26TH ANNUAL INTERNATIONAL DIRECTORY OF AGENTS AND BROKERS

M
MLW Services Inc.
100 William St., New York, N.Y. 10038; 212-797-9600;
fax: 212-425-0719
1996 1995
Premium volume $78,000,000 $84,000,000
Gross revenues $11,500,000 $12,165,000
U.S. clients 96% 97%
Non-U.S. clients 4% 3%
Brokerage: Retail 58% 54%
U.S. offices $6,670,000 $6,569,100
Wholesale 37% 41%
Personal lines 2% 2%
Services 2% 2%
Invstmt. income 1% 1%
Total employees 65 67
Total offices 1 1
Founded: 1986.
Retail brokerage: 96% commissions, 4% fees.
Employee benefits: 2% of revenues in 1996.
Retail brokerage offices: French American Risk Advisors Inc., New York.
Non-retail brokerage subsidiaries: Barkly Coverage Corp., New York.
Licensed excess/surplus broker in: New York.
Officers: Andrew H. Marks, president; Bert Linder, executive vp; Charles J. Weisblum, chairman; Silvana A. Vlacich, Bruce D. Tindal, senior vps; Catherine Pipitone, vp.
Contact: Andrew H. Marks.
Mack & Parker Inc.
55 E. Jackson Blvd., Chicago, Ill. 60604; 312-922-5000;
fax: 312-922-5358
1996* 1995*
Gross revenues $10,100,000 $9,740,000
U.S. clients 100% 100%
Brokerage: Retail 84.1% 79.97%
U.S. offices $8,500,000 $7,780,000
Reinsurance 1% 1%
Personal lines 3.2% 3.7%
Services 8.7% 9.87%
Invstmt. income 3% 5.24%
Other 0% 0.22%
Total employees 104 98
Total offices 2 2
**Fiscal years ending 9/30/96 and 9/30/95.
Founded: 1935.
Retail brokerage: 84.8% commissions, 15.2% fees.
Employee benefits: 20.9% of revenues in 1996.
Retail brokerage offices: Albuquerque, N.M.
Licensed excess/surplus broker in: Illinois.
Officers: Edward E. Mack III, chairman; Martin P. Hughes, president; Veronica E. Campbell, CFO; Marie E. Raninger, Robert J. Jonek, Michael J. Ahlert, vps.
Contact: Edward E. Mack III or Martin P. Hughes.
Marcotte Insurance Agency Inc.
366 Regency Parkway Drive, Omaha, Neb. 68114; 402-398-9009;
fax: 402-398-0917
1996* 1995*
Premium volume $21,000,000 $20,500,000
Gross revenues $2,300,000 $2,036,000
U.S. clients 100% 100%
Brokerage: Retail 67% 67%
U.S. offices $1,541,000 $1,364,120
Personal lines 19% 18%
Services 2% 3%
Invstmt. income 2% 2%
Other 10% 10%
Total employees 25 25
Total offices 1 1
**Fiscal years ending 7/31/96 and 7/31/95.
Founded: 1927.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 10% of revenues in 1996.
Officers: Carol J. Casey, president/COO; Bernard J. Akromis, executive vp; Thomas J. Welborn, Robert E. Linden, vps.
Contact: Carol J. Casey.
Marsh & McLennan Cos. Inc.
1166 Ave. of the Americas, New York, N.Y. 10036; 212-345-5000;
fax: 212-345-4808
Founded: 1871.
Officers: A.J.C. Smith, chairman/CEO; David A. Olsen, vice chairman; Frank J. Borelli, senior vp/CFO; Richard H. Blum, director.
Contact: Dong Kingman Jr., general inquiries, 212-345-5573 or Jamey L. Conard, offices inquiries, 212-345-3865.
See profile on page 18.
See geographical listing on page XX.
Marshall & Sterling Enterprises Inc.
110 Main St., Poughkeepsie, N.Y. 12601; 914-454-0800;
fax: 914-454-0880; Internet: http: marshallsterling.com
1996 1995
Premium volume $160,000,000 $150,000,000
Gross revenues $25,870,748 $24,614,831
U.S. clients 100% 100%
Brokerage: Retail 62% 63%
U.S. offices $16,039,864 $15,507,343
Wholesale 2% 2%
Personal lines 25% 28%
Invstmt. income 2% 2%
Other 9% 5%
Total employees 249 232
Total offices 13 13
Founded: 1864.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 1% of revenues in 1996.
Acquisitions: Geiselhart Agency Inc., Cairo, N.Y., November 1996; Insurance Unlimited Inc., St. Thomas, U.S.V.I., February 1997.
Retail brokerage offices: Grossmann Agency: Cairo, Catskill, Coxsackie and Greenville, N.Y.; Theodore Tunick & Co.: Glenville, Middletown, New Windsor, Syracuse and Wappingers Falls, N.Y.; St. Croix and St. Thomas, U.S.V.I.; George T. Whalen Agency, Millbrook, N.Y.
Licensed excess/surplus broker in: New York and United States Virgin Islands.
Officers: John P. O'Shea, president; Michael J. McDermott, president-Marshall & Sterling Programs Inc.; Ben Round, president-Marshall & Sterling Upstate Inc.; David C. Ridgway, president-Marshall & Sterling St. Croix Inc.; James D. Tunick, president-Marshall & Sterling St. Thomas Inc.
The Mathog & Moniello Cos. Inc.
Mariner's Point, 100 S. Shore Drive, P.O. Box 650, East Haven, Conn. 06512; 203-468-3400; fax: 203-468-3494
1996* 1995*
Premium volume $81,963,000 $81,368,000
Gross revenues $10,552,000 $10,167,000
U.S. clients 100% 100%
Brokerage: Retail 58% 64%
U.S. offices $6,102,760 $6,506,880
Wholesale 1% 1%
Personal lines 6% 6%
Services 33% 27%
Other 2% 2%
Total employees 87 90
Total offices 2 2
**Fiscal years ending 5/31/97 and 5/31/96.
Founded: 1985.
Retail brokerage: 67% commissions, 33% fees.
Employee benefits: 3% of revenues in 1996.
Retail brokerage offices: Newington, Conn.
Licensed excess/surplus broker in: Connecticut.
Officers: James J. Moniello, president/CEO; Alan D. Mathog, Frank E. Hall, managing principals.
Contact: Alan D. Mathog.
May-Davis Inc.
5227 E. Trent, P.O. Box 11589, Spokane, Wash. 99211; 509-535-8783;
fax: 509-534-0318
1996* 1995*
Premium volume $4,000,000 $4,000,000
Gross revenues $750,000 $750,000
U.S. clients 100% 100%
Brokerage: Retail 97% 97%
U.S. offices $727,500 $727,500
Personal lines 3% 3%
Total employees 6 6
Total offices 1 1
**Fiscal years ending 6/30/96 and 6/30/95.
Founded: 1974.
Retail brokerage: 100% commissions.
Employee benefits: 2% of revenues in 1996.
Officers: William H. Davis, president; William A. May, vp.
Contact: William H. Davis.
McCay Corp.
U.S. Routes 130 and 206, P.O. Box 679, Bordentown, N.J. 08505; 609-298-5005; fax: 609-298-8177
1996 1995
Premium volume $76,000,000 $75,000,000
Gross revenues $10,439,000 $10,066,000
U.S. clients 100% 100%
Brokerage: Retail 73% 75%
U.S. offices $7,620,500 $7,550,000
Wholesale 1% 1%
Personal lines 23% 20%
Invstmt. income 1% 1%
Other 2% 3%
Total employees 107 110
Total offices 4 4
Founded: 1953.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 11% of revenues in 1996.
Retail brokerage offices: Marlton, Mount Holly and Northfield, N.J..
Non-retail brokerage subsidiaries: Ashurst Processing Agency Inc., Mount Holly, N.J..
Licensed excess/surplus broker in: New Jersey.
Officers: Raymond Houlihan, chairman; Robert J. Petras, president/CEO; Michael D. Smith, executive vp/secretary; Frederick O. Boysen, Robert N. Cowan, senior vps.
Contact: Robert J. Petras, 609-291-5140.
McGriff, Seibels & Williams Inc.
2211 Seventh Ave. S., Birmingham, Ala. 35202; 205-252-9871;
fax: 205-581-9293
1996 1995
Premium volume $446,219,370 $435,850,434
Gross revenues $52,603,821 $50,493,745
U.S. clients 100% 100%
Brokerage: Retail 82.06% 84%
U.S. offices $43,166,696 $42,414,746
Wholesale 7.41% 8%
Personal lines 1.03% 1%
Services 2.45% 2%
Invstmt. income 4.43% 4%
Other 2.62% 1%
Total employees 419 410
Total offices 7 7
Founded: 1983.
Retail brokerage: 95.87% commissions, 4.13% fees.
Employee benefits: 2.45% of revenues in 1996.
Retail brokerage offices: Atlanta; Orlando and Pensacola, Fla.; Columbia, Md.; Jackson, Miss.; Raleigh, N.C.; Houston.
Non-retail brokerage subsidiaries: Atlanta.
Licensed excess/surplus broker in: All states.
Officers: Bruce C. Dunbar Jr., chairman/CEO/president; Gary M. Cooney, vice chairman; Thomas A. Lambert III, treasurer/senior vp/CFO; Fay S. Schuchman, secretary; Ralph T. Cleage Jr., senior vp/assistant secretary.
Contact: Leslie H. Sasser, accounting manager.
Meadowbrook Insurance Group
26600 Telegraph Road, Southfield, Mich. 48034-2347; 248-358-1100;
fax: 248-358-1614; Internet: http: www.meadowbrookinsgrp.com
1996 1995
Premium volume $138,462,422 $129,069,517
Gross revenues $38,154,133 $34,217,366
U.S. clients 97% 97%
Non-U.S. clients 3% 3%
Brokerage: Retail 47% 49%
U.S. offices $17,394,469 $16,231,538
Non-U.S. offices $537,973 $534,971
Reinsurance 2% 3%
Personal lines 1% 2%
Services 48% 44%
Invstmt. income 2% 2%
Total employees 464 411
Total offices 9 9
Founded: 1955.
Retail brokerage: 49% commissions, 51% fees.
Employee benefits: 1% of revenues in 1996.
Acquisitions: Association Self Insurance Services, Montgomery, Ala., November 1996.
Retail brokerage offices: Montgomery, Ala.; San Jose, Calif.; Miami; Overland Park, Kan.; Grand Rapids and Traverse City, Mich.; Bloomington, Minn.; Las Vegas; New York.
Non-retail brokerage subsidiaries: Bridgetown, Barbados; Hamilton, Bermuda.
Licensed excess/surplus broker in: Alabama, Michigan and Minnesota.
Officers: Merton J. Segal, chairman/CEO; Warren D. Gardner, vice chairman; James R. Parry Sr., Robert S. Cubbin, Joseph C. Henry, executive vps.
Contact: Lee F. Kelly, vp/treasurer, 248-204-8024.
Meeker-Magner Co.
2360 E. Devon Ave., Suite 3010, Des Plaines, Ill. 60018; 847-699-1400;
fax: 847-699-6383; Internet: http: www.m-mc.com
1996 1995
Premium volume $23,500,000 $23,000,000
Gross revenues $2,891,000 $2,850,000
U.S. clients 100% 100%
Brokerage: Retail 83% 82%
U.S. offices $2,399,530 $2,337,000
Wholesale 4% 3%
Personal lines 10% 11%
Invstmt. income 3% 4%
Total employees 25 25
Total offices 1 1
Founded: 1902.
Retail brokerage: 93% commissions, 7% fees.
Employee benefits: 25% of revenues in 1996.
Licensed excess/surplus broker in: Illinois.
Officers: T. Gerald Magner Jr., president; Silvio D. DeSerto, executive vp; Gregory P. Disparte, T. Gerald Magner III, vps.
Contact: T. Gerald Magner Jr.
Meeker Sharkey Financial Group Inc.
14 Commerce Drive, Cranford, N.J. 07016; 908-272-8100;
fax: 908-272-9059
1996 1995
Premium volume $177,533,488 $160,000,000
Gross revenues $26,422,000 $23,467,000
U.S. clients 98% 98%
Non-U.S. clients 2% 2%
Brokerage: Retail 65% 65%
U.S. offices $17,174,300 $15,253,550
Personal lines 9% 8.5%
Services 4% 6.4%
Invstmt. income 2% 2.1%
Other 20% 18%
Total employees 256 210
Total offices 5 5
Founded: 1864.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 19% of revenues in 1996.
Licensed excess/surplus broker in: New Jersey.
Officers: Thomas J. Sharkey Sr., chairman; Brian P. Leddy, vice chairman; Thomas J. Sharkey Jr., president; John F. Jennings, president-Meeker Sharkey Risk Management; Peter S. Gruenberg, president-Meeker Sharkey Benefits; Kenneth H. Spencer, president-Meeker Sharkey Consultants.
Contact: Thomas J. Sharkey Jr.
Meridian Insurance Group Inc.
1300 W. Higgins Road, Suite 220, Park Ridge, Ill. 60068; 847-823-8095;
fax: 847-823-8120; Internet: http: meridianbenefits.com
1996 1995
Premium volume $28,389,490 NA
Gross revenues $1,212,993 NA
U.S. clients 100% NA
Brokerage: Retail 93% NA
U.S. offices $1,128,083 NA
Reinsurance 5% NA
Invstmt. income 2% NA
Total employees 10 NA
Total offices 1 NA
Founded: 1996.
Retail brokerage: 100% commissions.
Employee benefits: 98% of revenues in 1996.
Officers: David N. Schwimmer, president.
Contact: Terita Smith, business development manager.
Merritt & McKenzie Inc.
400 Northcreek, Suite 400, 3715 Northside Parkway, Atlanta, Ga. 30327-2813; 404-266-7160; fax: 404-266-7199
1996* 1995*
Premium volume $70,000,000 $65,000,000
Gross revenues $6,900,000 $6,400,000
U.S. clients 100% 100%
Brokerage: Retail 85% 85%
U.S. offices $5,865,000 $5,440,000
Personal lines 10% 10%
Services 3% 3%
Invstmt. income 2% 2%
Total employees 57 53
Total offices 1 1
**Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1926.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 20% of revenues in 1996.
Officers: Sam P. McKenzie Jr., president; John P. Langsfeld, executive vp; Carroll P. Jones, senior vp; Robert Reynolds, Steve Ott, vps.
Contact: Sam P. McKenzie Jr. or John P. Langsfeld.
Mesirow Insurance Services Inc.
321 N. Clark St., Chicago, Ill. 60610; 312-595-6200;
fax: 312-595-7205
1996* 1995*
Premium volume $250,000,000 $220,000,000
Gross revenues $20,234,148 $18,064,633
U.S. clients 100% 100%
Brokerage: Retail 87% 83.5%
U.S. offices $17,603,709 $15,083,969
Personal lines 10% 14%
Invstmt. income 1.5% 1.5%
Other 1.5% 1%
Total employees 172 133
Total offices 4 3
**Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1972.
Parent: Mesirow Financial.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 28% of revenues in 1996.
Acquisitions: Boockford & Co., Oakbrook Terrace, Ill., February 1997.
Retail brokerage offices: Elgin, Highland Park and Oakbrook Terrace, Ill.
Licensed excess/surplus broker in: Illinois and South Dakota.
Officers: Richard S. Price, president.
Contact: Richard S. Price.
Fred A. Moreton & Co.
649 E. South Temple, Salt Lake City, Utah 84102; 801-531-1234;
fax: 801-531-6117
1996* 1995*
Premium volume $160,000,000 $150,000,000
Gross revenues $11,793,549 $10,596,975
U.S. clients 100% 100%
Brokerage: Retail 88.4% 86.7%
U.S. offices $10,425,497 $9,187,577
Wholesale 0.8% 0.8%
Personal lines 4.2% 4.6%
Services 0.6% 0.5%
Invstmt. income 5.9% 7%
Other 0.1% 0.4%
Total employees 94 84
Total offices 2 2
**Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1910.
Retail brokerage: 97.8% commissions, 2.2% fees.
Employee benefits: 20.1% of revenues in 1996.
Acquisitions: Northwest Bonding, Boise, Idaho, July 1996.
Retail brokerage offices: Boise, Idaho.
Non-retail brokerage subsidiaries: Moreton General Agency, Moreton Financial Corp. and Risk Services Inc., Salt Lake City.
Licensed excess/surplus broker in: Idaho and Utah.
Officers: Edward B. Moreton, president; William R. Moreton, executive vp/treasurer; Scott Smith, vp-risk management; Craig L. Smith, Jon Jepsen, vps.
Contact: Craig L. Smith.
Morris & MacKenzie Inc.
1130 Sherbrooke St. W., Suite 1200, Montreal, Quebec H3A 3K4, Canada; 514-499-0999; fax: 514-499-9188;
1996* 1995*
Gross þrevenues** $11,508,100 $10,847,200
Brokerage: þRetail 70% 70%
Non-U.S. þoffices $8,055,670** $7,593,040**
Personal lines 26% 25%
Invstmt. income 4% 5%
Total employees 160 150
Total offices 4 4
**Fiscal years ending 9/30/96 and 9/30/95.
***Figures converted at applicable exchange rates.
Founded: 1939.
Parent: Mackmor Ltd.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 7.5% of revenues in 1996.
Retail brokerage offices: Calgary, Toronto and Vancouver, Canada.
Officers: Frank Dougan, president/CEO; Maurice Sauve, senior vp; Victor Allen, Trevor Grimwood, Bruce Owen-Hicks, vps.
Contact: Frank Dougan, 416-595-9899.