Lewis & Ellis Acquires Huggins Actuarial Services

Novacap Partners with Lewis & Ellis

November 8, 2023

Insurance

Novacap, a leading North American private equity firm, has made a growth investment in Lewis & Ellis, a full-service actuarial consulting firm, to support the firm's expansion and technology investments. The partnership is intended to help Lewis & Ellis scale its services across life, health and property & casualty insurance markets and build new solutions for clients.

Lewis & Ellis Acquires Griffith, Ballard & Company

January 1, 2026

Consulting

Lewis & Ellis, Inc. announced that Griffith, Ballard & Company has joined Lewis & Ellis effective January 1, 2026. The combination expands Lewis & Ellis’s life actuarial capabilities and scale while allowing Griffith Ballard to continue operating from Cedar Rapids under its existing leadership and to contribute its Lifebase technology and actuarial expertise to the broader platform.

Relation Insurance Services Acquires H Group Benefits, Inc.

June 30, 2024

Insurance

Relation Insurance Services acquired the assets of H Group Benefits, Inc., effective June 30, 2024; terms were not disclosed. H Group Benefits (based in Northbrook, Illinois) will operate as part of Relation’s Employee Benefits consulting practice with David Heller continuing to manage the Northbrook office. Relation is a PE‑backed insurance brokerage (backed by Aquiline Capital Partners) expanding its geographic footprint and benefits capabilities.

Highstreet Insurance Partners Acquires H.G. Ellis Agency

September 20, 2024

Insurance

Highstreet Insurance Partners (HSIP) has acquired H.G. Ellis Agency, a Camden, New York-based insurance agency. The deal adds three locations and 11 employees to Highstreet's Northeast region; James Hutchinson will oversee the integration. Terms were not disclosed.

OLI Insurance Services Acquires The Henkes Welsh Agency

September 1, 2021

Insurance

OLI Insurance Services, Inc., a subsidiary of Heffernan Insurance Brokers, acquired The Henkes Welsh Agency effective September 1, 2021. The Reno, Nevada-based agency will operate autonomously as a subsidiary of OLI and will leverage OLI's market access, resources and technology to grow its property & casualty and employee benefits business for commercial and personal clients.

Relation Insurance Services Acquires Engle and Associates Insurance Brokers

May 1, 2025

Financial Services

Relation Insurance Services acquired the assets of Engle and Associates Insurance Brokers effective May 1, 2025; financial terms were not disclosed. The deal brings the 45+-year family-owned San Luis Obispo insurance agency into Relation's national platform, giving Engle access to Relation's carrier relationships, tools and specialties while keeping local leadership in place.