Tracked deals
759
759 tracked deals across 2014-2026.
Top Private Equity-Backed Insurance Acquirers
Buyer mix
Mixed buyer set
584 strategic · 399 pe
Top trend
Volume peaked in 2021
146 tracked deals announced in 2021.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Hub International Limited | 77 | Global insurance brokerage and financial services firm pr... | Strategic (PE-backed) |
| The Hilb Group, LLC | 28 | Middle-market insurance brokerage and agency headquartere... | Strategic (PE-backed) |
| Hilb Group | 27 | Property & casualty and employee benefits insurance broke... | Strategic (PE-backed) |
| Relation Insurance Services, Inc. | 25 | National insurance brokerage providing risk-management an... | Strategic (PE-backed) |
| Relation Insurance Services | 23 | Insurance brokerage and risk management firm offering bro... | Strategic (PE-backed) |
| Inszone Insurance Services | 20 | Full-service insurance brokerage providing commercial, pe... | Strategic (PE-backed) |
| High Street Insurance Partners | 13 | Full-service independent insurance brokerage platform del... | Strategic (PE-backed) |
| Keystone Agency Partners | 13 | Insurance brokerage platform that acquires and partners w... | PE |
| Patriot Growth Insurance Services, LLC | 13 | Growth-focused national insurance services firm that part... | Strategic (PE-backed) |
| ALKEME | 12 | National insurance brokerage and roll-up platform offerin... | Strategic (PE-backed) |
Acquisition Volume in Private Equity-Backed Insurance by Year
Last 10 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 4, 2026
- Buyer
- EQT X (EQT Private Equity)
- Target
- McGill and Partners
- Seller
- Warburg Pincus
- Industry
- Insurance
- Location
- United Kingdom
- Type
- Buyout
EQT X (EQT Private Equity) has entered into a definitive agreement to acquire a majority stake in McGill and Partners for USD 2.0 billion from Warburg Pincus. Founders and management (including CEO Steve McGill) will re-invest alongside EQT and retain meaningful ownership, while Warburg Pincus will fully exit its equity stake.
-
- Buyer
- Hilb Group
- Target
- Michigan-based property and casualty insurance agency
- Industry
- Insurance
- Location
- United States
- Type
- Addon
Hilb Group has acquired a Michigan-based property and casualty insurance agency to expand its brokerage and advisory presence in the Midwest. The acquisition took effect on August 1, 2026, though the acquired agency’s name and deal terms were not disclosed.
-
August 22, 2026
- Buyer
- KKR, Dragoneer Investment Group, Amwins Group, Starboard BidCo (backed by Dragoneer and KKR), KKR and Dragoneer-backed bidder
- Target
- Steadfast Group, Steadfast underwriting agency business, Steadfast broking operations
- Industry
- Insurance
- Location
- New South Wales, Australia
- Type
- Buyout
Steadfast Group has entered into a binding scheme implementation deed under which a consortium backed by KKR, together with Dragoneer Investment Group and Amwins Group, will acquire the Australian insurance distribution company for an enterprise value of approximately A$7.7 billion. Steadfast shareholders will receive A$6.00 per share in cash, with the deal subject to shareholder, court, and regulatory approvals and targeted to be implemented in December 2026.
-
August 14, 2026
- Buyer
- Thoma Bravo, Cherry Tree BidCo, Cherry Tree Merger Sub
- Target
- Accelerant
- Seller
- Accelerant Class A and Class B shareholders
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Buyout
Thoma Bravo has entered into a definitive all-cash agreement to acquire Accelerant, a data-driven specialty insurance risk exchange platform, for an enterprise value exceeding $4 billion. Under the deal, Accelerant Class A and Class B shareholders will receive $20.25 per share in cash, representing a 49% premium, and the transaction is expected to close in the first half of 2027 subject to approvals and customary conditions.
-
- Buyer
- Third Wave Insurance
- Target
- Massad Olinde Benefits Consulting, Acuity Group, Benefits Administrative Services, Aparicio Walker & Seeling Inc., Spielmann & Associates
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Third Wave Insurance acquired a Gulf Coast insurance agency platform comprising five firms—Massad Olinde Benefits Consulting, Acuity Group, Benefits Administrative Services, Aparicio Walker & Seeling, and Spielmann & Associates. The acquired agencies will operate under the Palmer & Cay brand as part of Third Wave’s producer-focused, tech-enabled operating platform serving middle-market clients across the Southeast.
-
- 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.
-
Cinven, alongside La Caisse, has agreed to acquire Optio Group, a UK-headquartered specialty insurance Managing General Agent (MGA) platform. The parties cite Optio’s capital-light underwriting model, structurally growing specialty insurance end market, and opportunities for continued organic and M&A growth, with the deal subject to regulatory approvals and customary closing conditions.
-
- Buyer
- Hilb Group
- Target
- Florida-based commercial-focused property and casualty agency (name not specified)
- Industry
- Insurance
- Location
- United States
- Type
- Addon
Hilb Group acquired a Florida-based commercial-focused property and casualty insurance agency, with the acquisition taking effect on July 1, 2026. The deal expands Hilb Group’s growing property and casualty presence in the Southeast region.
-
- Buyer
- Hilb Group
- Target
- Louisiana-based property and casualty agency (unnamed)
- Industry
- Insurance
- Location
- Louisiana, United States
- Type
- Addon
Hilb Group, a property and casualty and employee benefits insurance brokerage and advisory firm, acquired a Louisiana-based property and casualty agency. The acquisition took effect on July 1, 2026 and is intended to expand Hilb Group’s presence in the Central region.
-
- Buyer
- Flexpoint Ford, LLC, Lexington Partners, Barings, Round2 Investment Partners
- Target
- SageSure LLC
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Recapitalization
Flexpoint Ford has closed a $460 million single-asset continuation vehicle for SageSure LLC, a managing general underwriter focused on catastrophe-exposed property insurance markets. The transaction extends Flexpoint’s ownership while giving existing investors the option to realize liquidity or roll over, and brings Lexington Partners as the lead investor along with participation from Barings and Round2 Investment Partners.
-
June 24, 2026
- Buyer
- Matic, Primus Capital
- Target
- Policygenius' property and casualty insurance portfolio
- Seller
- Policygenius
- Industry
- Insurance
- Location
- Ohio, United States
- Type
- Addon
Matic, an embedded insurance platform, announced a strategic minority growth investment from Primus Capital. In addition, Matic acquired Policygenius’ property and casualty (P&C) insurance portfolio, including nearly 30,000 policies spanning home, auto, and other personal lines.
-
May 20, 2026
- Buyer
- Hilb Group
- Target
- Kentucky-based property and casualty insurance agency
- Industry
- Insurance
- Location
- Kentucky, United States
- Type
- Addon
Hilb Group acquired a Kentucky-based property and casualty (P&C) insurance agency, with the transaction becoming effective on May 1, 2026. The acquisition is intended to expand Hilb Group’s Midwest presence and broaden its insurance and risk-management capabilities through locally established agencies.
-
May 13, 2026
- Buyer
- Oak Hill Capital, New Mountain Capital, HarbourVest Partners, SkyKnight Capital, The Stephens Group
- Target
- IMA Financial Group, Inc.
- Seller
- SkyKnight Capital, The Stephens Group
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Recapitalization
IMA Financial Group, Inc., a North American insurance brokerage, completed an equity recapitalization valued at about $4 billion. Oak Hill Capital and New Mountain Capital took minority stakes, with HarbourVest Partners and select institutional co-investors participating, while IMA’s 3,000+ employees retained majority ownership.
-
- Buyer
- K2 Insurance Services
- Target
- Oculus Underwriters, Vikco Insurance Services
- Industry
- Insurance
- Location
- United States
- Type
- Addon
K2 Insurance Services, a Warburg Pincus-backed insurance services holding company, announced the acquisition of Oculus Underwriters. After the acquisition, Oculus Underwriters will operate under Vikco Insurance Services within the K2 portfolio, expanding K2’s small commercial market underwriting capabilities.
-
April 29, 2026
- Buyer
- Integrity
- Target
- TC Financial
- Industry
- Insurance
- Location
- Minnesota, United States
- Type
- Buyout
Integrity, an AI-first insurance and wealth distribution platform based in Dallas, acquired TC Financial, a Minneapolis-based independent marketing organization. The acquisition is intended to expand TC Financial’s access to Integrity’s AI-driven technology platform (IntegrityCONNECT and Ask Integrity) and broaden distribution capabilities, including Medicare-focused offerings. Financial terms were not disclosed.
-
- Buyer
- Newport Specialty Partners, Lovell Minnick Partners
- Target
- Complex Coverage, Inc.
- Industry
- Insurance
- Location
- New York, United States
- Type
- Buyout
Newport Specialty Partners, a newly formed specialty insurance platform backed by Lovell Minnick Partners, announced it has made a majority investment in Complex Coverage, Inc., a managing general agency focused on homeowners and personal lines insurance in New York. The partnership is described as Newport’s first platform acquisition and will support expanded carrier capacity, broader product offerings, and continued investment in Complex Coverage’s operational infrastructure.
-
April 21, 2026
Goldman Sachs-backed DOXA has signed to acquire UK-based Eaton Gate Group, expanding its footprint with an independent commercial MGA platform. Eaton Gate Group operates as a “virtual insurer” via its network of managing general agents (MGAs) and capacity distribution model.
-
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 20, 2026
- Buyer
- Keyes Coverage
- Target
- Seibert Insurance Agency of Tampa, Florida
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Keyes Coverage, an independent insurance agency platform, acquired Seibert Insurance Agency of Tampa, Florida. The deal establishes Keyes Coverage’s first West Coast Florida office in Tampa and adds an experienced 18-person Tampa team that will continue operating under the Keyes Coverage brand.
-
March 31, 2026
- Buyer
- J.C. Flowers & Co.
- Target
- Niyam Group, Niyam Syndicate 2047
- Industry
- Insurance
- Location
- Gujarat, India
- Type
- Buyout
J.C. Flowers & Co. has entered into an agreement to acquire a controlling stake in Niyam Group, a reinsurance platform based in Gujarat International Finance Tec-City (GIFT City). The firm will also act as lead investor in Niyam Syndicate 2047, a newly established Lloyd’s syndicate expected to begin underwriting on April 1.
-
March 17, 2026
- Buyer
- SAF Group, Vertical Capital Partners
- Target
- Peoples Choice Warranty (PCW)
- Industry
- Insurance
- Location
- Ontario, Canada
- Type
- Buyout
Peoples Choice Warranty (PCW), a Canadian provider of extended warranty and vehicle protection products, was acquired by an investor group led by SAF Group and Vertical Capital Partners. The deal provides PCW with fresh capital and positions it for its next phase of growth in Canada’s automotive warranty market, supported by refreshed leadership and governance.
-
March 14, 2026
- Buyer
- Oaktree
- Target
- Atlantic Coast Life Insurance Company (ACL), Sentinel Security Life Insurance Company
- Seller
- Advantage Capital Holdings (A-CAP)
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
Oaktree has signed a master transaction agreement to acquire a controlling stake in Atlantic Coast Life Insurance Company (ACL), which is part of the Advantage Capital Holdings (A-CAP) platform. In parallel, Oaktree will provide capital support to Sentinel Security Life Insurance Company through a surplus note investment funded into a newly created captive insurance company, with proceeds directed toward strengthening Sentinel’s growth and policyholder support.
-
February 27, 2026
- Buyer
- King Risk Partners
- Target
- Lewis Insurance, Inc.
- Seller
- Lewis Insurance, Inc., Jason Lewis
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Addon
King Risk Partners, the 51st largest U.S. insurance brokerage, has acquired Lewis Insurance, a Thomasville, Georgia-based agency, to bolster its Southern presence. Lewis Insurance — led by owner Jason Lewis — will continue delivering local personal and commercial insurance services while gaining access to King Risk Partners' broader resources and capabilities.
-
February 26, 2026
- Buyer
- THI Investments
- Target
- LOGICHECK
- Industry
- Insurance
- Location
- Rhineland-Palatinate, Germany
- Type
- Buyout
THI Investments, a pan‑European private equity investor, has acquired a majority stake in LOGICHECK, a Germany‑based tech‑enabled provider of claims‑verification solutions for complex motor insurance claims. LOGICHECK's founders and management retain a significant minority stake; THI said it will support growth, broaden the product set and scale the business across insurers.
-
February 18, 2026
- Buyer
- BayPine LP
- Target
- Relation Insurance Services
- Seller
- Aquiline Capital Partners LP
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
BayPine LP has entered into a definitive agreement to acquire Relation Insurance Services, a large independent U.S. insurance broker. Relation management—including CEO Tim Hall—will continue to lead the company as BayPine aims to accelerate technology-enabled growth and apply AI and other digital tools.
-
February 17, 2026
- Buyer
- King Risk Partners
- Target
- Ten Eyck Group
- Industry
- Insurance
- Location
- New York, United States
- Type
- Addon
King Risk Partners has affiliated Albany-based Ten Eyck Group, an independent insurance agency with over 120 years of history, to deepen its presence across New York and the broader Northeast. The move — executed by the PE-backed King Risk Partners platform — is intended to expand local personal and commercial insurance offerings while preserving Ten Eyck Group's client-focused service model.
-
February 13, 2026
- Buyer
- Enstar Group, Sixth Street
- Target
- AF Group
- Seller
- Blue Cross Blue Shield of Michigan
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
Blue Cross Blue Shield of Michigan entered into a definitive agreement to sell its wholly owned subsidiary AF Group to Enstar Group, a global insurance and reinsurance group backed by investment vehicles managed by Sixth Street. AF Group will become a wholly owned subsidiary of Enstar and is expected to continue operating largely as a standalone company from its Lansing headquarters, subject to regulatory approvals. The transaction is expected to close in the fourth quarter of 2026; financial terms were not disclosed.
-
February 12, 2026
- Buyer
- King Risk Partners
- Target
- Hanc Group
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Addon
King Risk Partners, a leading U.S. insurance brokerage headquartered in Gainesville, Florida, has acquired Hanc Group, an Alpharetta, Georgia-based insurance agency serving individuals and businesses—particularly Georgia’s Korean community. The deal expands King Risk Partners’ presence across Georgia and adds local expertise in personal, commercial, and employee-benefit insurance offerings.
-
February 10, 2026
- Buyer
- Revau Advanced Underwriting Inc., Novacap
- Target
- Triad Oilfield Underwriters, LLC
- Industry
- Insurance
- Location
- United States
- Type
- Buyout
Revau Advanced Underwriting announced the acquisition of Houston-based Triad Oilfield Underwriters, an MGA and wholesale insurance brokerage focused on upstream oil & gas and marine risks. The deal expands Revau’s U.S. footprint and strengthens its specialty underwriting and placement capabilities, supporting Revau’s strategy to replicate its tech-enabled MGA model in the United States.
-
February 9, 2026
- Buyer
- Gauge Capital
- Target
- Affordable American Insurance (AAI)
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Recapitalization
Gauge Capital has made a strategic growth investment to recapitalize Affordable American Insurance (AAI), a tech-enabled property & casualty insurance agency network. The investment will provide growth capital to expand AAI's team and resources, accelerate organic expansion across its agency network, and pursue strategic acquisitions to scale the national platform.
-
- Buyer
- Onex Corporation, American International Group, Inc. (AIG)
- Target
- Convex Group, Convex Re Ltd.
- Industry
- Insurance
- Location
- Bermuda
- Type
- Buyout
Onex completed its acquisition of Convex Group and related ownership changes, which received regulatory approval as part of the transaction process. AIG also completed acquisitions of strategic minority ownership stakes alongside the Convex transaction.
-
February 5, 2026
- Buyer
- Insurvia, BharCap Partners, LLC
- Target
- Pronto Insurance
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Addon
BharCap Partners' portfolio company Insurvia has acquired Pronto Insurance, a Texas-based distributor and managing general agent (MGA) of personal lines insurance founded in 1997. The deal expands Insurvia's revenue and EBITDA, broadens its geographic presence (notably in Texas and California), and adds a complementary MGA capability to its platform; Pronto will continue to operate as a distinct brand.
-
February 1, 2026
- Buyer
- Hilb Group, LLC
- Target
- Georgia-based surety bond agency
- Industry
- Insurance
- Location
- Georgia, United States
- Type
- Buyout
Hilb Group announced it acquired a surety bond agency based in Georgia. The acquisition took effect February 1, 2026, expanding Hilb Group’s bonding offerings and growing its Southeast presence and surety/surety offerings.
-
January 19, 2026
- Buyer
- Clear Group
- Target
- Shire Insurance Services Limited
- Seller
- Keith Dickinson
- Industry
- Insurance
- Location
- Warwickshire, United Kingdom
- Type
- Buyout
Clear Group has acquired Shire Insurance Services Limited (SIS), a specialist UK insurance broker focused on the veterinary sector. The Alcester-based firm (founded 1981) employs ~15 people and will remain led by majority shareholder Keith Dickinson, with the deal adding veterinary expertise to Clear's UK Retail pillar.
-
January 15, 2026
- Buyer
- Trucordia
- Target
- Florida Insurance
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Addon
Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has added Florida Insurance, a Dunedin, Florida-based insurance agency, to its growing network. Financial terms were not disclosed; Florida Insurance will continue day-to-day client service while gaining access to Trucordia's resources and support.
-
January 8, 2026
- Buyer
- Integrity Marketing Group, LLC
- Target
- AIMCOR Group, LLC
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Buyout
Integrity Marketing Group (Integrity) has acquired AIMCOR Group, a national insurance distribution organization based in Malvern, Pennsylvania. AIMCOR’s leadership and owners will remain with the business and become owners in Integrity as the companies integrate AIMCOR’s BGA-focused distribution, services and technology into Integrity’s life, health and wealth platform.
-
- Buyer
- Hilb Group
- Target
- Unnamed Pennsylvania-based property and casualty agency
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Addon
Hilb Group, a Richmond-based property & casualty and employee benefits brokerage (and portfolio company of The Carlyle Group), acquired an unnamed Pennsylvania-based property and casualty agency effective January 1, 2026. The acquisition expands Hilb Group’s presence and product offering across the Mid-Atlantic region as part of its ongoing acquisitive growth strategy.
-
December 31, 2025
- Buyer
- J.C. Flowers & Co.
- Target
- Elephant Insurance Company, Elephant Insurance Services
- Seller
- Admiral Group plc
- Industry
- Insurance
- Location
- Virginia, United States
- Type
- Buyout
J.C. Flowers & Co., a private investment firm focused on financial services, has acquired Admiral Group’s U.S. motor insurance business—Elephant Insurance Company and Elephant Insurance Services—effective 31 December 2025. Admiral sold the business to focus on opportunities in the UK and continental Europe while J.C. Flowers plans to support Elephant’s growth in the U.S. personal auto market.
-
December 30, 2025
- Buyer
- Inszone Insurance Services
- Target
- Sample Insurance Group, LLC
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Buyout
Inszone Insurance Services has acquired Sample Insurance Group, LLC, an independent insurance agency headquartered in Monument, Colorado. The deal expands Inszone's presence in Colorado and gives Sample Insurance Group access to Inszone's broader carrier relationships, technology and resources while the Sample team remains in place.
-
December 23, 2025
- Buyer
- Inszone Insurance Services
- Target
- Voyage Benefits, LLC
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
Inszone Insurance Services has acquired Voyage Benefits, LLC, a Grand Rapids, Michigan-based health and life insurance agency led by Kelly Syren. The acquisition expands Inszone's benefits capabilities and presence in Michigan while Voyage Benefits will continue operating from its Grand Rapids location with access to Inszone's carrier relationships and 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.
-
December 18, 2025
- Buyer
- IK Partners, IK Small Cap IV Fund (IK SC IV)
- Target
- Ascora Group
- Seller
- Stéphane Henry
- Industry
- Insurance
- Location
- Île-de-France, France
- Type
- Buyout
IK Partners’ Small Cap IV fund has acquired a majority stake in Ascora Group in a management buyout that supports founder Stéphane Henry’s succession. The deal strengthens Ascora’s buy-and-build strategy across France—particularly in Real Estate and Property & Casualty—while enabling CEO Bruno Deschamps and the management team to increase their ownership and accelerate investments in sales and digital tools.
-
- Buyer
- Peloton Capital Management
- Target
- Starfish Specialty Insurance
- Industry
- Insurance
- Location
- New York, United States
- Type
- Growth capital
Peloton Capital Management has made a strategic minority investment in Starfish Specialty Insurance, a New York–based managing general agent (MGA). The capital will support Starfish’s rapid scaling plans and position the company to pursue strategic acquisitions while keeping the founding team as significant stakeholders.
-
December 16, 2025
- Buyer
- Trucordia
- Target
- Global Financial & Insurance Services, Inc.
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Addon
Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has acquired Global Financial & Insurance Services, an Irving, Texas-based insurance and financial services firm. The deal expands Trucordia's nationwide insurance platform, adding local presence in the Dallas–Fort Worth area and access to Global Financial's personal, commercial and specialty industry insurance capabilities.
-
- Buyer
- Jordan Partners LLC
- Target
- Vanguard Claims Administration, Inc.
- Seller
- Gilliam family (founders)
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Growth capital
Jordan Partners LLC has made a strategic growth investment in Vanguard Claims Administration, a family-owned third-party administrator (TPA) and independent adjusting platform serving property and casualty insurance markets. The capital will support Vanguard’s investments in technology, data/reporting, client infrastructure and a disciplined tuck-in acquisition strategy while preserving founder-led culture and client relationships.
-
December 9, 2025
- Buyer
- LNC Partners
- Target
- Bennie Health, Inc.
- Industry
- Insurance
- Location
- New York, United States
- Type
- Growth capital
LNC Partners, a middle-market private equity firm, has completed a strategic growth investment in Bennie Health, a New York–based employee benefits broker and HR-focused technology platform. The capital will be used to accelerate Bennie's growth, expand its employee-facing technology, and support strategic M&A initiatives.
-
- Buyer
- SIB Corp. (StoneRidge Insurance Brokers), CIVC Partners
- Target
- Coreservice Insurance Brokers Inc.
- Seller
- Kevin Choi, Halim Lee
- Industry
- Insurance
- Location
- Ontario, Canada
- Type
- Addon
SIB Corp. (StoneRidge Insurance Brokers), a PE-backed Canadian insurance brokerage platform, has acquired Coreservice Insurance Brokers Inc., a North York, Ontario-based full-service brokerage. Founders Kevin Choi and Halim Lee will remain in leadership during a gradual transition as SIB expands its footprint in the Greater Toronto Area to strengthen personal and commercial lines capabilities.
-
December 8, 2025
- Buyer
- EPIC Insurance Brokers & Consultants, Interstate Motor Carriers Agency, Inc.
- Target
- Sentry Transportation's direct writing operation (Sentry Insurance)
- Seller
- Sentry Insurance
- Industry
- Insurance
- Location
- Wisconsin, United States
- Type
- Divestiture
EPIC Insurance Brokers & Consultants has acquired Sentry Transportation's direct writing operation, a carve-out from Sentry Insurance that brings more than 500 transportation clients and the associated team. The acquired operation and team will join EPIC's Interstate Motor Carriers business, strengthening EPIC's national Transportation & Logistics practice and trucking insurance capabilities.
-
December 1, 2025
- Buyer
- The Hilb Group, LLC
- Target
- Unnamed Michigan-based property and casualty agency (name not disclosed)
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Addon
The Hilb Group, a Carlyle-backed insurance brokerage based in Richmond, Virginia, has acquired a Michigan-based property and casualty agency effective December 1, 2025. The acquisition expands Hilb Group's property and casualty footprint across the Midwest as part of its ongoing roll-up strategy.
-
November 21, 2025
- Buyer
- King Risk Partners
- Target
- Acacia Insurance
- Industry
- Insurance
- Location
- Massachusetts, United States
- Type
- Addon
King Risk Partners has acquired Acacia Insurance, an independent insurance agency headquartered in Waltham, Massachusetts, to expand its presence in the New England market. The deal adds Acacia's personal and commercial lines expertise and local client relationships to King Risk's platform to accelerate regional growth and broaden service offerings.
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