Arthur J. Gallagher & Co. Acquires Bernard Benefits and Bernard Healthcare Financial Planning

PR Newswire

ROLLING MEADOWS, Ill. , May 30, 2023 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Nashville, Tennessee -based Bernard Benefits and Bernard Healthcare Financial Planning, subsidiaries of Bernard Health. Terms of the transaction were not disclosed.

Bernard Benefits is a health and employee benefits brokerage firm with a focus on small group businesses in Tennessee , Indiana and Texas . Bernard Healthcare Financial Planning advises individuals and families on health insurance coverage. Brian Tolbert , Matt Kleymeyer and their team will remain in their current location under the direction of Robby White , head of Gallagher's South Central region employee benefits consulting and brokerage operations.

"Bernard complements our existing employee benefits offerings and represents an excellent cultural fit," said J. Patrick Gallagher, Jr. , Chairman, President and CEO. "I am very pleased to welcome Brian, Matt and their associates to Gallagher."

Arthur J. Gallagher & Co. (NYSE:AJG), a global insurance brokerage, risk management and consulting services firm, is headquartered in Rolling Meadows, Illinois . Gallagher provides these services in approximately 130 countries around the world through its owned operations and a network of correspondent brokers and consultants.

SOURCE Arthur J. Gallagher & Co.