OCA Acquires Employer Driven Insurance Services

Inszone Insurance Services Acquires Employers Choice Insurance Services Inc.

January 5, 2023

Insurance

Inszone Insurance Services, a Sacramento-based full-service insurance brokerage, has acquired Employers Choice Insurance Services Inc., a Oceanside, California agency founded by Gary Menely with a strong focus on workers' compensation and commercial lines. Inszone will retain Employers Choice employees and the Oceanside office as part of its continued expansion across the western United States.

PrestigePEO Acquires O2 Employment Services

January 28, 2026

Staffing & HR

PrestigePEO has acquired O2 Employment Services, a Redding, California–based professional employer organization, strengthening PrestigePEO’s West Coast presence and expanding its HR outsourcing and benefits capabilities. O2’s leadership and team will remain in place to ensure continuity for clients; the deal enhances PrestigePEO’s ability to serve small- and mid-sized businesses across California and nationwide.

Odyssey Investment Partners Acquires SIAA (Strategic Insurance Agency Alliance)

March 29, 2021

Insurance

Odyssey Investment Partners, a growth-oriented private equity firm, partnered with the SIAA management team to acquire SIAA, the nation's largest alliance of independent insurance agencies. The deal provides a succession solution for founder Jim Masiello and positions SIAA to accelerate growth through M&A, technology investment and other growth initiatives.

EdgeCo / AmericanTCS Acquires ERISApedia

June 9, 2025

Financial Services

EdgeCo Holdings LP has acquired ERISApedia and will integrate its products into the AmericanTCS PensionPro business unit to expand compliance and prospecting capabilities for plan sponsors, TPAs and retirement advisors. The deal, which involves ERISApedia owner Tim McCutcheon, furthers EdgeCo/AmericanTCS's strategy of expanding its retirement services offering.

Colonial Claims Acquires Premier Adjusting and Catastrophe Services

February 3, 2021

Insurance

Colonial Claims LLC, a large independent insurance claims services firm, has acquired Tampa-area Premier Adjusting and Catastrophe Services, Inc. The deal expands Colonial's daily-claims capabilities and adds appraisal and TPA services while Premier's team (including co-owners Eileen O'Brien and Brian Auger) will continue serving customers from an Oldsmar, Florida office.

OneDigital Acquires CAL Insurance

June 20, 2024

Insurance

OneDigital has acquired CAL Insurance, a San Francisco-based property and casualty insurance brokerage founded in 1927, to expand its P&C and risk management capabilities in the Western U.S. CAL’s leadership team, including CEO Joe DeLucchi and five principals, and the firm’s 26+ employees will join OneDigital to continue serving CAL’s ~2,000 clients across private clients, real estate, education, non-profits and commercial sectors. The acquisition strengthens OneDigital’s national presence and complements its employee benefits, PEO and risk-management offerings.