Morgan Partners Advises on ReSource Pro’s Acquisitions of Insurance Management Consulting Firms Strategy Meets Action (SMA) and The Nolan Company

Morgan Partners is pleased to announce that it has acted as exclusive financial advisor to ReSource Pro, a portfolio company of DFW Capital Partners (“DFW”), in its acquisitions of insurance strategic advisory firms Strategy Meets Action (“SMA”) and The Nolan Company (“Nolan”).  ReSource Pro, a global provider of operational solutions for insurance organizations based in New York, is leveraging these two acquisitions to build on its strategy to deliver business transformation services and operational solutions to the insurance sector.

Strategy Meets Action is an industry leading strategic advisory firm delivering insights, consulting services, and published research to carriers, solution providers, and insurtech startups.  SMA will continue to be led by Deb Smallwood in her new role as Senior Partner, Carrier Transformation, SMA.

Nolan is a management consulting firm, offering services to insurance executives on strategy, growth, technology and operational improvement.  Nolan will continue to be led by Steve Discher in his new role as Senior Partner, Carrier Practice, Nolan.

“The Morgan Partners team has been an extremely valuable partner in helping us analyze the acquisition landscape and conduct our focused search for companies that will complement and build on our capabilities,” said ReSource Pro CEO Dan Epstein.  “We couldn’t be happier with the partnership we have developed with Morgan, and we expect that it will continue to produce strong results in the coming year.”

Patrick Vaughn, Managing Director of Morgan Partners, commented, “ReSource Pro is an established leader in serving insurance organizations worldwide, and we are excited to continue our work with them and their financial partner DFW Capital as they look to further expand the depth and breadth of their solutions.  They take a thoughtful approach to the M&A process, and we’re pleased to have a role in their continued growth.”

The financial details of these transactions were not disclosed.  More information can be found here.

About Morgan Partners

Morgan Partners is a highly focused middle-market financial technology investment bank. Our tailored, expert services, deep industry relationships, and vertical domain expertise allow us to provide “best execution” simply not available at other firms. Our services consist of sell-side and buy-side M&A, capital raising, and strategic advisory to technology companies in the insurance, capital markets, banking, and related sectors. Visit www.morganpartners.com to learn more.