Recent Insurance Acquisitions

Acquisition Volume in Insurance by Year

Last 5 years

Acquisition volume by year Annual acquisition counts for the last 5 years for Recent Insurance Acquisitions. 381 2022 325 2023 389 2024 313 2025 ~237 est. 54 2026
Actual Full-year estimate

This page highlights recent M&A in the insurance industry, with transactions spanning U.S. states and parts of Europe. Buyers such as King Risk Partners, Specialty Program Group, Arthur J. Gallagher & Co., and THI Investments appear across deals that expand local footprints and specialist underwriting capabilities.

Common themes include regional brokerage roll‑ups (moves to strengthen presence in Georgia, New York, Pennsylvania, Texas and Michigan), growth investments into tech‑enabled platforms, and strategic add‑ons that broaden specialty lines — for example, short‑term rental coverage, cargo & logistics, energy/marine underwriting, and claims verification technology.

What Stands Out

  • Regional brokerage roll‑ups: buyers expand local footprints and preserve local teams — examples include King Risk Partners affiliating Ten Eyck Group (New York) and adding agencies in Georgia, and Arthur J. Gallagher & Co. acquiring retail brokerages in Pennsylvania and Michigan.
  • Specialty underwriting and MGA growth: Specialty Program Group and Revau Advanced Underwriting are expanding specialty property, cargo, marine and energy product suites through acquisitions and integrations.
  • Tech and claims‑verification plays: European dealmaking includes a majority investment in LOGICHECK to scale claims‑verification technology across insurers.
  • Private equity and recapitalizations: firms such as Gauge Capital are providing growth capital to scale tech‑enabled P&C agency networks like Affordable American Insurance (AAI).
  • Targeted capability expansion: recent deals add cyber liability, life/annuity and long‑term care distribution, employee benefits consulting, and commercial property expertise.
  • Buyer
    ANV Group Holdings Ltd.
    Target
    Iris Insurance Brokers Ltd.
    Industry
    Insurance
    Location
    United Kingdom
    Type
    Buyout

    ANV Group Holdings Ltd. has entered into a definitive agreement to acquire Iris Insurance Brokers Ltd. subject to regulatory approval. The deal is expected to strengthen ANV’s UK distribution capabilities and provide a platform to launch and scale startup MGAs through Iris’ Blink and Vivid underwriters incubator.

  • Buyer
    Oaktree
    Target
    Atlantic Coast Life Insurance Company (ACL), Sentinel Security Life Insurance Company
    Seller
    Advantage Capital Holdings (A-CAP)
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    Oaktree has signed a master transaction agreement to acquire a controlling stake in Atlantic Coast Life Insurance Company (ACL), which is part of the Advantage Capital Holdings (A-CAP) platform. In parallel, Oaktree will provide capital support to Sentinel Security Life Insurance Company through a surplus note investment funded into a newly created captive insurance company, with proceeds directed toward strengthening Sentinel’s growth and policyholder support.

  • Buyer
    Risk Theory
    Target
    Roundhill Express
    Industry
    Insurance
    Location
    United States
    Type
    Addon

    Risk Theory, a vertically integrated specialty insurance platform, completed its acquisition of Roundhill Express, a managing general agent (MGA) focused on underwriting commercial habitational properties in New York City. The deal is Risk Theory’s first MGA acquisition and supports its buy-and-build strategy in high-barrier specialty insurance markets, with Roundhill Express continuing under its existing brand.

  • Buyer
    NFP, Aon
    Target
    Trinity Risk Advisors, LLC
    Industry
    Insurance
    Type
    Addon

    NFP, an Aon company and a property and casualty broker and benefits consultant, announced the acquisition of Trinity Risk Advisors, a Charlotte, North Carolina-based captive brokerage firm. The deal is intended to launch NFP’s new P&C Group Captive practice to help small and mid-size businesses evaluate and join group captive structures that pool risk and potentially reduce insurance costs.

  • Buyer
    CRC Group
    Target
    Euclid Transactional
    Seller
    Searchlight Capital Partners
    Industry
    Insurance
    Type
    Buyout

    Searchlight Capital Partners completed the sale of Euclid Transactional to CRC Group. Euclid Transactional provides transactional insurance solutions, including representations and warranties and tax liability insurance, and will join CRC Group to expand distribution and capabilities.

  • Buyer
    Sterling Risk Insurance
    Target
    ASZ International, Inc.
    Industry
    Insurance
    Type
    Buyout

    Sterling Risk Insurance acquired ASZ International, an independent commercial insurance agency. MidCap Advisors served as ASZ International’s exclusive financial advisor and managed the transaction process through closing.

  • Buyer
    Specialty Program Group LLC (SPG)
    Target
    Proper Insurance (Proper)
    Industry
    Insurance
    Type
    Buyout

    Specialty Program Group LLC (SPG) acquired Proper Insurance, a provider of insurance solutions tailored to short-term rental properties. Proper, founded in 2014 and based in Bozeman, Montana, offers a commercial policy designed to replace traditional homeowners or landlord coverage for hosts and professionally managed portfolios.

  • Buyer
    King Risk Partners
    Target
    Lewis Insurance, Inc.
    Seller
    Lewis Insurance, Inc., Jason Lewis
    Industry
    Insurance
    Type
    Addon

    King Risk Partners, the 51st largest U.S. insurance brokerage, has acquired Lewis Insurance, a Thomasville, Georgia-based agency, to bolster its Southern presence. Lewis Insurance — led by owner Jason Lewis — will continue delivering local personal and commercial insurance services while gaining access to King Risk Partners' broader resources and capabilities.

  • Buyer
    THI Investments
    Target
    LOGICHECK
    Industry
    Insurance
    Location
    Rhineland-Palatinate, Germany
    Type
    Buyout

    THI Investments, a pan‑European private equity investor, has acquired a majority stake in LOGICHECK, a Germany‑based tech‑enabled provider of claims‑verification solutions for complex motor insurance claims. LOGICHECK's founders and management retain a significant minority stake; THI said it will support growth, broaden the product set and scale the business across insurers.

  • Buyer
    WalkerHughes Insurance
    Target
    Benhoff Insurance Agency
    Seller
    Bruce Benhoff
    Industry
    Insurance
    Type
    Addon

    WalkerHughes, a founder-led retail insurance brokerage headquartered in Indianapolis, Indiana, announced its expansion into Illinois through the acquisition of Benhoff Insurance Agency. Benhoff Insurance Agency is a personal lines brokerage based in Breese, Illinois, and will continue operating under the WalkerHughes brand.

  • Buyer
    WalkerHughes Insurance
    Target
    Sacksteder Worland Insurance Agency
    Seller
    Joe Worland
    Industry
    Insurance
    Type
    Buyout

    WalkerHughes Insurance, a founder-led retail insurance brokerage headquartered in Indianapolis, announced its expansion into Ohio via the acquisition of Sacksteder Worland Insurance Agency, based in Tiffin, Ohio. The deal marks WalkerHughes’ fourth state of operation and will keep the Tiffin office serving local clients under the WalkerHughes brand, with the seller remaining actively involved.

  • Buyer
    Arthur J. Gallagher & Co.
    Target
    Krose GmbH & Co KG
    Industry
    Insurance
    Location
    Germany
    Type
    Buyout

    Arthur J. Gallagher & Co. announced it has acquired Bremen, Germany-based Krose GmbH & Co KG. Krose provides commercial insurance and reinsurance solutions, specializing in the design and placement of complex programs, and its risk professionals will be integrated into Gallagher’s European brokerage operations.

  • Buyer
    Arthur J. Gallagher & Co.
    Target
    B&W Insurance Agency, Inc.
    Industry
    Insurance
    Type
    Buyout

    Arthur J. Gallagher & Co. announced the acquisition of B&W Insurance Agency, Inc., a Washington, Pennsylvania-based insurance brokerage. The deal terms were not disclosed, and the B&W team will continue operating from its current location under Gallagher Select leadership.

  • Buyer
    Specialty Program Group LLC
    Target
    Logistiq Insurance Solutions
    Industry
    Insurance
    Type
    Addon

    Specialty Program Group LLC (SPG) acquired Logistiq Insurance Solutions and is integrating it with Anova Marine Insurance to create a unified Cargo & Logistics insurance platform under SPG Transportation. The deal expands SPG’s marine, domestic transportation, and risk-intelligence capabilities, combining automated underwriting, cargo theft/supply-chain security expertise, and broader distribution to serve freight forwarders, 3PLs, and motor carriers.

  • Buyer
    BayPine LP
    Target
    Relation Insurance Services
    Seller
    Aquiline Capital Partners LP
    Industry
    Insurance
    Type
    Buyout

    BayPine LP has entered into a definitive agreement to acquire Relation Insurance Services, a large independent U.S. insurance broker. Relation management—including CEO Tim Hall—will continue to lead the company as BayPine aims to accelerate technology-enabled growth and apply AI and other digital tools.

  • Buyer
    King Risk Partners
    Target
    Ten Eyck Group
    Industry
    Insurance
    Type
    Addon

    King Risk Partners has affiliated Albany-based Ten Eyck Group, an independent insurance agency with over 120 years of history, to deepen its presence across New York and the broader Northeast. The move — executed by the PE-backed King Risk Partners platform — is intended to expand local personal and commercial insurance offerings while preserving Ten Eyck Group's client-focused service model.

  • Buyer
    Enstar Group, Sixth Street
    Target
    AF Group
    Seller
    Blue Cross Blue Shield of Michigan
    Industry
    Insurance
    Type
    Buyout

    Blue Cross Blue Shield of Michigan entered into a definitive agreement to sell its wholly owned subsidiary AF Group to Enstar Group, a global insurance and reinsurance group backed by investment vehicles managed by Sixth Street. AF Group will become a wholly owned subsidiary of Enstar and is expected to continue operating largely as a standalone company from its Lansing headquarters, subject to regulatory approvals. The transaction is expected to close in the fourth quarter of 2026; financial terms were not disclosed.

  • Buyer
    King Risk Partners
    Target
    Hanc Group
    Industry
    Insurance
    Type
    Addon

    King Risk Partners, a leading U.S. insurance brokerage headquartered in Gainesville, Florida, has acquired Hanc Group, an Alpharetta, Georgia-based insurance agency serving individuals and businesses—particularly Georgia’s Korean community. The deal expands King Risk Partners’ presence across Georgia and adds local expertise in personal, commercial, and employee-benefit insurance offerings.

  • Buyer
    R.E. Chaix & Associates Insurance Brokers, LLC
    Target
    US Pro Insurance Services
    Industry
    Insurance
    Type
    Buyout

    R.E. Chaix & Associates has acquired US Pro Insurance Services to deepen its specialty lines capabilities, particularly in Cyber Liability, and expand market access for retail agents and brokers nationwide. The US Pro team will join R.E. Chaix and the combined business will operate under the R.E. Chaix & Associates name.

  • Buyer
    Inszone Insurance Services
    Target
    Scarbrough, Medlin & Associates, Inc.
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services has acquired Scarbrough, Medlin & Associates, Inc., a Dallas/Plano-area commercial property insurance agency founded in 1981. The deal expands Inszone's presence in Texas and enhances its commercial property insurance capabilities while the Scarbrough Medlin team will remain in place.

  • Buyer
    Revau Advanced Underwriting Inc., Novacap
    Target
    Triad Oilfield Underwriters, LLC
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    Revau Advanced Underwriting announced the acquisition of Houston-based Triad Oilfield Underwriters, an MGA and wholesale insurance brokerage focused on upstream oil & gas and marine risks. The deal expands Revau’s U.S. footprint and strengthens its specialty underwriting and placement capabilities, supporting Revau’s strategy to replicate its tech-enabled MGA model in the United States.

  • Buyer
    Arthur J. Gallagher & Co.
    Target
    3D Advisors Inc.
    Industry
    Insurance
    Type
    Buyout

    Arthur J. Gallagher & Co. has acquired 3D Advisors, a Shelby Township, Michigan-based brokerage general agency that provides life insurance, annuity, and long-term care solutions for financial advisors. The acquisition is intended to expand Gallagher’s life, annuity and long-term care brokerage capabilities and deepen its employee benefits consulting and brokerage platform; terms were not disclosed.

  • Buyer
    Gauge Capital
    Target
    Affordable American Insurance (AAI)
    Industry
    Insurance

    Gauge Capital has made a strategic growth investment to recapitalize Affordable American Insurance (AAI), a tech-enabled property & casualty insurance agency network. The investment will provide growth capital to expand AAI's team and resources, accelerate organic expansion across its agency network, and pursue strategic acquisitions to scale the national platform.

  • Buyer
    Axis Insurance Managers Inc.
    Target
    Treasures Insurance Edmonton Inc.
    Industry
    Insurance
    Location
    Alberta, Canada
    Type
    Buyout

    Axis Insurance Managers Inc. has acquired Treasures Insurance Edmonton Inc., strengthening Axis’s presence in Alberta and expanding its ability to deliver commercial and personal insurance and advisory services across Canada. As part of the transition, Chris Waye joined Axis as Senior Vice President, Corporate Development & Director Edmonton to support the firm’s Edmonton expansion.

  • Buyer
    Afore Insurance Services
    Target
    Myron K. Hobbs & Company, LLC
    Industry
    Insurance
    Type
    Addon

    Afore Insurance Services has acquired Myron K. Hobbs & Company, LLC, marking Afore’s entry into Kentucky and establishing a new Louisville-area office. The acquisition brings group employee benefits capabilities and the Myron Hobbs team into Afore’s platform; financial terms were not disclosed.

  • Buyer
    Simplicity Group
    Target
    Source Brokerage, LLC
    Industry
    Insurance
    Type
    Buyout

    Simplicity Group, a holistic financial planning and advisor partner platform, has acquired Indianapolis-based Source Brokerage, a disability insurance specialist broker general agency (BGA). The acquisition expands Simplicity's national disability insurance (DI) capabilities and adds specialized institutional-market expertise (including GME and GSI programs), while Source Brokerage founder Steve Crowe joins Simplicity as a partner.

  • Buyer
    Onex Corporation, American International Group, Inc. (AIG)
    Target
    Convex Group Limited
    Industry
    Insurance
    Location
    United Kingdom
    Type
    Buyout

    Onex Corporation completed its previously announced $7 billion acquisition of Convex Group Limited, making Convex a core platform for Onex alongside its private equity and credit strategies. American International Group (AIG) co-invested, taking about a 35% stake in Convex and subscribing for a 9.9% holding in Onex, alongside committing $2 billion to Onex-managed private equity and credit strategies over the next three years.

  • Buyer
    Onex Corporation, American International Group, Inc. (AIG)
    Target
    Convex Group, Convex Re Ltd.
    Industry
    Insurance
    Location
    Bermuda
    Type
    Buyout

    Onex completed its acquisition of Convex Group and related ownership changes, which received regulatory approval as part of the transaction process. AIG also completed acquisitions of strategic minority ownership stakes alongside the Convex transaction.

  • Buyer
    Insurvia, BharCap Partners, LLC
    Target
    Pronto Insurance
    Industry
    Insurance
    Type
    Addon

    BharCap Partners' portfolio company Insurvia has acquired Pronto Insurance, a Texas-based distributor and managing general agent (MGA) of personal lines insurance founded in 1997. The deal expands Insurvia's revenue and EBITDA, broadens its geographic presence (notably in Texas and California), and adds a complementary MGA capability to its platform; Pronto will continue to operate as a distinct brand.

  • Buyer
    Radian Group Inc.
    Target
    Inigo Limited
    Industry
    Insurance
    Location
    United Kingdom
    Type
    Buyout

    Radian Group Inc. completed its acquisition of Inigo Limited, a highly profitable Lloyd’s specialty insurer, for approximately $1.67 billion in an all-cash transaction. The deal expands Radian beyond its U.S. private mortgage insurance franchise into a global, diversified multi-line specialty insurance and reinsurance platform.

  • Buyer
    Gallagher Bassett, Arthur J. Gallagher & Co.
    Target
    Reck & Co. GmbH
    Industry
    Insurance
    Location
    Bremen, Germany
    Type
    Buyout

    Gallagher Bassett, the claims and risk management subsidiary of Arthur J. Gallagher & Co., has acquired Reck & Co. GmbH, a Bremen-based specialist in marine and transport claims, surveying, and recovery services. The Reck & Co. team will remain in Bremen under existing leadership and will be integrated into Gallagher Bassett's Europe operations to deepen marine and transport claims capabilities across Europe; terms were not disclosed.

  • Buyer
    Marsh McLennan Agency (MMA)
    Target
    Robinson & Son, LLC
    Industry
    Insurance
    Type
    Buyout

    Marsh McLennan Agency (MMA), a business of Marsh, has acquired Robinson & Son, LLC, a Hudson Falls, New York-based insurance agency specializing in the maritime industry. All employees of Robinson & Son, including Co-Founder and Agency Principal James Robinson, will join MMA and continue to operate from their existing office; terms were not disclosed.

  • Buyer
    Navacord Corp.
    Target
    Acera Insurance Services Ltd., Acera Insurance Services Ltd. (Acera)
    Seller
    Clairvest Group Inc. (through Clairvest Equity Partners VI), Clairvest Equity Partners VI Limited Partnership
    Industry
    Insurance
    Location
    Ontario, Canada
    Type
    Buyout

    Navacord Corp. completed its previously announced merger with Acera Insurance Services Ltd., formally closing on February 2, 2026. Clairvest Group Inc. (and Clairvest Equity Partners VI) fully exited its investment in Acera as part of the transaction, receiving gross proceeds of approximately C$407 million (80% cash and 20% in a promissory note payable over 24 months).

  • Buyer
    Palomar Holdings, Inc.
    Target
    The Gray Casualty & Surety Company (Gray Surety)
    Seller
    BCP
    Industry
    Insurance
    Type
    Buyout

    BCP announced the sale of The Gray Casualty & Surety Company (“Gray Surety”) to Palomar Holdings, Inc. (NASDAQ: PLMR). The agreement was approved by both companies’ boards and was expected to close in the first half of 2026; BCP later announced the sale has successfully closed.

  • Buyer
    Hilb Group
    Target
    Undisclosed South Carolina-based property and casualty and employee benefits agency
    Industry
    Insurance
    Type
    Addon

    Hilb Group, a Carlyle-backed insurance brokerage, completed its 200th acquisition with the addition of an undisclosed South Carolina-based property & casualty and employee benefits agency effective February 1, 2026. The deal expands Hilb Group's Southeast footprint and enhances its full-service risk solution capabilities across property & casualty and employee benefits offerings.

  • Buyer
    Hilb Group, LLC
    Target
    Georgia-based surety bond agency
    Industry
    Insurance
    Type
    Buyout

    Hilb Group announced it acquired a surety bond agency based in Georgia. The acquisition took effect February 1, 2026, expanding Hilb Group’s bonding offerings and growing its Southeast presence and surety/surety offerings.

  • Buyer
    Senior Market Sales, Alliant Insurance Services
    Target
    Fair Square Medicare
    Industry
    Insurance
    Type
    Buyout

    Senior Market Sales (SMS), an Omaha-based insurance marketing organization and member of the Alliant Insurance Services family, has acquired Fair Square Medicare, a technology-driven Medicare care navigator platform. The acquisition is intended to expand SMS' digital capabilities, leverage Fair Square's proprietary enrollment and member-engagement software, and scale the platform nationally through SMS/Alliant distribution and carrier relationships.

  • Buyer
    WTW (Willis Towers Watson)
    Target
    Newfront (Newfront Insurance Holdings, Inc.)
    Industry
    Insurance
    Type
    Buyout

    WTW has completed its previously announced acquisition of Newfront, a San Francisco-based, technology-enabled insurance brokerage. The deal brings Newfront into WTW’s platform and integrates its Business Insurance and Total Rewards segments into WTW’s Risk & Broking and Health, Wealth & Career units, respectively.

  • Buyer
    Integrated Specialty Coverages (ISC)
    Target
    Specialty Brokerage Services (SBS)
    Industry
    Insurance
    Type
    Buyout

    Integrated Specialty Coverages (ISC), a California-based multi-line program administrator, has acquired Specialty Brokerage Services (SBS), an Ohio-based wholesale brokerage. The acquisition expands ISC's personal and commercial wholesale capabilities, deepens carrier relationships, and accelerates ISC's plan to scale a nationwide wholesale insurance platform.

  • Buyer
    Axis Insurance
    Target
    Edgewater Financial Group, Kearns Edgewater Financial Services, Group benefits portfolio of Kearns Insurance Corporation
    Seller
    Kearns Insurance Corporation
    Industry
    Insurance
    Location
    Ontario, Canada
    Type
    Buyout

    Vancouver-based Axis Insurance has acquired Edgewater Financial Group and Kearns Edgewater Financial Services and purchased the group benefits portfolio from Kearns Insurance Corporation. The moves expand Axis’s national life, benefits and wealth capabilities and bring senior hires — Scott Beckett and John Stoneman — into Axis’s benefits and wealth practice.

  • Buyer
    WalkerHughes Insurance
    Target
    Inman Insurance Agency, Clark Insurance Agency
    Seller
    Keith Inman, Mary Clark
    Industry
    Insurance
    Type
    Buyout

    WalkerHughes Insurance, a privately held retail insurance brokerage headquartered in Indianapolis, acquired Inman Insurance Agency in Salem, Missouri and Clark Insurance Agency in Ballwin, Missouri. The deals expand WalkerHughes’ Missouri footprint, increasing market density across south-central communities and the St. Louis metropolitan area.

  • Buyer
    EPIC Insurance Brokers & Consultants
    Target
    The Bond Exchange
    Industry
    Insurance
    Type
    Buyout

    EPIC Insurance Brokers & Consultants has acquired The Bond Exchange, a Mission Viejo, California-based surety bond agency, to bolster EPIC's national surety practice and expand underwriting and brokerage capabilities. The deal brings The Bond Exchange leadership and its Bond 911 issuance platform into EPIC to support larger, more complex bonding programs while streamlining issuance for smaller bond needs.

  • Buyer
    Clear Group
    Target
    Shire Insurance Services Limited
    Seller
    Keith Dickinson
    Industry
    Insurance
    Location
    Warwickshire, United Kingdom
    Type
    Buyout

    Clear Group has acquired Shire Insurance Services Limited (SIS), a specialist UK insurance broker focused on the veterinary sector. The Alcester-based firm (founded 1981) employs ~15 people and will remain led by majority shareholder Keith Dickinson, with the deal adding veterinary expertise to Clear's UK Retail pillar.

  • Buyer
    Trucordia
    Target
    Florida Insurance
    Industry
    Insurance
    Type
    Addon

    Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has added Florida Insurance, a Dunedin, Florida-based insurance agency, to its growing network. Financial terms were not disclosed; Florida Insurance will continue day-to-day client service while gaining access to Trucordia's resources and support.

  • Buyer
    ALKEME Insurance
    Target
    Merritt Hall, Couch Braunsdorf Insurance Group, JXX Insurance Agency, Bellwether, Health Connect Insurance Agency
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    ALKEME Insurance acquired five independent agencies — Merritt Hall, Couch Braunsdorf Insurance Group, JXX Insurance Agency, Bellwether, and Health Connect Insurance Agency — to deepen property & casualty capabilities and expand employee benefits offerings across Indiana, New Jersey, California and Florida. The deals accelerate ALKEME's national expansion strategy by adding regional expertise while preserving local teams and client relationships.

  • Buyer
    Gryphon Holdings LLC
    Target
    PrimeOne Insurance Company
    Industry
    Insurance
    Type
    Buyout

    Gryphon Holdings LLC has entered into a definitive agreement to acquire PrimeOne Insurance Company, a privately held specialty commercial lines insurer. The deal is intended to expand Gryphon’s integrated insurance and reinsurance platform, with PrimeOne expected to operate as a core underwriting platform within Gryphon. The transaction is expected to close in the first quarter of 2026, subject to regulatory approvals.

  • Buyer
    United Risk Global
    Target
    DUAL North America Crisis Management program and underwriting team, First Product Protection (rebranded unit)
    Seller
    DUAL North America
    Industry
    Insurance
    Type
    Buyout

    United Risk Global, an Applied Underwriters-affiliated specialty insurance platform, has signed an agreement to acquire DUAL North America’s crisis management program and underwriting team. The acquired unit will be rebranded as First Product Protection and operate as a standalone division within United Risk, expanding United Risk’s product recall and contaminated products coverage.

  • Buyer
    The Baldwin Group, MSI (Millennial Specialty Insurance, LLC)
    Target
    Creisoft, Inc. and its subsidiaries (collectively, Obie)
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    The Baldwin Group has completed its acquisition of Creisoft, Inc. and its subsidiaries, collectively known as Obie, an embedded insurance distribution platform for landlords and real estate investors. The deal expands Baldwin’s property distribution network and strengthens MSI’s (Millennial Specialty Insurance) embedded insurance capabilities in the real estate investor market.

  • Buyer
    Integrity Marketing Group, LLC
    Target
    AIMCOR Group, LLC
    Industry
    Insurance
    Type
    Buyout

    Integrity Marketing Group (Integrity) has acquired AIMCOR Group, a national insurance distribution organization based in Malvern, Pennsylvania. AIMCOR’s leadership and owners will remain with the business and become owners in Integrity as the companies integrate AIMCOR’s BGA-focused distribution, services and technology into Integrity’s life, health and wealth platform.

  • Buyer
    Jewelers Mutual Group, JM Insurance Agency Partners
    Target
    EventGuard
    Seller
    Indemn
    Industry
    Insurance

    Jewelers Mutual Group has acquired EventGuard, an event and wedding insurance program that previously operated as a division of Indemn. JM Insurance Agency Partners will operate the program through carrier Markel Group Inc., enabling Jewelers Mutual to expand its insurtech capabilities and offer event liability and cancellation coverage.

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Frequently Asked Questions

What types of buyers are active in insurance acquisitions?

Strategic acquirers include national brokers and specialty underwriters (e.g., Arthur J. Gallagher & Co., Specialty Program Group) and regional roll‑up platforms backed by private equity (e.g., King Risk Partners). Private‑equity and growth investors such as Gauge Capital also appear as recapitalization partners for tech‑enabled agency platforms.

Which geographies are showing deal activity?

Most recent transactions are in the United States, with activity noted in states such as Georgia, New York, Pennsylvania, Texas, Michigan and Montana. There is also cross‑border activity in Europe, including a majority investment in Germany (Rhineland‑Palatinate).

What capabilities are buyers typically seeking?

Buyers are acquiring local distribution and scale, specialty underwriting capacity (marine, cargo, energy, short‑term rental), cyber and other specialty lines, and tech‑enabled services such as claims verification and MGA platforms.

How are acquired agencies usually integrated post‑deal?

Many transactions preserve local leadership and client service models while integrating back‑office resources or specialist platforms. Examples include acquired teams remaining in place at B&W Insurance Agency and Lewis Insurance, and integrations that combine capabilities into unified specialty platforms (e.g., SPG’s cargo & logistics integration).

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