Acrisure Acquires Mockenhaupt Benefits Group and NewBridge Partners to Boost Pension and Employee Benefits Capabilities

Warner Pacific Acquires Five General Agencies from Acrisure

December 1, 2024

Insurance

Warner Pacific, a Lovell Minnick Partners–backed national general agency, acquired five Acrisure general agencies effective December 1, 2024. The deal brings five regional general agencies (Employee Benefit Risk Management; Group Benefit LTD; Professional Group Marketing; National United Brokers; Mature Health Services) into Warner Pacific to expand its national footprint, distribution channels and product offerings; financial terms were not disclosed.

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.

Acrisure Acquires Appalachian Underwriters

January 4, 2022

Financial Services

Acrisure has acquired Appalachian Underwriters, a national Managing General Agency (MGA) and third‑party administrator (TPA) that places more than $400 million in gross written premium across Workers' Compensation, Commercial Specialty, Personal Lines and wholesale distribution. Acrisure said the deal will broaden its technology platforms by integrating Appalachian's claims and underwriting dataset into its data and AI strategy and expand its distribution capabilities. Terms were not disclosed.

Alera Group Acquires Brio Benefits

October 17, 2023

Insurance

Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Brio Benefits, an employee benefits and retirement plan consulting firm headquartered in New York. The Brio team will remain in their existing roles and the acquisition is intended to strengthen Alera Group's employee benefits capabilities and deliver expanded resources to clients; terms were not disclosed.

Prime Pensions Acquires Pension Benefits Unlimited

November 15, 2023

Financial Services

Prime Pensions, a portfolio company of Mill Point Capital, has acquired Pension Benefits Unlimited (PBU), a California-based provider of retirement plan design, administration and consulting services. The acquisition expands Prime Pensions' retirement services platform and strengthens its presence in the Western United States by adding PBU's expertise in third-party retirement plan compliance and administration for small and medium-sized businesses.

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.