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Due Diligence Investigations

J. Eric Peterson, Jr.

I have been in the insurance industry for over 30 years, working as a Licensed Property and Casualty Insurance Broker, Licensed Property and Casualty Insurance Adjuster and Litigation Manager for wholly owned, Captive Insurance companies.  I have also worked for the country’s top Third Party Administrative Companies. I currently hold Property and Casualty Insurance Broker…

Lezlee Liljenberg

Lezlee Liljenberg, entered the insurance business in 2004 as she started her first agency from ground zero, growing the business to over $6 million in revenue in less than 12 years. Ms. Liljenberg holds a BA in Journalism/Public Relations and a MA in Political Science/Public Administration from the University of Texas at Arlington.  She is…

Chris McAtee

Chris started INS Capital Group (ICG) when he saw a need for a quality, professional advisory firm to assist business owners in the insurance industry with exit planning, M&A and capital raising activities.  Chris’ career in the insurance industry has focused on mergers, acquisitions and financing options for agents.  Prior to founding ICG, Chris worked…

Scott E. Bushnell

Mr. Bushnell is a Certified Public Accountant with over 20 years of experience providing Forensic Accounting services through national and global professional services firms. Know as the “numbers guy” his professional expertise covers Business Interruption Claims, Economic Damage Analysis, and Fraud Investigations. Mr. Bushnell has advised clients in mediation, arbitration and appraisal as a third…

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Jason Murgio

Mr. Murgio brings over 20 years of experience in insurance, M&A advisory, and business development, with a track record of nearly $4 billion in deal value. He has worked with several multibillion-dollar insurance carriers, including Allstate, Munich Re, Allianz, Progressive, Morgan Stanley, AIG, and White Mountains. His expertise spans international markets—including the UK, Netherlands, Bermuda,…

Dale Crawford

Dale is a 35+ year veteran of the insurance industry, from an underwriter trainee to president of an insurance company.  Along the way, he was also an officer at 2 reinsurance companies for 14 years.  The reinsurance experience provided an exceptionally broad view of the industry, dealing with numerous insurance company clients in standard lines,…

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