Evertree Insurance Services Acquires 1st American Insurance, Alliance Insurance Services and The Banks Agency

Evertree Insurance Acquires Prosper Insurance

November 2, 2023

Insurance

Evertree Insurance Services has acquired Virginia Beach-based Prosper Insurance, finalizing the transaction on November 1, 2023. The deal expands Evertree's Mid-Atlantic footprint and brings Prosper's technology and ~99-person team onto Evertree's tech-enabled personal-lines brokerage platform to accelerate embedded partnership capabilities nationwide.

Evertree Insurance Acquires Provision Insurance Group

January 17, 2023

Insurance

Evertree Insurance, a technology-enabled property & casualty insurance distribution platform, has acquired Provision Insurance Group, a Michigan-based independent brokerage that serves primarily personal lines and small commercial clients. The deal brings Provision's 44 employees (including 20 producers) and its offices in Bingham Farms and Grand Rapids onto the Evertree platform as part of the company's roll-up strategy.

Evertree Insurance Acquires Gnade Insurance Group

December 15, 2022

Insurance

Evertree Insurance, a technology-enabled personal lines insurance distribution platform backed by Integrum Holdings, has acquired Gnade Insurance Group, a 27-person independent agency based in Frankfort, Illinois. The acquisition brings Gnade's ~4,600 clients and 20+ carrier appointments onto the Evertree platform as an add-on to expand distribution and deploy Evertree's tools and technology.

CBIZ Acquires Alliance Insurance Services, Inc.

February 5, 2020

Insurance

CBIZ, Inc. acquired substantially all assets of Alliance Insurance Services, Inc. (AIS), an independent Washington, D.C.-based insurance agency, effective February 1, 2020. AIS, which has nine employees and about $1.6 million in annual revenue, expands CBIZ's property & casualty presence in the DC metro and Maryland markets.

Evergreen Makes Strategic Investment in Alliance Solutions Group

October 6, 2023

IT Services

Evergreen, a San Francisco-based holding company for managed IT services and software businesses, has made a strategic investment in Alliance Solutions Group, a Sarasota-based Sage partner and reseller specializing in Sage Intacct and Sage CRE. Alliance will continue to operate independently within Evergreen’s Pine Services Group platform, with Managing Partner Mike Griffith remaining in place to help accelerate market expansion and enhance its Alliance Connects consulting-as-a-service offering.

Alliant Insurance Services Acquires The Arrow Group

October 31, 2023

Insurance

Alliant Insurance Services has acquired The Arrow Group, a retail property and casualty insurance agency based in Broken Arrow, Oklahoma. The acquisition expands Alliant's presence and local capabilities in Oklahoma and surrounding areas and the Arrow Group will operate as Alliant Insurance Services from its Broken Arrow headquarters.