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December 2021



Galway Holdings Announces Acquisition of Simatree

Provides New Level of Consulting and Analytics Capabilities

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.”



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




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.




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.




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

October 2021



Advisory firm, Simatree, awarded GSA MAS contract for strategy, data, analytics, and technology consulting services


Simatree, a boutique strategy, data, analytics, and technology advisory firm, has been awarded a Multiple Award Schedule (MAS) contract by the U.S. General Services Administration (GSA).


While this is Simatree’s first GSA vehicle, the Simatree team has been providing advisory services to the federal government for nearly 20 years. Most recently, Simatree has been providing change management, data analytics, and technology advisory services to clients across the Departments of Homeland Security and Health and Human Services.  


Simatree CEO Patrick McCreesh noted, “Our team has been working with and around the federal government for years.  This new GSA MAS contract allows us to pursue contracts and develop business relationships with government departments and agencies as a small business leading provider of technical and professional services.”


Simatree Principal Elizabeth Sicuso continued the theme “Many of us have previously served in consulting roles for agencies across the U.S. government, now we are excited that Simatree can offer the team’s expertise and deep subject matter knowledge to assist the government with their transformations.”


The MAS Contract was awarded on September 22, 2021 to Simatree as a small business for a five-year term, with potential of three five-year options to follow. The MAS contract is available for immediate use by federal government agencies. To learn more about Simatree’s labor categories, review our rate card here.




Simatree transforms organizations into modern leaders in strategy, data, analytics, and technology. The Simatree team is comprised of experts in a range of technical and management fields, combining the right resources for the right solution for any given client. Simatree’s philosophy is to bring principal-level leader to all engagements, no matter the size, to ensure that clients’ customized solutions start and end with expertise.


Simatree was established in 2018 and is based out of the Northern Virginia region. For more information, contact Simatree at


See some of our insights on the Federal Government:


October 2020

In October Simatree won a Global Excellence Award from Acquisition International for the category of the Most Innovative Business & Strategic Advisory Firm in 2020. Acquisition International, or AI, is an international, monthly digital business magazine committed to bringing its readers up to the minute news, comment and analysis. Each month AI's magazine is circulated to in-excess of 108,000 professionals, including Top Tier Managers, Investment Professionals, Business Advisers and Service Providers. Simatree is honored to receive this accolade.


June 2020

Simatree is honored to be named one of The Silicon Review's 30 Fastest Growing Private Companies to Watch 2020. The Silicon Review is a trusted online and print community that shares innovative enterprise solutions developed by established solution providers and upcoming hot enterprises. Simatree is proud to be a part of this group and to continue our growth in this challenging year.

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April 2020

In April 2020 Simatree was identified by CEO Views as one of the Top 50 Innovative Companies of 2020. CEO Views is a print and digital magazine that aims towards providing the perfect platform for entrepreneurs to connect with the industry peers while exploring and understanding innovations that are changing the technology landscape of today and moving towards a newer world.

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December 2019

In December 2019 Simatree was selected as one of CIO Applications Magazine's 2019 Top 10 Analytics Solutions Providers and was featured on the magazine's cover. 

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