Overview

BFKN’s Corporate & Securities Group served as legal counsel to Evertree Insurance Services, LLC, a subsidiary of Evertree Insurance LLC ("Evertree"), an emerging, tech-enabled independent insurance brokerage, in its acquisitions of three Colorado-based insurance agencies—1st American Insurance, Alliance Insurance Services, and The Banks Agency.

These transactions were closed on July 7, 2023 and established Evertree’s presence in the Mountain Region. Founded in September 2022, Evertree has grown to over 100 employees, acquired seven independent agencies across the U.S., and established a Midwest, Mountain, and Mid-Atlantic regional footprint to cater to the needs of clients in each geographic area.

“Evertree’s unique value proposition across technology, partnerships, and culture made these acquisitions a perfect fit for all three firms,” said Steven Pierce, founder of 1st American Insurance, and newly appointed Head of Mountain Region for Evertree. “We could not be more excited to help continue to build the national expansion of the Evertree platform.”

BFKN's legal team was led by partners James R. Whitney and Robert J. Morrow and associates Victoria Rusanova Cordiak and Will Cronin. Associate Megan E. Toal counseled Evertree with respect to tax matters and partners Andrew K. Strimaitis, Michael J. Poland and associate Alex Freund provided guidance on employee benefits-related issues. Associate Corwin J. Carr counseled with respect to employment issues.

To read more about this deal, visit:

Jump to Page

Barack Ferrazzano Kirschbaum & Nagelberg LLP Cookie Preference Center

Strictly Necessary Cookies

Always Active

Necessary cookies enable core functionality such as security, network management, and accessibility. These cookies may only be disabled by changing your browser settings, but this may affect how the website functions.

Functional Cookies

Always Active

Some functions of the site require remembering user choices, for example your cookie preference, or keyword search highlighting. These do not store any personal information.

Form Submissions

Always Active

When submitting your data, for example on a contact form or event registration, a cookie might be used to monitor the state of your submission across pages.

Analytical Cookies

Analytical cookies help us improve our website by collecting and reporting information on its usage. We access and process information from these cookies at an aggregate level.

Powered by Firmseek