21
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Highpoint Insurance Group
Highpoint Insurance Group is a brokerage firm that offers risk management, comme…
|
2025-11-11 | Acquisition | Pending | — | Deal → |
| 2 |
Johnson Benefit Planning
Johnson Benefit Planning is an insurance agency.
|
2025-06-10 | Acquisition | Pending | — | Deal → |
| 3 |
Union First
Union First provides complete services such as benefits consultation, collective…
|
2024-12-09 | Acquisition | Pending | — | Deal → |
| 4 |
Assured Health Group
Assured Health Group is an insurance advisory firm that specializes in helping i…
|
2024-06-05 | Acquisition | Complete | — | Deal → |
| 5 |
Health Market Solutions
Health Market Solutions provides health insurance agency services.
|
2024-06-05 | Acquisition | Complete | — | Deal → |
| 6 |
Advanced Benefits
Advanced Benefit delivers employee-benefit programs, communication consulting an…
|
2024-04-17 | Acquisition | Complete | — | Deal → |
| 7 |
Vinsa Insurance Associates
Vinsa Insurance Associates provides a comprehensive range of insurance services …
|
2024-04-09 | Acquisition | Complete | — | Deal → |
| 8 |
POPIC
Property Owners Protection Insurance Company specializes in structuring, forming…
|
2024-04-08 | Acquisition | Complete | — | Deal → |
| 9 |
Polley Insurance and Risk Management
Polley Insurance and Risk Management is a provider of risk management and insura…
|
2022-12-07 | Acquisition | Complete | — | Deal → |
| 10 |
One Source RM
One Source RM specializes in credit insurance, risk mitigation, commercial colle…
|
2021-01-14 | Acquisition | Complete | — | Deal → |
| 11 |
Vertus Benefits
Vertus Benefits is an employee benefits advisor who works with mid to large empl…
|
2021-01-11 | Acquisition | Complete | — | Deal → |
| 12 |
TCOR Management
TCOR Management is a Texas-based firm that provides risk management and insuranc…
|
2019-12-17 | Acquisition | Complete | — | Deal → |
| 13 |
InvisionBenefit
InvisionBenefit serves as a consultant, and administrator, offering a full range…
|
2019-08-13 | Acquisition | Complete | — | Deal → |
| 14 |
CLS Partners
CLS Partners is a staffing and consulting firm that offers strategic consulting,…
|
2018-07-09 | Acquisition | Complete | — | Deal → |
| 15 |
Boynton & Boynton Insurance
Boynton & Boynton Insurance agency is the privately held insurance agencies.
|
2017-07-12 | Acquisition | Complete | — | Deal → |
| 16 |
SES Insurance Brokerage Services
SES Insurance Brokerage Services is highly regarded for delivering cutting-edge …
|
2017-04-05 | Acquisition | Complete | — | Deal → |
| 17 |
Burkhardt Consulting
Burkhardt Consulting is a employee benefit management consulting firms.
|
2017-03-13 | Acquisition | Complete | — | Deal → |
| 18 |
Hecht Group
Hecht Group develops customized benefit plans to meet the financial goals of bus…
|
2016-10-03 | Acquisition | Complete | — | Deal → |
| 19 |
Farmin, Rothrock & Parrott Insurance
Farmin, Rothrock & Parrott Insurance offers a wide choice of affordable insuranc…
|
2016-09-08 | Acquisition | Complete | — | Deal → |
| 20 |
Mesirow Insurance Services
Mesirow Insurance Services s a full-service insurance brokerage and consultant s…
|
2016-07-13 | Acquisition | Complete | — | Deal → |
| 21 |
Andre-Romberg Insurance
We are an Independent Insurance Agency. We are able to shop your insurance cover…
|
2016-04-04 | Acquisition | Complete | — | Deal → |