WTPhelan Insurance
Dowling Hales acted as exclusive financial advisor to WTPhelan & Co. Insurance Agency (“WTPhelan” or the “Company”) in its sale to AssuredPartners Northeast, LLC (“AssuredPartners”) Founded in 1898 and headquartered in Cambridge, Massachusetts, WTPhelan is a fourth-generation family-owned and operated agency offering personal, commercial, and life insurance products to its clients. Additionally, the Company has an MGA division, Private Client Underwriters, focused exclusively on the needs of high-net-worth individuals. WTPhelan is a highly respected brand and one of the largest independent insurance agencies in New England with over $18 million in annualized revenues. The Company has six offices in the greater Boston area and one in New Hampshire.
Target Company
WTPhelan Insurance
Acquirer Company
Assured Partners
Acquisition Date
July 2020
Sector
Insurance
Industry
MGA / Wholesale / Program Mgr
Region
USA
State of Acquired
MA
Map
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