Galway Holdings Announces Acquisition of Simatree


Provides New Level of Consulting and Analytics Capabilitie

SAN FRANCISCO, CA and WASHINGTON, DC (December 20, 2021) — Galway
Holdings (“Galway”) today announced its acquisition of Virginia-based Simatree, a
strategic advisory firm specializing in data, analytics, technology consultation and digital
transformation. Fast-growing, Simatree has won multiple awards for its innovative and
transformational digital and analytics solutions, founded by Patrick McCreesh, Wes
Flores and Jay Williams, former NBA player and current television analyst.

“We couldn’t be more excited to move forward with Patrick and the Simatree team with
an aligned vision and mission to provide differentiated product and service offerings to
our clients, carrier partners and strategic distribution relationships” said John Hahn
Executive Chairman of Galway Holdings.

Additionally, access to capital from the private equity-backed Galway will allow Simatree
to explore creative opportunities for growth. Galway’s recent acquisition of MAI Capital
Management complements the Simatree acquisition.

Simatree will add value to the Galway Holdings’ companies by defining and executing
transformative programs that modernize the industry to accelerate the demand for
change in the insurance and wealth management industries. Simatree will continue to
work collaboratively with Derek Thomas (President of Galway Strategic Solutions) and
the Galway Strategic Solutions team as they advance internal/external ecosystem
business and digital transformation efforts. Current partnering efforts include digitization
of the growing EPIC small to medium enterprise and personal lines portfolio.

Patrick McCreesh noted, “I’m looking forward to continued success as part of Galway
Holdings. The relationship with Galway continues to provide deep expertise in financial
services and insurance that allow us to build better solutions for the market.”

Jay Williams has been engaged in the wealth management platforms at Galway and
notes, “Galway provides high-net-worth individuals and family offices with complete
financial planning/management and risk management for a natural alignment with how
these individuals approach their lives. The client experience of having a cohesive
approach is profoundly uncommon today.”

About Simatree

Simatree is an advisory practice that blends a unique mix of technical prowess with
people-focused service to achieve data-driven change. They harness the strengths of
exceptional people to help clients transform their organization and build modern
solutions. For more information, visit

About Galway Holdings

Galway Holdings, LP (“Galway Holdings”), is a financial services distribution company. It
includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution
and underwriting platform, with a focus towards data analytics, technology
transformation, and innovative risk sharing solutions.

About Galway Strategic Solutions

Galway Strategic Solutions is dedicated to driving innovation and ROI through strategic
consulting, advisory, business and digital transformation. Our core mission is to create
value by optimizing organic growth, inorganic growth and unique investment
opportunities on behalf of Galway Holdings.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth
management firm based in Cleveland with additional regional offices across the country.
The firm provides comprehensive investment management and planning services to highnet-worth individuals, families and athletes. For more information, visit


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