Represented Heritage – RM (Lubbock and Amarillo) in connection with its sale to Alera Group
Represented Catto & Catto (San Antonio) in connection with its sale to HUB
Represented Toubin Insurance Agency (San Antonio) in connection with its sale to Acrisure
Represented Trusted Senior Specialists (Houston) in connection with its sale to Integrity
Represented TCA in connection with its sale to HUB
Represented Insurance Associates of the Southwest in connection with its sale to Higginbotham
Represented Upstream Brokers in connection with its sale to Acrisure
Represented Barmore Insurance in connection with its sale to Gallagher
Represented Integrity Transportation Insurance in connection with its sale to Gallagher
Represented Vecellio insurance Agency in connection with its sale to Gallagher
Represented Vela Insurance Agency in connection with its sale to TWFG Insurance Services
Represented John A. Bumstead & Associates in connection with its sale to Town & Country Insurance Agency (Cadence Bank)
On behalf of a major Texas-based insurance agency, drafted a successful brief in support of a temporary injunction. The court granted the injunction and prohibited the former employee from using confidential information the employee had removed from the agency’s computer system to operate a competing business.
Pursuing claims on behalf of a Texas-geoscience company against a crime insurance policy carrier. A former employee defrauded the company by stealing more than $2 million worth of iPhones and Blackberries. The carrier denied coverage under a commercial crime policy.
Won a unanimous jury verdict for one of Houston’s oldest title insurance agencies in a dispute with its landlord for breaching an exclusive use clause in the client’s lease. After a week in trial, the jury awarded the client a judgment for its damages, including attorney’s fees.
Represented Insurance Alliance and its shareholders in connection with the sale of the company to Marsh & McLennan Agency LLC. At the time of the acquisition, which closed in November, 2009, Insurance Alliance was one of the largest independent insurance agencies in Texas.
Represented GEM Insurance Agencies, a 60 year old Houston-based insurance agency, in connection with the sale of the business to BancorpSouth Insurance Services, Inc., based out of Tupelo, Mississippi.