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It was nice to see you at the MarshBerry 360 Forum in Las Vegas.

LP has one of the nation’s most active and sophisticated insurance brokerage transactions practices, representing clients in M&A (both buy-side and sell-side), capital raises, and internal perpetuation transactions. Our clients include private equity-sponsored and employee-owned national and regional insurance brokers (including retail, wholesale, and specialty brokers), managing general agents and underwriters, program managers, and third-party administrators. We maintain close relationships with leading insurance brokerage M&A intermediaries and are regularly engaged to serve as sell-side M&A counsel to insurance agencies and their owners.

Why Clients Choose Us
Our team has successfully closed more than 700 insurance brokerage transactions. Years of feedback tell us that clients choose us because we understand the brokerage industry, have a business-minded approach, and close deals efficiently. We don’t get bogged down with minor details, and we don’t over-lawyer transactions. We get deals done on market terms without ever losing focus of our clients’ goals. We strive to be strategic partners and pride ourselves on providing practical advice, innovative solutions, market knowledge, and unparalleled client service. We are committed to adding value and efficiency to any transaction. Given the depth and breadth of our partners’ experiences, we are uniquely positioned to represent sellers of insurance agencies and books of business, with the capabilities to meet whatever issues may arise throughout the life of a deal. We collaborate with LP’s other practice groups, each of which has extensive experience working with insurance agencies and their owners, on tax efficient structuring, estate planning, employment agreements, real estate leases, and other transaction matters.

Connect With Us.

Jason Romick Headshot

Jason M. Romick
Partner,
Corporate
jromick@lplegal.com

 

Steven M. Weiss
Partner,
Corporate
sweiss@lplegal.com

 

Philosophy in action.

Everything we do is designed to provide an experience for our clients. The LP Way is our north star for exceptional quality and value. These principles guide every decision we make, from whom we hire to the services we offer and how we engage with clients.

Discover the LP Way