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Tag Archives | Mergers and Acquisitions

EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif., Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.

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Pulsar Global Solutions acquires Blueshield Security and Investigations

WARRENTON, Va. and Pittsburgh, Pa., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — Pulsar Global Solutions, a wholly owned subsidiary of Valentis, a defense and risk management firm, announces the acquisition of Blueshield Security and Investigations, LLC based in Warrenton, VA. The acquisition by Pulsar Global brings to realization the investigation unit of Valentis Security.

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UniversalCIS Announces Acquisition of SharperLending

PHILADELPHIA, Pa., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) — UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.

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Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed Co., Ltd. in Taiwan

TAIPEI and ATLANTA, Ga., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) — Nocera, Inc. (OTC:NCRA) (“Company”) today announced that it has formally signed Variable Interest Entity (“VIE”) agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both […]

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Fanplayr, a leader in online behavioral personalization, acquires Jamu Inc.

PALO ALTO, Calif. /California Newswire/ — Fanplayr, a leader in online behavioral personalization, announced it has acquired Jamu Incorporated, a reseller and development firm based in Tokyo, Japan. The acquisition represents the fulfillment of a long-term relationship between Fanplayr and Jamu Inc. Originally published on CaliforniaNewswire.com — Fanplayr, a leader in online behavioral personalization, acquires […]

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Former Co-Residents Merge Podiatric Practices, Form New Modern Foot & Ankle®

TAMPA and ORLANDO, Fla., Dec. 11, 2020 (SEND2PRESS NEWSWIRE) — Three Central Florida podiatric practices announced they have entered into a definitive merger agreement to create the new Modern Foot & Ankle®. The combined medical group will provide patients with additional board-certified physicians, a brand-new location, and the miniBunion™ system, a groundbreaking, minimally-invasive procedure for […]

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PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

JACKSONVILLE, Fla., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

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Galway Insurance Holdings Secures Majority Interest from Harvest Partners with Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif. /California Newswire/ — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for […]

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Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its […]

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LoadDelivered Logistics Rebrands to Capstone Logistics and Strengthens Integration Between Warehousing and Transportation Divisions

PEACHTREE CORNERS, Ga., Nov. 3, 2020 (SEND2PRESS NEWSWIRE) — LoadDelivered Logistics, a leading food and beverage specialized third-party logistics (3PL) company, announced today that it is rebranding following its acquisition by Capstone Logistics. The company will now operate as Capstone Logistics’ freight management solution.

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Next Gen Acquires Entrepreneurship Organization to Expand Educational Reach

NEW YORK, N.Y., Oct. 27, 2020 (SEND2PRESS NEWSWIRE) — Few understand the importance of fostering entrepreneurship at an early age quite like Dylan Gambardella and Justin Lafazan. Next Gen’s co-founders credit their entrepreneurial success to their learnings – and failures – in launching businesses while still in high school. That is why Next Gen HQ […]

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Foley Group and Convergence Partners Announce Merger of Their Two Companies

NORTH KANSAS CITY, Mo., Sept. 24, 2020 (SEND2PRESS NEWSWIRE) — Foley Group, Inc. and Convergence Partners, Inc., announced today the completion of the merger of their companies to offer the electrical industry a unified resource for virtually all their products, services, and design needs. The merged business will operate under the Convergence Partners brand.

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Pittsburgh Electrical Insulation (PEI) Acquires Fibertek to Expand Manufacturing Capacity

PITTSBURGH, Pa., Aug. 4, 2020 (SEND2PRESS NEWSWIRE) — Pittsburgh Electrical Insulation, Inc. (PEI) is pleased to announce the acquisition of the Electrical Products Division of Fibertek, Inc. of Franklin, Tenn. Fibertek is a manufacturer of leading-edge specialty fiberglass tapes and high-performance laminates for electrical insulation applications in electric motors, generators, and transformers.

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IntelliMedia Networks Acquires GlobalMLX, a Supply Chain CTPAT Training Firm

LOS ANGELES, Calif. /California Newswire/ — IntelliMedia Networks Inc., a leading provider of streaming media distribution and immersive training technology, acquired GlobalMLX, a Canadian supply-chain security training and certification consulting firm for an undisclosed amount. Originally published on CaliforniaNewswire.com — IntelliMedia Networks Acquires GlobalMLX, a Supply Chain CTPAT Training Firm

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Rock Center Financial Partners publishes the book, ‘Mergers & Acquisitions: Crushing It as a Corporate Buyer in the Middle Market’

ROCKVILLE CENTRE, N.Y., July 28, 2020 (SEND2PRESS NEWSWIRE) — Rock Center Financial Partners, LLC announced today that they have recently published a book, “Mergers & Acquisitions: Crushing It as a Corporate Buyer in the Middle Market” (ISBN: 978-1735052205) aimed at helping companies improve their ability to execute successful mergers and acquisitions (“M&A”).

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Texoma Real Estate Firm 580 Realty Combines Digital Marketing with Independent Agility Through Acquisition with Okie Land & Home

TEXOMA, Okla., May 5, 2020 (SEND2PRESS NEWSWIRE) — Okie Land & Home Monica Lambert are joining 580 Realty, a successful association which will bring together an independent firehouse to a stellar realty team, expanding the service area by an additional five counties. This now includes Coal, Pontotoc, Pittsburg, Latimer, Pushmataha, Hughes and McIntosh. From Lake […]

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Paragon Insurance Holdings Acquires Trident Public Risk Solutions from Argo Group

NEW YORK, N.Y., May 4, 2020 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings, LLC, headquartered in Avon, Connecticut, a national MGA, announced today that it has closed on the purchase of Trident Public Risk Solutions (TPRS). Acquired from Argo Group (Argo), the transaction positions Paragon as one of the largest providers of commercial insurance coverage for […]

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Bank of Southern California, NA and CalWest Bancorp, the Holding Company for CalWest Bank, Announce Changes to Merger Agreement

SAN DIEGO and RANCHO SANTA MARGARITA, Calif., April 29, 2020 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced that they have renegotiated the terms of their merger and have agreed to amend the initial Definitive Agreement announced on October 21, 2019 following shareholder meetings held […]

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Bank of Southern California, N.A. and CalWest Bancorp Announce Changes to Merger Agreement

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced that they have renegotiated the terms of their merger and have agreed to amend the initial Definitive Agreement announced on October 21, 2019 following shareholder meetings held on April 22, 2020. Originally published on […]

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KROST CPAs Kicks Off 2020 by Announcing Merger with BPE&H an Accountancy Corporation

PASADENA, Calif. /California Newswire/ — KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D’Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and […]

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KROST Kicks Off the Year by Announcing Merger with BPE&H an Accountancy Corporation

PASADENA, Calif. and WOODLAND HILLS, Calif., Jan. 27, 2020 (SEND2PRESS NEWSWIRE) — KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D’Amico, Scott Gilmore; […]

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Kimball Entertainment merges with K-Star PR to better serve clients in entertainment, film and TV production

LOS ANGELES, Calif. /California Newswire/ — Kimball Entertainment is a full-service Entertainment Co. based in Beverly Hills, California. Founder Keri Ann Kimball has found a unique way to bring her relationships and assets to this multidimensional company by integrating a strategic coaching team in house at Kimball Entertainment. Originally published on CaliforniaNewswire.com — Kimball Entertainment […]

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Kimball Entertainment merges with K-Star PR to provide clients with a wider range of entertainment services for 2020

LOS ANGELES, Calif., Jan. 7, 2020 (SEND2PRESS NEWSWIRE) — Kimball Entertainment is a full-service Entertainment Co. based in Beverly Hills, California. Founder Keri Ann Kimball has found a unique way to bring her relationships and assets to this multidimensional company by integrating a strategic coaching team in house at Kimball Entertainment.

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Frenkel & Company Completes Transition to the EPIC Brand

SAN FRANCISCO, Calif. /California Newswire/ — Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand. Originally published on CaliforniaNewswire.com — Frenkel & Company Completes Transition […]

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EPIC Insurance Brokers and Consultants and Prime Risk Partners Have Joined Forces

ATLANTA, Ga. and SAN FRANCISCO, Calif., Nov. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants and Prime Risk Partners Inc., announced today that they have officially joined forces to continue to build on their national footprint and offer greater specialty support and services to their clients and collaboration among EPIC’s colleagues. The transaction […]

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Bank of Southern California, N.A. (BCAL) and CalWest Bancorp to Merge

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby CalWest Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the […]

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Bank of Southern California, NA and CalWest Bancorp, the Holding Company for CalWest Bank, Announce Agreement to Merge

SAN DIEGO and RANCHO SANTA MARGARITA, Calif., Oct. 21, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby CalWest Bank will merge with and into Bank of Southern California. The merger is […]

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The Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC

ATLANTA, Ga. and SAN FRANCISCO, Calif., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) — Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation’s 9th […]

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JenCap Holdings LLC to Acquire Aran Insurance Services Group, a Specialty Insurance Business

NEW YORK, N.Y., Aug. 21, 2019 (SEND2PRESS NEWSWIRE) — JenCap Holdings (JenCap), a specialty insurance business, announced today that it has agreed to acquire privately-held Aran Insurance Services Group (Aran), a specialty program administrator with offices in Arizona, Colorado, Massachusetts and New York. Founded in 2009, Aran has been led by Tim Kenny and John […]

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GPRS Locates and Acquires Master Locators – Becoming One of the Largest Privately Held Utility Locating Companies in the United States

TOLEDO, Ohio, Aug. 15, 2019 (SEND2PRESS NEWSWIRE) — Ground Penetrating Radar Systems, LLC (“GPRS”), has acquired Master Locators utility locating business (“Master Locators”), a leading provider of private utility locating, concrete scanning, vacuum excavation, SUE and video pipe inspection services.

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EPIC Insurance Brokers & Consultants Acquires Trumark Insurance & Financial Services

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers & Consultants Acquires […]

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EPIC Insurance Brokers and Consultants Acquires Trumark Insurance and Financial Services

SAN FRANCISCO and PLEASANTON, Calif., Aug. 8, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.

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Memphis-based Venture Capital Firm Innova Announces Sale of Portfolio Company Arkis Biosciences to Integra LifeSciences

MEMPHIS, Tenn., Aug. 6, 2019 (SEND2PRESS NEWSWIRE) — Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

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Skin Care Center of Bonita Springs Joins Florida Dermatology and Skin Cancer Centers

WINTER HAVEN, Fla., Aug. 2, 2019 (SEND2PRESS NEWSWIRE) — Skin Cancer Center of Bonita Springs is now part of Florida Dermatology and Skin Cancer Centers, a family-focused practice with offices throughout Florida. Our team of providers treat all types of skin and scalp conditions. We are committed to providing excellence in patient care and will […]

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Gulftech Acquires ABL S.p.A. – Announces Expansion into Fresh Cut Produce Market

DENVER, Colo., July 15, 2019 (SEND2PRESS NEWSWIRE) — Gulftech International, Inc. (“Gulftech”) based in Denver, Colorado, USA, announced today that it has completed the acquisition of ABL S.p.A. (“ABL” or the “Company”). The Gulftech family of companies are the world’s recognized leaders in the engineering, manufacture, lease, sale and service of industrial equipment and components […]

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Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC

NEW YORK, N.Y., June 14, 2019 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over […]

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Best Friends Pet Hotel Announces ESOP Acquisition Led by Mosaic Capital Partners, Becoming the Largest Employee-Owned Pet Care Company

NORWALK, Conn., June 4, 2019 (SEND2PRESS NEWSWIRE) — Best Friends Pet Hotel, a national operator of pet hotels with 30 locations throughout the United States offering boarding, grooming, doggy day camp, training and retail services at each of its locations, announced today its Employee Stock Ownership Plan, or ESOP, acquisition led by Mosaic Capital Partners.

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EPIC Insurance Brokers Acquires Book of Business of Brokers Insurance Mart, Inc. (BIM)

LIVERMORE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it acquired in an asset sale the book of business of Brokers Insurance Mart, Inc. (BIM) on April 15, 2019. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers Acquires Book of Business […]

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Multi-Flow Industries, LLC is pleased to announce the acquisition of Draft Beer Services of Atlanta, Georgia

PHILADELPHIA, Pa., May 3, 2019 (SEND2PRESS NEWSWIRE) — Following the acquisition of Lenox Martell (Boston) in 2017, Total Systems Control and Jordan’s Draft Services (Pittsburgh) and Main Street Beverage (Philadelphia) in 2018 and now Draft Beer Services of Atlanta, Multi-Flow is able to offer a full range of beverage dispensing and service solutions to its […]

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seriesOne Acquires Dynamo Development to Accelerate its Global Expansion Efforts and Bring Software Development In-House

NEW YORK, N.Y., March 13, 2019 (SEND2PRESS NEWSWIRE) — seriesOne Inc., a leading global digital security fundraising platform led by leaders with over 20 years of traditional investment banking, venture capital and technology experience, today announced its acquisition of Dynamo Development, a custom software development company with a mature engineering team based in the Ukraine.

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Tyto Athene LLC Expands Intelligence Community Offerings by Acquiring Island IT Consultants

HERNDON, Va., March 5, 2019 (SEND2PRESS NEWSWIRE) — Tyto Athene, a market leader in solving complex operational challenges by making information securely available across myriad technologies worldwide for government customers, backed by Arlington Capital Partners, has announced today its acquisition of Island Information Technology Consultants (IITC).

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CityView Commercial LLC has purchased Southlake Mall in Atlanta, Ga.

MORROW, Ga., Jan. 24, 2019 (SEND2PRESS NEWSWIRE) — New York based CityView Commercial LLC, led by Jimmy Khezrie and Jack Friedler, has purchased Southlake Mall in Atlanta, Georgia. Jacobs REA led by Sholom Jacobs partnered with CVC in this transaction. Southlake Mall is a two-level mall consisting of approximately 1,015,984 square feet of gross leasable […]

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Almost Heaven Saunas, one of the Leading Sauna Manufacturers in the U.S. is Acquired by Harvia

HOLLAND, Mich., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) — Almost Heaven Saunas is being acquired by Harvia, the leading sauna heater and component manufacturer. Harvia Oyj, has announced that it is purchasing U.S. sauna manufacturer, Almost Heaven Saunas. This acquisition will enable Harvia to offer better and more extensive service to its customers in North America.

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EPIC Holdings Inc. to Acquire Integro USA

NEW YORK, N.Y., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in […]

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EPIC Holdings to Acquire Integro Holdings Inc.

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 […]

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EPIC Insurance Buys Direct Retail Wine Industry Business From Paragon

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when […]

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EPIC Buys Direct Retail Wine Industry Business From Paragon Insurance Holdings

SAN FRANCISCO, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall […]

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EPIC Acquires Not-For-Profit and Social Services Specialist Total Management Corporation (TMC)

NEW YORK and SAN FRANCISCO, Calif., Oct. 11, 2018 (SEND2PRESS NEWSWIRE) — Total Management Corporation (TMC) and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of TMC.

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EPIC Acquires Alternative Asset Management Industry Specialist Vanbridge LLC

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Sept. 13, 2018 (SEND2PRESS NEWSWIRE) — Vanbridge, LLC, a specialty insurance intermediary, program management, and risk advisory services business, and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and […]

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Magic City Ford Celebrates 80 Years and Expands with Acquisition and Addition of Chevrolet, Buick, GMC, Chrysler, Dodge, Jeep, and RAM Brands

ROANOKE, Va., Aug. 20, 2018 (SEND2PRESS NEWSWIRE) — Magic City Ford is celebrating its 80th year in business by announcing the acquisition of Alleghany Motors in Covington, Va. This expansion and multi-million-dollar investment from Magic City into the Alleghany Highlands will expand Magic City’s presence, create dozens of new jobs, and give Magic City customers […]

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Advalent Corporation Completes Acquisition of Medvensys Analytics

WESTBOROUGH, Mass., Aug. 14, 2018 (SEND2PRESS NEWSWIRE) — Advalent Corporation, a claims administration and medical management platform for complex value-based care products and Medvensys, a leading cloud-based analytics technology in clinical and financial outcomes for healthcare organizations announced today that they have entered a definitive agreement whereby Advalent has agreed to acquire Medvensys.

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Bank of Southern California NA Completes Acquisition of Americas United Bank

SAN DIEGO, Calif., Aug. 1, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A., San Diego, California (OTC Pink: BCAL / OTCMKTS:BCAL) announced today the completion of its acquisition of Americas United Bank, Glendale, California (OTC Pink: AUNB), effective July 31, 2018. Americas United Bank had total assets of approximately $231 million as of June […]

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EPIC adds Lou D’Agostino as a Principal in New York serving the Financial Services Industry

NEW YORK, N.Y., July 24, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D’Agostino and his Iron Cove Partners team have joined the firm. D’Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.

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Bank of Southern California N.A. and Americas United Bank Announce Agreement to Merge

SAN DIEGO, Calif., Feb. 22, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A., San Diego, Calif. (OTC Pink: BCAL / OTCMKTS:BCAL) and Americas United Bank, Glendale, Calif. (OTC Pink: AUNB), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby Americas United Bank will merge with and into Bank […]

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JenCap Holdings LLC to Acquire Genesee General, a Specialty Insurance Business

ALPHARETTA, Ga., Jan. 16, 2018 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC (JCH), a specialty insurance business, announced today that it has agreed to acquire privately-held Genesee General, a managing general agency, program administrator and wholesale insurance broker based in Alpharetta, Georgia. The transaction is expected to close in January 2018. Financial terms were not disclosed.

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NIF Group, Inc. Acquires Agency Intermediaries, Inc.

MANHASSET, N.Y., Nov. 14, 2017 (SEND2PRESS NEWSWIRE) — NIF Group, Inc., a leading wholesale broker, program administrator and managing general agency and their parent company, JenCap Holdings LLC announces that they have agreed to acquire privately held Agency Intermediaries, Inc. and A.I.I. Insurance Brokerage of Mass., Inc. (A.I.I.). Both affiliated entities serve as MGA/contract binding […]

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Mid America Mortgage to Purchase Assets from Two Oklahoma Lenders

ADDISON, Texas, Nov. 13, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced it has signed a letter of intent to purchase the assets of Oklahoma City-based American Southwest Mortgage Corp. and an affiliated firm, American Southwest Mortgage Funding Corp. As part of the agreement, Mid America will incorporate American Southwest’s operations into […]

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After 139 Years of Operations as Frenkel and Company, Venerable NY Insurance Broker Elects to Join EPIC

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) — Frenkel & Company, one of the nation’s most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.

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JenCap Holdings Acquires Special Risks Facilities

NEW YORK, N.Y. and STERLING HEIGHTS, Mich., July 17, 2017 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in […]

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EPIC Insurance Acquires Product Warranty Analytics Specialist After, Inc.

SAN FRANCISCO, Calif. and NORWALK, Conn., June 19, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. – a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC […]

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New Vista Behavioral Health Welcomes Avalon Malibu to Their Family of Addiction and Mental Health Treatment Centers

COSTA MESA, Calif., March 22, 2017 (SEND2PRESS NEWSWIRE) — New Vista Behavioral Health, a leading provider of addiction treatment, is proud to announce the acquisition of Avalon Malibu. The addition of Avalon to Infinity Treatment Centers, and Simple Recovery, expands the offerings of New Vista Behavioral Health’s distinctive, effective and complementary group of addiction and […]

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Traffk Acquires Capsci Health’s Mobile Technology

LOS ANGELES, Calif., March 15, 2017 (SEND2PRESS NEWSWIRE) — Traffk(TM), the Los Angeles art district-based insurance technology company, is excited to announce the acquisition of Portland, Ore.-based Capsci Health. Capsci Health’s HIPAA compliant, mobile technology platform personalizes health plan members’ benefits, allowing them direct access to their plan’s benefits, ID cards, preferred providers and telemedicine.

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Northeast’s Largest Independent Insurance Broker The Capacity Group Joins EPIC

MAHWAH, N.J. and SAN FRANCISCO, Calif., March 9, 2017 (SEND2PRESS NEWSWIRE) — The Capacity Group of Companies and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces. Established in 1990, The Capacity Group has grown to become one of […]

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Verify Smart Corporation Signs Letter of Intent to Acquire the Assets of Enabledware, LLC

FERNLEY, Nev., Feb. 28, 2017 (SEND2PRESS NEWSWIRE) — Verify Smart Corporation (OTCBB: VSMR / OTC:VSMR) a Global innovator in financial fraud prevention and digital content distribution, announced today that it has signed a Letter of Intent to acquire the assets of Enabledware, LLC for cash and stock. Enabledware is a global leader in digital signage […]

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EPIC Strengthens Southern California Benefits Team with the Acquisition of Benefit Compass

SAN FRANCISCO, Calif. and IRVINE, Calif., Feb. 2, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services.

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JenCap Acquires NIF Group

NEW YORK, N.Y., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.

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Protector Holdings Acquires Big Savings Insurance Agency

SAN FRANCISCO, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) — Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm’s largest acquisition to date. Headquartered in Sacramento, California, Big Savings specializes in providing insurance services to Hispanic consumers; writing auto […]

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International Document Services (IDS) Acquires eMortgage Vendor Encomia

SALT LAKE CITY, Utah, Sept. 6, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services (IDS), a division of The Reynolds and Reynolds Company, today announced its acquisition of Encomia, an established provider of electronic mortgage (eMortgage) solutions to depository and non-depository lending institutions

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Kelly Zinke purchases Stoltz Image Consulting from Elaine Stoltz, will move StoltzZinke studio to 4961 So. Hulen on Oct. 1, 2016

FORT WORTH, Texas, Sept. 1, 2016 (SEND2PRESS NEWSWIRE) — After launching Stoltz Image Consulting nearly 30 years ago to offer personal styling services to executives and professionals in North Texas and beyond, Elaine Stoltz, AICI CIM, master image, wardrobe and make-up consultant, will sell her business to her colleague of six years, Kelly Zinke. The […]

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Bank of Southern California Completes Acquisition of Opus Bank Branch

SAN DIEGO, Calif., Aug. 26, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) has completed the purchase of the deposits of the La Quinta branch of Opus Bank. The transaction closed on Friday, August 19, 2016. Customers of the Opus Bank La Quinta branch were consolidated into the existing La Quinta […]

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EPIC Sells North Bay Operations to InterWest Insurance Services

SAN FRANCISCO, Calif. and PETALUMA, Calif., Aug. 1, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today the sale of their Petaluma branch office and its book of business to Sacramento-based InterWest Insurance Services. Both EPIC and InterWest are anticipating a seamless, […]

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