Heritage Capital Group, Inc., an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide, is pleased to announce that its client, an affiliate of CCW Safe, LLC (the “Buyer”), a legal services membership company for citizens involved in recognized use-of-force self-defense incidents, has successfully acquired US Legal Services, Inc. (“USL”). The acquisition of USL represents a milestone in the Buyer’s growth strategy, providing a scalable platform for expanding access to innovative legal service solutions.
Founded by Marie and John Forbes, USL has offered legal insurance plans for nearly 50 years through large employers, associations, and unions. USL operates directly or via a fronting carrier arrangement in all 50 states, as well as the District of Columbia and Puerto Rico.
The Buyer’s chairman and chief executive officer, Kyle Sweet, JD, will assume control of USL as chairman and CEO. Renee Bateh, CPA, formerly chief financial officer of USL, has been promoted to president and will also serve on USL’s board of directors. Insurance industry veteran Heather McClure, JD, LLM, AIC, has been named secretary and a director of USL.
“We’re proud to build on the Forbes family’s legacy and the strong foundation they created for policyholders,” said Kyle Sweet. “With USL and our proven expertise in direct-to-consumer legal plans and digital sales and marketing, we are shaping the future of how Americans access legal services. As we enter this next chapter, our team is committed to expanding innovative services that address emerging risks while driving growth and enhancing value for policyholders. Jacksonville’s vibrant business community and North Florida’s talented workforce make this area the ideal location for our growth. We are also especially grateful to Heritage Capital Group, whose strategic guidance and hands-on support were instrumental throughout every stage of the transaction.”
Heritage served as the exclusive transaction advisor to the Buyer. The deal team was led by Joe Hawkins and included Don Wiggins, Robert Cilek, and Hannah Solomon. The terms of the transaction were not disclosed. Nelson Mullins served as legal counsel, and Bass, Berry & Sims served as insurance regulatory counsel.
