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Risk Strategies Expands Private Client Practice with Acquisition

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Risk Strategies Expands Private Client Practice with Acquisition of Bedrick-Kaitz Agency, Inc.

New York City-based firm brings added expertise to rapidly growing national group

BOSTON -- Risk Strategies, a privately held, rapidly growing national insurance brokerage and risk management firm, announced the acquisition of Bedrick-Kaitz Agency, Inc. (BKA), a firm focused on helping high-net-worth individuals and businesses throughout the country protect their assets. Terms of the deal were not revealed.

BKA is run by its Chief Executive Officer, Michael Rosenberg, who acquired the firm from one of its original founders, Donald Kaitz, shortly after joining the company in the 1980s. Prior to acquiring BKA, Rosenberg was a personal lines specialist with a boutique brokerage in New York City.

“We’re always on the lookout for potential partners who can bring the right mix of experience and expertise to our practice,” said Bob Courtemanche, Risk Strategies’ National Private Client Practice Leader. “Michael and the team at BKA squarely hit that criteria and will be a great fit.”

In addition to its main focus of offering customized policy programs covering the entire suite of personal insurance products, including a specialty focus in exotic cars, BKA also helps clients protect their businesses with commercial insurance products ranging from general and professional liability to workers’ compensation.

“When looking for a way to grow the business, Risk Strategies emerged as the obvious partner choice,” said Rosenberg. “Their specialist approach meant our clients would continue to receive the premium service they’ve come to expect but with deeper and broader resources.”

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