Financial Services Industry People in the News

Doug Marconnet has been named partner at the Waukesha-based investment banking and mergers and acquisitions advising firm Mertz Associates Inc.

“Despite a tough business environment, Mertz Associates has completed six transactions in the last year and is well-positioned for continued growth as the economy rebounds,” said Linda Mertz, managing director of the firm.  “Doug’s leadership and commitment during this timeframe has been invaluable to me and to our ability to deliver great value to our clients.”

Marconnet has been with the firm since 1989.

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Mertz said she and Doug will lead Mertz Associates together to deliver ever increasing client value.

“Indicators point to accelerated M&A activities as business owners look to either grow or exit their companies,” Marconnet said. “With average tenure at Mertz of 17 years, we have a lot of bench strength and experience on our team.”

Waukesha-based R&R Insurance Services, Inc. has hired Carla Borda as a professional liability specialist in its commercial property and casualty team. Borda will be responsible for the design and implementation of insurance programs which include medical malpractice insurance; directors’ and officers’ liability, fiduciary liability, professional and employment practices liability; and crime/employee dishonesty. She also brings expertise in network security, technology & cyber liability for securing networks – specifically patient records systems.

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Borda will concentrate these product specialties for hospitals, hospital systems, physicians, allied providers, nursing homes, assisted living centers, social services agencies.

 

R&R Insurance Services, Inc. has hired Jeff Thiel, as commercial account executive in its commercial lines division. Thiel will focus on the manufacturing and health care industries.

 

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