Insurance Acquisitions in United States
Showing 100 transactions.
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King Risk Partners Acquires Ricky Credille InsuranceMarch 25, 2025
- Buyer
- King Risk Partners
- Target
- Ricky Credille Insurance
- Industry
- Insurance
- Location
- Mississippi, United States
- Type
- Buyout
King Risk Partners acquired Ricky Credille Insurance, a family-owned independent agency specializing in Medicare, health, and life insurance. The deal expands King Risk Partners’ presence in Mississippi and adds deeper expertise in these insurance verticals.
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Risk Strategies Acquires Comprehensive Benefits and Gabrielson Insurance & Financial ServicesJanuary 30, 2025
- Buyer
- Risk Strategies
- Target
- Comprehensive Benefits, Inc., Gabrielson Insurance & Financial Services
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
Risk Strategies acquired Comprehensive Benefits, Inc. and Gabrielson Insurance & Financial Services, two employee benefits-focused firms in the Greater Detroit area. The transaction expands Risk Strategies’ employee benefits capabilities and footprint in Michigan and the upper Midwest; financial terms were not disclosed.
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Highstreet Insurance Partners Acquires Siebert InsuranceJanuary 22, 2025
- Buyer
- Highstreet Insurance Partners
- Target
- Siebert Agency Ltd, Russ Siebert Insurance, Mary Siebert Insurance Agency
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Buyout
Highstreet Insurance Partners announced it has acquired Siebert Agency Ltd and its sister companies Russ Siebert Insurance and Mary Siebert Insurance Agency (collectively, Siebert Insurance). The acquired business will continue to be led by Bill Siebert, Tiffany Ruhland, Krista Siebert-Smith, and Joe Clay from its Fenton, Missouri office as part of Highstreet’s Central Region. Financial terms were not disclosed.
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Trucordia Acquires Rusty Healy Insurance Agency’s Insurance BusinessJanuary 21, 2025
- Buyer
- Trucordia
- Target
- Rusty Healy Insurance Agency (insurance business)
- Industry
- Insurance
- Location
- Mississippi, United States
- Type
- Addon
Trucordia acquired the insurance business of Rusty Healy Insurance Agency, an insurance agency based in Madison, Mississippi. The acquired business provides auto, home, business, and life insurance solutions, expanding Trucordia’s brokerage capabilities and local market presence.
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Core Specialty Insurance Holdings Acquires London Aviation UnderwritersJanuary 17, 2025
- Buyer
- Core Specialty Insurance Holdings, Inc.
- Target
- London Aviation Underwriters, Inc.
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
Core Specialty Insurance Holdings, Inc. completed its acquisition of London Aviation Underwriters, Inc. (LAU), a transaction previously announced on January 6, 2025. The deal adds LAU as Core Specialty’s 18th specialty business unit and establishes a new Aviation & Aerospace Division, with LAU continuing to operate under its brand.
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ALKEME Acquires Professional Benefits ConsultantsJanuary 7, 2025
- Buyer
- ALKEME
- Target
- Professional Benefits Consultants (PBC)
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Buyout
ALKEME, an insurance brokerage, announced the acquisition of Professional Benefits Consultants (PBC), a benefits agency headquartered in Canton, Georgia. The deal expands ALKEME’s presence in the southern United States and strengthens its benefits consulting and health/Medicare-focused insurance offerings.
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King Risk Partners Acquires Viper Risk Management GroupJanuary 7, 2025
- Buyer
- King Risk Partners
- Target
- Viper Risk Management Group
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
King Risk Partners announced the acquisition of Viper Risk Management Group, an independent insurance agency based in Saint Johns, Florida. The deal expands King Risk Partners’ ability to deliver tailored insurance and risk management solutions across multiple industries and strengthens its presence in Northeast Florida.
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PCF Insurance Services Acquires Asset Insurance Agency’s Insurance BusinessAugust 16, 2024
- Buyer
- PCF Insurance Services, PCF Insurance Services of the West, LLC
- Target
- Asset Insurance Agency (insurance business)
- Industry
- Insurance
- Location
- Utah, United States
- Type
- Addon
PCF Insurance Services announced it has acquired the insurance business of Asset Insurance Agency, adding Asset’s team to PCF’s platform. PCF expects the combination to expand coverage solutions and provide additional services such as in-house risk management and claims advocacy for Asset’s clients. Asset Insurance Agency provides auto, home, commercial, and life insurance solutions across multiple U.S. states.
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Union Bay Acquisition Acquires Brookside Insurance’s Commercial Insurance BusinessAugust 11, 2024
- Buyer
- Union Bay Acquisition LLC
- Target
- Brookside Insurance (commercial insurance business)
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Divestiture
Union Bay Acquisition LLC completed the acquisition of the commercial insurance business of Brookside Insurance, which is based in Allentown, Pennsylvania. Deal terms were not disclosed, and the transaction marks Union Bay’s fourteenth acquisition.
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Union Bay Acquisition LLC Acquires Cornerstone Insurance ServicesApril 24, 2024
- Buyer
- Union Bay Acquisition LLC
- Target
- Cornerstone Insurance Services
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Buyout
Union Bay Acquisition LLC, an insurance agency aggregator based in Lansdale, Pennsylvania, has acquired Cornerstone Insurance Services of Elkins Park, Pennsylvania. The deal expands Union Bay’s property-casualty insurance agency footprint, with transaction terms not disclosed.
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King Insurance Partners Acquires Mehta Insurance AgencyFebruary 21, 2024
- Buyer
- King Insurance Partners
- Target
- Mehta Insurance Agency
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
King Insurance Partners announced the acquisition of Mehta Insurance Agency, an insurance brokerage located in Absecon, New Jersey. The deal expands King Insurance Partners’ reach across New Jersey and adds Mehta’s capabilities across business, flood, and life insurance products.
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Alera Group Acquires CBM Insurance AgencyDecember 14, 2023
- Buyer
- Alera Group
- Target
- CBM Insurance Agency
- Industry
- Insurance
- Location
- Delaware, United States
- Type
- Buyout
Alera Group, an independent national insurance and financial services firm, announced the acquisition of Delaware-based CBM Insurance Agency. CBM, founded in 2008, provides commercial and personal insurance as well as individual life and health protection across Delaware, Maryland, Pennsylvania, and New Jersey. Financial terms of the transaction were not disclosed.
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Alliant Insurance Services Acquires Acceptance Insurance Agency of Tennessee from First Acceptance CorporationDecember 4, 2023
- Buyer
- Alliant Insurance Services, Inc.
- Target
- Acceptance Insurance Agency of Tennessee, Inc. (AITN)
- Seller
- First Acceptance Corporation
- Industry
- Insurance
- Location
- Tennessee, United States
- Type
- Divestiture
First Acceptance Corporation sold its wholly owned subsidiary, Acceptance Insurance Agency of Tennessee, Inc. (AITN), to Alliant Insurance Services, Inc. for cash consideration of up to $120 million, with payments at closing and additional earn-out style payments through 2026. AITN operates retail insurance agency locations and sells non-standard automobile insurance and related products; following the sale, Confie (an Alliant portfolio company) and affiliates will operate as independent agents for First Acceptance Insurance Group products written through AITN.
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Inszone Insurance Services Acquires Hawks View InsuranceNovember 14, 2023
- Buyer
- Inszone Insurance Services
- Target
- Hawks View Insurance
- Industry
- Insurance
- Location
- Washington, United States
- Type
- Buyout
Inszone Insurance Services acquired Hawks View Insurance to enter the Washington State market and expand its geographic footprint. Hawks View Insurance will join the Inszone Insurance family, with clients expected to receive a seamless transition supported by Inszone’s broader resources.
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Futura Title & Escrow Acquires Momentum Title AgencyNovember 3, 2023
- Buyer
- Futura Title & Escrow, LLC, JM Family Enterprises, Inc.
- Target
- Momentum Title Agency, LLC
- Industry
- Insurance
- Location
- Indiana, United States
- Type
- Buyout
Futura Title & Escrow, LLC, a JM Family Enterprises company, acquired Momentum Title Agency, LLC. Momentum provides real estate title examinations, title insurance, and residential and commercial closing services, and Angle Advisors served as exclusive investment banking advisor to Momentum on the transaction.
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CNL Strategic Capital Acquires Majority Stake in Sill Public AdjustersOctober 24, 2023
- Buyer
- CNL Strategic Capital, LLC
- Target
- Sill Public Adjusters
- Industry
- Insurance
- Location
- Ohio, United States
- Type
- Buyout
CNL Strategic Capital, LLC acquired a majority equity stake in Sill Public Adjusters and made a concurrent debt investment, partnering with Sill’s management team. Sill, headquartered in Cleveland, Ohio, provides specialty insurance consulting and public adjusting services for commercial property insurance claims across North America and the Caribbean. CNL Strategic Capital plans to help expand Sill’s geographic footprint, broaden service offerings, and pursue acquisitions in a fragmented market.
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Arthur J. Gallagher & Co. Acquires Clements WorldwideOctober 18, 2023
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Clements Worldwide
- Industry
- Insurance
- Location
- District of Columbia, United States
- Type
- Buyout
Arthur J. Gallagher & Co. announced that it has acquired Clements Worldwide, an international insurance broker. Financial terms were not disclosed. Clements’ team, led by Jon Clements, will remain in their current locations and report into Gallagher’s retail P&C brokerage operations.
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World Insurance Associates Acquires Oakwood Insurance Agency (Insure Big Rig)October 11, 2023
- Buyer
- World Insurance Associates LLC
- Target
- Oakwood Insurance Agency, LLC, Insure Big Rig
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
World Insurance Associates LLC acquired the business of Oakwood Insurance Agency, LLC (dba Insure Big Rig) on October 1, 2023. Oakwood specializes in commercial trucking insurance for owner-operators and fleets. Financial terms of the transaction were not disclosed.
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Alera Group Acquires jweinland Group BenefitsSeptember 13, 2023
- Buyer
- Alera Group
- Target
- jweinland Group Benefits
- Industry
- Insurance
- Location
- Louisiana, United States
- Type
- Buyout
Alera Group announced the acquisition of jweinland Group Benefits, a full-service employee benefits firm focused on group benefits and self-funded insurance plans. Founded in 2009 and based in Shreveport, Louisiana, jweinland Group Benefits will bolster Alera Group’s employee benefits expertise and expand its footprint in Louisiana. Financial terms were not disclosed.
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One80 Intermediaries Acquires Enviant from Euclid Program ManagersSeptember 12, 2023
- Buyer
- One80 Intermediaries
- Target
- Enviant
- Seller
- Euclid Program Managers
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
One80 Intermediaries, a specialty insurance broker headquartered in Boston, announced it has acquired the assets of Enviant from Euclid Program Managers. Enviant, based in Houston, Texas, provides environmental insurance products and services, including underwriting, engineering, and claims solutions; financial terms were not disclosed.
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Risk Strategies Acquires IZALE Financial GroupAugust 8, 2023
- Buyer
- Risk Strategies
- Target
- IZALE Financial Group, LLC
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
Risk Strategies acquired IZALE Financial Group, LLC, an executive benefits and financial services advisory firm based in Elgin, Illinois. IZALE provides insurance-based executive compensation solutions and related advisory services for banks, credit unions, businesses, and high-net-worth individuals. Financial terms of the transaction were not disclosed.
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Marsh McLennan Agency Acquires Graham CompanyAugust 1, 2023
- Buyer
- Marsh McLennan Agency, Marsh
- Target
- Graham Company
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Buyout
Marsh McLennan Agency, a subsidiary of Marsh, announced the acquisition of Graham Company, a Philadelphia-based risk management consultancy and independent insurance and employee benefits broker. The deal expands Marsh McLennan Agency’s business insurance and employee benefits capabilities in the US East region; financial terms were not disclosed.
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ALKEME Acquires Paul Kinan Insurance Group and Wiggans Farha Insurance GroupJuly 18, 2023
- Buyer
- ALKEME
- Target
- Paul Kinan Insurance Group, Wiggans Farha Insurance Group
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
ALKEME announced the acquisition of Paul Kinan Insurance Group and Wiggans Farha Insurance Group, both full-service insurance agencies operating in California and Kansas, respectively. The deal expands ALKEME’s national insurance brokerage platform, adding additional property and casualty insurance capabilities and regional presence.
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Nava Benefits Acquires Nielsen Benefits GroupJuly 12, 2023
- Buyer
- Nava Benefits
- Target
- Nielsen Benefits Group (NBG)
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
Nava Benefits, a modern benefits brokerage, announced the acquisition of Nielsen Benefits Group (NBG), an award-winning employee benefits consulting and brokerage firm. The deal is intended to combine Nava’s proprietary technology with NBG’s benefits consulting expertise to scale a modern benefits experience for mid-sized employers. Financial terms were not disclosed.
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Pittco Direct Investments Makes Additional Equity Investment in WT HoldingsJuly 11, 2023
- Buyer
- Pittco Direct Investments I, LP, Pittco Management, LLC, NFC Investments
- Target
- WT Holdings, Inc.
- Industry
- Insurance
- Location
- Tennessee, United States
- Type
- Growth capital
Pittco Direct Investments I, LP, the direct investing arm of Pittco Management, LLC, completed an additional equity investment in WT Holdings, Inc. WT Holdings is a privately owned insurance holding company offering personal and commercial property and casualty insurance nationwide through its subsidiaries Stillwater Insurance Company and Evergreen National Indemnity Company. NFC Investments is mentioned as a partner alongside Pittco in supporting WT Holdings.
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HUB International Acquires Assets of E-Insure Services (EINSURANCE)June 7, 2023
- Buyer
- HUB International Limited
- Target
- E-Insure Services, Inc. (EINSURANCE)
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Addon
HUB International Limited announced it has acquired the assets of E-Insure Services, Inc. (EINSURANCE), a web-based direct-to-consumer insurance lead generation platform. The acquisition strengthens HUB’s in-house digital marketing and data analytics capabilities for its personal insurance brokerage platform, VIU by HUB LLC, to improve lead targeting, conversion, and customer acquisition efficiency. Financial terms were not disclosed.
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Hub International Acquires HORAN Health Employee Benefits AssetsJune 5, 2023
- Buyer
- Hub International Limited
- Target
- HORAN Associates, Inc. (employee benefits assets), HORAN Smart Business, LLC (employee benefits assets)
- Seller
- HORAN Associates, Inc., HORAN Smart Business, LLC
- Industry
- Insurance
- Location
- Ohio, United States
- Type
- Divestiture
Hub International Limited acquired the employee benefits assets of HORAN Associates, Inc. and HORAN Smart Business, LLC (collectively known as HORAN Health). The deal expands Hub’s presence in the Cincinnati Tri-State area and establishes a new regional hub called Hub Heartland. Financial terms were not disclosed, and HORAN’s Wealth division will continue to operate independently.
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Integrity Marketing Group Acquires The Insurance SuperstoreMay 16, 2023
- Buyer
- Integrity Marketing Group, LLC
- Target
- The Insurance Superstore
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Buyout
Integrity Marketing Group, LLC acquired The Insurance Superstore, a Medicare-focused independent marketing organization (IMO) based in Colorado Springs, Colorado. The Insurance Superstore will leverage Integrity’s insurtech-enabled platform, shared services, and partner network to support its agents and expand client-focused insurance offerings. Financial terms were not disclosed.
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Bregal Sagemount and FTV Capital Invest in Neptune FloodMay 11, 2023
- Buyer
- Bregal Sagemount, FTV Capital
- Target
- Neptune Flood Incorporated
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Growth capital
Bregal Sagemount and FTV Capital announced a strategic growth investment in Neptune Flood Incorporated, a digital insurtech and private flood insurance provider. The investors will acquire a substantial minority stake, while Neptune’s CEO and management team will retain majority ownership. Financial terms were not disclosed.
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Heffernan Insurance Brokers Acquires Stitz & AssociatesMay 1, 2023
- Buyer
- Heffernan Insurance Brokers
- Target
- Stitz & Associates
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Buyout
Heffernan Insurance Brokers acquired Stitz & Associates, an insurance brokerage and benefits consulting firm based in Kirkwood, Missouri, effective May 1, 2023. The Stitz team, led by Drew Stitz, joined Heffernan’s small business division, HeffDirect, expanding its employee benefits and Medicare capabilities.
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World Insurance Associates Acquires Cohen PartnersApril 26, 2023
- Buyer
- World Insurance Associates LLC
- Target
- Cohen Partners LLC
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
World Insurance Associates LLC acquired the business of Cohen Partners LLC on March 1, 2023; financial terms were not disclosed. Cohen Partners is a New York-based insurance brokerage and advisory firm providing insurance, benefits, risk management, financial solutions, and cyber liability products to individuals and companies.
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Alliant Insurance Services Acquires Windmark Insurance Agency from South Plains FinancialApril 4, 2023
- Buyer
- Alliant Insurance Services, Inc.
- Target
- Windmark Insurance Agency, Inc.
- Seller
- South Plains Financial, Inc., City Bank
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Divestiture
South Plains Financial, Inc., parent of City Bank, sold its wholly owned subsidiary Windmark Insurance Agency, Inc. to Alliant Insurance Services, Inc., with the deal closing April 1, 2023. Windmark’s crop insurance and agribusiness offerings expand Alliant’s presence in Texas and the Midwest.
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World Insurance Associates Acquires Landscape Contractors Insurance ServicesMarch 14, 2023
- Buyer
- World Insurance Associates LLC
- Target
- Landscape Contractors Insurance Services, Inc. (LCIS)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
World Insurance Associates LLC acquired the business of Landscape Contractors Insurance Services, Inc. (LCIS) on March 1, 2023. LCIS provides customized insurance programs for California landscape contractors, and the financial terms of the transaction were not disclosed.
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Arthur J. Gallagher & Co. Acquires Anderson BensonMarch 2, 2023
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Anderson Benson
- Industry
- Insurance
- Location
- Tennessee, United States
- Type
- Buyout
Arthur J. Gallagher & Co. has acquired Anderson Benson, a retail insurance broker and risk management firm based in Nashville, Tennessee. Anderson Benson has niche expertise in entertainment and also serves hospitality, construction, transportation, and private clients across the United States. The Anderson Benson team will remain in place and operate under Gallagher’s Mid-South retail property/casualty brokerage operations leadership.
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World Insurance Associates Acquires Sagacity BenefitsMarch 2, 2023
- Buyer
- World Insurance Associates LLC
- Target
- Sagacity Benefits
- Industry
- Insurance
- Location
- Iowa, United States
- Type
- Buyout
World Insurance Associates LLC acquired Sagacity Benefits of Burlington, Iowa on July 1, 2022; financial terms were not disclosed. Sagacity Benefits provides consulting for employer-based benefits and specializes in health benefits platforms for companies of all sizes.
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AssuredPartners Acquires IFS Benefits, LLCFebruary 27, 2023
- Buyer
- AssuredPartners
- Target
- IFS Benefits, LLC
- Industry
- Insurance
- Location
- Delaware, United States
- Type
- Buyout
AssuredPartners announced the acquisition of IFS Benefits, LLC, an employee benefits insurance agency based in Newark, Delaware. IFS will join AssuredPartners as it expands its MidAtlantic presence, and IFS owners Steve Blewitt and Bob Sonchen will continue to lead operations.
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Risk Strategies Acquires Bullen Insurance GroupFebruary 13, 2023
- Buyer
- Risk Strategies
- Target
- Bullen Insurance Group
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
Risk Strategies acquired Bullen Insurance Group, a specialty insurance brokerage and risk management firm focused on serving high-net-worth families, individuals, and their businesses. Bullen operates offices in New York and Florida and serves clients nationwide and globally. Financial terms of the deal were not disclosed.
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AccuRisk Acquires Matrix Group BenefitsFebruary 9, 2023
- Buyer
- AccuRisk
- Target
- Matrix Group Benefits
- Industry
- Insurance
- Location
- Maine, United States
- Type
- Buyout
AccuRisk acquired Matrix Group Benefits, a Portland, Maine-based managing general underwriter (MGU) focused on medical stop loss for partially self-funded plans. Matrix’s team of twelve will join AccuRisk Solutions while continuing to operate from Portland, supporting AccuRisk and Ardonagh Global Partners’ North American expansion strategy.
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Inszone Insurance Services Acquires Business Insurance SolutionsFebruary 9, 2023
- Buyer
- Inszone Insurance Services
- Target
- Business Insurance Solutions
- Industry
- Insurance
- Location
- Oregon, United States
- Type
- Buyout
Inszone Insurance Services announced the acquisition of Business Insurance Solutions, an insurance provider serving businesses and individuals in Oregon. The deal gives Inszone its first physical location in Oregon, and Inszone plans to retain the acquired firm’s employees and Springfield office.
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Arthur J. Gallagher & Co. Acquires John C. Breckenridge Insurance SolutionsJanuary 11, 2023
- Buyer
- Arthur J. Gallagher & Co.
- Target
- John C. Breckenridge Insurance Solutions, Inc. (JCB)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Arthur J. Gallagher & Co. announced it has acquired John C. Breckenridge Insurance Solutions, Inc. (JCB), a Sacramento, California-based brokerage and plan management firm focused on student health and intercollegiate athletics insurance for higher education institutions. Financial terms were not disclosed. JCB’s leadership team will remain with the business under Gallagher’s Affinity North America retail property/casualty brokerage operations.
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Alera Group Acquires Sutter, McLellan & GilbreathJanuary 9, 2023
- Buyer
- Alera Group
- Target
- Sutter, McLellan & Gilbreath
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Buyout
Alera Group announced the acquisition of Sutter, McLellan & Gilbreath, an independent insurance agency providing employee benefits and property and casualty insurance programs. The acquired firm will continue serving clients in their existing roles, and financial terms were not disclosed.
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Arthur J. Gallagher & Co. Acquires NEK Insurance, Inc.December 19, 2022
- Buyer
- Arthur J. Gallagher & Co.
- Target
- NEK Insurance, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Arthur J. Gallagher & Co. announced the acquisition of NEK Insurance, Inc., a retail insurance agency based in El Cerrito, California. NEK specializes in property/casualty coverages for daycare centers and K-8 schools, residential care facilities, and small remodeling contractors; transaction terms were not disclosed.
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Risk Strategies Acquires Wallace Specialty Insurance GroupNovember 17, 2022
- Buyer
- Risk Strategies
- Target
- Wallace Specialty Insurance Group
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Risk Strategies has acquired Wallace Specialty Insurance Group, a dental-industry focused insurance brokerage based in Richardson, Texas. The acquisition expands Risk Strategies’ specialty expertise in serving dental professionals and strengthens its presence in Texas; financial terms were not disclosed.
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King Insurance Acquires Hunt Insurance Group, LLCNovember 17, 2022
- Buyer
- King Insurance
- Target
- Hunt Insurance Group, LLC
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
King Insurance announced that Hunt Insurance Group, LLC has joined the King Insurance team. Hunt is a specialty insurance broker based in Tallahassee, Florida, focused on self-funded property & casualty and medical insurance solutions for housing authorities, prison systems, and municipalities.
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PCF Insurance Services Acquires Milz Health GroupNovember 15, 2022
- Buyer
- PCF Insurance Services (PCF)
- Target
- Milz Health Group
- Industry
- Insurance
- Location
- Wisconsin, United States
- Type
- Buyout
PCF Insurance Services, a U.S. insurance brokerage firm headquartered in Lehi, Utah, acquired Milwaukee-based Milz Health Group. Milz Health Group is a full-service health insurance agency focused on Medicare-eligible individuals in Wisconsin and Affordable Care Act coverage; financial terms were not disclosed.
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Genstar Capital Makes Strategic Investment in LikewizeNovember 9, 2022
- Buyer
- Genstar Capital, Brightstar Capital Partners
- Target
- Likewize
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Recapitalization
Likewize signed a definitive agreement for a strategic investment from Genstar Capital, which will join existing private equity sponsor Brightstar Capital Partners to support Likewize’s next phase of growth. Likewize’s management team will retain significant ongoing ownership, and the transaction is expected to close in the first quarter of 2023 subject to customary conditions.
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EPIC Acquires Larry Gordon AgencyNovember 7, 2022
- Buyer
- EPIC Insurance Brokers & Consultants, Vanbridge Life and Executive Benefits
- Target
- Larry Gordon Agency
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Addon
EPIC Insurance Brokers & Consultants has acquired Larry Gordon Agency (LGA) to expand its life insurance, executive benefits, and financial advisory distribution presence in the Midwest under the Vanbridge Life and Executive Benefits umbrella. LGA will continue operating from its Chicago and Rockford, Illinois offices, with current leadership remaining in place.
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PCF Insurance Services Acquires Peak Performance TeamSeptember 20, 2022
- Buyer
- PCF Insurance Services
- Target
- Peak Performance Team
- Industry
- Insurance
- Location
- South Carolina, United States
- Type
- Buyout
PCF Insurance Services (PCF) has acquired Peak Performance Team (PPT), a South Carolina-based niche finance and insurance (F&I) broker serving auto dealerships across the United States. PPT provides customized F&I products such as extended warranties, vehicle service contracts, GAP, and other ancillary offerings. Financial terms of the transaction were not disclosed.
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JM Family Enterprises Acquires National Truck Protection from Kinderhook IndustriesSeptember 14, 2022
- Buyer
- JM Family Enterprises, JM&A Group
- Target
- National Truck Protection (NTP)
- Seller
- Kinderhook Industries, LLC
- Industry
- Insurance
- Location
- North Carolina, United States
- Type
- Buyout
Kinderhook Industries sold National Truck Protection (NTP), a leading administrator of vehicle service contracts for used commercial vehicles, to JM Family Enterprises. Following the acquisition, NTP will become a division of JM&A Group, a subsidiary of JM Family. Financial terms were not disclosed.
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HUB International Acquires Assets of Winter Harbor Insurance GroupAugust 25, 2022
- Buyer
- HUB International Limited
- Target
- Winter Harbor Insurance Group, LLC
- Industry
- Insurance
- Location
- Massachusetts, United States
- Type
- Buyout
HUB International Limited has acquired the assets of Winter Harbor Insurance Group, LLC, an independent insurance agency based in Woburn, Massachusetts. Winter Harbor provides commercial and personal insurance solutions to businesses and individuals, and its president Jimmy Aiken will join HUB New England. Financial terms were not disclosed.
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Highstreet Insurance Partners Acquires Paragon UnderwritersAugust 24, 2022
- Buyer
- Highstreet Insurance Partners
- Target
- Paragon Underwriters
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
Highstreet Insurance Partners acquired Michigan-based Paragon Underwriters. Paragon Underwriters is a program manager focused exclusively on attorneys and law firms, and will join Highstreet’s Specialty Risk group of agencies.
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King Insurance Acquires Brad Burns Insurance, Inc.August 18, 2022
- Buyer
- King Insurance
- Target
- Brad Burns Insurance, Inc.
- Seller
- Brad Burns, Craig Mugglin, John Hohman
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
King Insurance, a full-service insurance brokerage firm, announced the acquisition of Brad Burns Insurance, Inc. (BBI). Founded in 2007 in Tallahassee, Florida, BBI is a commercial insurance agency focused on commercial property & casualty and employee benefits, and its team will continue operating from the Tallahassee location. The deal is the latest acquisition by King during its partnership with BHMS Investments, LP.
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Knox-Precision Holdings Acquires Lenders Title GroupAugust 16, 2022
- Buyer
- Knox-Precision Holdings, LLC
- Target
- Lenders Title Group, Lenders Title
- Seller
- First Horizon Corporation
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
Knox-Precision Holdings, LLC has acquired Lenders Title Group, a subsidiary of First Horizon Corporation. Lenders Title Group is a major title insurance agency serving the American Southeast, with operations in Arkansas, Louisiana, and Tennessee. Turk and Company served as exclusive investment banker to Lenders Title/First Horizon on the transaction.
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Vālenz Acquires Certus Management Group Stop Loss (CMG)August 12, 2022
- Buyer
- Vālenz
- Target
- Certus Management Group Stop Loss, Inc. (CMG)
- Industry
- Insurance
- Location
- Indiana, United States
- Type
- Buyout
Vālenz acquired Certus Management Group Stop Loss, Inc. (CMG), a managing general underwriter serving self-funded employee benefit plans. CMG will become a Valenz Affinity Company within the Valenz Healthcare Ecosystem Optimization Platform, and the deal supports the launch of a private-label medical stop loss insurance offering branded as the Valenz V-Rated solution. CMG will continue offering underwriting services under the CMG trade name from its headquarters in Indianapolis.
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Inszone Insurance Services Acquires First Bosnian InsuranceAugust 10, 2022
- Buyer
- Inszone Insurance Services
- Target
- First Bosnian Insurance
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Buyout
Inszone Insurance Services announced the acquisition of First Bosnian Insurance, expanding Inszone’s presence in Missouri with its second acquisition in the state. First Bosnian Insurance will continue serving customers under the Inszone Insurance brand, maintaining its community-focused insurance services in the St. Louis area.
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PCF Insurance Services Acquires A Insurance AgenciesAugust 9, 2022
- Buyer
- PCF Insurance Services
- Target
- A Insurance Agencies
- Seller
- Roger Grow
- Industry
- Insurance
- Location
- Utah, United States
- Type
- Buyout
PCF Insurance Services (PCF) announced the acquisition of A Insurance Agencies, an independent personal lines insurance provider operating in Syracuse, Kaysville, and Marriott-Slaterville, Utah. A Insurance, founded in 1981, specializes in life, home, auto, and business insurance. Financial terms of the transaction were not disclosed.
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Partners Group to Acquire Controlling Stake in Foundation Risk Partners from Warburg PincusAugust 9, 2022
- Buyer
- Partners Group
- Target
- Foundation Risk Partners
- Seller
- Warburg Pincus
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Partners Group agreed to acquire a controlling stake in Foundation Risk Partners (FRP), a U.S. specialist insurance broker, from Warburg Pincus. FRP management will retain a substantial ownership stake, while Warburg Pincus will keep a meaningful minority position as Partners Group partners with management to expand FRP’s geographic presence and continue M&A-driven growth.
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HUB International Acquires Intercontinental Growth StrategiesAugust 8, 2022
- Buyer
- HUB International Limited
- Target
- Intercontinental Growth Strategies, LLC
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
HUB International Limited acquired the assets of Intercontinental Growth Strategies, LLC (IGS), a trade credit insurance brokerage. IGS is based in Chicago, Illinois, and the transaction terms were not disclosed.
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IMA Financial Group Partners with York International AgencyAugust 4, 2022
- Buyer
- IMA Financial Group
- Target
- York International Agency LLC
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
IMA Financial Group and York International Agency LLC announced a strategic partnership under which York will join the IMA Financial Group of companies effective immediately. York will retain its Westchester County office and continue under its existing leadership while gaining access to IMA’s resources, specialty expertise, and technology investments to support growth in the New York metro area and specialty lines such as real estate insurance.
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HUB International Acquires Bubrig Insurance Agency AssetsAugust 4, 2022
- Buyer
- HUB International Limited
- Target
- Bubrig Insurance Agency, Ltd., Blue Cedar Insurance, LLC
- Industry
- Insurance
- Location
- Louisiana, United States
- Type
- Buyout
HUB International Limited acquired the assets of Bubrig Insurance Agency, Ltd. and its affiliate Blue Cedar Insurance, LLC. Based in Belle Chasse, Louisiana, Bubrig is an independent personal lines insurance agency offering home, auto, flood, life, and recreation coverage. Transaction terms were not disclosed, and the Bubrig team will join Hub Gulf South.
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World Insurance Associates Acquires Tarpey Insurance Group and Rush-Kent Insurance AgencyAugust 1, 2022
- Buyer
- World Insurance Associates LLC
- Target
- Tarpey Insurance Group, Rush-Kent Insurance Agency Inc.
- Industry
- Insurance
- Location
- Massachusetts, United States
- Type
- Buyout
World Insurance Associates LLC (WIA) acquired Tarpey Insurance Group and Rush-Kent Insurance Agency Inc. on August 1, 2022, expanding its presence in the Greater Boston area. The terms of the transactions were not disclosed.
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Inszone Insurance Services Acquires B-W Insurance AgencyJuly 21, 2022
- Buyer
- Inszone Insurance Services
- Target
- B-W Insurance Agency, LLC
- Seller
- Kim Steffen
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Buyout
Inszone Insurance Services announced the acquisition of B-W Insurance Agency, LLC, a family-owned insurance agency founded in 1984. The deal expands Inszone’s presence in Colorado and adds additional resources and insurance options for customers in the state.
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AgencyBloc Acquires FormFireJuly 15, 2022
- Buyer
- AgencyBloc
- Target
- FormFire
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
AgencyBloc acquired FormFire to expand its offerings to insurance brokers and strengthen support for core broker workflows. FormFire’s small-group benefits quoting and enrollment capabilities will be integrated with AgencyBloc’s agency management system to streamline broker processes and improve information flow with health insurance carriers.
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Simplicity Group Acquires Life Policy ProsJuly 14, 2022
- Buyer
- Simplicity Group
- Target
- Life Policy Pros, Inc.
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
Simplicity Group announced the acquisition of Life Policy Pros, Inc., a New Jersey-based distributor of life insurance products to independent financial advisors and insurance agents. As part of the transaction, Life Policy Pros founder Michael Kelly joins Simplicity as a partner and will continue to run day-to-day operations while transitioning the business to the Simplicity brand.
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Hub International Acquires Assets of Shaver-Robichaux AgencyJuly 8, 2022
- Buyer
- Hub International Limited
- Target
- Shaver-Robichaux Agency, Inc.
- Industry
- Insurance
- Location
- Louisiana, United States
- Type
- Buyout
Hub International Limited acquired the assets of Shaver-Robichaux Agency, Inc., an independent insurance agency in Louisiana. Shaver-Robichaux provides commercial and personal insurance solutions, and its principal John Shaver and the full team will join Hub Gulf South. Financial terms were not disclosed.
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Hub International Acquires Assets of Compass Insurance ServicesJuly 7, 2022
- Buyer
- Hub International Limited
- Target
- Compass Insurance Services, Inc.
- Industry
- Insurance
- Location
- Wisconsin, United States
- Type
- Buyout
Hub International Limited acquired the assets of Compass Insurance Services, Inc., an independent insurance agency headquartered in Kronenwetter, Wisconsin. The deal expands Hub’s commercial and personal insurance and benefits capabilities in the Midwest; financial terms were not disclosed.
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ReSource Pro Acquires towerIQJune 30, 2022
- Buyer
- ReSource Pro
- Target
- towerIQ
- Industry
- Insurance
- Location
- Massachusetts, United States
- Type
- Buyout
ReSource Pro acquired Boston-based InsurTech startup towerIQ, a P&C insurance-focused enterprise SaaS platform that streamlines workflows and captures valuable commercial insurance data. The acquisition supports ReSource Pro’s insurance transformation strategy by enhancing client automation, data optimization, and productivity across complex and specialty commercial accounts. The transaction closed on June 24, 2022, and towerIQ CEO Adam Demos will continue to lead the team within ReSource Pro.
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Relation Insurance Services Acquires Dunn InsuranceJune 29, 2022
- Buyer
- Relation Insurance Services
- Target
- Dunn Insurance, Inc.
- Industry
- Insurance
- Location
- Connecticut, United States
- Type
- Buyout
Relation Insurance Services acquired the assets of Dunn Insurance, Inc., a Connecticut-based insurance agency. The deal expands Relation’s presence in Connecticut and broadens its personal and commercial lines offerings in the region. Transaction terms were not disclosed, and Ronald Dunn will continue to lead the business under Relation.
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AssuredPartners Acquires Baker & Associates Insurance AgencyJune 15, 2022
- Buyer
- AssuredPartners, Inc.
- Target
- Baker & Associates Insurance Agency
- Industry
- Insurance
- Location
- Ohio, United States
- Type
- Buyout
AssuredPartners, Inc. announced the acquisition of Baker & Associates Insurance Agency, an insurance agency based in Hilliard, Ohio. Baker & Associates’ seven-person team will remain under the operational leadership of Tom Baker and Bill Emery as AssuredPartners expands its operations and offerings in Ohio.
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Britely Insurance to Acquire Empire State Brokerage ServicesJune 13, 2022
- Buyer
- Britely Insurance
- Target
- Empire State Brokerage Services LLC
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
Britely Insurance has entered into an agreement to acquire the assets of Empire State Brokerage Services LLC, a New York-based full-service wholesale insurance broker. The transaction is expected to close in July 2022 and is intended to expand Britely’s market access and underwriting expertise in commercial insurance.
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Segal Acquires Union Services Agency (Bayview Insurance Group d/b/a USA)June 8, 2022
- Buyer
- Segal
- Target
- Bayview Insurance Group d/b/a Union Services Agency (USA), Union Services Agency (USA)
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
Segal, a benefits and HR consulting firm, has acquired Bayview Insurance Group d/b/a Union Services Agency (USA), a Michigan-based insurance brokerage. The acquisition expands Segal’s Insurance Brokerage Practice and strengthens its ability to serve labor organizations, multiemployer funds, and public sector entities, particularly in the Midwest.
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Hub International Acquires Assets of Alexander & CompanyJune 3, 2022
- Buyer
- Hub International Limited, Hub Gulf South
- Target
- Alexander & Company
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Addon
Hub International Limited acquired the assets of Alexander & Company, an independent employee benefits advisory firm serving public sector clients. Alexander & Company, based in Woodstock, Georgia, will join Hub Gulf South; financial terms were not disclosed.
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Keystone Agency Partners Partners With Arnold InsuranceJune 1, 2022
- Buyer
- Keystone Agency Partners
- Target
- Arnold Insurance, Arnold Insurance Company
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Buyout
Keystone Agency Partners (KAP) announced a strategic partnership with Arnold Insurance, an independent insurance agency serving personal and commercial customers nationwide. Financial terms were not disclosed, and Arnold will retain its eleven office locations, including six in Missouri and satellite offices in several other states.
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Integrity Marketing Group Acquires Abernathy Financial ServicesJune 1, 2022
- Buyer
- Integrity Marketing Group, LLC
- Target
- Abernathy Financial Services
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Integrity Marketing Group, LLC acquired Abernathy Financial Services, an independent marketing organization (IMO) and life insurance distributor based in Fort Walton Beach, Florida. Following the acquisition, Abernathy Financial Services President Brent Abernathy will become a Managing Partner at Integrity. Financial terms were not disclosed.
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Warner Pacific Acquires Beta Health Association's Commercial Dental Health PlatformJune 1, 2022
- Buyer
- Warner Pacific
- Target
- Beta Health Association's commercial dental health platform
- Seller
- Beta Health Association, Inc.
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Divestiture
Warner Pacific acquired Beta Health Association's commercial dental health platform to expand its ancillary employee benefits offerings and carrier partnerships, including pairing Beta Health's dental savings plan with national dental plans. Beta Health previously provided group voluntary and contributory dental, vision, life, and disability products in Colorado. The deal is Warner Pacific’s first acquisition since its strategic partnership with Lovell Minnick Partners, and terms were not disclosed.
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Hilb Group Acquires Howe-LaGrange Insurance Agency and Reick Insurance AgencyJune 1, 2022
- Buyer
- Hilb Group
- Target
- Howe-LaGrange Insurance Agency, Reick Insurance Agency
- Industry
- Insurance
- Location
- Indiana, United States
- Type
- Buyout
Hilb Group announced that it partnered with (acquired) Indiana-based Howe-LaGrange Insurance Agency and Reick Insurance Agency, effective June 1, 2022. The transaction expands Hilb Group’s presence in Indiana and the broader Midwest, with Agency Principal Lou Zabona and his team joining Hilb Group’s Midwest regional operations.
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Alera Group Acquires West Michigan Insurance Inc.May 19, 2022
- Buyer
- Alera Group
- Target
- West Michigan Insurance Inc.
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
Alera Group announced it has acquired West Michigan Insurance Inc., a property & casualty insurance agency based in Grand Rapids, Michigan. West Michigan Insurance will join Alera Group through its local office Lighthouse (an Alera Group company) and will continue serving clients in their existing roles. Financial terms were not disclosed.
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Choice Financial Group Acquires Fonner Insurance AssociatesMay 12, 2022
- Buyer
- Choice Financial Group
- Target
- Fonner Insurance Associates
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Addon
Choice Financial Group announced it has acquired Fonner Insurance Associates, a Pennsylvania-based property and casualty insurance agency serving the greater Philadelphia area. Fonner will continue to be managed by William (Bill) Fonner and Eric Fonner as part of Choice, expanding Choice’s presence into Pennsylvania. The deal represents Choice’s sixth acquisition since partnering with Northlane Capital Partners in October 2021.
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Hub International Acquires Williford Insurance GroupMay 4, 2022
- Buyer
- Hub International Limited
- Target
- Williford Insurance Group
- Industry
- Insurance
- Location
- North Carolina, United States
- Type
- Buyout
Hub International Limited acquired Williford Insurance Group, an independent insurance agency specializing in employee benefits consulting. Williford Insurance Group, headquartered in Greensboro, North Carolina, will join Hub Carolinas; transaction terms were not disclosed.
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Arthur J. Gallagher & Co. Acquires Lighthouse Insurance GroupMay 2, 2022
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Lighthouse Insurance Group, LLC
- Industry
- Insurance
- Location
- Ohio, United States
- Type
- Buyout
Arthur J. Gallagher & Co. announced it has acquired Lighthouse Insurance Group, LLC (LIG), a health insurance and Medicare-focused benefits consultant based in Independence, Ohio. Financial terms were not disclosed. LIG’s leadership team will remain with the business under Gallagher’s U.S. Health & Benefits practice.
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SIAA Acquires Rogue RiskApril 21, 2022
- Buyer
- SIAA (Strategic Insurance Agency Alliance)
- Target
- Rogue Risk LLC
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
SIAA (Strategic Insurance Agency Alliance) acquired Rogue Risk LLC, a digital independent insurance agency, to expand its digital footprint and modernize its agency platform. Rogue Risk founder Ryan Hanley will continue as president of Rogue Risk and join SIAA’s senior management team as the businesses integrate.
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Hilb Group Acquires Paige & Campbell, Inc.April 21, 2022
- Buyer
- Hilb Group
- Target
- Paige & Campbell, Inc., Taylor Palmer Agency
- Industry
- Insurance
- Location
- Vermont, United States
- Type
- Buyout
Hilb Group acquired Vermont-based Paige & Campbell, Inc., along with its subsidiary the Taylor Palmer Agency, expanding its presence across New England. Agency principals Steven and Jonathon Shea and their team will join Hilb Group’s New England regional operations. Hilb Group is a portfolio company of The Carlyle Group and continues to grow via strategic acquisitions.
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AssuredPartners Acquires Don Jacobs Insurance ServicesApril 15, 2022
- Buyer
- AssuredPartners, Inc.
- Target
- Don Jacobs Insurance Services, Inc.
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Buyout
AssuredPartners, Inc. announced it has acquired Don Jacobs Insurance Services, Inc., an insurance agency based in New Bloomfield, Pennsylvania. Don Jacobs Insurance Services will join the national broker while continuing to operate under its current president, Don Jacobs.
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AF Group to Acquire AmeriTrust GroupApril 12, 2022
- Buyer
- AF Group, Accident Fund Insurance Co. of America
- Target
- AmeriTrust Group
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
AF Group has agreed, through its subsidiary Accident Fund Insurance Co. of America, to acquire AmeriTrust Group. Financial terms of the transaction were not disclosed. AmeriTrust Group, headquartered in Southfield, Michigan, provides specialty insurance programs and products including workers’ compensation, commercial package, and automotive business coverages.
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World Insurance Associates Acquires J. Stine AgencyApril 12, 2022
- Buyer
- World Insurance Associates LLC
- Target
- J. Stine Agency, Inc.
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
World Insurance Associates LLC (WIA) acquired J. Stine Agency, Inc. on April 1, 2022, expanding its presence in New Jersey. J. Stine is a family-owned, full-service insurance agency offering a broad range of personal and business insurance products. Financial terms of the transaction were not disclosed.
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ALKEME Acquires ERM Insurance BrokersApril 7, 2022
- Buyer
- ALKEME
- Target
- ERM Insurance Brokers
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
ALKEME announced the acquisition of ERM Insurance Brokers, a Santa Ana, California-based commercial insurance brokerage. The deal expands ALKEME’s California footprint and adds ERM’s expertise across several commercial lines including hospitality, construction, and manufacturing.
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illumifin Acquires LTCGApril 6, 2022
- Buyer
- illumifin
- Target
- LTCG
- Industry
- Insurance
- Location
- South Carolina, United States
- Type
- Buyout
illumifin, a third-party insurance administration and technology provider, completed its acquisition of LTCG to create a larger insurance services provider focused on North American long-term care, life, health, and annuity markets. LTCG’s long-term care administration solutions and claims capabilities will be integrated into illumifin’s third-party administration and technology platform to deliver end-to-end digital capabilities for insurers.
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Hub International Acquires JAG Insurance GroupApril 5, 2022
- Buyer
- Hub International Limited
- Target
- JAG Investment Partners, LLC (d/b/a JAG Insurance Group, LLC)
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Hub International Limited acquired the assets of JAG Investment Partners, LLC, doing business as JAG Insurance Group, a commercial insurance and risk management provider. JAG Insurance Group, headquartered in Coral Gables, Florida, will bolster Hub’s Specialty practices and expand its insurance capabilities in Florida. Financial terms were not disclosed.
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ALKEME Acquires Snapp & Associates Insurance ServicesMarch 30, 2022
- Buyer
- ALKEME, GCP Capital Partners
- Target
- Snapp & Associates Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
ALKEME, a retail insurance platform backed by GCP Capital Partners, acquired Snapp & Associates Insurance Services. The deal expands ALKEME’s presence and capabilities in San Diego, adding Snapp & Associates’ specialty expertise in risk management, insurance planning, and employee benefits across industries including hospitality, entertainment, construction, and real estate.
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High Street Insurance Partners Acquires Gemini Risk PartnersMarch 29, 2022
- Buyer
- High Street Insurance Partners (HSIP)
- Target
- Gemini Risk Partners
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
High Street Insurance Partners (HSIP) acquired Michigan-based Gemini Risk Partners. Gemini Risk Partners provides professional liability and other insurance solutions focused exclusively on law firms, strengthening HSIP’s specialty insurance expertise.
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Integrity Marketing Group Acquires J.D. MullensMarch 24, 2022
- Buyer
- Integrity Marketing Group, LLC
- Target
- J.D. Mullens
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Integrity Marketing Group, LLC acquired J.D. Mullens, an independent marketing organization focused on distributing Affordable Care Act and other health insurance products. The deal expands Integrity’s health plan distribution network and gives J.D. Mullens access to Integrity’s technology, shared services and partner network; financial terms were not disclosed.
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ALKEME Acquires Pauli-Shaw Insurance AgencyMarch 24, 2022
- Buyer
- ALKEME
- Target
- Pauli-Shaw Insurance Agency
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
ALKEME, a retail insurance platform, announced the acquisition of Pauli-Shaw Insurance Agency, an insurance brokerage based in Arcata, California. The deal strengthens ALKEME’s presence in California and adds Pauli-Shaw’s specialization across hospitality, transportation, construction, cannabis, and manufacturing-related insurance needs.
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ALKEME Acquires JB Wright Insurance ServicesMarch 10, 2022
- Buyer
- ALKEME, GCP Capital Partners
- Target
- JB Wright Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
ALKEME, a retail insurance brokerage platform backed by GCP Capital Partners, announced the acquisition of JB Wright Insurance Services. JB Wright is a Chino, California-based insurance brokerage operating in all 50 states and specializing in personal and commercial lines. The deal is intended to accelerate ALKEME’s growth ambitions across the U.S.
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Arthur J. Gallagher & Co. Acquires Hawley & AssociatesMarch 10, 2022
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Hawley & Associates, LLC
- Industry
- Insurance
- Location
- Washington, United States
- Type
- Buyout
Arthur J. Gallagher & Co. announced it has acquired Hawley & Associates, LLC, an insurance broker based in Bellevue, Washington. Hawley & Associates will continue operating from its current location under Gallagher’s Northwest region leadership; financial terms were not disclosed.
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Hub International Acquires Kuhl Insurance AgencyMarch 7, 2022
- Buyer
- Hub International Limited
- Target
- Kuhl Insurance Agency, Inc.
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
Hub International Limited acquired the assets of Kuhl Insurance Agency, Inc., an independent insurance agency based in Morton, Illinois. Kuhl Insurance provides commercial and personal insurance plus employee benefits services, strengthening Hub’s specialty practices in industries including manufacturing, healthcare, social services, and construction. Transaction terms were not disclosed.
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ALKEME Acquires Chergey InsuranceMarch 4, 2022
- Buyer
- ALKEME, GCP Capital Partners
- Target
- Chergey Insurance
- Seller
- Dan Chergey
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
ALKEME, a retail insurance platform backed by GCP Capital Partners, acquired Chergey Insurance, a brokerage based in Thousand Oaks, California. The deal strengthens ALKEME’s presence in California and expands its capabilities in niches serving contractors and tow truck operators, with offerings including workers compensation, property, liability, and commercial auto.
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Truist Insurance Holdings Acquires Kensington Vanguard National Land ServicesMarch 2, 2022
- Buyer
- Truist Insurance Holdings, Inc., Truist Financial Corporation
- Target
- Kensington Vanguard National Land Services, LLC
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
Truist Insurance Holdings, a subsidiary of Truist Financial Corporation, closed its acquisition of Kensington Vanguard National Land Services (KV), a national title insurance and settlement agency. Truist’s existing title and settlement business, BridgeTrust Title Group, will be integrated into and operate under the KV brand. Concurrent with the acquisition, Truist Insurance Holdings launched a new Insurance Services Division that includes the combined KV organization and its Premium Finance business.
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High Street Insurance Partners Acquires The Craft AgencyFebruary 23, 2022
- Buyer
- High Street Insurance Partners (HSIP)
- Target
- The Craft Agency
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Addon
High Street Insurance Partners (HSIP) announced it has partnered with and acquired The Craft Agency in Jackson, Michigan, marking HSIP’s 100th acquisition in just over three years. The Craft Agency provides personal, commercial, and life insurance across Michigan and will join HSIP’s community-focused insurance brokerage platform.
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Integrity Marketing Group Acquires Osborn Insurance GroupFebruary 3, 2022
- Buyer
- Integrity Marketing Group, LLC
- Target
- Osborn Insurance Group
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Buyout
Integrity Marketing Group, LLC acquired Osborn Insurance Group, an independent marketing organization (IMO) based in Springfield, Missouri. The partnership adds Osborn Insurance Group to Integrity’s insurtech-driven distribution network, with Osborn President John Osborn becoming a Managing Partner at Integrity. Financial terms were not disclosed.
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Alera Group Acquires Six Agencies Including Cate-Russell Insurance and Foa & SonJanuary 27, 2022
- Buyer
- Alera Group
- Target
- Cate-Russell Insurance, Foa & Son, Gales Agency, Inc., Heritage Risk Management, Vital Incite, Webber & Grinnell
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
Alera Group, an independent national insurance and wealth services firm, announced the acquisition of six agencies: Cate-Russell Insurance, Foa & Son, Gales Agency, Heritage Risk Management, Vital Incite, and Webber & Grinnell. Effective December 31, the acquisitions add new locations and are intended to bolster Alera Group’s capabilities across wealth services, property & casualty insurance, and employee benefits solutions.