CHICAGO--(BUSINESS WIRE)-- Chicagoland Smile Group (CSG), Chicago’s premier dental support organization, today announced its affiliation with Advanced Family Dental and Orthodontics, PC (AFD). A portfolio company of Shore Capital Partners, CSG provides practice management support and services to its affiliated offices, enabling dentists and dental specialists to focus on the clinical aspects of dentistry and providing exceptional patient care.

With this affiliation, CSG now offers greater accessibility and comprehensive oral healthcare to even more communities. The addition of Advanced Family Dental’s 14 offices expands Chicagoland Smile Group’s practice network to 28 locations, all accessible within 15 miles of anywhere in the Chicago area. The combined organization features approximately 450 team members, including over 100 dentists and dental specialists.

“The Advanced Family Dental partnership brings even more opportunities for coordinated care and additional patient access and convenience across Chicagoland,” said Roger Murray, CEO of Chicagoland Smile Group. “This affiliation strengthens our platform considerably, placing Chicagoland Smile Group firmly among the market’s preeminent dental groups. We are excited to welcome the many talented and dedicated Advanced Family Dental team members – from the doctors and hygienists, to the operations leaders and support staff – to the CSG family.”

“Our practice was founded nearly 40 years ago, with our flagship office in Crest Hill, and as Advanced Family Dental has grown over the years, we have maintained an unwavering commitment to providing exceptional dental healthcare to the communities we serve. With this focus in mind, we look forward to the additional resources and growth opportunities made possible by our partnership with Chicagoland Smile Group,” said Dr. David Rubis, principal owner of Advanced Family Dental. Dr. Rubis will join the CSG team and will continue to work chairside, along with his son, Dr. Joseph Rubis, who is joining CSG’s clinical leadership team.

Allen Mooney Barnes Brokerage Services (AMB), a healthcare focused investment banking firm served as exclusive financial advisor to AFD on this transaction. The AMB companies provide comprehensive financial advisory services, including investment banking and investment advisory services to a diverse group of clients, including corporations, institutions, individuals and families.

About Chicagoland Smile Group

Chicagoland Smile Group is a dental support organization (DSO) committed to enabling dentists and dental specialists to focus on delivering the absolute best care and to collaborating with other practitioners across the network to better serve patients. With a centrally located support center, operational best practices, access to the latest dental technology, and a best-in-class continuing education program, CSG is dedicated to advancing dental healthcare in the greater Chicago area. For more information and a list of clinic locations, visit www.chicagolandsmilegroup.com. CSG is actively seeking new partnerships with area dental practices across Illinois, Indiana, and Wisconsin. Those interested in affiliation or career opportunities should contact CSG at [email protected].

About Shore Capital

Shore Capital is a Chicago-based private equity firm focused exclusively on microcap healthcare investments. Shore supports management partners with capital, business development expertise, and industry knowledge to accelerate growth, fund acquisitions, and generate value to shareholders. Shore targets investments in proven, successful private companies with superior management teams, stable cash flow, and significant growth potential, including organic and growth through industry consolidation. Shore has approximately $600 million of equity capital under management through various investment vehicles. For more information, please visit: www.shorecp.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20180611005714/en/

Media Contacts:

Molly McFarland
Chicagoland Smile Group

[email protected]

or

Zachary Tramonti
BackBay Communications

[email protected]

617-391-0797

or

Business Development Contact:

Fletcher Boyle
VP of Business Development & Strategy

Chicagoland Smile Group

[email protected]

Source: Chicagoland Smile Group

In 1967, while finishing his senior year at Ohio State University, Marv Feldman signed his first insurance contract with New York Life. At the time, he was just another face in an industry where 90% of new agents flame out within 12 months.

Feldman didn’t just beat those odds; he spent the next six decades redefining them.

The industry veteran, who began his career knocking on doors and cold-calling prospects for more than two years before entering New York Life’s management training program, eventually returned to personal production in 1974. At age 28, he became a partner at the Feldman Agency in East Liverpool and president of Fremar Financial Group.

As the son of the legendary Ben Feldman, often referred to as the best insurance agent ever, he walked in big shadows. But Marv Feldman carved out his own path defined by high-level leadership and advocacy.

Feldman served as a past president of the Million Dollar Round Table and was honored in 2011 with the the industry's highest accolade, the John Newton Russell Memorial Award from the National Association of Insurance and Financial Advisors.

Feldman concluded his nearly 60-year career as the CEO of Life Happens, leaving behind a legacy of service that earned him widespread respect across the financial services landscape.

“He was a great leader, husband and father and will sorely be missed,” said John W. Wheeler, Jr., NAIFA president elect. “He had countless contributions to the industry with unquestionable dignity and wisdom.”

Feldman died Wednesday at age 80, surrounded by his family.

“I always said I wanted to be remembered first as a great husband and father… and oh, by the way, a guy who happened to be successful in the insurance industry,” Feldman said in a final message shared by his family on social media.

Generous with his time

In an industry that can all too often seem transactional, Feldman was known for giving his time. When NAIFA Los Angeles worked through then-Mayor Eric Garcetti’s office to establish Life Insurance Awareness Month, Gilbert Z. Mares, NAIFA LA president at the time, recalls Feldman flying 3,000 miles to show in-person support.

Not just the initial year [2014] either, said Mares, head of Gilbert Z. Mares & Associates Insurance agency in San Marino, Calif., but for several years afterward.

“He loved attending,” Mares said.

By then, Feldman’s passion was Life Happens, an industry-supported marketing group based in Washington, D.C. He worked with a small staff to educate consumers on the importance of life insurance in protecting families' financial futures.

Richard M. Weber remembers working with Feldman when Weber served on the executive committee of the Society of Financial Service Professionals about 15 years ago. FSP, which merged into NAIFA in 2024, was one of several trade groups that would meet once a year to “find common ground and collaborate,” Weber explained.

“I especially remember his mediation skills at ‘herding cats,’” Weber recalled. “Taking leadership in getting all these organizations to work together.”

In 2016, Feldman published his memoir titled Man On A Mission: How to Succeed, Serve, and Make a Difference in Your Financial Services Career. The book sports 4.8 stars (out of 5) on 80 Amazon reviews.

"Marvin Feldman is one of the professionals that I dare you to ignore at the cost of your long-term career development," wrote David H. Kinder, longtime agent and financial consultant. "For the new agent, I believe it's a wonderful primer to this career.”

Dedication is 'beyond reproach'

Marv Feldman’s career accomplishments are almost too numerous to mention.

He was the 2002 president of the Million Dollar Round Table and a member of the elite Top of the Table for 41 years. He was honored as the Circle of Life recipient in 2004 by the Million Dollar Round Table Foundation in recognition of his community and industry leadership.

Feldman gave speeches in 40 countries. He served as the Secretary of New York Life's Agent's Advisory Council, and was named to Insurance Newscast's list of the 100 most powerful people in the insurance industry in North America

The late Terry K. Headley, NAIFA’s 2011 president, had this to say about Feldman upon his selection for the John Newton Russell Award: “Marv’s dedication to the institution of life insurance and the industry is beyond reproach. I can’t think of a better ambassador for our business, our industry, and our profession. As a highly successful agent for many years, Marv clearly understands and appreciates the essential role of agents, who perform the vital job of protecting the financial security of American families.”

Later in life, he led Feldman Financial Group in Clearwater and Palm Harbor, Fla., building a practice "known for professionalism, mentorship, and service to clients," NAIFA said.

Like many, Michael Weintraub, former principal and co-founder of Next Step Retirement & Insurance Services, will most remember Feldman never missing a chance to enjoy the simple joys of life and trying to make people laugh.

Many years ago, Mike and Paula Weintraub and Marv and Vicki Feldman went to see a Broadway musical in Toronto.

“During intermission, Marv looked at me and said something like, ‘Let’s go find some real food,’” Mike Weintraub recalled. “The two of us quietly slipped out of the theater and ran down the street to a food truck for hot dogs and those amazing Toronto french fries.”

The wives eventually tracked them down and the foursome hurried back to their seats just as the curtain was rising, he added, “both of us with mustard on our chins.”

Feldman “was respected and loved by so many of us,” Weintraub said. “I feel fortunate to have called him a friend for so many years.”

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