WFG Capital Advisors L.P.

Private equity deals slow to a drip.
Business Insurance; 10/1/2007; 2403 words; ...operations and seek a greater return on capital, observers say. Before the subprime mortgage...who was the founder and president of WFG Capital Advisors L.P., which recently was acquired by Hales...said. "There are literally dozens of p

In brief.(News)
Business Insurance; 7/16/2007; 2034 words; ...a facility arranged by Swiss Re Capital Markets involving international...employers. Investment bank Hales buys WFG Capital Hales & Co. Inc...insurance industry, has acquired WFG Capital Advisors L.P., a financial advisory firm that...

Crump to combine with rival wholesaler; Investor owner pays $650 million in deal for BISYS units.(BISYS Group Inc. contract with Crump Insurance Services Inc. and being acquired by JC Flowers and Co.)
Business Insurance; 5/7/2007; 1823 words; ...Timothy J. Cunningham, a principal with OPTIS Partners L.L.C. in Chicago, said the deal gives Crump "a little...Rob Lieblein, president and managing principal with WFG Capital Advisors L.P. in Harrisburg, Pa., said the deal is "going to...

Acquirers bet change in control won't end flow of business.(Spotlight: Surplus Lines)(mergers in insurance industry)
Business Insurance; 9/12/2005; 1004 words; ...such an acquisition. J.C. Flowers & Co. L.L.C. will find out firsthand about these risks. Last...Rob Lieblein, president and managing principal with WFG Capital Advisors L.P. in Harrisburg, Pa. Mr. Lieblein and Mr. Ward...

Soft P/C market, lack of targets slowing pace of M&A; Sharp drop in broker consolidation not led by contingent commissions.(Spotlight Report)
Business Insurance; 7/18/2005; 1824 words; ...Rob Lieblein, president and managing principal with WFG Capital Advisors L.P. in Harrisburg, Pa. "You are seeing the impact...Timothy J. Cunningham, a principal with OPTIS Partners L.L.C., a Chicago-based insurance brokerage consulting...