Arthur J Gallagher & Company is an insurance brokerage giant with over 12,000 employees in 300 offices in 16 countries. Estimated annual revenue is +$2 billion (slightly more than RiskManagers.us). Growth through agency/brokerage acquisition continues to fuel Gallagher’s insatiable appetite for market dominance. The most recent acquisition is a brokerage firm located in the Lower Rio Grande Valley, Texas.
May 20, 2013 – Arthur J. Gallagher & Co. Acquires Garza Long Group Founded in November 2011, Garza Long Group (GLG) offers a wide range of employee benefit program consulting services for their employer clients in the Rio Grande Valley and throughout Texas. They provide health and welfare strategic planning and design, voluntary benefits, wellness, benefits administration and human resource consulting with a specialization in public entity businesses. Robert Garza, Nick Long and their associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
Acquisitions To Date Include:
April 4, 2013 – Arthur J. Gallagher & Co. Acquires Advanced Benefit Advisors, Inc. Established in 2005, Advanced Benefit Advisors (ABA) offers employee benefit brokerage and consulting services such as group medical, dental, life, voluntary benefits, disability, wellness, and long term care insurance programs for their corporate clients throughout the United States. They specialize in providing services for the automotive, financial services, and healthcare industries. Robert Petcove and his associates will continue to operate in their current location under the direction of David Ziegler, Eastern Region Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
January 3, 2013 – Arthur J. Gallagher & Co. Acquires Gardner & White Corporation Founded in 1965, Gardner & White provides employee benefit program consulting services and insurance brokerage services exclusively for their healthcare organization clients throughout the United States. They specialize in retirement and group benefits strategic planning, plan design, risk assessment, employee communications and compliance. Shawn Bogenrief, James Mandel and their associates will continue to operate from their current locations in Indianapolis; Dublin, Ohio; and St. Paul, Minnesota under the direction of William Ziebell, North Central Region Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
January 3, 2013 – Arthur J. Gallagher & Co. Acquires Argus Benefits Founded in 2001, Argus Benefits offers a wide range of employee benefit consultation and insurance brokerage services for their mid-size corporate clients throughout the southern United States. They specialize in health and welfare benefit plan strategy, design, implementation, and administration. Robert W. Taylor, Jr. and his associates will continue to operate in their Atlanta and Jacksonville, Florida locations under the direction of David Ziegler, Eastern Region Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
January 2, 2013 – Arthur J. Gallagher & Co. Acquires Corporate Benefits Advisors Founded in 2007, Corporate Benefits Advisors (CBA) is an employee benefits insurance broker and consultant offering a broad range of employee benefits insurance and consulting services to their clients throughout the United States. They provide group health, dental, voluntary benefits, long and short term disability, compliance and wellness programs to mid and large market employers. Heather Leck and her associates will continue to operate at their current location under the direction of David Ziegler, Eastern Region Executive Vice President of Gallagher’s employee benefit consulting and brokerage operation.
January 2, 2013 – Arthur J. Gallagher & Co. Acquires Hardman & Howell Benefits With operations dating back to 1977, Hardman & Howell Benefits (HHB) provides a wide range of employee benefit program consulting services for their employer clients throughout the Central United States. They specialize in health and welfare strategic planning and design, voluntary benefits, wellness, benefits administration and human resource consulting. Gary Hardman, Mike Howell and their associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
December 27, 2012 – Arthur J. Gallagher & Co. Acquires The Eriksen Group, Inc. Established in 2005, The Eriksen Group, Inc. (Eriksen) is a retirement consulting firm that provides ongoing and project-based retirement consulting services to their clients throughout the Central United States. Their consulting services include plan design, fiduciary governance, plan benchmarking, investment policy statement development, fee benchmarking, provider selection and management, and investment monitoring. The firm’s clients include corporate and public defined contribution 401(k) plans and pension plans as well as endowments and foundations. Richard K. Eriksen and his associates will continue to operate from their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and insurance brokerage operations.
December 12, 2012 – Arthur J. Gallagher & Co. Acquires Western Benefit Solutions, LLC Founded in 1997, Western Benefit Solutions, LLC (WBS) provides a wide range of employee benefit insurance brokerage and consultation services with a focus on group health, life, disability, retirement planning, voluntary benefits, wellness, regulatory compliance and human resource services. They specialize in offering self-funded and insured products to the public sector, mining, engineering and retail industries. Ronald Osborne and his associates will continue to operate in their current Boise and Idaho Falls, Idaho locations under the direction of Norbert Chung, Western Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
December 4, 2012 – Arthur J. Gallagher & Co. Acquires Brendis & Brendis Inc. Founded in 1989, Brendis & Brendis Inc. provides a wide range of employee benefit program consulting services for their employer group clients throughout the Midwest. They specialize in health and welfare strategic planning, plan design, risk assessment, employee communications and compliance. Ron Brendis, Janet Brendis and their associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
October 25, 2012 – Arthur J. Gallagher & Co. Acquires IBIS Advisors Established in 1997, IBIS Advisors (IBIS) offers a wide range of employee benefit and compensation consulting services for their multinational clients. They operate exclusively in the international space, and along with consulting services, they specialize in information and education services, compliance manuals and compliance alerts for more than 50 countries. In addition, the firm holds affiliations with broker consultants in 90 countries that can provide in-country expertise, consulting and brokerage capabilities. Richard Polak and his associates will continue to operate from their Los Angeles and Washington, D.C. locations under the direction of James Durkin, President of Gallagher’s employee benefit consulting and brokerage operations.
October 23, 2012 – Arthur J. Gallagher & Co. Acquires Park Row Associates, Inc. Founded in 1994, Park Row Associates is an employee benefits insurance broker that offers a full range of group employee benefits products and consulting services to their clients, located primarily in the Northeastern United States. They specialize in providing group medical, disability, dental and vision, group life/disability, and voluntary products to their higher education, health care, municipality, and social service clients. The Park Row team will continue to operate in Providence under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
October 11, 2012 – Arthur J. Gallagher & Co. Acquires Unison, Inc. Founded in 1980, Unison, Inc. is an employee benefits insurance broker that offers a full range of group employee benefits products and consulting services to their clients primarily in the North Central United States. They specialize in providing group health and welfare, business insurance, financial planning, executive, retirement and communication products and services. The Unison Team will continue to operate from their Minnetonka location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
August 15, 2012 – Arthur J. Gallagher & Co. Acquires Sunday and Associates, Inc. Established in 1982, Sunday and Associates, Inc. offers employee benefits consulting and insurance brokerage services for the private and public sector marketplace in Texas. They specialize in fee-based group health and welfare services, with an emphasis on platform integration of funding/budget planning, consumer-driven plan designs, managed cost containment strategies and value-based client/member services. In addition, they provide fixed fee-based group benefit consulting services to the public sector through their division, City-County Benefits Services. Burke Sunday, Robert Treacy and their associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
July 11, 2012 – Arthur J. Gallagher & Co. Acquires Triad USA, Inc. Formed in 1998, Triad USA, Inc. offers employee benefits brokerage and consulting services that provide customized benefit plan analytics and design, network management, employee communication and ongoing service support for their middle-market clients throughout the U.S. In addition, they have developed expertise and capabilities in the areas of wellness, health and productivity improvement and chronic condition management. Gus P. Georgiadis, James H. McTiernan, James J. Patton and their colleagues will continue to operate at their current location under the direction of David M. Ziegler, Executive Vice President and Eastern Regional Manager of Gallagher’s employee benefits consulting and brokerage operations.
July 2, 2012 – Arthur J. Gallagher & Co. Acquires Miller Buettner & Parrott, Inc. Founded in 1998, Miller Buettner & Parrott is an employee benefits insurance broker and consultant offering a broad range of employee benefits insurance and consulting services to their clients throughout the central United States. They specialize in group life, accident, health, dental, vision, prescription, wellness, voluntary and disability plans. Laurie S. Miller and her associates will continue to operate at their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operation.
June 8, 2012 – Arthur J. Gallagher & Co. Acquires Broker Benefit Services, L.L.C. Founded in 2001, Broker Benefit Services, L.L.C. offers employee benefit brokerage and consulting services for their clients throughout the Midwest. They specialize in group health and welfare, executive benefits, and wellness plans with an emphasis on planning, design, implementation, and cost containment for group businesses. Corey M. Durbin, John H. Byrne, and their associates will continue to operate in their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
June 6, 2012 – Arthur J. Gallagher & Co. Acquires Grossman & Associates, Inc. Founded in 1980, Grossman & Associates, Inc. is an employee benefits broker and consultant that offers group health, welfare and wellness plans for their clients primarily in Ohio. They specialize in educational institutions and consortia, public entities, non-profit organizations, and professional service firms. Ned Grossman and his colleagues will continue to operate in their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
May 10, 2012 – Arthur J. Gallagher & Co. Acquires VEBA Service Group, LLC Formed in 1984, VEBA Service Group, LLC (VSG) is a health reimbursement arrangement (HRA) consulting firm that assists in the design and implementation of tax-advantaged health care reimbursement plans. These programs help provide prefunding of current and post-retirement out-of-pocket health care costs for their clients’ employees. They specialize in governmental, public sector, higher education, and school district clients primarily in the Northwestern United States. Mark Wilkerson and his associates will continue to operate from their current Washington locations of Spokane, Sumner, Kennewick and Vancouver under the direction of Norbert Chung, Western Region Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
April 10, 2012 – Arthur J. Gallagher & Co. Acquires Besselman & Little Agency Founded in 1986, Besselman & Little Agency offers a wide range of employee benefit consultation and insurance brokerage services for their corporate, executive, and individual clients throughout the southern United States. They specialize in group medical, dental, life, disability, and long-term care insurance programs. Tom Besselman and his associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
March 15, 2012 – Arthur J. Gallagher & Co. Acquires BenefitLink Resource Group, Inc. Established in 2001, BenefitLink Resource Group, Inc. is an employee benefits insurance broker and consultant that provides a full range of group employee benefits and pension products and services to their clients throughout Canada. They also design, implement, communicate and help manage their clients’ group insurance and retirement savings programs. They specialize in the energy, energy service and transportation industries. Kevin Rome and his associates will continue to operate at their current location under the direction of William Ziebell, Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
March 14, 2012 – Arthur J. Gallagher & Co. Acquires Human Resource Management Systems, LLC. Established in 1997, Human Resource Management Systems, LLC. (HRMS) is an employee benefit insurance broker that offers a full range of group employee benefit products and consulting services to their clients throughout the United States. They specialize in group health, life, long and short term disability, dental, retirement planning, human resource services, and program administration. Dan Rigby and his associates will continue to operate in their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
March 8, 2012 – Arthur J. Gallagher & Co. Acquires Wischmeyer Benefit Partners Founded in 1988, Wischmeyer Benefit Partners (WBP) offers a wide range of employee benefit consultation and insurance brokerage services for their corporate, executive, and individual clients throughout the southern United States. They specialize in group medical, dental, life, disability, and long term care insurance programs. Mark Wischmeyer and his associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
February 8, 2012 – Arthur J. Gallagher & Co. Acquires ProSource Financial, LLC Founded in 1986, ProSource Financial, LLC. is an employee benefit insurance broker that offers a full range of group employee benefit products and consulting services to their clients in the Midwestern United States. They specialize in providing group medical, disability, dental and voluntary products to the medical, food service, education and business service industries. Leo J. Shapiro and his colleagues will continue to operate at their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
February 7, 2012 – Arthur J. Gallagher & Co. Acquires Detlefs Johnson & Partners With operations dating back to the 1970s, Detlefs Johnson & Partners offers a wide range of employee benefit consultation, human resource and insurance benefit brokerage services for their clients throughout the southern and central United States. They specialize in group health, life, disability, dental, retirement planning and human resource services. Philip Detlefs, Gary Johnson, Amanda Hamilton and their associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
December 2, 2011 – Arthur J. Gallagher & Co. Acquires Worksite Communications, Inc. Established in 1996, Worksite Communications, Inc. is an employee benefits communication and enrollment firm. They provide communication, education, and enrollment services for both core and voluntary benefit programs to employee benefits brokers and their clients throughout the United States. They specialize in public and private sector employers and union organizations. Joseph Gaudino and his staff will continue to operate at their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
September 14, 2011 – Arthur J. Gallagher & Co. Acquires The BeneTex Group, Inc. Founded in 1992, The BeneTex Group is an employee benefit broker that offers a full range of group employee benefit products and consulting services. They specialize in providing group medical, disability, dental, and voluntary products to their client partners in the south central United States. Danny Bone, Jason Kloc, Jeff Kloc, and their associates will continue to operate from their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
August 2, 2011 – Arthur J. Gallagher & Co. Acquires Group Benefits of Arkansas, LLC Established in 2004, Group Benefits of Arkansas, LLC (GBA) offers a wide range of employee benefit consultation and brokerage services for their middle-market clients in Arkansas and Oklahoma. They specialize in group medical, dental, life and disability insurance with an emphasis on consumer directed plans such as health savings accounts, health reimbursement arrangements, and cafeteria plans. Andy Jackson, Ron Novak, and their associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
May 31, 2011 – Arthur J. Gallagher & Co. Acquires Independent Fiduciary Services, Inc. Originally founded in 1986, Independent Fiduciary Services, Inc. (IFS) is an institutional investment advisory firm providing ongoing and project-based investment consulting as well as fiduciary decision-making services to the firm’s pension, welfare, and other institutional investor clients throughout the United States. The firm’s clients span ERISA funds, including both Taft-Hartley and corporate plans, as well as public pension plans and other institutional investors. Francis Lilly, Samuel Halpern, and their staff will continue to operate from their current Washington, D.C., and Newark, New Jersey locations under the direction of Michael J. DiCenso, President of GBS Investment Consulting, LLC, a division of Arthur J. Gallagher & Co.’s employee benefit consulting and insurance brokerage operations.
April 7, 2011 – Arthur J. Gallagher & Co. Acquires Blue Water Benefits, Inc. Established in 1980, Blue Water Benefits, Inc. (BWB) offers employee benefit consulting and insurance brokerage services, including life insurance and group benefits, for their middle-market clients in the Eastern United States. They specialize in the design, implementation and administration of employee benefit programs. Brandon Guest, Mark Combs and their associates will continue to operate in their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
February 8, 2011 – Arthur J. Gallagher & Co. Acquires James F. Reda & Associates, LLC Formed in 2004, James F. Reda & Associates, LLC is an executive compensation and corporate governance consulting firm. They provide executive and corporate governance compensation advisory services including the creation, planning, and implementation of base and total cash compensation programs to both publicly-traded and privately-held clients throughout the United States. They also specialize in the development of total rewards strategies, competitive market reviews, change-in-control and severance analysis, equity strategy and valuation techniques, and assessments of relative company performance. James F. Reda and his staff will continue to operate at their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
December 16, 2010 – Arthur J. Gallagher & Co. Acquires Herbruck, Alder & Company Founded in 1962, Herbruck, Alder & Company provides employee benefit consultation and brokerage services for their Midwest clients. They specialize in group benefits, retirement planning, HR consulting and executive benefits with an emphasis on planning analysis and design, cost benefit analysis, compliance, implementation, and communication and education. Mark Alder and his associates will continue to operate at their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
September 1, 2010 – Arthur J. Gallagher & Co. Acquires Old Greenwich Consulting Group Old Greenwich Consulting Group offers employee benefit consulting and brokerage services, including life insurance and group benefits, for their middle-market clients in the Eastern United States. They specialize in the design, service and implementation of employee benefit programs. Michael Johnson and his associates will continue to operate in New York City under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
August 3, 2010 – Arthur J. Gallagher & Co. Acquires Benefits Unlimited, Inc. Established in 1994, Benefits Unlimited, Inc. offers employee benefits consulting and brokerage services for their Texas clients. They specialize in group health and welfare, executive benefits, flex/cobra and retirement plans with an emphasis on planning, design, implementation, cost containment and plan administration for group businesses. Patti Tuma and her associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
June 2, 2010 – Arthur J. Gallagher & Co. Acquires Joseph James & Associates Established in 1989, Joseph James & Associates offers a wide range of employee benefit consultation and brokerage services which includes all lines of group benefits and short and long term disability services. They also specialize in plan design and development, alternative funding and risk analysis, healthcare utilization and trend analysis, and dedicated account management and claim resolution services. Fritz Neuhart and his associates will continue to operate in Dublin, Ohio under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
June 1, 2010 – Arthur J. Gallagher & Co. Acquires Risk & Reward Group Founded in 1996, Risk & Reward Group is an employee benefits consultant and insurance broker offering a broad range of employee benefits insurance and consulting services to both their United Kingdom and international clients. They specialize in benefit design and implementation, risk brokering and management, absence and claims management and human resource consulting for human capital financial management. Managing Partner, Tim Johnson, and his associates will continue to operate from their London location reporting through John Neumaier, Executive Vice President of Gallagher’s employee benefit consulting and brokerage operation.
October 1, 2009 – Arthur J. Gallagher & Co. Acquires Fox Lawson & Associates, LLC Founded in 1995, Fox Lawson & Associates is a compensation and human resources consulting firm that specializes in wage and classification studies, performance-based pay programs, executive compensation programs, and alternative reward systems for their governmental, higher education, and private sector clients throughout the United States. James Fox, Bruce Lawson and their associates will continue to operate in their current locations under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
May 8, 2009 – Arthur J. Gallagher & Co. Acquires Sellers Group LLC Established in 1997, Sellers Group LLC is an employee benefit broker that offers a full range of group employee benefit products and consulting services. They specialize in providing healthcare insurance, benefit plan administration, group benefits planning, retirement benefits, and business succession and funding strategies for their small to large client partners in the south central United States. Terry Sellers and his associates will continue to operate from their Texas and Searcy, Arkansas locations under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
February 12, 2009 – Arthur J. Gallagher & Co. Acquires Fidelity Benefits & Insurance Services Founded in 2003, Fidelity Benefits & Insurance Services (FBIS) is an employee benefits consultant and insurance broker offering a broad range of employee benefits insurance and consulting services to their Texas clients. They specialize in group life, accident, health, dental, retirement, long and short term disability and cafeteria plans. Todd Dorton and his associates will continue to operate at their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operation.
December 23, 2008 – Arthur J. Gallagher & Co. Acquires Stanton Group With roots back to 1953, Stanton Group LLC is an employee benefit broker that offers a broad range of employee benefits consulting and brokerage services to their clients throughout the Midwest and Texas including benefit analysis, planning and design; compensation consulting; training and development; actuarial and retirement consulting and employee communications support. Michael O’Brien and his associates will continue to operate from their Minneapolis headquarters. Their benefits operations in Minneapolis and Plymouth, Minnesota and Dallas, Texas will report through William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
November 19, 2008 – Arthur J. Gallagher & Co. Acquires The HR Group, LLC Established in 1996, The HR Group is an employee benefits brokerage firm offering employee benefits products and services along with human resource management consulting and outsourced benefits administration services to their clients throughout the United States. Karen Saul and her associates will continue to operate in their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
September 17, 2008 – Arthur J. Gallagher & Co. Acquires Summit Insurance Group Established in 1997, Summit Insurance Group offers a wide range of employee benefit consultation and brokerage services for their Texas clients. They specialize in group medical, dental, life and disability insurance with an emphasis on planning, design, implementation, cost containment and plan administration for group businesses with 50 or more employees. L.P. “Buddy” Morris and his associates will continue to operate in their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
June 18, 2008 – Arthur J. Gallagher & Co. Acquires Voluntary Benefits Solutions, LLC Founded in 2002, Voluntary Benefits Solutions, LLC (VBS) is an employee benefit brokerage firm offering employee benefits consulting and brokerage services to their clients throughout the United States. They specialize in the design, implementation and administration of employer-sponsored voluntary benefits programs and focus primarily on large employers. Timothy Easter wood, James Evans and their associates will continue to operate at their current location under the direction of William Ziebell, North Central Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
June 17, 2008 – Arthur J. Gallagher & Co. Acquires The Lance Group, LLC Established in 2002, The Lance Group offers employee benefit consulting and brokerage services, including plan analysis and design, cost containment strategies and administrative and claims assistance, to their clients in the eastern United States. They specialize in the public sector industry including school boards, municipalities and public authorities. Scott Lance and his associates will continue to operate in their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
May 2, 2008 – Arthur J. Gallagher & Co. Acquires Benefit Broker – RSI Founded in 1980, RSI offers employee benefit consulting and brokerage services that include strategic analysis and plan design, human resource services, benefit outsourcing, retirement plan consulting and employee communications support. They specialize in middle market businesses, headquartered throughout New Jersey, New York, Pennsylvania, and northern Delaware, with 50 to 1,000 employees. David Friedman and his entire team of associates will continue to operate at their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
April 2, 2008 – Arthur J. Gallagher & Co. Acquires Life Insurance Strategies. Founded in 2003, Life Insurance Strategies is a life insurance broker that provides life insurance programs for estate planning, charitable giving and familial bequests. They also specialize in arranging premium financing of large life insurance policies for high net worth clients in the Southeast. Peter Delaine and his associates will continue to operate in their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
March 19, 2008 – Arthur J. Gallagher & Co. Acquires Providium Consulting Group, LLC. Formed in 2002, Providium Consulting Group offers employee benefit consulting and brokerage services as well as human resource consulting services to their clients in the Northeastern United States. They provide strategic and operational human resource services and benefit plan design with an emphasis on implementation, compliance and cost-containment. Richard Bannister, Keith Williams and their associates will continue to operate from their Fairport and Buffalo, New York locations under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher’s employee benefit consulting and brokerage operations.
March 11, 2008 – Arthur J. Gallagher & Co. Acquires Bankers Financial Benefits. Established in 2001, Bankers Financial Benefits offers employee benefit consulting and brokerage services that include strategic analysis, plan design, legislative compliance, human resource services and employee communications support. They specialize in the banking and manufacturing industries. Gene Miller, John Naeher and their staff will continue to operate at their current location under the direction of John Neumaier, South Central Regional Executive Vice President of Gallagher’s Employee Benefit Consulting & Brokerage operations.
February 18, 2008 – Arthur J. Gallagher & Co. Acquires Taylor Benefits Established in 1996, Taylor Benefits offers a wide range of employee benefit consultation and brokerage services for their Western clients. They specialize in group medical, dental, life and disability insurance with an emphasis on consumer directed plans such as health savings accounts, health reimbursement arrangements and cafeteria plans. Doug Taylor and his associates will continue to operate in their current location under the direction of Norbert Chung, Western Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
February 14, 2008 – Arthur J. Gallagher & Co. Acquires The Commonwealth Consulting Group. The Commonwealth Consulting Group (CCG) was founded in 1994 and offers a complete line of employee benefit brokerage and consultative services including association benefit programs, group plans, custom communication pieces, human resource consulting services and flexible spending account administration for their clients located throughout the Northeast. Ivy Silver and her associates will continue to operate in their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
January 31, 2008 – Arthur J. Gallagher & Co. Signs Agreement to Acquire Yanni Partners, Inc. Founded in 1989, Yanni Partners, Inc. is an institutional investment consulting firm offering investment strategy development, defined contribution/benefit plan investment consulting, spending policy analysis, performance analysis and investment manager selection to their clients throughout the United States. Their specialization includes healthcare organizations, endowments/foundations, Taft-Hartley Plans, public funds, and religious organizations. Theresa Scotti, Frank Domeisen and their staff will continue to operate at their current Pittsburgh location under the direction of Michael J. DiCenso, National Practice Leader of Gallagher Retirement Services, a division of Arthur J. Gallagher & Co.’s employee benefits operation.
December 13, 2007 – Arthur J. Gallagher & Co. Acquires Intermountain Financial Benefits. Founded in 1995, Intermountain Financial Benefits (IFB) is an employee benefits insurance broker offering a broad range of – employee benefits insurance and consulting services. They specialize in group life, accident, health, dental, retirement, long and short term disability and cafeteria plans. David Ayre and his associates will continue to operate at their current location under the direction of Norbert Chung, Western Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
November 13, 2007 – Arthur J. Gallagher & Co. Acquires C & B Consulting Group, Inc. Founded in 1992, C&B Consulting Group, Inc. is an employee benefits insurance broker offering a wide-range of employee benefits insurance and consulting services that include strategic analysis, planning and design; financial services consulting; legislative compliance; and employee communications support. James Buonfiglio, Peter Chase and their associates will continue to operate at their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
October 4, 2007 – Arthur J. Gallagher & Co. Acquires BIS Insurance Services, Inc. Founded in 1979, BIS Insurance Services, Inc. is an employee benefits insurance broker that provides customized benefits programs to their clients in Northern California. They specialize in medical, dental, vision, life and disability insurance programs, investment planning, and employee benefit consultative services. Dale Waters and his associates will continue to operate in their current location under the direction of Norbert Chung, Executive Vice President – Western Region of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
August 1, 2007 – Arthur J. Gallagher & Co. Acquires Strategic Health Plans Corporation of Carmel, Indiana. Established in 1995, Strategic Health Plans Corporation offers a wide range of employee benefit consultation and brokerage services which include benefit planning design, report analysis, legislative compliance assistance and employee communication strategies to their clients in the Midwest. They specialize in both self-funded and fully insured benefit plans. Dane Hudson and his associates will continue to operate at their current location under the direction of William Ziebell, North Central Regional Manager and Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
March 14, 2007 – Arthur J. Gallagher & Co. Acquires The Producer’s Choice, Inc. Founded in 1992, The Producer’s Choice, Inc. (TPC) is a managing general agency and wholesale life insurance broker specializing in large case management, advanced sales support and substandard or hard-to-place cases. Eugene Rice and his associates will continue to operate out of their current location under the direction of James Durkin, President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
February 5, 2007 – Arthur J. Gallagher & Co. Acquires Elite Benefits Insurance Marketing Services, Inc. Founded in 1987, Elite Benefits Insurance Marketing Services, Inc. offers a wide-range of employee benefit consulting and brokerage services that include strategic analysis, plan design, legislative compliance, human resource services and employee communications support. They also provide specialized services in 401(k) retirement plans and workers compensation. John Young and his staff will continue to operate at their current location under the direction of Norbert Chung, Western Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
January 9, 2007 – Arthur J. Gallagher & Co. Acquires Financial Profiles, Inc. Founded in 1981, Financial Profiles, Inc. is a specialty retail life insurance agency. They specialize in life policies, life settlement, premium financing and estate planning for their family-clients primarily in the Southeast. Karen Tharp, James Tharp and their associates will continue to operate in their current location under the direction of David Ziegler, Executive Vice President – Eastern Region of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
December 21, 2006 – Arthur J. Gallagher Acquires Mid America Group, Inc. Established in 1970 as an employee and executive benefit consulting firm, Mid America Group now offers a wide range of employee benefit consultation and brokerage services which include life insurance, group benefits, and financial planning services. Alvin Block, Gary Block and their associates will continue to operate in their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
September 26, 2006 – Arthur J. Gallagher Acquires Mich. Rains Group, Inc. Founded in 1996, The Rains Group offers a full range of employee benefits brokerage and consulting services such as benefit plan design, regulatory compliance assistance, technology solutions, retirement plan analysis, employee communication and ongoing service support. Principals Gordon Rains and Bryan Hirn and their associates will continue to operate at their current location under the direction of William Ziebell, executive vice president and North Central Regional manager of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
May 12, 2006 – Arthur J. Gallagher & Co. Acquires Y. S. Liedman & Associates Established in 1973, Y. S. Liedman & Associates offers a wide range of employee benefit consultation and brokerage services which include qualified and non-qualified retirement planning, group benefits, life insurance, and financial planning services, with their capabilities extending to both national and international clients. Y. Stephen Liedman, Mark Levitats, Gregg Fine and their associates will operate from offices in Miami and Boca Raton under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
January 10, 2006 – Arthur J. Gallagher & Co. Acquires Benefit Management Group, Inc. Founded in 1997, Benefit Management Group, Inc. (BMG) is a leading benefit brokerage firm offering a wide-range of employee benefit services to their clients nationwide. They specialize in strategic planning, benefit negotiations, pricing analysis, disease management, employee communications, and pharmacy management services. Ken Evelyn and his associates will continue to operate out of their current Florida and Georgia offices under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
December 29, 2005 – Arthur J. Gallagher & Co. Acquires Brokerage Professionals, Inc. Established in 1982, Brokerage Professionals, Inc. (bpi) is a full-service retail insurance broker providing commercial property-casualty, workers’ compensation and risk management services as well as a wide range of employee benefit consulting/administration and brokerage services to their clients in the Northeast. They specialize in the education, public entity, real estate, not-for-profit social services, construction, healthcare, and transportation industries with a focus on mid to large sized accounts. Patrick V. Larkin, Deidre I. Frederick, Susan E. Larkin and their associates will continue to operate in their Media, Pennsylvania location under the direction of Michael P. Golden, Northeastern Regional Manager of Gallagher’s Brokerage Services Retail Division.
August 5, 2005 – Arthur J. Gallagher & Co. Acquires Corporate Life Consultants, Inc. Founded in 1991, Corporate Life Consultants offers life and long-term disability plan consulting services for companies with at least 1,000 employees. They specialize in the analysis and redesign of existing plans as well as ongoing account management for their clients in the United States. They also offer international benefit plans for expatriates, third country nationals and key local nationals. Paul Connolly, Jeff Jones and their associates will continue to operate at their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
June 7, 2005 – Arthur J. Gallagher & Co. Acquires Belmont Associates Consultants, Inc. Founded in 1980, Belmont Associates Consultants, Inc. offers a wide-range of employee benefit consultation and brokerage services that include strategic analysis, planning and design; financial services consulting; legislative compliance; and employee communications support. Thomas Belmont, Jr. and his associates will continue to operate at their current location under the direction of David Ziegler, Eastern Regional Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
November 3, 2004 – Arthur J. Gallagher & Co. Acquires The Kooper Group, Inc. Founded in 1980, The Kooper Group, Inc. offers a wide-range of employee benefit consultation and brokerage services and specializes in life, health and disability insurance programs. Michael Kooper, Area Chairman, and his associates will continue to operate in New York under the direction of David Ziegler, Executive Vice President – Eastern Region of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
October 11, 2004 – Arthur J. Gallagher & Co. Acquires BenefitPort Northwest. BenefitPort Northwest provides employee benefits insurance products and services to their clients in the northwestern United States. They will continue to operate in their current Bellevue and Yakima, Washington locations under the name Gallagher Reppond, a division of Gallagher Benefit Services, Inc. Ben Reppond, who founded the firm in 1981, will continue to serve as Area President of Gallagher Reppond under the direction of Norbert Chung, Executive Vice President Western Region of Gallagher Benefit Services, a subsidiary of Arthur J. Gallagher & Co.
September 7, 2004 – Arthur J. Gallagher & Co. Acquires Strategix, Inc. of Oviedo, Florida. Established in 1992, Strategix, Inc. is an employee benefits operation offering a wide-range of employee benefit consultation and brokerage services that include strategic program design and implementation, financial analysis, legislative compliance, online benefit functions and employee communication support. They specialize in the health care, banking, manufacturing, advertising, hospitality, high tech and not-for-profit social services industries. Dan Peterson and his associates will continue to operate out of their current office under the direction of David Ziegler, Vice President – Eastern Region of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
March 4, 2004 – Arthur J. Gallagher & Co. Acquires Don Laster Agency, Inc. of Urbandale, Iowa. In business since 1983, the Don Laster Agency, Inc. offers a wide-range of individual, employee and executive benefit programs and consulting services including life, disability, medical, dental and customized retirement plans. Don Laster and his associates will continue to operate out of their current suburban Des Moines office under the direction of J. Michael Brewer, Executive Vice President and Central Regional Manager of Gallagher Benefit Services, a subsidiary of Arthur J. Gallagher & Co.
February 19, 2004 – Arthur J. Gallagher & Co. Acquires The Romine Group, Inc. of Austin, Texas. Founded in 1988, The Romine Group, Inc. offers employee benefits brokerage and consulting services to both self-funded and fully insured markets. They also specialize in benefits and network design, cost containment and insurance market analysis. Bruce Romine, Don Munford and their associates will continue to operate in their current Austin and Dallas, Texas offices under the direction of J. Michael Brewer, Executive Vice President of Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co.
November 21, 2003 – Arthur J. Gallagher & Co. Acquires Babcock Consulting, Inc. of Metairie, LA. Established in 1997, Babcock Consulting, Inc. offers a wide-range of employee benefit consultation and brokerage services that include benefit plan customization, financial analysis, legislative compliance, and employee communication support. Clayton Babcock and his associates will continue to operate out of their current office in Metairie, LA.
October 23, 2003 – Arthur J. Gallagher & Co. Acquires HRadvantage LLC of Waukegan, IL. Founded in 1994, HRadvantage LLC is a human resource specialist firm that offers a wide-range of human resource consulting services including compensation program renovation, custom market studies, outsourced human resource services, and employee communication support. Mary Novak-Jandrey, Scott Hamilton and their associates will continue to operate out of their current office under the direction of James Durkin, president of Gallagher Benefit Services.
October 1, 2003 – Arthur J. Gallagher & Co. Acquires Life Plans of New England, Inc. Founded in 1988, Life Plans of New England, Inc. is a wholesale life insurance broker which specializes in marketing individual life insurance, annuities and long term care products through independent brokers. Malcolm DeBay, Michael Bartolotta and their associates will continue to operate in their current East Hartford offices under the direction of James Durkin, president of Gallagher Benefit Services.
March 17, 2003 – Arthur J. Gallagher & Co. Acquires Benefits Planning & Insurance Agency, Inc. Among the largest employee-benefit brokerage operations in Northern California, Benefits Planning & Insurance offers benefit consultation and brokerage services that include strategic planning, financial analysis, legislative compliance and employee communication support. BPI will continue working out of its Larkspur, California, office under the direction of James Durkin, president of Gallagher Benefit Services, the company said. June 20, 2002 – Arthur J. Gallagher & Co. Acquires Roberts & Roberts Insurance, Inc. Founded in 1988, Roberts & Roberts Insurance, Inc. is a full-service group life, health and accident insurance agency, which focuses on benefits for employers with 10 to 2,000 employees. Jerry Roberts and his staff will continue to operate in their Oklahoma City office.
April 18, 2002 – Arthur J. Gallagher & Co. Acquires NiiS/Apex Group Holdings, Inc. NiiS/Apex Group Holdings, Inc. was formed in January 2000 through the merger of Northshore International Insurance Services, Inc., which was founded in 1988, and Apex Management Group, Inc. of Princeton, New Jersey, which was founded in 1993. NiiS/Apex provides claims management and auditing, actuarial and employee benefits consulting and other consulting services for medical, disability, workers compensation and other property/casualty coverage’s to their clients worldwide.
March 13, 2002 – Arthur J. Gallagher & Co. Acquires Life Plans Unlimited, Inc. of Fairfield, Connecticut Founded in 1967, Life Plans Unlimited, Inc. is a wholesale life insurance brokerage firm which specializes in marketing individual life insurance, annuities and long term care coverage for independent brokers. Malcolm Sklar, Bob Lombardo and their staff will continue to operate in their present offices, under the direction of Michael Flynn, Area Chairman of Flynn Associates, a division of Gallagher Benefit Services.
