Go to deals
Financial Services

An affiliate of CCW Safe, LLC has acquired US Legal Services, Inc.

April 2025 — An affiliate of CCW Safe, LLC has successfully acquired US Legal Services, Inc. (USL). This acquisition marks a significant milestone in the buyer’s growth strategy, providing a scalable platform to expand access to innovative legal service solutions.

CCW Safe, LLC is a legal services membership company for citizens involved in recognized use-of-force self-defense incidents.

Founded by Marie and John Forbes, US Legal Services, Inc. (USL) has offered legal insurance plans for nearly 50 years through large employers, associations and unions. USL operates either directly or through fronting carrier arrangements in all 50 states, as well as the District of Columbia and Puerto Rico. The company specializes in pre-paid legal service solutions.

Our role in the transaction

Oaklins Heritage, based in Jacksonville, USA, was mandated to identify potential acquisitions that met the client’s criteria, negotiate terms with the selected target and coordinate the closing process.

Service
M&A buy-side
Parties
“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 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 the Oaklins Heritage team, whose strategic guidance and hands-on support were instrumental throughout every stage of the transaction.”

Kyle Sweet

CEO, affiliate of CCW Safe, LLC

Talk to the deal team

Joe Hawkins

Joe Hawkins

Principal
Jacksonville, United States
Oaklins Heritage
View profile Get in touch
Hannah Solomon

Hannah Solomon

Principal
Jacksonville, United States
Oaklins Heritage
View profile Get in touch
Don Wiggins

Don Wiggins

Principal
Jacksonville, United States
Oaklins Heritage
View profile Get in touch
Robert Cilek

Robert Cilek

Director
Jacksonville, United States
Oaklins Heritage
View profile Get in touch

Related deals

Verdane has completed the acquisition of Augmentum Fintech
Financial Services

Verdane has completed the acquisition of Augmentum Fintech

Following the acceptance of its offer and subsequent shareholder approval, Augmentum Fintech plc has been acquired by Verdane Advisors AS.

Learn more
Census Group has acquired Auditus Tilintarkastus Oy
Private Equity | Financial Services | Other Industries

Census Group has acquired Auditus Tilintarkastus Oy

Backed by Swedish Aspira Partners, Census Group has acquired SYS Audit Oy, Lecklé Oy, Tiliextra Oy, Tase-Koivu Oy Tilintarkastusyhteisö, HJL Audit Oy and Auditus Tilintarkastus Oy. These transactions mark the creation of new platform in the Finnish audit and advisory services market. The newly formed group is jointly owned by Aspira Partners, entrepreneurs and key employees united by a shared vision and strong commitment to serving small and medium-sized enterprises (SMEs).

Learn more
Census Group has acquired Tiliextra Oy
Private Equity | Financial Services | Other Industries

Census Group has acquired Tiliextra Oy

Backed by Swedish Aspira Partners, Census Group has acquired SYS Audit Oy, Lecklé Oy, Tiliextra Oy, Tase-Koivu Oy Tilintarkastusyhteisö, HJL Audit Oy and Auditus Tilintarkastus Oy. These transactions mark the creation of new platform in the Finnish audit and advisory services market. The newly formed group is jointly owned by Aspira Partners, entrepreneurs and key employees united by a shared vision and strong commitment to serving small and medium-sized enterprises (SMEs).

Learn more