2010 | Press Release

Jul 19, 2010 – Bollinger Inc. announces acquisition of David Szerlip and Associates

Bollinger Inc. announces acquisition of
David Szerlip and Associates
Short Hills, NJ – (July 19, 2010) Bollinger, Inc. announces the acquisition of David
Szerlip and Associates of Berkeley Heights, NJ. The firm specializes exclusively in
property and casualty insurance programs for nonprofit organizations, ranging from large
international nonprofits to small start-ups. David Szerlip will continue with Bollinger and
serve as a Senior Vice President. He and his staff will be relocating to Bollinger’s Short
Hills location later this month.
“While our name will change, our customers will receive the same excellent customer
service, along with a broader selection of insurance products and markets”, said Szerlip.
“We strongly believe that the resources realized from this new relationship will greatly
benefit our clients.”
“We are excited to welcome David Szerlip and his staff to our organization,” said Jack
Windolf, Chairman and CEO of Bollinger. “Their reputation and expertise in insuring
nonprofit organizations will help solidify Bollinger’s growing presence in this specialty
area.”
Bollinger, Inc. is headquartered in Short Hills, NJ with branch offices in Greenwich, New
York, Philadelphia, and additional NJ locations in Moorestown, Vineland and Wall. This
is the 45th insurance agency acquisition by Bollinger in recent years. The firm has over
400 employees and is currently ranked as the nation’s 17th largest insurance broker.† It is
one of the 2009 Best Places to Work in Insurance.†† Bollinger provides business and
personal insurance and employee benefit programs to a wide range of customers, as well
as specialty insurance programs for golf and country clubs, amateur sports, and schools
and colleges.
Mystic Capital Advisors Group, LLC provided transaction advisory services to David
Szerlip and Associates.

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