Insurance Buyout Acquisitions in 2026

Specialty Program Group (SPG) has acquired Proper Insurance, a Bozeman, Montana-based provider of insurance solutions for short-term rental properties. The acquisition expands SPG's specialty property insurance platform into the short-term rental market; Proper will be led by Michael Grimland as President and continues to offer coverage backed by Lloyd's of London and Concert Specialty.

THI Investments, a pan‑European private equity investor, has acquired a majority stake in LOGICHECK, a Germany‑based tech‑enabled provider of claims‑verification solutions for complex motor insurance claims. LOGICHECK's founders and management retain a significant minority stake; THI said it will support growth, broaden the product set and scale the business across insurers.

Arthur J. Gallagher & Co. has acquired B&W Insurance Agency, Inc., a Washington, Pennsylvania-based personal and commercial insurance brokerage. Terms were not disclosed; the B&W team, including Paul Barzd III and Jim Cote, will remain in Washington and report into Gallagher Select as part of Gallagher's strategy to expand its retail brokerage footprint in southwest Pennsylvania.

Inszone Insurance Services has acquired Scarbrough, Medlin & Associates, Inc., a Dallas/Plano-area commercial property insurance agency founded in 1981. The deal expands Inszone's presence in Texas and enhances its commercial property insurance capabilities while the Scarbrough Medlin team will remain in place.

R.E. Chaix & Associates has acquired US Pro Insurance Services to deepen its specialty lines capabilities, particularly in Cyber Liability, and expand market access for retail agents and brokers nationwide. The US Pro team will join R.E. Chaix and the combined business will operate under the R.E. Chaix & Associates name.

Arthur J. Gallagher & Co. has acquired 3D Advisors, a Shelby Township, Michigan-based brokerage general agency that provides life insurance, annuity, and long-term care solutions for financial advisors. The acquisition is intended to expand Gallagher’s life, annuity and long-term care brokerage capabilities and deepen its employee benefits consulting and brokerage platform; terms were not disclosed.

Axis Insurance Managers Inc. has acquired Treasures Insurance Edmonton Inc., strengthening Axis’s presence in Alberta and expanding its ability to deliver commercial and personal insurance and advisory services across Canada. As part of the transition, Chris Waye joined Axis as Senior Vice President, Corporate Development & Director Edmonton to support the firm’s Edmonton expansion.

Simplicity Group, a holistic financial planning and advisor partner platform, has acquired Indianapolis-based Source Brokerage, a disability insurance specialist broker general agency (BGA). The acquisition expands Simplicity's national disability insurance (DI) capabilities and adds specialized institutional-market expertise (including GME and GSI programs), while Source Brokerage founder Steve Crowe joins Simplicity as a partner.

Radian Group Inc. completed its acquisition of Inigo Limited, a Lloyd’s-underwriting specialty insurance group, for $1.67 billion. The deal expands Radian beyond its U.S. mortgage insurance franchise into a global, multi-line specialty insurer and is expected to be accretive to earnings and return on equity.

Gallagher Bassett, the claims and risk management subsidiary of Arthur J. Gallagher & Co., has acquired Reck & Co. GmbH, a Bremen-based specialist in marine and transport claims, surveying, and recovery services. The Reck & Co. team will remain in Bremen under existing leadership and will be integrated into Gallagher Bassett's Europe operations to deepen marine and transport claims capabilities across Europe; terms were not disclosed.

Marsh McLennan Agency (MMA), a business of Marsh, has acquired Robinson & Son, LLC, a Hudson Falls, New York-based insurance agency specializing in the maritime industry. All employees of Robinson & Son, including Co-Founder and Agency Principal James Robinson, will join MMA and continue to operate from their existing office; terms were not disclosed.

Senior Market Sales (SMS), an Omaha-based insurance marketing organization and member of the Alliant Insurance Services family, has acquired Fair Square Medicare, a technology-driven Medicare care navigator platform. The acquisition is intended to expand SMS' digital capabilities, leverage Fair Square's proprietary enrollment and member-engagement software, and scale the platform nationally through SMS/Alliant distribution and carrier relationships.

Integrated Specialty Coverages (ISC), a California-based multi-line program administrator, has acquired Specialty Brokerage Services (SBS), an Ohio-based wholesale brokerage. The acquisition expands ISC's personal and commercial wholesale capabilities, deepens carrier relationships, and accelerates ISC's plan to scale a nationwide wholesale insurance platform.

Vancouver-based Axis Insurance has acquired Edgewater Financial Group and Kearns Edgewater Financial Services and purchased the group benefits portfolio from Kearns Insurance Corporation. The moves expand Axis’s national life, benefits and wealth capabilities and bring senior hires — Scott Beckett and John Stoneman — into Axis’s benefits and wealth practice.

EPIC Insurance Brokers & Consultants has acquired The Bond Exchange, a Mission Viejo, California-based surety bond agency, to bolster EPIC's national surety practice and expand underwriting and brokerage capabilities. The deal brings The Bond Exchange leadership and its Bond 911 issuance platform into EPIC to support larger, more complex bonding programs while streamlining issuance for smaller bond needs.

Clear Group has acquired Shire Insurance Services Limited (SIS), a specialist UK insurance broker focused on the veterinary sector. The Alcester-based firm (founded 1981) employs ~15 people and will remain led by majority shareholder Keith Dickinson, with the deal adding veterinary expertise to Clear's UK Retail pillar.

ALKEME Insurance acquired five independent agencies — Merritt Hall, Couch Braunsdorf Insurance Group, JXX Insurance Agency, Bellwether, and Health Connect Insurance Agency — to deepen property & casualty capabilities and expand employee benefits offerings across Indiana, New Jersey, California and Florida. The deals accelerate ALKEME's national expansion strategy by adding regional expertise while preserving local teams and client relationships.

The Baldwin Group (NASDAQ: BWIN) has completed the acquisition of Creisoft, Inc., doing business as Obie, a Chicago-based embedded insurance distribution platform serving real estate investors and landlords. The deal expands Baldwin's embedded distribution capabilities through its MGA MSI, bolstering its property insurance product suite and digital distribution reach.

Integrity Marketing Group (Integrity) has acquired AIMCOR Group, a national insurance distribution organization based in Malvern, Pennsylvania. AIMCOR’s leadership and owners will remain with the business and become owners in Integrity as the companies integrate AIMCOR’s BGA-focused distribution, services and technology into Integrity’s life, health and wealth platform.

Trucordia, a top-20 U.S. insurance brokerage, has acquired the First Texas Agency business based in Houston, Texas. The acquisition strengthens Trucordia's presence in Texas and expands its local personal and commercial insurance capabilities.

Protective Life Corporation (a U.S. subsidiary of Dai-ichi Life Holdings) completed the acquisition of Portfolio Holding, Inc. and its subsidiaries from Abry Partners. The deal expands Protective Asset Protection’s finance & insurance (F&I) and dealer wealth solutions across automotive, RV, powersports and marine sectors, and adds Portfolio’s national distribution network and approximately 450 employees.

SageSure has completed the acquisition of Gemini Financial Holdings Corporation and its Olympus subsidiaries, including Olympus Insurance Company, to support its Florida growth strategy and focus on mass-affluent homeowners. As part of the transaction, Valence Insurance Holdings (parent of SageSure's carrier partners Auros and Interboro) acquired Olympus Insurance Company; the deal expands SageSure's managed in-force portfolio to roughly 130,000 policies and ~$700 million of gross written premium in Florida.

INSURICA Insurance Services, LLC has acquired all outstanding equity of First Light Program Managers, LLC, a Florida-based wholesale insurance provider and program manager focused on trucking and marine, effective January 1, 2026. The deal expands INSURICA's underwriting and program administration capabilities and strengthens its scale and leadership in the U.S. transportation insurance market.

Westland Insurance Group has acquired PV&V Insurance Centre Ltd. and Meester Insurance Centre, effective January 1, 2026, expanding its footprint in Southern Ontario. The deal adds local brokerage teams in Burlington and Smithville and brings specialized greenhouse and agricultural insurance expertise to Westland's portfolio.

Lawley, an independent family-owned insurance and wealth management firm, announced that Witkin Scott Associates has joined the Lawley organization effective January 1, 2026. The merger gives Witkin Scott access to Lawley’s broader resources and market opportunities while preserving the agency’s local presence and client relationships; all Witkin Scott associates will join Lawley and relocate to Lawley’s Buffalo, New York office.

Beneva and Gore Mutual completed their merger effective January 1, 2026, combining two mutual insurers to expand Beneva's presence in the Canadian property and casualty market. Gore Mutual will combine operations with Beneva subsidiary Unica and is expected to operate as a standalone Beneva subsidiary while brands transition over the next year; all required regulatory and member approvals were obtained.

Shin Kong Life Insurance and Taishin Life Insurance, both subsidiaries of TS Financial Holdings, completed their merger effective January 1, 2026, with Taishin Life as the surviving entity renamed Shin Kong Life Insurance. The combined company, with total assets surpassing NT$4 trillion and a Contractual Service Margin (CSM) expected to exceed NT$250 billion, will integrate product portfolios and distribution channels to strengthen capital flexibility, cross-selling, digital transformation, and long-term profitability under IFRS 17 and ICS frameworks.