Tracked deals
274
274 tracked deals across 2015-2026.
Insurance Buyers & Acquisitions in California
Buyer mix
Strategic-led
275 strategic · 33 pe
Top trend
Volume peaked in 2022
54 tracked deals announced in 2022.
Primary Insight
What Stands Out
- Inszone Insurance Services is the most visible repeat acquirer, using multiple California-centered acquisitions to deepen personal lines and manufactured/mobile home insurance expertise.
- Buyers often emphasize specialization: auto-focused agencies, manufactured home insurance specialists, and logistics/cargo insurance capabilities.
- Technology-enabled platforms show up alongside traditional brokerage deals, including Newfront (brokerage technology) and Fair Square Medicare (Medicare care navigation software).
- Deal narratives commonly reference operational continuity—keeping teams in place or maintaining agency leadership while integrating back-office, technology, and carrier relationships.
- While this page is California-centric, transactions also extend buyers’ reach to other states mentioned in deal descriptions (e.g., Texas, Nevada, Arizona, and Illinois).
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Inszone Insurance Services | 78 | Full-service insurance brokerage providing personal and c... | Strategic (PE-backed) |
| Hub International Limited | 26 | Global insurance brokerage and financial services firm pr... | Strategic (PE-backed) |
| Arthur J. Gallagher & Co. | 17 | Global insurance brokerage, risk management and consultin... | Strategic |
| Heffernan Insurance Brokers | 15 | Independent, employee-owned full-service insurance broker... | Strategic |
| ALKEME | 9 | National retail insurance platform that partners with and... | Strategic (PE-backed) |
| Relation Insurance Services | 8 | National insurance brokerage offering risk-management and... | Strategic (PE-backed) |
| Alliant Insurance Services | 6 | National insurance brokerage and risk-management firm ope... | Strategic (PE-backed) |
| AssuredPartners, Inc. | 5 | National insurance brokerage that acquires and invests in... | Strategic (PE-backed) |
| COVU, Inc. | 5 | AI-native platform that provides technology, operational ... | Strategic |
| Heffernan Network Insurance Brokers | 5 | Network that acquires and supports independent insurance ... | Strategic |
Acquisition Volume in Insurance in California by Year
Last 10 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 19, 2026
- Buyer
- Inszone Insurance Services
- Target
- D.B. Insurance Services, LLC
- Seller
- Darrell Boyd
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
Inszone Insurance Services, a national commercial, personal, and benefits insurance brokerage, announced it has acquired D.B. Insurance Services, LLC. The deal expands Inszone’s agency network and provides the acquired team access to broader resources, advanced back-office support, and expanded carrier access while preserving the personalized service model.
-
August 11, 2026
- Buyer
- Inszone Insurance Services
- Target
- Two Fong's Inc.
- Seller
- Al Fong, Pete Fong
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services acquired Two Fong's Inc., a Bay Area commercial insurance agency. The deal is intended to expand Inszone’s California presence while keeping Two Fong’s localized, family-business approach to client care.
-
- Buyer
- Inszone Insurance Services
- Target
- Advice Insurance Agency, Inc.
- Seller
- Steve McCulloch (founder of Advice Insurance Agency)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services acquired Advice Insurance Agency, expanding Inszone’s personal lines offerings, particularly auto insurance. Advice Insurance Agency, which generated more than 90% of business from auto, is transitioning toward the founder’s retirement and will provide clients expanded access to more carriers and additional products including life and broader coverages.
-
- Buyer
- Inszone Insurance Services
- Target
- Webtec Insurance Services, Inc.
- Seller
- Former owner of Webtec Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
Inszone Insurance Services announced the acquisition of Webtec Insurance Services, a personal lines insurance agency focused on auto and homeowners business. The deal strengthens Inszone’s personal lines presence in California and Colorado while keeping Webtec’s existing team in place.
-
- Buyer
- Inszone Insurance Services
- Target
- Kevin Taylor Insurance Agency, LLC (Taylor Insurance Agency)
- Seller
- Kevin Taylor (Founder and Owner)
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
Inszone Insurance Services announced the acquisition of Kevin Taylor Insurance Agency, LLC (operating as Taylor Insurance Agency). The deal strengthens Inszone’s personal lines presence in Texas and expands its footprint in San Antonio through additional back-office and operational support for Taylor’s team.
-
May 14, 2026
- Buyer
- Inszone Insurance Services
- Target
- Coastal Insurance Services, LLC., Optimal Insurance Solutions, Inc.
- Seller
- Rolando Gonzalez
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services entered the Florida market by acquiring Coastal Insurance Services, LLC and its Illinois-based affiliate, Optimal Insurance Solutions, Inc. Both agencies will remain led by Rolando Gonzalez and continue operating under the Inszone banner with Inszone’s back-office, technology, and carrier relationships.
-
- Buyer
- Inszone Insurance Services
- Target
- A.D. Dern Insurance Agency, Inc.
- Seller
- Terry Tigh
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
Inszone Insurance Services acquired A.D. Dern Insurance Agency, Inc., a Pinole, California-based insurance agency with nearly a 100-year history. The deal supports Inszone’s continued expansion and adds localized personal insurance expertise serving customers across California and Nevada.
-
Inszone Insurance Services Acquires PMMH Insurance (Park Model-Manufactured Home Insurance Services)April 21, 2026
- Buyer
- Inszone Insurance Services
- Target
- Park Model-Manufactured Home Insurance Services, LLC (PMMH Insurance)
- Seller
- Kody Newland (founder and co-owner of PMMH Insurance), Deron Newland (co-owner of PMMH Insurance)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services announced it has acquired Park Model-Manufactured Home Insurance Services, LLC (PMMH Insurance), a specialist agency focused exclusively on insurance for park models and manufactured homes. The deal brings PMMH’s team into Inszone and supports Inszone’s launch of a dedicated mobile home division, with an emphasis on cross-selling additional insurance lines.
-
April 21, 2026
- Buyer
- Confie
- Target
- Kemper’s Newins retail property and casualty insurance agency portfolio (Newins)
- Seller
- Kemper
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Confie announced it is acquiring Kemper’s Newins retail property and casualty insurance agency portfolio. The deal adds 72 retail locations across Illinois, Texas, Nevada, Arizona, and Indiana, and includes brands Illinois Vehicle (IV), A-Abana, and Access Auto.
-
April 16, 2026
- Buyer
- Inszone Insurance Services
- Target
- Benchmark Insurance Group LLC (Randall Realty and Insurance)
- Seller
- Frank Fletcher
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services has announced the acquisition of Benchmark Insurance Group LLC, doing business as Randall Realty and Insurance. The deal expands Inszone’s footprint and adds decades of localized expertise in manufactured home insurance.
-
February 18, 2026
- Buyer
- Specialty Program Group LLC
- Target
- Logistiq Insurance Solutions
- Industry
- Insurance
- Location
- California, United States
- 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.
-
January 30, 2026
- Buyer
- Senior Market Sales, Alliant Insurance Services
- Target
- Fair Square Medicare
- Industry
- Insurance
- Location
- California, United States
- 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.
-
January 30, 2026
- Buyer
- WTW (Willis Towers Watson)
- Target
- Newfront (Newfront Insurance Holdings, Inc.)
- Industry
- Insurance
- Location
- California, United States
- 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.
-
January 23, 2026
- Buyer
- EPIC Insurance Brokers & Consultants
- Target
- The Bond Exchange
- Industry
- Insurance
- Location
- California, United States
- 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.
-
December 29, 2025
- Buyer
- Inszone Insurance Services
- Target
- Shahinian Insurance Services, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services, a Sacramento-based national insurance brokerage, has acquired Shahinian Insurance Services, Inc., a California-based specialty agency founded in 1974 known for event liability, vendor programs and a long-standing risk purchasing group. Shahinian will continue operating under its existing team while gaining Inszone's national platform, carrier access and operational resources to support continued growth.
-
November 18, 2025
- Buyer
- NMS Capital Group
- Target
- Get Cover Technologies (parent of Get Cover)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
NMS Capital Group, the Saliba family office-backed private equity firm, has acquired Get Cover Technologies, the parent company of Get Cover, a Los Angeles-based insurtech that provides cloud-based warranty and service contract solutions. The deal positions NMS to expand its presence in technology-enabled insurance while enabling Get Cover to scale its platform across B2B, B2C and education channels and accelerate product rollout and customer growth.
-
- Buyer
- Inszone Insurance Services
- Target
- Western Republic Insurance Services
- Seller
- Gabriel Stubin (Founder, Western Republic Insurance Services), Western Republic Insurance Services (family-owned)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services has acquired Western Republic Insurance Services, a family-owned insurance agency based in Huntington Beach, California. The deal expands Inszone's presence in Southern California and brings Western Republic's contractor-focused commercial insurance book and team into Inszone's national brokerage platform.
-
- Buyer
- Howden
- Target
- Gravitas Insurance Agency LLC
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Howden announced it will acquire Gravitas Insurance Agency LLC, a Los Angeles-based retail brokerage specializing in contingency insurance for music, sport and live events. The deal is subject to customary closing conditions and is intended to advance Howden’s Sport & Entertainment capabilities and further expand its U.S. retail business.
-
- Buyer
- Renaissance (Renaissance Alliance Insurance Services, LLC)
- Target
- Evolution Partners (agency network business)
- Seller
- Evolution Partners
- Industry
- Insurance
- Location
- California, United States
- Type
- Divestiture
Renaissance, a network of independent insurance agencies, has acquired the agency network business of Evolution Partners, a California-based membership group that helps independent agencies secure direct carrier appointments. The deal gives Evolution Partners' members access to Renaissance's market access, placement services, technology and service resources; Navion Insurance Associates, the flagship agency of Evolution Partners, will be the first to adopt the Renaissance platform.
-
July 31, 2025
- Buyer
- Great American Insurance Group
- Target
- Radion Health, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Great American Insurance Group has acquired Radion Health, a managing general underwriter (MGU) specializing in medical stop-loss coverage for small and midsize employers. Radion will continue operating under its existing leadership and will be rebranded as Great American Employer Health Solutions to expand Great American's specialty employer health benefits offering.
-
July 31, 2025
- Buyer
- COVU, Inc.
- Target
- Aduna Insurance Agency
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
COVU, an AI-native insurance servicing platform, has acquired Aduna Insurance Agency of Norwalk, California as its seventh acquisition. The deal integrates Aduna's predominantly Hispanic personal-lines book into COVU's platform to preserve continuity for customers and transition policies ahead of Nationwide non-renewals.
-
- Buyer
- Inszone Insurance Services
- Target
- Beasy Insurance Services
- Seller
- Wendy Beasy
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services, a Sacramento-based full-service brokerage, has acquired Beasy Insurance Services, a personal-lines insurance agency founded by Wendy Beasy in 2002. The acquisition strengthens Inszone's personal lines capabilities and provides Beasy's clients with greater carrier access, capacity and operational resources while preserving client-focused service.
-
- Buyer
- Inszone Insurance Services
- Target
- McFarland Commercial Insurance Services, Inc.
- Seller
- Dave McFarland
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services has acquired McFarland Commercial Insurance Services, Inc., a Redding, California-based commercial insurance agency, to expand Inszone’s presence in Northern California. The sale was driven in part by owner Dave McFarland’s decision to retire and aims to provide continuity for employees and clients while adding contractor-focused commercial insurance capabilities to Inszone’s platform.
-
July 17, 2025
- Buyer
- COVU, Inc.
- Target
- Mitchell Insurance Agency
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
COVU, an AI-native insurance servicing platform, has acquired Mitchell Insurance Agency, a family-owned Roseville, California agency. The deal is COVU’s sixth acquisition under its Rolling Thunder campaign and will expand COVU’s California footprint while integrating Mitchell’s personal and commercial lines book and carrier relationships into COVU’s platform.
-
- Buyer
- OceanAir Federal Credit Union
- Target
- Larson Insurance Agency, LLC
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
OceanAir Federal Credit Union, headquartered in Oxnard, California, has acquired Larson Insurance Agency, LLC, an insurance agency based in Ventura, California. Capstone Strategic advised OceanAir on the transaction as the credit union expands its CUSO insurance capabilities in the property and casualty market to better serve members.
-
July 8, 2025
- Buyer
- COVU, Inc.
- Target
- Leland Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
COVU, an AI-native insurance servicing platform based in San Francisco, acquired California-based Leland Insurance Services, a high-retention independent P&C agency led by Richard Herscowitz. The deal — COVU's fifth agency acquisition — expands the platform's presence across California and integrates Leland's stable personal and commercial book into COVU's AI-supported operating model.
-
July 8, 2025
- Buyer
- ALKEME
- Target
- Icon Benefits and Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
ALKEME, a Top 35 insurance brokerage, has acquired Icon Benefits and Insurance Services, a Yorba Linda-based provider of employee benefits and insurance solutions. The deal expands ALKEME's presence in Southern California and strengthens its capabilities to serve employer and individual clients with enhanced resources and technology.
-
- Buyer
- ERGO Group AG, Munich Re Group
- Target
- NEXT Insurance
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
ERGO Group AG, part of Munich Re Group, has completed the full acquisition of NEXT Insurance, embedding the digital insurer within ERGO's management structure. The transaction, announced at a $2.6 billion valuation for 100% of NEXT Insurance, gives ERGO/Munich Re a direct foothold in the U.S. small-business P&C insurance market and combines NEXT's tech-driven underwriting platform with ERGO's insurance expertise.
-
June 26, 2025
- Buyer
- Relation Insurance Services
- Target
- Albert G. Ruben
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
Relation Insurance Services, a Chicago-based insurance brokerage backed by Aquiline Capital Partners, has acquired Albert G. Ruben, a specialist entertainment risk management and insurance firm serving film studios, production companies, Broadway and multinational clients. The Albert G. Ruben name and team will be retained as Relation expands its entertainment-focused capabilities and client offering.
-
June 5, 2025
- Buyer
- COVU, Inc.
- Target
- Lords Insurance Agency
- Seller
- Lords Insurance Agency (owners led by David Chappell)
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
COVU, an AI-native insurance servicing platform, has acquired Lords Insurance Agency, a Southern California independent agency with a 40+ year history serving local families and businesses. The deal expands COVU's footprint in California and integrates Lords' strong local relationships—particularly within the Vietnamese community—into COVU's technology-enabled servicing model.
-
- Buyer
- Inszone Insurance Services
- Target
- Boelzner & Associates Insurance Services Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services has acquired Boelzner & Associates Insurance Services Inc., a California-based benefits-focused agency founded in 1993. The acquisition strengthens Inszone’s employee benefits division and expands its Medicare, health and life insurance capabilities for small-group, large-group and individual clients.
-
- Buyer
- Aquiline Capital Partners, Avondale Risk
- Target
- Intercare, InterMed, George Hills
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
Aquiline Capital Partners has launched Avondale Risk, a national platform to consolidate boutique third-party administrators (TPAs) and managed care providers. Concurrent with the platform launch, California firms Intercare, InterMed, and George Hills have joined Avondale Risk; Aquiline will provide strategic capital, technology and shared operational resources, and Lowell Hays was named CEO.
-
May 12, 2025
- Buyer
- OCA
- Target
- Employer Driven Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
OCA, a family-owned national third-party administrator, has acquired Employer Driven Insurance Services (EDIS), a California-based TPA specializing in self-funded and pre-tax administrative services. Stacy Morris will remain EDIS President and employees will retain current roles as OCA integrates EDIS to expand capabilities, modernize systems, and broaden geographic reach.
-
May 1, 2025
- Buyer
- COVU, Inc.
- Target
- CIII Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
COVU, an AI-native services platform for insurance agencies, has acquired CIII Insurance Services, a boutique California agency known for premium commercial and personal P&C clients. The deal expands COVU's platform capabilities and provides CIII with access to COVU's remote-first, AI-powered operations to scale, modernize, or enable an orderly exit for agency owners.
-
- Buyer
- Heffernan Insurance Brokers
- Target
- Pac Global Insurance Brokerage, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, bringing Pac Global’s marine cargo insurance expertise into Heffernan’s specialty practice effective April 1, 2025. The acquisition expands Heffernan’s capabilities serving freight forwarders, customs brokers, and import/export operations by adding tailored marine cargo coverage and claims support.
-
- Buyer
- Hub International Limited
- Target
- Malloy Imrie & Vasconi Insurance Services, LLC (MIV Insurance)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Hub International Limited acquired the assets of Malloy Imrie & Vasconi Insurance Services, LLC (MIV Insurance), an independent insurance firm based in Napa Valley, California, with offices in Saint Helena and Napa. The deal expands Hub's commercial, employee benefits and high-net-worth personal insurance capabilities—particularly in agribusiness and the wine industry—and the MIV Insurance team will join Hub Central & Northern California; terms were not disclosed.
-
- Buyer
- Amwins
- Target
- Community Association Insurance Solutions (CAIS)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Amwins has acquired Community Association Insurance Solutions (CAIS), a Managing General Agent and program administrator focused on insurance for homeowners' associations, condominiums, townhomes and PUDs. CAIS will continue operating as part of Amwins Underwriting, bringing its MGAlive technology platform and niche community-association insurance products to expand Amwins' specialty offerings.
-
February 18, 2025
- Buyer
- Trucordia
- Target
- Boater's Insurance Agency
- Seller
- Boater's Insurance Agency
- Industry
- Insurance
- Location
- California, United States
- Type
- Addon
Trucordia has acquired the insurance business of Boater's Insurance Agency, a San Francisco Bay Area firm founded in 1989 that specializes in marine insurance and is licensed in 50 states. The deal strengthens Trucordia's capabilities in the marine insurance vertical as part of its broader growth strategy to expand specialized offerings across its national brokerage platform.
-
January 1, 2025
- Buyer
- World Insurance Associates LLC
- Target
- Royalty Insurance Services
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
World Insurance Associates LLC acquired the business of Royalty Insurance Services (Van Nuys, CA) effective January 1, 2025; terms were not disclosed. Royalty is a small specialty commercial trucking insurance brokerage with more than two decades of industry experience; MarshBerry advised World and Fennemore Law provided legal counsel to Royalty.
-
December 27, 2024
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Murray Gardner Insurance Agency Inc. (dba BMR Insurance)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Arthur J. Gallagher & Co. has acquired Murray Gardner Insurance Agency Inc., dba BMR Insurance, a Tustin, California-based retail insurance agency serving commercial and personal lines across Southern California. The deal will integrate BMR into Gallagher’s Southwest retail brokerage operations to expand its retail brokerage capabilities in the region; terms were not disclosed.
-
December 12, 2024
- Buyer
- Inszone Insurance Services
- Target
- Get Benefits Insurance Services, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services, a Sacramento-based insurance brokerage, has acquired Get Benefits Insurance Services, a Ventura County agency founded in 2007. The deal expands Inszone’s presence in California and strengthens its group benefits and multi-line insurance capabilities.
-
December 9, 2024
- Buyer
- Alliant Insurance Services
- Target
- Union First
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Alliant Insurance Services has acquired Union First, a specialized benefits consulting and third‑party administrator serving public safety labor associations (police, firefighters and deputy sheriffs). Union First will join Alliant’s Employee Benefits Group – West Region to expand Alliant’s benefits and trust administration capabilities for first responders; financial terms were not disclosed.
-
December 3, 2024
- Buyer
- FTV Capital
- Target
- Arden Insurance Services LLC
- Industry
- Insurance
- Location
- California, United States
- Type
- Growth capital
FTV Capital has made a significant growth equity investment in Arden Insurance Services, a tech-enabled managing general agent (MGA) focused on insurance for residential condominium associations. The capital will be used to expand Arden's geographic footprint, recruit talent, and deepen its proprietary technology and machine-learning underwriting capabilities.
-
November 13, 2024
- Buyer
- Inszone Insurance Services
- Target
- MEBO Health & Benefits (Modern Employee Benefits Organization)
- Seller
- Jay Torres (founder)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services has acquired Modern Employee Benefits Organization (MEBO) Health & Benefits, a California-based employee benefits agency founded by Jay Torres. The deal expands Inszone's employee benefits capabilities on the West Coast and brings MEBO's high-tech, high-touch benefits expertise into Inszone's platform.
-
November 11, 2024
- Buyer
- Centana Growth Partners, Pruven Capital, Cota Capital, Cross Creek
- Target
- First Connect Insurance Services
- Seller
- Hippo Holdings Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Growth capital
Centana Growth Partners led an initial investment exceeding $60 million to acquire a majority stake in insurtech platform First Connect Insurance Services (formerly an indirect wholly-owned subsidiary of Hippo Holdings Inc.). Participating investors include Pruven Capital, Cota Capital, and Cross Creek; the funding will be used to accelerate product development, expand market penetration, and scale the platform serving independent insurance agents.
-
November 7, 2024
- Buyer
- Inszone Insurance Services
- Target
- Springbrook Insurance Agency
- Seller
- Russ Lail, Springbrook Insurance Agency
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services, a Sacramento-based full-service insurance brokerage, has acquired Springbrook Insurance Agency of San Diego, California. The acquisition strengthens Inszone's Southern California presence and ensures continuity for Springbrook clients as founder Russ Lail retires and existing leaders remain with the business.
-
November 6, 2024
- Buyer
- Inszone Insurance Services
- Target
- Nugent Insurance Brokers, LLC
- Seller
- Valerie Nugent, Tom Nugent Jr.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Inszone Insurance Services has acquired Nugent Insurance Brokers, LLC, a three-generation insurance agency based in Chico, California. The deal expands Inszone's regional footprint and capabilities—allowing Nugent clients access to Inszone's broader carrier network and enabling expansion into personal lines and additional insurance offerings.
-
November 4, 2024
- Buyer
- Hub International Limited
- Target
- Western Growers Insurance Services (retail insurance brokerage business)
- Seller
- Western Growers Association
- Industry
- Insurance
- Location
- California, United States
- Type
- Divestiture
Hub International Limited has acquired the retail insurance brokerage business of Western Growers Insurance Services (WGIS). The deal brings WGIS' 10 offices and agribusiness-focused insurance, employee benefits and risk management capabilities into Hub's Central & Northern California platform; terms were not disclosed.
-
- Buyer
- Arthur J. Gallagher & Co.
- Target
- American Matar International, Inc. (dba Statewide Commercial Insurance Brokers)
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Arthur J. Gallagher & Co. (Gallagher) acquired American Matar International, Inc., dba Statewide Commercial Insurance Brokers, a California-based retail property/casualty agency specializing in insurance for construction contractors. The team led by Lana Matar will remain in place and operate under Gallagher’s Southwest region retail property/casualty brokerage leadership to augment Gallagher’s capabilities in Southern California.
-
October 18, 2024
- Buyer
- Centro Benefits Research
- Target
- EOI Service Company
- Seller
- EOI Service Company, Jim Davidson
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Centro Benefits Research has acquired EOI Service Company, a benefits communication and enrollment firm headquartered in Anaheim, California. The acquisition expands Centro's platform capabilities by adding advanced benefits communication and employee engagement solutions to its API-driven rating and quoting technology.
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Frequently Asked Questions
Which buyers are most active in California insurance acquisitions on this page?
Inszone Insurance Services appears across multiple transactions, alongside other active acquirers including Confie, WTW (Willis Towers Watson), Specialty Program Group LLC (SPG), Senior Market Sales, and EPIC Insurance Brokers & Consultants.
What personal lines sub-sectors are most commonly targeted?
Auto and homeowners are recurring themes, including acquisitions of auto-specialized and broader personal lines agencies. Manufactured and mobile home insurance also appears as a focused specialty area.
Do these acquisitions focus only on California-based companies?
Not exclusively. The acquisitions listed are tied to California, but deal descriptions also mention expansion to or coverage across multiple other states.
Are technology-enabled insurance platforms part of the California deal mix?
Yes. The page includes WTW (Willis Towers Watson) acquiring Newfront (technology-enabled brokerage) and Senior Market Sales acquiring Fair Square Medicare (a Medicare care navigator platform).
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