Tracked deals
5
5 tracked deals across 2021-2026.
Operating Company
Financial Services
Winged Keel Group
New York, New York, United States
Independent life insurance brokerage specializing in the structuring and administration of large block life insurance portfolios and long-term wealth planning for sophisticated business owners, executives, and ultra-affluent families. Founded in 1989 and independently owned and operated.
- Focus Areas
- Life insurance brokerage, Life insurance portfolio structuring, Wealth preservation / estate planning
- Website
- wingedkeel.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Buyout
3 buyout · 2 addon
Winged Keel Group Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Winged Keel Group
- Target
- SBSI, Inc. (dba NFP Insurance Solutions)
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Addon
Winged Keel Group acquired SBSI, Inc. (dba NFP Insurance Solutions), a Chicago-based independent insurance advisory firm serving ultra high net worth and family office clients nationwide. Winged Keel said it was working in cooperation with NFP Corp., an Aon company, but clarified that NFP Corp. did not sell SBSI and was not a party to the transaction.
-
July 7, 2025
- Buyer
- Winged Keel Group
- Target
- MBW Group
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Buyout
Winged Keel Group has acquired Minneapolis-based MBW Group and opened a new Minneapolis office led by former MBW principals Jeffery W. Bird and David A. Wischmeier. The deal expands Winged Keel's national high-end life insurance platform and strengthens its capabilities serving ultra-high-net-worth families and business owners in the Midwest.
-
June 9, 2025
- Buyer
- Winged Keel Group, GTCR
- Target
- BryanMark Group
- Industry
- Insurance
- Location
- Missouri, United States
- Type
- Addon
Winged Keel Group, a life insurance brokerage backed by a recent strategic investment from GTCR, has acquired BryanMark Group, a St. Louis-based provider of life insurance solutions for affluent and ultra-affluent clients. The deal expands Winged Keel’s Midwest presence and brings BryanMark founder Jason Hackmann and his team into Winged Keel’s St. Louis office to deepen the firm’s advisory capabilities for high-net-worth clients.
-
- Buyer
- Winged Keel Group
- Target
- The Madison Group
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Buyout
Winged Keel Group acquired The Madison Group and opened a new Denver office led by Principal Mark J. Richards. The transaction brings The Madison Group's life insurance brokerage expertise and an eight-person team into Winged Keel's platform to support ultra-high-net-worth clients, family offices, and privately held businesses in the Denver market.
-
January 12, 2021
- Buyer
- Winged Keel Group
- Target
- Knight Planning Corporation
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Winged Keel Group has acquired Knight Planning Corporation and launched a Houston office led by Brady C. Knight. The move expands Winged Keel’s footprint in Texas and brings Knight Planning’s team and expertise in life insurance and wealth-transfer strategies into the firm’s platform.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
2 tracked deals by Winged Keel Group.
Insurance Buyers & Acquisitions
2 tracked deals by Winged Keel Group.
Wealth Management Buyers & Acquisitions
1 tracked deal by Winged Keel Group.
Acquisitions in Colorado
1 tracked deal by Winged Keel Group.
Acquisitions in Illinois
1 tracked deal by Winged Keel Group.
Acquisitions in Minnesota
1 tracked deal by Winged Keel Group.
Acquisitions in Missouri
1 tracked deal by Winged Keel Group.
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