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compassplanners.com

Stage

Acquired | Acquired

About Compass Planners

Compass Planners is based in West Greenwich, Rhode Island. CP is a specialized Medicare Advantage business led by Jim Soucy.On March 9th, 2021, Compass Planners was acquired by The Hilb Group. The terms of the transaction were not disclosed.

Compass Planners Headquarter Location

901 Jefferson Blvd

Warwick, Rhode Island, 02886,

United States

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Latest Compass Planners News

The Hilb Group Acquires Rhode Island’s Compass Planners

Mar 10, 2021

March 10, 2021 The Hilb Group LLC (THG) has acquired Rhode Island-based Compass Planners (CP). The transaction became effective on February 1, 2021. CP is based in West Greenwich, Rhode Island and is a specialized Medicare Advantage business led by Jim Soucy. Soucy and his three colleagues will be joining the offices in Cranston, Rhode Island. Soucy will lead the Medicare Practice for all Hilb offices and will run THG Indianapolis-based Medicare wholesale operation. He is tasked to grow the retail and wholesale offering to bring additional value to THG client relationships. THG is a property/casualty and employee benefits insurance brokerage and advisory firm headquartered in Richmond, Virginia. It is a portfolio company of The Carlyle Group, a global investment firm. THG has completed more than 100 acquisitions and now has more than 100 offices in 20 states. Source: The Hilb Group

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