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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