AssuredPartners Acquires IFS Benefits, LLC

AssuredPartners Acquires Employee Benefits Business of Bluepoint Financial

September 17, 2018

Insurance

AssuredPartners, Inc. has acquired the employee benefits business of Bluepoint Financial, LLC (formerly Schaefer Financial Group) based in Bethesda, Maryland. The Bluepoint team, led by Marc Schaefer and Brian Hutt, will remain in place as AssuredPartners expands its employee benefits presence in the Washington, D.C. area.

Cary Street Partners Acquires IFS Advisors, Inc.

May 15, 2025

Financial Services

Cary Street Partners has acquired IFS Advisors, Inc., a Sarasota, Florida-based wealth management firm led by Daniel J. Wolff. The deal expands Cary Street Partners' national footprint to 20 offices and strengthens its presence in Florida alongside its Tampa office.

AssuredPartners Acquires Quest Benefits, Inc.

October 11, 2022

Insurance

AssuredPartners, Inc., a national insurance brokerage headquartered in Orlando, Florida, has acquired Quest Benefits, Inc., an employee benefits and insurance agency based in Chantilly, Virginia. The Quest team will remain led by President Sami Satouri as AssuredPartners expands its capabilities and client offerings in the DC–Maryland–Virginia (DMV) area.

AssuredPartners Acquires Bond Benefits Consulting, LLC

May 20, 2021

Insurance

AssuredPartners, Inc. has acquired Bond Benefits Consulting, LLC, a Pittsford, New York-based employee benefits agency. The 34-person firm, which reports approximately $7 million in annualized revenue, will remain led by CEO Erick Bond and join AssuredPartners' operations in New York.

AssuredPartners Acquires Midwest Group Benefits, Inc.

May 9, 2022

Insurance

AssuredPartners, Inc., a national insurance broker based in Lake Mary, Florida, announced the acquisition of Midwest Group Benefits, Inc. of Decorah, Iowa. The Midwest Group Benefits team of 10 — led by Sara Hotvedt — will join AssuredPartners; the agency reports approximately $1.1 million in annualized revenues and the deal expands AssuredPartners' employee benefits presence in Iowa and the Great Plains region.

AssuredPartners Acquires Pierce Group Benefits, LLC

December 23, 2021

Insurance

AssuredPartners, Inc. has acquired Pierce Group Benefits, LLC, an employee benefits agency based in Holly Springs, North Carolina. The 80-person firm, which reports approximately $19 million in annualized revenue, will remain led by President Chris Pierce and will expand AssuredPartners' employee benefits footprint and capabilities in the public sector across North Carolina and the surrounding region.