• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Contact Us

Agency Checklists

Massachusetts Insurance News & Job Opportunities

You are here: Home / Agency Perpetuations, Valuations & Sales / Agency Mergers & Acquisitions / WTPhelan Acquires The Robert J. Cappadona Insurance Agency

WTPhelan Acquires The Robert J. Cappadona Insurance Agency

March 5, 2019 by AC Editor

Agency Checklists article on Massachusetts insurance acquisitions
Photo source WTPhelan

The Cappadona Agency has been an independent insurance agency in Watertown for over four decades

The Robert J. Cappadona Agency, a locally-owned and operated independent agency based in Watertown has been sold to the WTPhelan Agency. Founded in 1972 by Robert J. Cappadona, the namesake agency was created after Mr. Cappadona ended an “illustrious football career” which included stints with both the Boston Patriots and the Buffalo Bills. Born and raised in Watertown, Mr. Cappadona returned to his hometown to open his namesake agency in order to serve the needs of his community.

Upon making the decision to retire after more than four decades in business, Mr. Cappadona chose to sell his agency to WTPhelan as he felt that “the Phelan Agency would provide a seamless transition for his valued customers.” According to the terms of the transaction, Mr. Cappadona will continue as a consultant after the sale of his agency and will work out of WTPhelan’s Watertown office located at 145 Main Street, at the same location where all of the former Cappadona Insurance Agency clients will be serviced going forward.

“At WTPhelan, we are committed to providing exceptional service, and we are honored that Bob Cappadona has entrusted our agency to take care of his customers,” said Robert Ramsey, the Agency’s Vice President. “We are delighted to welcome Bob’s customers to WTPhelan, and are confident that we will provide them with the same level of integrity and care they have received from the Cappadona Agency over the past half-century.”

WTPhelan continues to solidify its presence in Middlesex County

A fourth generation family-owned and operated insurance agency founded in Cambridge in 1898, WTPhelan has grown to become one of the largest privately-owned independent insurance agencies in Massachusetts. Owned and operated by three brothers: Richard, David, and Robert Ramsey, the agency’s focus has been on creating a strong brand presence in the greater Middlesex County area. The agency’s latest acquisition marks WTPhelan’s 16th agency acquisition within this specific geographic area and marks the first acquisition for the agency in 2019. The 121-year-old independent agency currently has six branch locations in the metro-Boston area: Arlington, Belmont, Cambridge, Watertown, Woburn, and Lexington.

Primary Sidebar

MA Division of Insurance Advertisement

New Episode

MA Insurance Lawyers

SPONSORED

Interviews

From Nuptials, Tickets, and Taxes to Trusted Advisor: One Agency’s Unique Path to P&C Success

A Conversation with Evan Silverio, President & CEO of Silverio Insurance Group

Deland, Gibson Celebrates 125 Years: A Conversation with CEO Chip Gibson

The Fourth-Generation Family-Owned Agency is Based in Wellesley

Talking with Richard Welch: Growth and Innovation at Hospitality Mutual | Agency Checklists

Talking with Richard Welch: Growth and Innovation at Hospitality Mutual

Mr. Welch is CEO of Massachusetts-based Hospitality Insurance Group

A Conversation with Daniel C. Bridge – The 2023 Insurance Professional of the Year

Daniel Bridge is Board Chair, President, and CEO of Vermont Mutual Insurance Group

Making The Leap From Corporate to Entrepreneur: Nadeen Vella On Building NaVella Insurance From Scratch

Making The Leap From Corporate to Entrepreneur: Nadeen Vella On Building NaVella Insurance From Scratch

Our latest Agency Interview is with Nadeen Vella, the founder and owner of a virtual scratch independent agency.

A North Shore Success Story: The $40 Million And Growing Duffy Family of Insurance Agencies

Our latest Agency Interview with Duffy Insurance’s Marc Duffy

More Posts from this Category

InsurOp-Eds

Passing of the Torch: Becoming Arbella’s Next CEO

Passing of the Torch: Becoming Arbella’s Next CEO

By Paul Brady

Uninsurable Risk? Maybe Parametric Insurance Is The Answer

By Owen Gallagher

InsurOpEd: Starting A New Chapter in My Life

By Tara Philbin

InsurOp-Ed: Shrinkflation and Insurance

InsurOp-Ed: Shrinkflation and Insurance

By Bill Wilson

More InsurOp-Eds

Career News

N&D Welcomes Nick Shaw as Massachusetts Regional Marketing Manager

MountainOne Insurance Promotes Lianne Kudlate to Senior Personal Lines Account Manager

Brown & Brown Integrates Risk Strategies Talent to its Team

Allstate Shakes Up Its Senior Leadership Team

View More Career News

In Memoriam

In Memoriam: Roy Corso: 1943-2025

In Memoriam: Kevin Hugh Kelley, 1950-2025

In Memoriam: Kevin Hugh Kelley, 1950-2025

In Memoriam: Stephen Lee Brown, 1937-2025

In Memoriam: Stephen Lee Brown, 1937-2025

Company News

Fundación MAPFRE Celebrates 50 Years of Impact at the Museum of Fine Arts, Boston

Agency Checklists, Mass. Insurance News

MAPFRE, MassDOT Offer Tips To Share During Pedestrian Safety Month

Union Mutual Raises Over $147,000 for the Kelly Brush Foundation

SIAA Hosts IA Evolve, a Virtual Innovation Event to Empower Independent Insurance Agents

SIAA Hosts IA Evolve, a Virtual Innovation Event to Empower Independent Insurance Agents

Footer

Agency Checklists

Contact us

We offer a variety of ways to get help promote your company or product.

Announcements
Email Sponsorships
Partnerships
Custom Collaborations

*Affiliate Disclosure

Please note that any of Agency Checklists’ articles might contain one or more affiliate links. This means that any subsequent purchase resulting from these links may result in a commission for us, but at no additional cost to you. For example, as an Amazon Associate, Agency Checklists earns a commission from all qualifying purchases. By working with affiliates we can continue to keep Agency Checklists subscription free. Thank you for your support.

Explore Our Archives

Copyright © 2025 · Agency Checklists · All rights reserved.

 

Loading Comments...