Hunter Wise Financial Group, LLC, Arranges Equity Investment in Leading Benefits, Insurance Company
IRVINE, Calif., Dec. 7, 2010 /PRNewswire/ -- Hunter Wise Financial Group, LLC, (www.hunterwise.com), Irvine, California, is pleased to announce that its Managing Directors, David Luvisa and James Carroll, arranged the recent $16 million equity investment in Global Benefits Group, Inc., GBG Insurance Limited and affiliated GBG companies by Bison Capital Equity Partners III, LP.
GBG, headquartered in Foothill Ranch, Calif., with offices throughout the U.S. and internationally, is a leading managing general underwriter, insurer and servicer of international employee benefits and a market leader in specialty insurance products for expatriate employees of large multinational corporations and international schools.
"Bison Capital is impressed with GBG's track record of success and believes that its investment will further facilitate GBG's impressive growth," Mr. Luvisa said. Bison Capital makes growth equity investments in middle-market companies, public or private, for expansion, acquisitions or balance sheet restructuring. The firm's primary investment focus is partnering with entrepreneurs and management teams seeking capital to grow their businesses.
"We were pleased to facilitate this investment. I believe this shows the strength of Hunter Wise in its unparalleled ability to assist mid-market companies, both public and private, in mergers, acquisitions and other corporate financing activities," Mr. Luvisa said. Mr. Luvisa, who has taken the lead role on numerous financial transactions, including mergers, acquisitions and corporate finance advisory services, has particular expertise on transactions in the technology, manufacturing, building materials and business services sectors.
"The talent that resides within Hunter Wise to complete transactions is exceptional. It's not uncommon for our Managing Directors to have a strong rolodex of buyers and investors, and 20 plus years experience arranging financial transactions. What is truly unique is the strong industry expertise we each bring to the table. Given our size, there are not too many industries that Hunter Wise doesn't cover. Overall this equates to a higher probability of transaction success, and a great value proposition for our clients," James Carroll said. Mr. Carroll is a former technology company owner himself and has extensive experience in facilitating financial transactions for software, technology services, outsourcing, high-end management consulting and government contracting companies.
About Hunter Wise Financial Group, LLC
Hunter Wise Financial Group, LLC, headquartered in Irvine, California, is a specialized investment bank providing the highest quality level of corporate financing, merger, acquisition, divestiture and advisory services. The Company's clients include small to medium-sized public companies, as well as selected middle market privately-held businesses. Hunter Wise has 15 offices in the U.S. and offices in China, Canada and the United Kingdom.
CONTACT: |
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David Luvisa |
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Managing Director |
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949.732.4106 |
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Hunter Wise Financial Group, LLC |
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2361 Campus Dr., Suite 100 |
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Irvine, CA 92612 |
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James Carroll |
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Managing Director |
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630.636.6340 |
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Chicago, Ill., office |
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SOURCE Hunter Wise Financial Group, LLC
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