Tracked deals
11
11 tracked deals across 2020-2026.
Tracked deals
11
11 tracked deals across 2020-2026.
Buyer mix
Strategic-led
12 strategic
Top trend
Volume peaked in 2024
3 tracked deals announced in 2024.
Primary Insight
| Buyer | New Mexico focus seen in deals |
|---|---|
| Equal Parts | Roll-up expansion across Albuquerque-area operations |
| Inszone Insurance Services | Health/benefits and professional liability capability growth |
| Hub International Limited | Specialty and full-service brokerage expansion |
| Risk Strategies | Commercial specialty focus (surety bonds and construction/oil & gasoline) |
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Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Inszone Insurance Services | 5 | Full-service insurance brokerage offering commercial, per... | Strategic |
| Equal Parts | 3 | AI-native insurance distribution platform that provides i... | Strategic |
| Hub International Limited | 2 | Leading full-service global insurance brokerage and finan... | Strategic (PE-backed) |
| Risk Strategies | 1 | National specialty insurance brokerage and risk managemen... | Strategic |
| Strategic Insurance | 1 | Independent insurance agency/operator in New Mexico that ... | Strategic |
Last 6 years
Supporting Data
Equal Parts acquired El Valle Insurance, an independent insurance agency serving customers in Española and Rio Rancho, New Mexico. Benito Ortiz, who joined Equal Parts through its acquisition of Strategic Insurance Group, led the transaction as part of the platform’s strategy of enabling agency operators to expand through acquisitions.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Find buyers actively acquiring insurance companies.
The page highlights recurring activity from Inszone Insurance Services, Hub International Limited, Equal Parts, Strategic Insurance (as a referenced platform acquirer alongside Equal Parts), and Risk Strategies.
Deal summaries point to employee benefits and health and benefits, professional liability coverage, and specialty lines such as surety bonds, alongside broader personal and commercial insurance offerings.
In some deals, the acquired agency is expected to continue operating under its local brand while gaining access to the buyer’s technology, operational tools, and capital (as described for Strategic Insurance).
The listed transactions reference multiple New Mexico locations, including Albuquerque, Belen, Rio Rancho, Santa Fe, and Las Cruces, with several centered around the Albuquerque area.