World Insurance Associates Acquires Corporate Benefits Alliance and Wealth Advisory Group

World Insurance Associates Acquires Paul Global Benefits, Inc.

September 1, 2020

Insurance

World Insurance Associates LLC (WIA), a national insurance brokerage based in Tinton Falls, New Jersey, acquired Paul Global Benefits, Inc. (PGB) of Syosset, New York on September 1, 2020. The acquisition expands WIA's employee benefits and retirement services capabilities and gives PGB access to WIA's broader client base; terms were not disclosed.

World Insurance Associates Acquires Allied Partners Insurance, Inc.

March 2, 2023

Insurance

World Insurance Associates LLC (WIA), a Top 100 insurance brokerage, acquired Allied Partners Insurance, Inc. of Gaithersburg, Maryland on February 1, 2022. Terms were not disclosed; the deal expands World’s presence in the Washington, D.C. / Maryland market and brings Allied Partners’ personal and commercial insurance capabilities into World’s national platform.

World Insurance Associates Acquires Sagacity Benefits

March 2, 2023

Insurance

World Insurance Associates LLC (WIA), a Top 100 insurance brokerage headquartered in Iselin, New Jersey, acquired Sagacity Benefits of Burlington, Iowa on July 1, 2022. Terms were not disclosed; Sagacity is an employer-focused benefits consulting firm that specializes in health benefits platforms, and WIA said the acquisition will expand its benefits capabilities and services for clients.

Charlesbank Capital Partners Invests in World Insurance Associates

April 1, 2020

Insurance

Funds affiliated with Charlesbank Capital Partners have made a majority growth investment in World Insurance Associates (WIA), a full-service insurance brokerage headquartered in Tinton Falls, New Jersey. WIA's management team and employee shareholders remain major shareholders; the capital will be used to accelerate WIA's organic growth and M&A expansion program. Financial terms were not disclosed and the transaction was expected to close in Q1 2020.

World Insurance Associates Acquires Ball Insurance Services

November 1, 2020

Insurance

World Insurance Associates LLC (WIA), a nationally ranked full-service insurance brokerage based in Tinton Falls, New Jersey, acquired Ball Insurance Services, a property & casualty agency focused on auto and motorcycle insurance headquartered in Merrillville, Indiana. Terms were not disclosed; WIA said the acquisition aligns values and will enable seamless integration of Ball's employees and clients as part of WIA's roll-up strategy.

World Insurance Associates Acquires Maximum Benefit Insurance Agency

August 1, 2020

Insurance

World Insurance Associates LLC (WIA), a nationally ranked insurance brokerage based in Tinton Falls, New Jersey, acquired Maximum Benefit Insurance Agency, Inc. of Saddle Brook, New Jersey effective August 1, 2020. The acquisition expands WIA's personal-lines footprint in New Jersey by adding Maximum Benefit's entrenched customer relationships and resources to support local clients.