Kaplansky Announces New Position Of Vice President, Mergers & Acquisitions

Needham, MA, July 19, 2017 Kaplansky Insurance is pleased to announce the appointment of David Wolberg as Vice President of Mergers & Acquisitions.

Formally the Director of Business Development at a boutique investment bank in New York City, Mr. Wolberg brings with him experience from the sell side of Mergers & Acquisitions. After receiving his BS in Finance from the Kelley School of Business at Indiana University, Mr. Wolberg completed his JD/MBA from Suffolk Law School in Boston, Massachusetts, where he studied Corporate Law and Mergers & Acquisitions. While Mr. Wolberg is licensed to practice law in both Massachusetts and New York, he utilizes his legal training to apply an analytical approach to the business arena.

“This is a very exciting time for M&A in the Insurance Industry. Private equity fueled consolidation has trickled down to even the smallest independently owned agencies. I am thrilled to join such a well-regarded company, and to have the opportunity to lead the continued growth of one of the largest independently owned agencies in the region,” said Mr. Wolberg

“The appointment of David will enable our agency to provide continuous focus on M&A, and to maintain our successful strategy of growth through selective acquisitions. He brings specific experience in this domain and we look forward to benefiting from David’s acumen, as we aim to further enhance our value,” commented Ely Kaplansky, President and CEO of Kaplansky Insurance.

Interested in selling? For more information, contact David Wolberg, Vice President, Mergers & Acquisitions 781.453.2552. dwolberg@kaplansky.com or visit http://www.kaplansky.com/agents-only/ to learn more.