Tracked deals
19
19 tracked deals across 2015-2026.
Insurance Buyers & Acquisitions in Oklahoma
Buyer mix
Strategic-led
23 strategic · 2 pe
Top trend
Volume peaked in 2023
5 tracked deals announced in 2023.
Primary Insight
What Stands Out
- Inszone Insurance Services has multiple Oklahoma acquisitions, including agencies in Alva, Woodward, Broken Arrow, Checotah, and Stigler.
- Alliant Insurance Services has expanded Oklahoma capabilities in property & casualty as well as employee benefits through acquisitions in Broken Arrow and Oklahoma City.
- Employee benefits and health-related advisory shows up in deals such as Warner Pacific’s acquisition of a Medicare/individual health firm and Arthur J. Gallagher & Co.’s acquisition of a health plan strategy consulting group.
- Several transactions explicitly tie value to maintaining local teams and client relationships after closing.
| Buyer (recurring) | Deal themes shown in Oklahoma |
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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 | 6 | National commercial/personal/benefits insurance brokerage... | Strategic (PE-backed) |
| Alliant Insurance Services | 3 | National insurance brokerage and distributor offering div... | Strategic |
| 777 Partners LLC | 1 | Miami-based alternative investment firm that provides cap... | PE |
| Alera Group | 1 | Independent national insurance and wealth management firm... | Strategic |
| Applied Underwriters | 1 | Global risk services firm offering insurance, reinsurance... | Strategic |
| Arthur J. Gallagher & Co. | 1 | Global insurance brokerage, risk management and consultin... | Strategic |
| Ascent Insurance Group | 1 | Keystone platform partner and growing insurance brokerage... | Strategic |
| BRP Group, Inc. | 1 | Public independent insurance distribution firm delivering... | Strategic |
| Baldwin Krystyn Sherman Partners, LLC (BKS-Partners) | 1 | Operating group within BRP focused on large-account and t... | Strategic |
| Brickell Insurance Group | 1 | Group of insurance companies (property/casualty and annui... | Strategic (PE-backed) |
Acquisition Volume in Insurance in Oklahoma by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 20, 2026
- Buyer
- Inszone Insurance Services
- Target
- Harris Insurance Services, Charles G. Harris Insurance Agency INC. (doing business as Harris Insurance Services)
- Seller
- Harris family (Ross Harris and the Harris Insurance Services leadership)
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Inszone Insurance Services announced the acquisition of Harris Insurance Services, a Tulsa, Oklahoma-based personal lines insurance agency. The deal expands Inszone’s personal lines footprint in Oklahoma and adds the Harris family agency’s nearly century-long client relationships and specialty in policies such as home, auto, umbrella, and more.
-
- Buyer
- Inszone Insurance Services
- Target
- Chelf Insurance Group, LLC
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Inszone Insurance Services has acquired Chelf Insurance Group, LLC, strengthening Inszone’s footprint in Oklahoma and expanding local services in Stillwater and surrounding areas. Chelf provides property & casualty, personal and commercial coverage, and workers’ compensation, with additional emphasis on employee benefits.
-
July 22, 2026
- Buyer
- Ascent Insurance Group
- Target
- Ghentco, Inc. dba Baker Harris Hopkins Insurance Agency
- Seller
- Ghentco, Inc.
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Addon
Ascent Insurance Group, a Keystone Platform Partner, acquired Ghentco, Inc. dba Baker Harris Hopkins Insurance Agency. The deal closed on July 1, 2026. Baker Harris Hopkins is an independent insurance agency headquartered in Enid, Oklahoma serving individuals, families, and businesses, while Ascent expands Keystone’s Oklahoma network.
-
- Buyer
- Inszone Insurance Services
- Target
- Schuessler Insurance, Inc.
- Seller
- Michael Hood
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Addon
Inszone Insurance Services acquired Schuessler Insurance, Inc., an independent insurance agency based in Alva, Oklahoma. The deal expands Inszone’s presence in Oklahoma while keeping the Schuessler team in place and adding carrier access, technology, and additional resources.
-
December 19, 2025
- Buyer
- Warner Pacific, Lovell Minnick Partners
- Target
- Local Insurance Advisors
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Addon
Warner Pacific, a national general agency backed by Lovell Minnick Partners, has completed the acquisition of Local Insurance Advisors (LIA), an Oklahoma-based Medicare and individual health insurance advisory firm. The deal expands Warner Pacific's Midwest footprint and enhances its Medicare and individual health insurance distribution capabilities, with LIA co-owners joining Warner Pacific as Regional Vice Presidents.
-
August 4, 2025
- Buyer
- USI Insurance Services
- Target
- Rogers Insurance Center
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
USI Insurance Services has acquired Miami, Oklahoma-based Rogers Insurance Center, an independent brokerage founded in 1997 that specializes in commercial and personal risk insurance programs. Terms were not disclosed; USI said the acquisition expands its commercial and personal risk expertise in Oklahoma and brings Rogers' team and client relationships into the USI network.
-
July 16, 2025
- Buyer
- Inszone Insurance Services
- Target
- Stephenson, Baggs & Guthrie, LLC (Stephenson Insurance Center)
- Seller
- Stephenson Insurance Center, Justin Stephenson
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Inszone Insurance Services has acquired Stephenson, Baggs & Guthrie, LLC (operating as Stephenson Insurance Center) of Woodward, Oklahoma. The deal expands Inszone's presence in Oklahoma and adds commercial insurance expertise—particularly in the oil & gas sector—while assuring clients their existing coverages and benefits will continue uninterrupted.
-
- Buyer
- Inszone Insurance Services
- Target
- Employee Benefits Advantage
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Inszone Insurance Services, a full-service insurance brokerage, has acquired Employee Benefits Advantage, a Broken Arrow, Oklahoma-based employee benefits agency founded by Kelli Caldwell. The acquisition strengthens Inszone's employee benefits capabilities and deepens its presence in the Oklahoma market while preserving existing client relationships.
-
November 4, 2024
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Scout Benefits Group LLC
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Arthur J. Gallagher & Co. acquired Oklahoma City-based Scout Benefits Group LLC, an employee benefits consulting firm focused on health plan strategies for clients in Oklahoma. The Scout leadership team (Tiffany and Todd Davis) will remain in place and operate under Gallagher's Central region; terms were not disclosed.
-
- Buyer
- Inszone Insurance Services
- Target
- Checotah Insurance Agency, Wood Insurance Agency
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Addon
Inszone Insurance Services has acquired Checotah Insurance Agency (Checotah, OK) and Wood Insurance Agency (Stigler, OK), marking the company's first physical presence in Oklahoma. The two community-focused agencies will join Inszone's national insurance brokerage platform as part of its ongoing acquisitive growth strategy.
-
October 31, 2023
- Buyer
- Alliant Insurance Services
- Target
- The Arrow Group
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Alliant Insurance Services has acquired The Arrow Group, a retail property and casualty insurance agency based in Broken Arrow, Oklahoma. The acquisition expands Alliant's presence and local capabilities in Oklahoma and surrounding areas and the Arrow Group will operate as Alliant Insurance Services from its Broken Arrow headquarters.
-
October 31, 2023
- Buyer
- Alliant Insurance Services
- Target
- 3000 Insurance Group
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Alliant Insurance Services has acquired 3000 Insurance Group (3IG), a retail property & casualty and employee benefits agency based in Oklahoma City, Oklahoma. The acquisition expands Alliant’s presence in Oklahoma; 3IG will join Alliant Americas and operate as Alliant Insurance Services in Oklahoma City.
-
October 31, 2023
- Buyer
- Alliant Insurance Services
- Target
- Commercial Risk Group (CRG)
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Alliant Insurance Services has acquired Commercial Risk Group (CRG), a retail property and casualty insurance agency headquartered in Broken Arrow, Oklahoma. The acquisition expands Alliant’s presence in Oklahoma and brings CRG’s risk management expertise and local team into Alliant’s Alliant Americas division; CRG will operate as Alliant from its Broken Arrow headquarters.
-
- Buyer
- Risk Strategies
- Target
- International Insurance Brokers, Ltd.
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Risk Strategies, a national specialty insurance brokerage, has acquired International Insurance Brokers, Ltd. (IIB), a Tulsa-based full-service retail agency focused on commercial property & casualty and employee group benefits. Terms were not disclosed; the deal expands Risk Strategies' Central region presence and capabilities across Oklahoma, Kentucky and Texas.
-
April 27, 2023
- Buyer
- Brickell L&A Holdings LLC, Brickell Insurance Group, 777 Partners LLC
- Target
- First Trinity Financial Corporation
- Seller
- First Trinity Financial Corporation shareholders
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Addon
Brickell L&A Holdings LLC, a portfolio company of the Brickell Insurance Group and an affiliate of PE firm 777 Partners, has entered into a definitive agreement to acquire Tulsa-based First Trinity Financial Corporation. The deal values First Trinity at 1.17x GAAP shareholders' equity at closing (excluding AOCI), is expected to close in Q4 2023 subject to regulatory and shareholder approvals, and will keep First Trinity operating from its Tulsa headquarters under existing management and employees.
-
July 22, 2021
- Buyer
- Alera Group
- Target
- Keller Insurance Agency
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Alera Group, a national insurance and wealth management firm, has acquired Keller Insurance Agency, a commercial property and casualty insurance brokerage that specializes in senior living and hospice facilities. Keller’s team — led by CEO Russ Keller and affiliated with Rich & Cartmill, Inc. — will continue serving clients; terms were not disclosed.
-
February 16, 2021
- Buyer
- North American Casualty Company, Applied Underwriters
- Target
- Oklahoma Property and Casualty Insurance Company
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
North American Casualty Company, affiliated with Applied Underwriters, has completed the acquisition of Oklahoma Property and Casualty Insurance Company (OP&C) following regulatory approvals. The deal positions OP&C to write admitted business in the South Central U.S., while Applied Underwriters will repurpose its Texas Insurance Company to focus on Excess & Surplus (E&S) lines nationally to support trucking and specialty programs.
-
- Buyer
- BRP Group, Inc., Baldwin Krystyn Sherman Partners, LLC (BKS-Partners)
- Target
- Insurance Risk Partners, LLC
- Seller
- Insurance Risk Partners, LLC
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Addon
BRP Group, Inc., through its BKS-Partners operating group (Baldwin Krystyn Sherman Partners, LLC), acquired substantially all assets of Insurance Risk Partners, LLC, an Oklahoma City-based provider of property & casualty insurance and risk consulting. The acquisition (announced April 1, 2020) brings IRP's ~$7.0 million in annual revenues and expands BRP/BKS's large-account and technical insurance capabilities in the energy, infrastructure and power sectors.
-
- Buyer
- HUB International Limited, HUB International Midwest Limited
- Target
- The Holmes Organisation
- Industry
- Insurance
- Location
- Oklahoma, United States
- Type
- Buyout
Hub International Midwest Limited, a subsidiary of HUB International Limited, has acquired the assets of The Holmes Organisation, a Tulsa, Oklahoma-based multi-line insurance brokerage. The Holmes team will join Hub Midwest and continue operating from offices in Tulsa and Little Rock to expand HUB Midwest's footprint in Oklahoma and Arkansas.
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Frequently Asked Questions
Which buyers are most active in Oklahoma insurance acquisitions?
The page highlights recurring activity from Inszone Insurance Services, Alliant Insurance Services, USI Insurance Services, Warner Pacific, Ascent Insurance Group, Arthur J. Gallagher & Co., Risk Strategies, and Lovell Minnick Partners (as a backing/partner firm on a highlighted deal).
What kinds of insurance firms are typically being acquired in Oklahoma?
Many targets are independent insurance agencies and employee benefits or advisory firms, including retail property & casualty brokerages and health plan strategy/Medicare-focused advisory businesses.
Do the deals keep the target team in place?
Several deal summaries state that existing leadership or the team will remain (for example, co-owners joining a buyer’s regional leadership, or teams operating under the acquiring company after closing).
What geographic area do these acquisitions focus on?
All highlighted activity is located in Oklahoma, United States, with deals referencing specific cities such as Enid, Alva, Miami, Woodward, Broken Arrow, Oklahoma City, Tulsa, Stigler, and Checotah.
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