Ropes & Gray Represents World Insurance Associates in Agreement to Acquire Pensionmark Financial Group

In The News
March 18, 2022

Ropes & Gray represented World Insurance Associates in its agreement to acquire Pensionmark Financial Group, a leading retirement and financial planning investment advisor. Terms of the transaction were not disclosed. The transaction was announced on March 16 in a press release.

World Insurance Associates is a nationally ranked, full-service insurance brokerage providing individuals and businesses with top products and services across personal and commercial insurance lines, employee benefits, retirement and financial services, and human capital management solutions.

The Ropes & Gray team that represented World Insurance Associates was led by private equity associates PJ Sullivan (Boston) and Kim Ton-That (New York) and private equity partner Taylor Hart (Boston), and included tax partner Pamela Glazier (Boston), asset management partners Brynn Rail (New York) and Brian McCabe (Boston), labor & employment partner Megan Bisk (Boston), benefits partner Joshua Lichtenstein (New York), mergers & acquisitions counsel Thomas Burke (New York), real estate counsel Laurie Nelson (New York), and litigation & enforcement counsel Steven Kaye (Boston).