Tracked deals
8
8 tracked deals across 2025-2026.
Operating Company
Financial Services
Equal Parts
Austin, Texas, United States
Equal Parts acquires exceptional independent insurance agencies and empowers them with AI-enabled tools and resources (capital, technology, and operational support) to scale and succeed.
- Focus Areas
- Independent insurance agency, Managing General Agent (MGA) / D&O underwriting, Fintech-enabled insurance solutions
- Website
- www.equalparts.ai
Recent pace
5
5 tracked deals announced in the last 12 months.
Deal mix
Addon
6 addon · 2 buyout
Equal Parts Acquisition Volume by Year
Last 2 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
October 7, 2026
- Buyer
- Equal Parts
- Target
- El Valle Insurance
- Industry
- Insurance
- Location
- New Mexico, United States
- Type
- Addon
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.
-
October 7, 2026
- Buyer
- Equal Parts
- Target
- Loma Portal Insurance
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Addon
Equal Parts acquired Loma Portal Insurance, an independent insurance agency in Farmington Hills, Michigan. Rex Young, Dustin Webb, Brock Sherwood, and Stephanie Musick, who joined Equal Parts through its acquisition of D3 Insurance Group, led the transaction as part of the platform’s operator-led growth strategy.
-
October 7, 2026
- Buyer
- Equal Parts
- Target
- Archer Insurance Solutions
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Addon
Equal Parts acquired Archer Insurance Solutions, an insurance agency based in Waxahachie, Texas. Rex Young, Dustin Webb, Brock Sherwood, and Stephanie Musick, who joined Equal Parts through its acquisition of D3 Insurance Group, led the transaction as part of Equal Parts’ operator-led acquisition model.
-
September 18, 2026
- Buyer
- Equal Parts
- Target
- ProSource Insurance Agency
- Seller
- Paul Nhem (founder)
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Equal Parts acquired ProSource Insurance Agency, a Plano, Texas-based transportation insurance brokerage serving trucking companies, owner-operators, commercial fleets, and transportation businesses. The deal was completed during the first quarter of 2026 and expands Equal Parts’ transportation insurance platform and network of specialized independent agencies.
-
November 12, 2025
- Buyer
- Equal Parts, Strategic Insurance
- Target
- Blue Star Insurance Agency
- Industry
- Insurance
- Location
- New Mexico, United States
- Type
- Addon
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.
-
October 8, 2025
- Buyer
- Equal Parts
- Target
- Strategic Insurance
- Seller
- Benito Ortiz
- Industry
- Insurance
- Location
- New Mexico, United States
- Type
- Addon
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.
-
- Buyer
- Equal Parts
- Target
- Assurely
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Equal Parts, a next-generation insurance agency platform, has acquired Austin-based Assurely, an agency and MGA known for its TigerMark D&O program tailored to early-stage and non‑traditional capital companies. The acquisition brings Assurely's fintech expertise and proprietary D&O product into Equal Parts' AI-enabled platform to scale specialized coverage for startups and improve operational efficiency.
-
April 16, 2025
- Buyer
- Equal Parts, Equal Ventures, Max Ventures
- Target
- Lumen Insurance
- Seller
- Lumen Insurance (David Perez, founder and president)
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Addon
Equal Parts, a newly launched insurance platform backed by acquisition capital, announced its first acquisition of Austin-based Lumen Insurance. The deal brings Lumen’s specialty in serving venture-backed tech startups into Equal Parts’ AI-enabled model as the platform pursues consolidation of independent agencies.
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