Insurance Acquisitions in New Mexico

Showing 10 transactions.

  • Buyer
    Equal Parts, Strategic Insurance
    Target
    Blue Star Insurance Agency
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Addon

    Austin-based insurance platform Equal Parts announced the acquisition of Blue Star Insurance Agency, a local brokerage in Belen, New Mexico. The deal — executed as part of Equal Parts' roll-up strategy and shortly after Strategic Insurance joined the Equal Parts platform — expands the platform's New Mexico footprint and supports Strategic Insurance's local growth efforts.

  • Buyer
    Equal Parts
    Target
    Strategic Insurance
    Seller
    Benito Ortiz
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Addon

    Equal Parts, an Austin-based insurance platform, has acquired Strategic Insurance, an independent Albuquerque agency founded by Benito Ortiz. The agency will continue operating under its local brand while gaining access to Equal Parts’ technology, operational tools, and capital to support growth across Albuquerque and New Mexico.

  • Buyer
    Inszone Insurance Services
    Target
    Coe Agency, LLC
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Buyout

    Inszone Insurance Services has acquired Coe Agency, LLC, an independent insurance agency specializing in health and benefits, to strengthen Inszone's presence in New Mexico and expand its employee benefits capabilities. The Coe Agency team in Rio Rancho will join Inszone's Albuquerque office, allowing clients to retain continuity while gaining access to Inszone's national carrier network.

  • Buyer
    Inszone Insurance Services
    Target
    Sandia Area Federal Credit Union (insurance book)
    Seller
    Sandia Area Federal Credit Union
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Divestiture

    Inszone Insurance Services has acquired the existing insurance book of business from Sandia Area Federal Credit Union and established a long-term partnership to serve Sandia Area members. The deal will expand Inszone's footprint in New Mexico and provide Sandia Area members access to a broader range of personal, commercial, and benefits insurance products with a seamless transition of existing policies.

  • Buyer
    Inszone Insurance Services
    Target
    Blue Chip Insurance
    Seller
    Jay Winter, Jane Winter
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Buyout

    Inszone Insurance Services, a Sacramento-based full-service insurance brokerage, has acquired Blue Chip Insurance, a long-established independent agency in Santa Fe, New Mexico, from Jay and Jane Winter. The deal expands Inszone's footprint in the Southwest and brings additional carrier access and resources to Blue Chip's clients.

  • Buyer
    Inszone Insurance Services
    Target
    Letherer Insurance Consultants, Inc.
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Buyout

    Inszone Insurance Services, a Sacramento-based insurance brokerage, has acquired Letherer Insurance Consultants, a New Mexico agency specializing in professional liability coverage for attorneys, dentists, doctors, and accountants. The deal expands Inszone's footprint in New Mexico and enhances its capabilities in professional liability insurance.

  • Buyer
    Inszone Insurance Services
    Target
    Jackson Insurance Solutions
    Seller
    Joshua Jackson
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Buyout

    Inszone Insurance Services has acquired Jackson Insurance Solutions, an independent insurance agency in Albuquerque, New Mexico, as part of Inszone’s expansion into the Southwest. Jackson Insurance Solutions will continue operating under the Inszone brand at its current location, with all employees retained and founder Joshua Jackson transitioning following the sale.

  • Buyer
    Hub International Limited
    Target
    Western Assurance Corp.
    Seller
    Western Assurance Corp.
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Buyout

    Hub International Limited acquired the assets of Western Assurance Corp., an independent insurance agency based in Albuquerque, New Mexico. The acquisition expands Hub's commercial and personal insurance capabilities (including employee benefits) and strengthens its Specialty practices by adding Western Assurance's experience serving non-profit, construction and transportation clients; the Western Assurance team will join Hub Southwest. Terms were not disclosed; Western Assurance was represented by Mystic Capital.

  • Buyer
    Risk Strategies
    Target
    Burke Insurance Group, LLC
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Buyout

    Risk Strategies, a national specialty insurance brokerage, has acquired Burke Insurance Group, a Las Cruces, New Mexico-based commercial retail insurance agency founded in 1980. The deal — terms not disclosed — marks Risk Strategies' first entry into New Mexico and adds Burke's specialty expertise in surety bonds, construction and oil & gasoline sectors to Risk Strategies' platform.

  • Buyer
    Hub International Limited
    Target
    Linton & Associates LLC
    Seller
    Linton & Associates LLC, Terry Linton
    Industry
    Insurance
    Location
    New Mexico, United States
    Type
    Buyout

    Hub International Limited acquired the assets of Linton & Associates LLC, an Albuquerque-based full-service insurance agency. Terry Linton and the agency's staff will join Hub Southwest; terms were not disclosed.

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