WalkerHughes Acquires Apogee Insurance Solutions (St. Peters, MO)

WalkerHughes Acquires Independent Brokers Agency LLC (Ballwin, MO)

January 16, 2025

Insurance

WalkerHughes Insurance, a privately held retail insurance brokerage headquartered in Indianapolis, has acquired Independent Brokers Agency LLC (IBA), a family-owned insurance agency based in Ballwin, Missouri. The deal marks WalkerHughes' first acquisition outside Indiana and expands its personal, commercial and employee benefits capabilities in the St. Louis metro; IBA principals Heather Wessels and Mike Swatske will remain in local leadership roles.

WalkerHughes Insurance Acquires Inman Insurance Agency and Clark Insurance Agency

January 27, 2026

Insurance

WalkerHughes Insurance, a privately held, founder-led retail brokerage headquartered in Indianapolis, has acquired Inman Insurance Agency (Salem, Missouri) and Clark Insurance Agency (Ballwin, Missouri). The deals expand WalkerHughes' presence across south-central Missouri and the greater St. Louis metro as part of its ongoing strategy to build local density through acquisitions; both agency owners will remain with the firm for at least three years to support client continuity.

Apogee Interactive Acquires EnergyX Solutions

February 7, 2024

Energy

Apogee Interactive has acquired EnergyX Solutions, an Ontario-based AI-powered SaaS company that helps utilities increase customer participation in energy-efficiency programs. The deal adds EnergyX's RetrofitAI capabilities to Apogee's utility customer engagement suite; growth investor M33 Growth is backing the combined organization.

Bernhard Capital Partners Acquires Apogee Engineering

May 28, 2024

Government & Public Sector

Bernhard Capital Partners' government services platform has acquired Apogee Engineering, LLC, a government technology solutions provider focused on digital transformation, systems engineering, adaptive acquisition and program management. Financial terms were not disclosed; the acquisition is an add-on to BCP's government services platform (established via the 2023 Duotech Services acquisition) and is intended to expand capabilities in technology integration, modernization and cybersecurity for federal clients.

Apogee Acquires Cumulus Technology Services Inc.

December 12, 2022

IT Services

Apogee (Austin, Texas), a managed technology services provider for higher education, has acquired Cumulus Technology Services Inc., a Ventura, California-based specialist in secure cloud services for higher education. The deal expands Apogee’s managed cloud, security, and ERP/LMS integration capabilities (including AWS expertise and backup/DR services) to accelerate cloud-managed offerings for colleges and universities; terms were not disclosed.

Magna5 Acquires U.S. Operations of Apogee IT Services

February 6, 2023

IT Services

Magna5, a NewSpring Holdings platform company, has acquired the U.S. assets/operations of Apogee IT Services to expand its managed IT, cybersecurity and cloud services footprint in the Pittsburgh and Boston markets. The add-on strengthens Magna5’s delivery capabilities and brings Apogee’s U.S. customers and technical team onto Magna5’s larger, PE-backed platform.