| Activity | |
|---|---|
| Acquisition (Assets) | 9 |
| Acquisition (Stock) | 1 |
| Acquisition (Units) | 2 |
| Consulting | 4 |
| Disposition (Assets) | 6 |
| Disposition (Stock) | 3 |
| Disposition (Units) | 2 |
| Equity (Stock) | 7 |
| Equity (Units) | 6 |
| Promissory Note | 2 |
| TOTAL | 41 |
| CHART |
|---|
| Timeline |
|---|
2024
MIG LLC
Partial Unit Acquisition
2023
Keystone Partners
Full Disposition of Assets
2021
Mid-States Agencies
Partial Disposition of Assets
2021
Pufalt Pauley Ins Agency
Partial Disposition of Assets
2019
Alternatives Belleville LLC
Full Asset Acquisition
2018
M2 Asset Mgmt Inc
Equity Common Stock
2015
Mid-States Agencies
Partial Disposition of Assets
2014
AAA of Southern CA
Partial Disposition of Assets
2014
BMC Insurance LLC
Full Asset Acquisition
2014
MJM Agency LLC
Full Asset Acquisition
2014
Exclusive Agents LLC
Full Disposition of Assets
2010
BMR Insurance Inc
Full Disposition of Common Stock
2010
BMC Insurance LLC
Consulting Asset Transfer
2009
BMR Agency LLC
Promissory Default Disposition Note
2009
MIG LLC
Partial Disposition of Member Units
2009
MJM Agency LLC
Full Disposition of Assets
2009
Exclusive Agents LLC
Equity Member Units
2008
Agents Direct LLC
Full Disposition of Assets
2008
DMB Ins Agency Inc
Full Asset Acquisition
2007
BMR Insurance Inc
Promissory Note Disposition of Assets
2007
MK Riley Ins LLC
Consulting Structure Implementation
2007
MJM Agency LLC
Equity Member Units
2006
Agents Direct LLC
Equity Member Units
2006
Spencer Group Inc
Consulting Structure Implementation
2005
J Sharamitaro Ins LLC
Consulting Structure Implementation
2005
JADE Ins Agency Inc
Equity Common Stock
2005
Engel Insurance Inc
Equity Common Stock
2004
Ins Solutions KB LLC
Equity Member Units
2004
Ins Transaction Serv LLC
Equity Member Units
2004
MIG LLC
Equity Member Units
2004
DMB Ins Agency Inc
Partial Disposition of Common Stock
2004
Sharamitaro Ins LLC
Equity Member Units
2004
Alternatives IV Inc
Full Disposition of Common Stock
2004
BMC Insurance LLC
Full Disposition of Member Units
2002
DMB Ins Agency Inc
Equity Common Stock
2000
Horan Ins Services
Full Asset Acquisition
2000
All-American Ins Agency
Full Asset Acquisition
2000
Alternatives IV Inc
Equity Common Stock
1999
BMR Insurance Inc
Partial Common Stock Acquisition
1997
BMR Insurance Inc
Equity Common Stock