Same Expertise. New Global Strength.

Arthur J. Gallagher (NYSE: AJG), one of the world’s largest and most respected consulting and risk management companies, has acquired Merz Insurance Services. With operations in more than 150 countries, Gallagher is a Fortune 500 company recognized by the Ethisphere Institute 13 times as one of the World’s Most Ethical Companies®.
 
This is such exciting news:  We will continue to operate as an independent branch office with the same leadership, management, staff, and culture you have always associated with Merz Insurance Services – we are not going anywhere! This change will provide us with a greater opportunity to back our services with better tools and resources than ever before. We are adding more industry-leading knowledge and capabilities to our brokerage services through this relationship.

By joining Gallagher, we gain a global leader’s sales support, market breadth, training capabilities, and account management resources. Most importantly, the cultures, values, and reputations of our firm and Gallagher align perfectly, including the commitment to clients, employees, and communities, and evidenced in acknowledgment of the following:
 

• World’s Most Ethical Companies® – Gallagher is a 13-time honoree of the World’s Most Ethical Company by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices. *
• The Gallagher Way – Shared values are the foundation of the Company and the Gallagher Culture. The Gallagher Way concepts are passionately adhered to and are part of what makes the company unique.

Though our name will evolve over the next year, the service and people that you have come to rely on will remain the same. We are still here to help you meet your client’s insurance objectives! What this change will bring is the breadth and depth of the resources offered by the global Gallagher team as we seek to provide comprehensive Insurance Brokerage Services to serve you and your organization. 
 
We are humbled, thankful, and excited for this new milestone in Merz Insurance Services’ evolution! We anticipate that you might have a few questions, and if so, please don’t hesitate to call me. Rest assured, however, that we will make every effort to ensure this change is seamless from your perspective. We greatly value your support and look forward to continuing “to Serve” you and your team well into the future!
 
Sincerely,
Steven C. Santos
Senior VP, Life and Annuity Brokerage