MJ Insurance Acquires ProCourse Fiduciary Advisors
August 3, 2021
MJ Insurance has acquired ProCourse Fiduciary Advisors, a retirement plan advisory firm based in Carmel, Indiana. The deal — which closed June 30 — will keep ProCourse CEO Doug Prince and the full 13-person team in place and aims to integrate retirement advisory into MJ Insurance's broader employee benefits and total rewards services.
- Buyers
- MJ Insurance
- Targets
- ProCourse Fiduciary Advisors
- Industry
- Wealth Management
- Location
- Indiana, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Majesco Acquires InsPro Technologies
January 30, 2020
Software
Majesco (NASDAQ: MJCO) entered into a merger agreement to acquire InsPro Technologies Corporation, a U.S.-based provider of policy administration software for the life and annuity insurance market. The cash-for-stock transaction (approximately $12 million of consideration) is intended to expand Majesco's capabilities and scale in the life & annuity, group and voluntary benefits segments; InsPro brings over 50 employees and an established policy administration platform serving large insurers and third-party administrators.
-
Merit Financial Advisors Acquires Sanctuary Wealth Management and Fiduciary Services
March 19, 2025
Wealth Management
Merit Financial Advisors has acquired Sanctuary Wealth Management, LLC and its subsidiary Fiduciary Services, LLC, expanding Merit's presence into Idaho and adding approximately $1.6 billion in assets. The deal brings Sanctuary's wealth management and ESOP/fiduciary capabilities onto Merit's platform; the three firm owners will join Merit as wealth managers.
-
Creative Planning Acquires Mesirow's Corporate Retirement Advisory Services Team
October 31, 2023
Financial Services
Creative Planning has acquired Mesirow Financial's corporate retirement advisory services team, bringing a team that serves over 350 retirement plans with approximately $13 billion in assets under advisement. The move expands Creative Planning's Retirement Services capabilities and scale, integrating experienced retirement specialists into its platform.
-
MAI Capital Management Acquires Court Place Advisors, LLC
November 14, 2025
Wealth Management
MAI Capital Management, a Cleveland-based registered investment adviser, has acquired Court Place Advisors, an Ellicott City, Maryland RIA with $366 million in assets under management. The deal expands MAI’s Mid‑Atlantic footprint and adds $366 million to the firm’s AUM; terms were not disclosed.
-
CeriFi Acquires CPMI Professional Development
April 5, 2021
Education
CeriFi, a Leeds Equity Partners portfolio company, has acquired CPMI Professional Development, a provider of insurance pre-licensing and continuing education courses for insurance agents across the United States. The add-on deal (terms not disclosed) expands CeriFi's product offering into insurance licensing and continuing education, combining CPMI's insurance content with CeriFi's learning platform.
-
PCF Insurance Services Acquires United Underwriters
June 30, 2022
Insurance
PCF Insurance Services (also referenced as Trucordia in one source) has acquired Provo, Utah-based property and casualty managing general agent United Underwriters. The acquisition expands PCF's specialty insurance capabilities and diversifies its product offerings across personal and commercial lines while bringing United Underwriters' network of 150+ agencies into the PCF platform.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.