News


Smith Mcgehee Insurance Solutions opens Las Vegas office

St. Louis, Missouri – Smith McGehee Insurance Solutions (SMIS) announced today that it has opened a new office in Las Vegas, NV – the first part of a multi-phase plan to expand nationally. The new office is located near Southern Highlands, about 10-minutes from the Las Vegas Strip.

“SMIS has a growing national client base and having a physical presence in Las Vegas will allow us to better serve the western part of the United States and build upon those existing relationships,” said Robby McGehee, President of SMIS. “We are encouraged by the positive feedback we have received from current and prospective clients regarding the opening of this office, and we look forward to its success.”

“SMIS continues to execute on the plan set forth when we originally invested, and we are excited to see such progress,” said Chip Smith, Principal of Greenleaf Capital Partners, who invested growth capital in SMIS.  “The opening of a Las Vegas office is a significant step for SMIS and is reflective of a deep commitment to their clients and their mission.”

About Smith McGehee Insurance Solutions:

Smith McGehee Insurance Solutions is a global risk management and employee benefits consulting firm. The firm’s mission is to provide exceptional risk management advice and professional service by utilizing the latest technology, staff expertise and long-standing market relationships to maximize efficiency and reduce overall cost of risk for its clients. For more information, please visit www.smis.com.

About Greenleaf Capital Partners:

Greenleaf Capital Partners (GCP) advises clients on capital raisings, mergers & acquisitions, ownership transitions, and recapitalizations. In addition, GCP is the managing member of Greenleaf Investment Company, which invests in smaller middle market businesses, including start-ups, with proven management teams. For more information, please visit www.greenleafcp.com.

For additional information, please contact:

Robert Butler
Smith McGehee Insurance SolutionsRobert Butler
rbutler@smis.comRobert Butler
314.492.4313

Chip SmithRobert Butler
Greenleaf Capital PartnersRobert Butler
chip@greenleafcp.com 314-443-8402

Smith Mcgehee Insurance Solutions announces Fred Travis affiliation

St. Louis, Missouri – Smith McGehee Insurance Solutions (SMIS) is pleased to announce that Fred Travis has become affiliated with the firm as Senior Risk Management Consultant. Fred spent 25 years at Anheuser-Busch Companies and oversaw the company’s safety and risk management departments from 1992 to 2005. After leaving Anheuser-Busch, Fred established a consulting firm, Risk Management Consulting. Fred will continue to operate this successful company in addition and independent to his affiliation with SMIS.

“Fred brings significant due diligence, audit and risk management experience to our firm and his affiliation will bolster SMIS’s specialty risk management offering as well as provide invaluable services to many current clients,” said Smith McGehee, Chairman of SMIS. “Fred is well respected nationally, within the insurance community, and provides clients with a level of knowledge and perspective typically lacking within insurance brokerage firms.”

“We feel this is another very important addition for SMIS and its clients,” said Chip Smith, Principal of Greenleaf Capital Partners, who invested growth capital in SMIS. “SMIS is focused on providing the very best service and advice to clients and adding Fred to the team is evidence of continued investment to that end.”

About Smith McGehee Insurance Solutions:

Smith McGehee Insurance Solutions is a global risk management and employee benefits consulting firm. The firm’s mission is to provide exceptional risk management advice and professional service by utilizing the latest technology, staff expertise and long-standing market relationships to maximize efficiency and reduce overall cost of risk for its clients. For more information, please visit www.smis.com.

About Greenleaf Capital Partners:

Greenleaf Capital Partners (GCP) advises clients on capital raisings, mergers & acquisitions, ownership transitions, and recapitalizations. In addition, GCP is the managing member of Greenleaf Investment Company, which invests in smaller middle market businesses, including start-ups, with proven management teams. For more information, please visit www.greenleafcp.com.

Andrew Rohan joins Smith Mcgehee Insurance Solutions
St. Louis, Missouri – Smith McGehee Insurance Solutions (SMIS) is pleased to announce that Andrew Rohan is joining SMIS as a Senior Vice President effective February 1, 2013.  Andrew’s successful insurance career began in 1996 at Adrian N. Baker & Company in St. Louis.  In 2009 he joined AHM Financial Group as the result of an agency acquisition.  Andrew is joining SMIS from AHM Financial Group.

“Andrew has a very established career and will make a significant contribution to the success of SMIS,” said Smith McGehee, Chairman of SMIS.  “He is joining in a production capacity and, in addition, will manage and develop certain carrier relationships.  Andrew’s deep knowledge of aviation and construction will further enhance SMIS’s ability to provide an exceptionally high level of service to its clients.”

“I am very excited to be joining SMIS,” said Andrew.  “This is a great opportunity and I am looking forward to being part of SMIS’s continued success.”

Having successful and tenured insurance professionals joining SMIS speaks volumes about the direction of the firm and the quality of its people,” said Chip Smith, Principal of Greenleaf Capital Partners, who invested growth capital in SMIS.  “Andrew is a talented and energetic insurance professional, and we are very excited about this addition and the continued growth of SMIS.

About Smith McGehee Insurance Solutions:

Smith McGehee Insurance Solutions is a global risk management and employee benefits consulting firm.  The firm’s mission is to provide exceptional risk management advice and professional service by utilizing the latest technology, staff expertise and long-standing market relationships to maximize efficiency and reduce overall cost of risk for its clients. For more information, please visit www.smis.com.

About Greenleaf Capital Partners:

Greenleaf Capital Partners (GCP) advises clients on capital raisings, mergers & acquisitions, ownership transitions, and recapitalizations.  In addition, GCP is the managing member of Greenleaf Investment Company, which invests in smaller middle market businesses, including start-ups, with proven management teams. For more information, please visit www.greenleafcp.com.

   

Greenleaf Capital makes first investment, adds Spann as principal

After making its first equity investment of $1 million in Smith McGehee Insurance Solutions Aug. 1, Greenleaf Capital Partners is adding to its management team.

The Town & Country-based merchant banking firm has named Andy Spann as a principal.

Spann has largely been involved with the building maintenance industry throughout his career. Recently, he was in charge of day-to-day management with Hercules Window Cleaning Co., an operation owned by Spann’s family. He was also president of Spann Building Maintenance Co. from 1990 to 2000.

Greenleaf founding Principal Chip Smith said in a statement that Spann’s experience will help the company as it looks “to partner with passionate and proficient owners/management teams who want to invest in and grow their business.”

Greenleaf is also in the process of raising outside capital, targeting $5 million in the next six months. It’s current investment in Smith McGehee Insurance Solutions (SMIS) was completely funded by Smith, a private practice attorney who previously worked at AHM Financial. Smith said Greenleaf has soft commitments from six other investors for about $2 million that he hopes to have completed by the end of the year. In addition, Smith said the firm is planning one or two other investments by the end of the year with a total of up to $2.5 million.

At SMIS, the risk management and employee benefits consulting firm has reorganized their management team and added Bob Butler as a principal. SMIS Founder Smith McGehee, said Butler has more than 20 years of insurance experience.

“(Butler) is joining the senior management team and will be responsible for certain operational matters, as well as assisting with corporate development and strategic growth initiatives,” McGehee said.

Before starting SMIS in September 2011, McGehee sold Huntleigh-McGehee in 2004 to Michael Shanahan Jr., who serves as chairman, president and CEO.

Smith McGehee Reassembles Management Team

St. Louis, Missouri – Smith McGehee Insurance Solutions (“SMIS”) is pleased to announce that Bob Butler will be joining SMIS as a Principal effective October 1, 2012. Bob began his insurance career in 1990, working with Smith McGehee at both Marsh & McLennan and Huntleigh McGehee, Inc., before leaving in 2002 to join The Daniel & Henry Company. Four team members from Daniel & Henry will be joining Bob in the move to SMIS.

“Bob brings over twenty years of insurance experience, as well as a tremendous amount of energy and commitment to helping execute our vision for SMIS,” said Smith McGehee, founder of SMIS. “Bob is joining the senior management team and will be responsible for certain operational matters, as well as assisting with corporate development and strategic growth initiatives.”

“This will be the third time that I get to work with Smith,” said Butler. “I was fortunate to be part of the success at Huntleigh McGehee, and I am confident SMIS will prove to be even more successful. I am really looking forward to getting started and continuing the exceptional growth already experienced since the agency’s founding late last year.”

“Smith is reassembling the team that brought so much success in the past, and we are very excited about Bob joining SMIS in a critical role with the executive management and ownership team,” said Chip Smith, Managing Principal of Greenleaf Capital Partners. “Greenleaf is pleased to continue providing growth capital to SMIS, particularly when an already impressive management team is complemented with people like Bob and his team. Smith is a great visionary and an inspirational leader who, in less than 12 months, has established SMIS with all of the means to achieve its aggressive growth plans. We look forward to helping Bob and the entire team execute on this plan.”

About Smith McGehee Insurance Solutions:

Smith McGehee Insurance Solutions is a global risk management and employee benefits consulting firm that commenced operations in September 2011. Smith McGehee, the firm’s founder, has been in the insurance business since 1971 and has spent his career managing large and complex risks. In addition, Smith McGehee founded Huntleigh-McGehee, Inc., which he sold in 2004. For more information, please visit www.hsmins.com.

About Greenleaf Capital Partners:

Greenleaf Capital Partners (GCP) advises clients on capital raisings, mergers & acquisitions, ownership transitions, and recapitalizations. In addition, GCP is the managing member of Greenleaf Investment Company, which invests in smaller middle market businesses, including start-ups, with proven management teams. For more information, please visit www.greenleafcp.com.

 

Download a .pdf version of this announcement here

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