Arthur J. Gallagher & Co. has announced the acquisition of 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 that specializes in small group businesses in Tennessee, Indiana and Texas. Bernard Healthcare Financial Planning advises individuals and families on health insurance coverage.
As part of the acquisition, Brian Tolbert, Matt Kleymeyer and their team will remain in their current location. They will report to 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 of Arthur J. Gallagher. “I am very pleased to welcome Brian, Matt and their associates to Gallagher.”
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