Starkweather & Shepley Acquires Ferman Group, LLC

Starkweather & Shepley Acquires Benefit Horizons Corporation

May 1, 2022

Insurance

Starkweather & Shepley Insurance Brokerage, Inc. has acquired Benefit Horizons Corporation, a Glastonbury, Connecticut-based group and employee benefits agency founded in 1995. The deal expands Starkweather & Shepley’s benefits presence in Connecticut and brings agency principals Brian Callahan and Jamie Zito into the firm; Benefit Horizons will operate as a division of Starkweather & Shepley.

Starkweather & Shepley Acquires Newport Insurance Agency

July 13, 2020

Insurance

Starkweather & Shepley Insurance Brokerage Inc. has acquired Newport Insurance Agency Inc., an independent agency based in Middletown, Rhode Island with 13 associates. Newport Insurance will operate as a division of Starkweather & Shepley and continue servicing clients from its Middletown location.

Arthur J. Gallagher & Co. Acquires Stewart, Brimner, Peters & Company, Inc.

March 20, 2023

Insurance

Arthur J. Gallagher & Co. acquired Fort Wayne-based retail insurance broker Stewart, Brimner, Peters & Company, Inc. (SBP); terms were not disclosed. SBP will continue operating from its Fort Wayne location and the existing leadership team will remain under the direction of Sean Gallagher as Gallagher expands its capabilities and presence in central and northern Indiana.

Bluespring Wealth Partners Acquires Shelton Financial Group

July 18, 2024

Wealth Management

Bluespring Wealth Partners, an acquirer and partner of wealth management firms, has acquired Fort Wayne-based Shelton Financial Group and transitioned Shelton's investment business onto the Kestra Financial platform. Shelton's team — which oversees nearly $500 million in client assets — joined Bluespring to gain back-office resources, succession support and access to the Kestra ecosystem.

Arthur J. Gallagher & Co. Acquires Shepard Insurance Group

November 26, 2024

Insurance

Arthur J. Gallagher & Co. announced the acquisition of Old Greenwich, Connecticut-based Shepard Insurance Group; terms were not disclosed. Shepard's leadership will remain in place, and the deal expands Gallagher's high-net-worth insurance offerings in the Northeast and Florida.

Heffernan Insurance Brokers Acquires Stitz & Associates

May 1, 2023

Insurance

Heffernan Insurance Brokers, a large independent insurance brokerage headquartered in Walnut Creek, California, has acquired Stitz & Associates, a Kirkwood, Missouri-based insurance agency focused on group employer health, individual health and Medicare. The Stitz team joined Heffernan's small business division, HeffDirect, to expand Heffernan's capabilities and presence in Missouri and the greater Midwest.