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Oct 21, 2014

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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Oct 8, 2014

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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Oct 1, 2014

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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Sep 17, 2014

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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Apr 8, 2014

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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Jan 22, 2014

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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Jan 14, 2014

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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Sep 11, 2013

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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Jul 1, 2013

Risk Strategies Seeks Continued Growth With Kohlberg Financing

Now that Boston-based insurance company Risk Strategies Co. has received solid backing from private equity firm Kohlberg & Co. LLC, the firm said it will venture out to grow via bolt-on acquisitions. "There are definitely acquisitions in the pipeline" RSC CEO Michael Christian said in a phone interview.

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Jun 27, 2013

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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May 14, 2013

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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Oct 22, 2012

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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Oct 4, 2012

Risk Strategies’ Jane Dickerson appointed new Chairperson of URMIA’S Affiliate Committee

Risk Strategies Company (RSC), a national insurance brokerage and risk management firm headquartered in Boston, announced today that Jane Dickerson, Senior Vice President and Higher Education Practice Leader, has been named Chairperson of the Affiliate Committee of the University Risk Management and Insurance Association (URMIA).

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