239
Total deals
$216.6M
Total value
$108.3M
Avg deal
$108.6M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
City Financial Marketing Group
CFM Group is a quality insurance broker and specialists in van, house, car, comm…
|
2025-03-05 | Acquisition | Pending | $107.9M | Deal → |
| 2 |
Saxon Financial Services
Saxon Financial Services offers financial planning, wealth management, employee …
|
2024-10-30 | Acquisition | Complete | — | Deal → |
| 3 |
CoyleKiley Insurance Agency
CoyleKiley Insurance Agency offers business and personal insurance, employee ben…
|
2024-10-07 | Acquisition | Pending | — | Deal → |
| 4 |
Halstead Insurance
Halstead Insurance offers coverage for homeowners, automobiles, individuals, and…
|
2024-10-01 | Acquisition | Complete | — | Deal → |
| 5 |
ITALIANO INSURANCE SERVICES
ITALIANO INSURANCE SERVICES is an insurance service firm that fulfills all insur…
|
2024-05-23 | Acquisition | Complete | — | Deal → |
| 6 |
Bristol Marine Insurance
Bristol Marine Insurance provides insurance to the yachting community.
|
2024-04-16 | Acquisition | Complete | — | Deal → |
| 7 |
Romero Insurance Brokers
Romero Insurance Brokers is a chartered independent insurance broker specialisin…
|
2023-11-15 | Acquisition | Complete | — | Deal → |
| 8 |
Bespoke Insurance Solutions
Bespoke Insurance Solutions is an independent property and casualty insurance ag…
|
2022-12-13 | Acquisition | Complete | — | Deal → |
| 9 |
T
The Shepherd Agency
The Shepherd Agency provides insurance services.
|
2022-07-21 | Acquisition | Complete | — | Deal → |
| 10 |
Duley Bolwar Pederson
Duley Bolwar Pederson provides a strategic mix of plans and services that fit wi…
|
2022-05-17 | Acquisition | Complete | — | Deal → |
| 11 |
Gallivan Murphy Insurance Brokers
Gallivan Murphy Insurance Brokers provides and commercial insurance customers wi…
|
2022-04-07 | Acquisition | Complete | $108.6M | Deal → |
| 12 |
Valentine Insurance Agency
Valentine Insurance Agency is a full-service independent agency, located in Mobe…
|
2022-01-19 | Acquisition | Complete | — | Deal → |
| 13 |
Fred C. Church, Inc.
Fred C. Church is an insurance company providing insurance coverage and risk man…
|
2022-01-06 | Acquisition | Complete | — | Deal → |
| 14 |
Employee One Benefit Solutions
EOne is the leading provider of benefits consulting and management in the mid-ma…
|
2021-12-30 | Acquisition | Complete | — | Deal → |
| 15 |
Pierce Group Benefits
Pierce Group Benefits is an insurance company that provides accident and cancer …
|
2021-12-23 | Acquisition | Complete | — | Deal → |
| 16 |
Medallion Wealth Management
Medallion Wealth Management helps to achieve, enhance, and preserve the wealth o…
|
2021-12-20 | Acquisition | Complete | — | Deal → |
| 17 |
American Risk Services
American Risk Services is an insurance firm that specializes in EWT insurance, G…
|
2021-12-13 | Acquisition | Complete | — | Deal → |
| 18 |
Jester Insurance Services
Jester Insurance Services is a property and casualty insurance service company.
|
2021-10-18 | Acquisition | Complete | — | Deal → |
| 19 |
Smith-reiss Agency
Smith-reiss Agency is an Insurance agency Company.
|
2021-09-20 | Acquisition | Complete | — | Deal → |
| 20 |
EONE
EONE combine expertise, experience, technology, and innovation in order to help …
|
2021-09-01 | Acquisition | Complete | — | Deal → |
| 21 |
Goodman Insurance Services
Goodman Insurance Services specializes in providing insurance and risk managemen…
|
2021-06-24 | Acquisition | Complete | — | Deal → |
| 22 |
B&H Insurance
B&H Insurance is an independent insurance agency offering a comprehensive suite …
|
2021-06-11 | Acquisition | Complete | — | Deal → |
| 23 |
Anchor Pardue Insurance
Anchor Pardue Insurance is an independent insurance agency located in Birmingham…
|
2021-05-24 | Acquisition | Complete | — | Deal → |
| 24 |
Texas Associates Insurors
Texas Associates Insurors is an insurance and risk management firm.
|
2021-05-07 | Acquisition | Complete | — | Deal → |
| 25 |
Biglow & Company
Biglow & Company is an insurance Agency that provides full-service Financial & i…
|
2021-04-20 | Acquisition | Complete | — | Deal → |
| 26 |
RISC
Rice Insurance Services Company is specialized in real estate E&O programs since…
|
2021-03-14 | Acquisition | Complete | — | Deal → |
| 27 |
Fiorella Insurance Agency
Fiorella Insurance Agency is a family-owned company providing health insurance, …
|
2021-03-11 | Acquisition | Complete | — | Deal → |
| 28 |
Kainos Partners
Kainos Partners provides clients with the consulting and financial services they…
|
2021-02-19 | Acquisition | Complete | — | Deal → |
| 29 |
Egis Insurance and Risk Advisors
Egis provides property and casualty insurance as well as risk management service…
|
2021-02-03 | Acquisition | Complete | — | Deal → |
| 30 |
Murray Insurance
Murray Insurance is a commercial insurance company located in Lancaster.
|
2021-01-21 | Acquisition | Complete | — | Deal → |
| 31 |
Marquis Transportation
Marquis Transportation is specialized in insurance and risk management solutions…
|
2021-01-20 | Acquisition | Complete | — | Deal → |
| 32 |
Borland Insurance
Borland provides insurance solutions to a wide spectrum of commercial and privat…
|
2021-01-20 | Acquisition | Complete | — | Deal → |
| 33 |
Stafford Financial Consulting Group
Stafford Financial Consulting Group is a multidisciplinary fee-based insurance a…
|
2021-01-05 | Acquisition | Complete | — | Deal → |
| 34 |
N
National Benefit Programs
National Benefit Programs is a benefits consulting firm based in Columbus, Ohio.
|
2020-12-30 | Acquisition | Complete | — | Deal → |
| 35 |
Dawson Taylor & Company
Dawson Taylor & Company is a insurance provider company.
|
2020-12-29 | Acquisition | Complete | — | Deal → |
| 36 |
Matsock
Matsock is a full-service, independent insurance agency with the tools, commitme…
|
2020-10-23 | Acquisition | Complete | — | Deal → |
| 37 |
Mainstreet Legal Malpractice Insurance
Mainstreet is a provider of professional liability insurance for solo attorneys …
|
2020-08-24 | Acquisition | Complete | — | Deal → |
| 38 |
Dohn & Maher Associates
Dohn & Maher Associates offer a complete portfolio of insurance and surety produ…
|
2020-08-20 | Acquisition | Complete | — | Deal → |
| 39 |
ENV Insurance Agency
ENV Insurance Agency provides clients with customized insurance programs that ex…
|
2020-07-09 | Acquisition | Complete | — | Deal → |
| 40 |
WTPhelan Insurance
WTPhelan Insurance is a fourth generation, family-owned and operated insurance a…
|
2020-06-26 | Acquisition | Complete | — | Deal → |
| 41 |
Rand-Tec Insurance Agency
Rand-Tec Insurance Agency is a trusted agency that has built solid long-lasting …
|
2020-06-19 | Acquisition | Complete | — | Deal → |
| 42 |
Cypress Insurance Group
Cypress Insurance Group is an independent Agents, providing insurance for famili…
|
2020-05-28 | Acquisition | Complete | — | Deal → |
| 43 |
Transportation Insurance Advisors
Transportation Insurance Advisors owns and operates the largest truck insurance …
|
2020-04-21 | Acquisition | Complete | — | Deal → |
| 44 |
GIGA Solutions
GIGA Solutions provides tailored insurance solutions for the PEO industry.
|
2020-04-15 | Acquisition | Complete | — | Deal → |
| 45 |
Early Cassidy & Schilling LLC
Early Cassidy & Schilling LLC is a regional, independently owned risk management…
|
2020-04-06 | Acquisition | Complete | — | Deal → |
| 46 |
Aniello Insurance Agency
Aniello Insurance is an independent insurance agency.
|
2020-03-20 | Acquisition | Complete | — | Deal → |
| 47 |
Group Alternatives
Group Alternatives, Inc. is a provider of Insurance services.
|
2020-03-16 | Acquisition | Complete | — | Deal → |
| 48 |
Wateridge Insurance Services
Wateridge Insurance Services is an insurance company offering personal and comme…
|
2020-03-12 | Acquisition | Complete | — | Deal → |
| 49 |
LMC Insurance & Risk Management
LMC Insurance & Risk Management is an insurance company offering employee benefi…
|
2020-02-11 | Acquisition | Complete | — | Deal → |
| 50 |
Lundstrom Insurance
Lundstrom Insurance is a third generation family-owned and operated agency.
|
2020-01-23 | Acquisition | Complete | — | Deal → |