Risk Strategies Acquires Castle Rock Capacity

Risk Strategies Acquires Burke Insurance Group, LLC

January 19, 2022

Insurance

Risk Strategies, a national specialty insurance brokerage, has acquired Burke Insurance Group, a Las Cruces, New Mexico-based commercial retail insurance agency founded in 1980. The deal — terms not disclosed — marks Risk Strategies' first entry into New Mexico and adds Burke's specialty expertise in surety bonds, construction and oil & gasoline sectors to Risk Strategies' platform.

Risk Strategies Acquires Cambridge Advisory Group

March 17, 2022

Consulting

Risk Strategies, a national specialty insurance brokerage, has acquired Cambridge Advisory Group and its affiliated Health and Productivity Consulting, Inc. The acquisition strengthens Risk Strategies' National Employee Benefits Practice by adding actuarial, pharmacy and benefits data-analytics capabilities based in King of Prussia, Pennsylvania; terms were not disclosed.

Risk Strategies Acquires Dickstein Associates Agency

August 24, 2022

Insurance

Risk Strategies, a national specialty insurance brokerage based in Boston, has acquired Dickstein Associates Agency, a full-service retail insurance agency headquartered in Tinton Falls, New Jersey. The acquisition (terms not disclosed) expands Risk Strategies' property & casualty, life and health benefits capabilities and adds specialty expertise serving real estate, technology clients and public entities.

Risk Strategies Acquires Atlas Insurance Management

March 4, 2020

Insurance

Risk Strategies, a privately held national insurance brokerage, has acquired Atlas Insurance Management as part of its purchase of Atlas Group Limited and affiliated entities. The deal expands Risk Strategies’ captive insurance management capabilities and provides its first operating presence outside the United States through Atlas’ onshore and offshore domiciles.

Risk Strategies Acquires Robert Alan Agency

December 18, 2023

Insurance

Risk Strategies, a national specialty insurance brokerage, has acquired Robert Alan Agency, a New City, New York–based full-service retail insurance agency. The acquisition (terms undisclosed) expands Risk Strategies’ presence in Rockland County and the upstate New York region and enhances its personal and commercial lines capabilities.

Kelso & Company Recapitalizes Risk Strategies

February 28, 2020

Insurance

Kelso & Company closed an equity recapitalization of Risk Strategies on February 28, 2020. Risk Strategies is a national insurance brokerage focused on specialty practices serving middle/upper-middle commercial clients and high net worth individuals; the recapitalization provides liquidity and supports continued growth.