Nolan Advised First Service Corporation on its Sale to Unitas Financial Services

DATE: August 12, 2021

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Who is Our Client?

  • First Service Corporation has been serving the financial institution industry since 1964, providing best-in-class customer service and top-rated insurance programs to Lender clients and their borrowers.
  • With roots dating back to 1929, the Michigan-based company began as a local all-lines insurance agency serving the general public before the decision was made in 1964 to specialize in providing debt-related insurance coverages to financial institutions and their borrowers.
  • First Service Corporation has earned the trust of its clients by serving as an agency that provides beneficial programs, integrity, and an unmatched level of service.

Why Did First Service Corporation Hire Nolan?

  • The owner of First Service Corporation was interested in transitioning to retirement and placing her firm and clients into the hands of a like-minded organization that would maintain their client-first culture.

What Value Did Nolan Deliver?

  • Nolan’s sale process delivered Unitas Financial Services, an Ohio-based insurance agency that provides innovative blanket portfolio protection for lenders across the country and insurance solutions for real estate investors.
  • Unitas Financial Services provides customized specialty lending insurance to the financial services industry by partnering with multiple providers to meet the unique needs of any bank, credit union, or financial institution.

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Nolan & Associates’ commonly owned affiliate, Middle Market Transactions, Inc. (MMTI), is but one of a very few FINRA licensed broker dealers serving business owners in the middle market.

Securities offered through Middle Market Transactions, Inc. Member: FINRA/SIPC