42
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Trinity Advisors Group
Trinity Advisors Group offers retirement plan consulting and education for spons…
|
2025-05-13 | Acquisition | Pending | — | Deal → |
| 2 |
Spire Risk Management
Spire Risk Management is an insurance consulting firm.
|
2024-12-12 | Acquisition | Pending | — | Deal → |
| 3 |
Strategic Retirement Plan Consultants
Strategic Retirement Plan Consultants is a provider of retirement planning servi…
|
2024-11-14 | Acquisition | Pending | — | Deal → |
| 4 |
Advanced Capital Group
Advanced Capital is a investment advisory firm that specialises in asset managem…
|
2024-09-05 | Acquisition | Complete | — | Deal → |
| 5 |
Haylor, Freyer & Coon
A top 100 independently owned insurance agency in the United States .
|
2022-10-17 | Acquisition | Complete | — | Deal → |
| 6 |
Thomas H. Heist Insurance Agency
Thomas H. Heist Insurance Agency is an insurance company offering life and healt…
|
2021-12-22 | Acquisition | Complete | — | Deal → |
| 7 |
Simkiss & Block
Simkiss & Block is an insurance & surety brokerage firm that expertise in develo…
|
2021-12-22 | Acquisition | Complete | — | Deal → |
| 8 |
Benefit Design Specialists
Benefit Design Specialists is a dynamic organization committed to providing inno…
|
2021-12-22 | Acquisition | Complete | — | Deal → |
| 9 |
Ashbrook-Clevidence
Ashbrook-Clevidence is a full service insurance brokerage which has been providi…
|
2021-12-22 | Acquisition | Complete | — | Deal → |
| 10 |
Erich Courant
Erich Courant is a full service independent insurance agency that provides the c…
|
2021-12-22 | Acquisition | Complete | — | Deal → |
| 11 |
The DBL Center
The DBL Center is a wholesale insurance agency specializing in temporary disabil…
|
2021-12-22 | Acquisition | Complete | — | Deal → |
| 12 |
Bagwell & Bagwell
Bagwell & Bagwell is an insurance company which provides Property & Casualty Ins…
|
2021-10-29 | Acquisition | Complete | — | Deal → |
| 13 |
Blue Communications
Blue Communications is a creative agency that specializes in HR communications, …
|
2021-10-29 | Acquisition | Complete | — | Deal → |
| 14 |
Propel Insurance
Propel Insurance provides commercial insurance, personal insurance .
|
2021-09-08 | Merge | Complete | — | Deal → |
| 15 |
Risk Consulting Partners
Risk Consulting Partners is an investment firm that offers innovative solutions …
|
2021-08-13 | Acquisition | Complete | — | Deal → |
| 16 |
Boston Benefit Partners
Boston Benefit Partners is Boston's premier client-focused, data-driven health a…
|
2021-06-04 | Acquisition | Complete | — | Deal → |
| 17 |
CSNW Benefits
CSNW Benefits serves clients by creating tailored employee benefits and retireme…
|
2021-01-18 | Acquisition | Complete | — | Deal → |
| 18 |
Granite Group Benefits
Granite Group Benefits is managing corporate risk with solutions ranging from em…
|
2020-12-31 | Acquisition | Complete | — | Deal → |
| 19 |
Todd Associates
Todd Associates has provided specialized insurance and risk management solutions…
|
2020-12-17 | Acquisition | Complete | — | Deal → |
| 20 |
Lighthouse Group
Lighthouse Group is an insurance agency, offering comprehensive solutions in per…
|
2020-12-02 | Acquisition | Complete | — | Deal → |
| 21 |
Gordon Atlantic Insurance
Gordon Atlantic Insurance provides all lines of insurance to businesses and fami…
|
2020-10-01 | Acquisition | Complete | — | Deal → |
| 22 |
FNL Insurance Group
FNL Insurance Group helping clients with their employee benefit and health care …
|
2020-08-20 | Acquisition | Complete | — | Deal → |
| 23 |
JDM Benefits
JDM Benefits offers unique solutions tailored to organization’s insurance and be…
|
2020-08-13 | Acquisition | Complete | — | Deal → |
| 24 |
Alper Services
Provides Insurance Architects who design programs that minimize risk, protect as…
|
2020-08-01 | Acquisition | Complete | — | Deal → |
| 25 |
Banasky Insurance
Banasky Insurance creates property & casualty insurance solutions for commercial…
|
2020-08-01 | Acquisition | Complete | — | Deal → |
| 26 |
Barkley Risk Management & Insurance
Barkley Risk Management & Insurance is a premier risk management consultants and…
|
2020-04-21 | Acquisition | Complete | — | Deal → |
| 27 |
Cambridge Benefit Solutions
Cambridge Benefit Solutions provide businesses throughout Arizona and the surrou…
|
2020-04-20 | Acquisition | Complete | — | Deal → |
| 28 |
Trilogy Group Benefits
Trilogy Group Benefits is an independent brokerage firm specializing in group em…
|
2020-03-18 | Acquisition | Complete | — | Deal → |
| 29 |
Fall River Employee Benefits
Fall River Employee Benefits understands your concerns about group health insura…
|
2020-03-16 | Acquisition | Complete | — | Deal → |
| 30 |
AMCORP
AMCORP provides benefits consulting and financial planning services.
|
2020-01-14 | Acquisition | Complete | — | Deal → |
| 31 |
Benefit Commerce Group
Benefit Commerce Group is an insurance company specializing in process/project m…
|
2019-08-14 | Acquisition | Complete | — | Deal → |
| 32 |
Comprehensive Benefit Administrators
Comprehensive Benefit Administrators is a full-service benefits management firm.
|
2019-08-10 | Acquisition | Complete | — | Deal → |
| 33 |
Landmark Benefits
Landmark Benefits is an employee benefits broker providing comprehensive insuran…
|
2019-07-19 | Acquisition | Complete | — | Deal → |
| 34 |
Phalanx Healthcare Solutions
Phalanx Healthcare Solutions is an insurance and reinsurance broker of medical m…
|
2019-03-27 | Acquisition | Complete | — | Deal → |
| 35 |
Dohrmann Insurance Agency
Dohrmann Insurance Agency operates as an independent insurance agency.
|
2019-03-12 | Acquisition | Complete | — | Deal → |
| 36 |
TriSure
TriSure provides insurance and risk management services.
|
2019-03-01 | Acquisition | Complete | — | Deal → |
| 37 |
Spring Consulting Group LLC
Spring Consulting Group is an insurance company offering disability and absence …
|
2018-02-05 | Acquisition | Complete | — | Deal → |
| 38 |
W
West Park Insurance
West Park Insurance and Risk Management provides clients with excellent service.
|
2017-09-06 | Acquisition | Complete | — | Deal → |
| 39 |
Zinn Insurance
Zinn Insurance specializes in risk management, excellent service and cutting-edg…
|
2017-09-06 | Acquisition | Complete | — | Deal → |
| 40 |
Group Benefits LLC
Group Benefits LLC has provided innovative employee benefits solutions since its…
|
2017-07-10 | Acquisition | Complete | — | Deal → |
| 41 |
A
AIC Denver LLC
AIC Denver offers employee benefit products and services.
|
2017-06-07 | Acquisition | Complete | — | Deal → |
| 42 |
American Insurance Administrators
AIA offers comprehensive employee benefit consulting, products and solutions.
|
2017-01-04 | Acquisition | Complete | — | Deal → |