Tracked deals
34
34 tracked deals across 2020-2026.
Irvine, California, United States
Alliant Insurance Services is among the top insurance brokerage and consulting firms in the United States, providing innovative insurance and risk-management solutions across broad industry verticals through national platforms and local offices.
Tracked deals
34
34 tracked deals across 2020-2026.
Recent pace
5
5 tracked deals announced in the last 12 months.
Deal mix
Buyout
32 buyout · 2 divestiture
Last 7 years
Supporting Data
Showing the 12 most recent of 34 tracked deals for Alliant Insurance Services.
Alliant Insurance Services acquired Melcher & Prescott, an independent insurance agency and brokerage headquartered in Laconia, New Hampshire. The acquisition expands Alliant’s presence in the Northeast, and Melcher & Prescott will transition to operate as Alliant Insurance Services.
Alliant Insurance Services has entered into an agreement to acquire Nava Benefits. The deal combines Alliant’s employee benefits advisory and analytics capabilities with Nava’s AI-native HQ platform to create a more connected, technology-enabled employee benefits brokerage model.
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.
Alliant Insurance Services has acquired Highpoint Insurance Group, a multi-line broker based in Friendswood, Texas. Highpoint’s 44 employees will operate as Alliant as the transaction expands Alliant’s footprint in the Greater Houston market and strengthens capabilities in commercial and personal lines as well as employee benefits, with growth opportunities in oil & gas and construction/surety.
Alliant Insurance Services has acquired McAfee Insurance Agency in Mercedes, Texas to expand its transportation specialty platform and cross-border risk capabilities in South and East Texas. The firm also hired senior specialists Nader Dabboussi and Jordan Lewis to support its cross-border transportation strategy and deepen service offerings for trucking and transportation clients.
Alliant Insurance Services has acquired Texas Insurance Agency in Laredo and McAfee Insurance Agency in Mabank as part of its expansion of the Alliant Transportation specialty platform in Texas. The transactions strengthen Alliant's cross-border trucking and transportation risk capabilities and expand its footprint across South and East Texas.
Alliant Insurance Services has acquired Johnson Benefit Planning, an employee benefits consulting firm with offices in Bend and West Linn, Oregon. The acquisition strengthens Alliant's presence and capabilities in the Pacific Northwest by adding Johnson Benefit Planning's consulting expertise and client relationships.
Senior Market Sales (SMS), an Omaha-based insurance marketing organization and part of the Alliant Insurance Services family, has acquired Centurion Senior Services, a Pennsylvania-based Medicare insurance agency. The deal expands SMS' eastern U.S. distribution footprint and gives Centurion access to SMS' technology, back-office support and broader health and wealth product portfolio; Centurion will continue to be managed by its current leaders.
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.
Alliant Insurance Services has acquired Health Market Solutions, LLC (HMS), a Tampa-based direct-to-consumer health insurance agency focused on Affordable Care Act (ACA) under-65 individual plans. HMS will join Alliant Consumer Group to expand Alliant’s presence and capabilities in the fast-growing ACA marketplace; terms were not disclosed and the entire HMS team will join Alliant.
Alliant Insurance Services has acquired Assured Health Group (AHG), a West Palm Beach-based direct-to-consumer agency specializing in Affordable Care Act (ACA) under-65 individual health insurance plans. AHG will join Alliant Consumer Group to expand Alliant's presence in the ACA marketplace; terms were not disclosed and the entire AHG team will join Alliant.
Alliant Insurance Services has acquired Vinsa Insurance Associates, an independent property & casualty insurance agency based in Lancaster, California, to expand Alliant Public Entity’s footprint in the High Desert region north of Los Angeles. Vinsa will continue to operate from its Lancaster headquarters as part of Alliant’s Public Entity division, strengthening service for public-entity clients and supporting retention and growth of existing accounts.
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