Operating Company Financial Services

Alliant Insurance Services

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.

Focus Areas
Insurance brokerage, Risk management, Employee benefits brokerage
Website
alliant.com

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

Alliant Insurance Services Acquisition Volume by Year

Last 7 years

Acquisition volume by year Annual acquisition counts for the last 7 years for Alliant Insurance Services. 2 2020 4 2021 4 2022 9 2023 8 2024 4 2025 ~4 est. 3 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 34 tracked deals for Alliant Insurance Services.

  • Buyer
    Alliant Insurance Services
    Target
    Melcher & Prescott
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Nava Benefits
    Industry
    IT Services
    Type
    Buyout

    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.

  • Buyer
    Senior Market Sales, Alliant Insurance Services
    Target
    Fair Square Medicare
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Highpoint Insurance Group
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    McAfee Insurance Agency
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Texas Insurance Agency, McAfee Insurance Agency
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Johnson Benefit Planning
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Senior Market Sales (SMS), Alliant Insurance Services
    Target
    Centurion Senior Services, LLC
    Seller
    Chad Porter, Eric Porter, Chris McGonigle
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Union First
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Health Market Solutions, LLC
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Assured Health Group
    Industry
    Insurance
    Type
    Buyout

    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.

  • Buyer
    Alliant Insurance Services
    Target
    Vinsa Insurance Associates
    Industry
    Insurance
    Type
    Buyout

    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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