Summit is the parent Company of Sawicki Insurance Agency, and their affiliates with offices throughout Connecticut, Florida, Georgia, Tennessee, Louisiana, and California. Josh Sawicki, CEO, states “This is a very exciting time for the Company as we look to greatly expand and grow our agency base, product offerings, and institutionalize our corporate structure and senior leadership team. I especially want to thank Ben Pappas, COO of Summit, and Luke Vande Guchte of Colbeck for their tireless effort and dedication to the project.” The Company is a large independent retail insurance agency that offers personal lines, small commercial lines, and life and health insurance throughout the Southeast, New England, and California. Rob Gallivan, a Managing Director of Colbeck, said “We are excited to work with Summit to provide the capital allowing them to build on their previous successes and to fuel the next phase of the Company’s growth.” http://srisk.com or Josh Sawicki at joshua@srisk.com .
Merger & Acquisition Capital Services, LLC, served as the sole financial advisor to Summit. Shipman & Goodwin, LLP acted as legal advisor to Summit. Schulte, Roth & Zabel acted as legal counsel to Colbeck.
Colbeck delivers creative, flexible solutions to unmet corporate financing requirements. Colbeck originates debt capital solutions custom-tailored to the corporate finance needs of borrowers, focusing on situations that are beyond the capacity of traditional lenders. Colbeck’s partnership approach with entrepreneurs, management teams, and equity sponsors delivers fully-underwritten financing facilities to borrowers. Colbeck specializes in financing situations that would characterize themselves as: time sensitive, under-banked, complex, non-traditional, management buyouts, and rollups. http://colbeck.com/
About Merger & Acquisition Services, Inc.
Merger & Acquisition Services, Inc. is a specialist advisory and financial services Firm to the insurance and reinsurance industry, with offices in New York, Connecticut, Georgia & Cayman Islands. Founded in 1999, the Firm and its affiliates provides investment banking and insurance consulting services globally, including; merger & acquisition advisory capital raising, valuations, program placement/fronting, and reinsurance advisory. Merger & Acquisition Capital Services, LLC., a registered broker-dealer and member FINRA / SIPC, is an affiliate of Merger & Acquisition Services, Inc.