Balance Partners Acquires Vanguard Specialty

Jordan Partners Makes Growth Investment in Vanguard Claims Administration

December 15, 2025

Insurance

Jordan Partners LLC has made a strategic growth investment in Vanguard Claims Administration, a family-owned third-party administrator (TPA) and independent adjusting platform serving property and casualty insurance markets. The capital will support Vanguard’s investments in technology, data/reporting, client infrastructure and a disciplined tuck-in acquisition strategy while preserving founder-led culture and client relationships.

A-G Specialty Insurance Acquires Gallagher's Bollinger TPA Services

September 5, 2024

Insurance

A-G Specialty Insurance has acquired Gallagher's Bollinger TPA Services from Arthur J. Gallagher & Co., expanding A‑G's capabilities and footprint in student-athlete and K–12 student accident insurance. The deal transfers Bollinger TPA's portfolio, clients and employees to A‑G and is intended to deepen the companies' partnership while ensuring a smooth transition for clients and staff.

Balavant Insurance Group Acquires TIMBY Specialty Insurance Solutions

October 1, 2025

Insurance

Balavant Insurance Group, a national managing general agency (MGA) platform based in Novato, California, has acquired TIMBY Specialty Insurance Solutions, an inland marine program manager headquartered in Everett, Washington. TIMBY will continue to operate under its brand with its team joining Balavant, expanding Balavant’s inland and ocean marine capabilities and program capacity for transportation, logistics, energy, and construction markets.

Specialty Program Group Acquires Business Underwriters Associates (BUA)

December 6, 2022

Financial Services

Specialty Program Group, LLC (SPG) has acquired the assets of Business Underwriters Associates, LLC (BUA), a Northeast Ohio-based brokerage general agent specializing in life, annuities, disability and health insurance. The deal is the second acquisition in SPG's strategy to build a BGA-driven life and annuity wholesale platform alongside its prior acquisition of Brokers' Service Marketing Group (BSMG).

Fidelity National Financial Acquires Vanguard Title Insurance Agency LLC

February 4, 2022

Insurance

Fidelity National Financial (FNF) has acquired Vanguard Title Insurance Agency LLC, a Utah-based title insurance and escrow provider; terms were not disclosed. The deal brings Vanguard’s multiple Utah offices into FNF’s national footprint, allowing Fidelity National Title to rapidly expand its presence across the state; Capstone Partners advised Vanguard on the sale.

Vantage Group Acquires Admitted Carrier Vantage Risk Assurance Company

February 8, 2022

Insurance

Vantage Group Holdings Ltd. has closed the purchase of an admitted-lines carrier, Vantage Risk Assurance Company (formerly Heritage Casualty Insurance Company), from Union Fidelity Life Insurance Company. Concurrently, funds managed by Carlyle and Hellman & Friedman committed up to an additional $200 million to support Vantage’s continued growth and to expand capabilities in its U.S. insurance platform.