AssuredPartners Acquires Employee Benefits Business of Bluepoint Financial

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.

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 IFS Benefits, LLC

February 27, 2023

Insurance

AssuredPartners, a national insurance broker headquartered in Orlando, Florida, has acquired IFS Benefits, LLC, a Newark, Delaware-based employee benefits agency. The 17-person IFS team will join AssuredPartners while remaining under the operational leadership of owners Steve Blewitt and Bob Sonchen as the buyer expands its Mid-Atlantic employee benefits footprint.

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 Saxon Financial Services

October 30, 2024

Insurance

AssuredPartners, a global insurance brokerage based in Orlando, acquired Saxon Financial Services, an employee benefits and financial management firm based in Cincinnati, Ohio. Saxon’s 16 employees will fold into AssuredPartners’ Cincinnati office to bolster employee benefits capabilities, while Saxon’s financial advisory business will continue to operate independently.