Heritage Capital Group Facilitates Strategic Acquisition of US Legal Services by CCW Safe Affiliate

Heritage Capital Group Facilitates Strategic Acquisition

In a noteworthy development within the legal services sector, Heritage Capital Group, Inc. has acted as an exclusive advisor in a significant acquisition involving their client, an affiliate of CCW Safe, LLC. This partnership marks a strategic move as CCW Safe has successfully acquired US Legal Services, Inc., commonly referred to as USL. This acquisition is a crucial milestone in CCW Safe's growth strategy, aimed at broadening access to innovative legal services tailored for citizens engaged in acknowledged self-defense scenarios.

About the Companies Involved

Established to serve the middle-market and growing companies across the globe, Heritage Capital Group specializes in investment banking and financial advisory. The firm distinguished itself by facilitating this significant transaction in a rapidly evolving market, highlighting the importance of accessible legal services in today's society.

US Legal Services has been a trusted provider of legal insurance plans for nearly five decades. Founded by Marie and John Forbes, the company has provided coverage through various large employers, professional associations, and unions. With the acquisition, CCW Safe aims to build on the legacy of the Forbes family, enhancing the foundation established for policyholders.

Management Transition and Vision

As the CEO and Chairman of the Buyer, Kyle Sweet, JD, will take the reins of USL, marking a decisive transition in management. Notably, Renee Bateh, who previously served as the Chief Financial Officer, will now assume the role of President and hold a position on the board of directors. Heather McClure, a veteran in the insurance industry, has accepted the role of Secretary and Director, reinforcing the leadership team’s capability to drive growth.

Kyle Sweet shared his enthusiasm for the acquisition, stating: "We’re proud to build on the Forbes family's legacy and the strong foundation they created for policyholders. With USL and our proven expertise in direct-to-consumer legal plans and digital sales, we are shaping the future of how Americans access legal services."

Future Directions and Commitments

The acquisition is not just about expanding services; it signifies a commitment to evolving alongside the risks arising in modern society. Sweet emphasized the focus on fostering innovative services that respond to emerging challenges while enhancing the growth and value of the offerings. Jacksonville's dynamic business environment and a skilled workforce in North Florida have been cited as ideal components for facilitating this growth.

Furthermore, Sweet expressed gratitude towards Heritage Capital Group for their strategic insights and hands-on support throughout the acquisition process, showcasing how vital advisory services are in navigating complex transactions.

Conclusion

The acquisition of US Legal Services by an affiliate of CCW Safe stands as a noteworthy advancement in the legal services landscape, focusing on enhancing access to vital legal resources for individuals. With a robust leadership team in place and a clear vision for the future, the newly formed entity is well-positioned to make significant strides in shaping how legal services are accessed across the nation. Heritage Capital Group's role as a leading investment partner solidifies its status in the market while reaffirming the necessity of strategic alliances in the ever-changing business landscape. This partnership undoubtedly paves the way for a refreshed approach to legal solutions deeply rooted in customer accessibility and innovative service delivery.