Members of our team have more than 30 years of insurance industry experience. John Davies has been the CEO of several property, casualty and life insurance companies, TPA’s, national insurance agencies and other insurance related businesses. Dave Roush has also been the CEO of an insurance company and the founder of, which was the Country’s largest on-line insurance agent. As a result, we have profound knowledge of most aspects of the insurance business.

Over the years, we have been involved in various public and private company transactions including the acquisition and sale of insurance companies, TPA’s, agencies and insurance software businesses. Most recently, we managed the sale of a TPA to a large private equity group.