415
Total deals
$3.5B
Total value
$1.7B
Avg deal
$3.4B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Veripax Wealth Management
Veripax Wealth Management provides various types of Financial Services & Advice …
|
2025-06-09 | Acquisition | Complete | — | Deal → |
| 2 |
Wycoff Insurance
Wycoff Insurance is a financial firm that provides personal, commercial, farm an…
|
2025-06-05 | Acquisition | Pending | — | Deal → |
| 3 |
Fenner & Esler Insurance
Fenner & Esler Insurance focuses on architects & engineers' insurance products.
|
2025-06-03 | Acquisition | Pending | — | Deal → |
| 4 |
Fifth Avenue Insurance Agency
Fifth Avenue Agency is an independent medical malpractice insurance agency that …
|
2025-05-16 | Acquisition | Pending | — | Deal → |
| 5 |
Prestige Wealth Partners
Prestige Wealth Partners is a wealth advisory firm offering personalized financi…
|
2025-05-08 | Acquisition | Complete | — | Deal → |
| 6 |
Demarie Insurance Agency
Demarie Insurance Agency is a insurance consulting firm that specializes in empl…
|
2025-05-07 | Acquisition | Complete | — | Deal → |
| 7 |
Guru of Insurance
Guru of Insurance is an employee benefits firm that specializes in employee bene…
|
2025-05-06 | Acquisition | Complete | — | Deal → |
| 8 |
Allegiant Global Partners
Allegiant Global Partners is a consulting firm that offers global benefit progra…
|
2025-05-05 | Acquisition | Pending | — | Deal → |
| 9 |
Employee Benefit Associates
Employee Benefit Associates is an insurance agency that provides compliance, HR …
|
2025-04-08 | Acquisition | Complete | — | Deal → |
| 10 |
Meyer & Rosenbaum
Meyer & Rosenbaum provides commercial and personal insurance services.
|
2025-04-07 | Acquisition | Complete | — | Deal → |
| 11 |
Dansig Insurance Services
Dansig Insurance Services is an independent insurance risk advisors offering a c…
|
2025-04-03 | Acquisition | Pending | — | Deal → |
| 12 |
C&L Marine Insurance
C&L Marine Insurance is an independent marine insurance firm agency platform.
|
2025-03-10 | Acquisition | Pending | — | Deal → |
| 13 |
Drayton Valley Insurance Agency
Drayton Valley Insurance Agency provides personal and commercial insurance produ…
|
2025-03-06 | Acquisition | Pending | — | Deal → |
| 14 |
Malloy lmrie & Vasconi Insurance Services
Malloy Imrie & Vasconi Insurance Services expertise in risk management, commerci…
|
2025-03-05 | Acquisition | Pending | — | Deal → |
| 15 |
Yavitz Insurance Agency
Yavitz Insurance Agency is an insurance company that offers personal insurance, …
|
2025-02-10 | Acquisition | Pending | — | Deal → |
| 16 |
Mayfield Insurance
Mayfield Insurance provides personalized insurance solutions for individuals and…
|
2025-02-07 | Acquisition | Complete | — | Deal → |
| 17 |
DAR The Rocchio Agency
DAR The Rocchio Agency provides commercial and personal insurance, as well as em…
|
2025-02-06 | Acquisition | Complete | — | Deal → |
| 18 |
Lindenwood Agency
Lindenwood Agency provides personal and business insurance solutions, focusing o…
|
2025-02-05 | Acquisition | Pending | — | Deal → |
| 19 |
Byrnes Agency
Byrnes Agency is an insurance agency that provides property, asset, and business…
|
2025-01-09 | Acquisition | Pending | — | Deal → |
| 20 |
Woods Insurance Service
Woods Insurance Service is an independent insurance agency that provides Oil and…
|
2025-01-07 | Acquisition | Pending | — | Deal → |
| 21 |
Great Basin Insurance
Great Basin Insurance offers personal insurance, agriculture insurance, business…
|
2024-12-17 | Acquisition | Pending | — | Deal → |
| 22 |
Jackson Hole Insurance
Jackson Hole Insurance provides insurance services.
|
2024-12-12 | Acquisition | Pending | — | Deal → |
| 23 |
Fairfield County Bank Insurance Services
Fairfield County Bank Insurance Services is an insurance company specializing in…
|
2024-12-10 | Acquisition | Pending | — | Deal → |
| 24 |
Hadfield Agency
Hadfield Agency is an insurance company that offers auto, business, life and con…
|
2024-12-09 | Acquisition | Pending | — | Deal → |
| 25 |
R.K. Gore & Associates
R.K. Gore & Associates is an independent insurance firm.
|
2024-11-19 | Acquisition | Complete | — | Deal → |
| 26 |
Anco Insurance
Anco Insurance is an insurance company that offers business, home, and auto insu…
|
2024-11-11 | Acquisition | Pending | — | Deal → |
| 27 |
Global Ag Risk Solutions
Global Ag Risk Solutions is an insurance company that offers insurance services …
|
2024-11-05 | Acquisition | Pending | — | Deal → |
| 28 |
W
Western Growers Insurance Services - Retail Insurance Brokerage Business
Western Growers Insurance Services - Retail Insurance Brokerage Business provide…
|
2024-11-04 | Acquisition | Pending | — | Deal → |
| 29 |
W
WestStar Insurance Agency
WestStar Insurance Agency is a community financial institution that provides ins…
|
2024-10-09 | Acquisition | Complete | — | Deal → |
| 30 |
Creative Financial Stratigies
Creative Financial Strategies provides financial planning services to individual…
|
2024-10-07 | Acquisition | Complete | — | Deal → |
| 31 |
Felton and Associates
Felton and Associates is an insurance company that provides commercial and perso…
|
2024-09-10 | Acquisition | Complete | — | Deal → |
| 32 |
Clark 401k Consulting
Clark 401k Consulting is a consulting and fiduciary processes firm that offers i…
|
2024-08-08 | Acquisition | Complete | — | Deal → |
| 33 |
Southern Colorado Insurance Center
Southern Colorado Insurance Center specializes in providing personal, business, …
|
2024-08-07 | Acquisition | Complete | — | Deal → |
| 34 |
Insurance Management Company
Insurance Management Company is an insurance agency specializing in commercial, …
|
2024-08-06 | Acquisition | Complete | — | Deal → |
| 35 |
Wade Associates
Wade Associates specializes in auto insurance, business insurance and personal i…
|
2024-07-22 | Acquisition | Complete | — | Deal → |
| 36 |
Mcclements Insurance Services
McClements Insurance Services helps employers manage self-funded insurance progr…
|
2024-07-19 | Acquisition | Complete | — | Deal → |
| 37 |
T
TAS Insurance Services
TAS Insurance Services provides insurance services to clients with group/employe…
|
2024-07-16 | Acquisition | Complete | — | Deal → |
| 38 |
Swanson Insurance Agency
Swanson Insurance Agency offers home, auto, farm insurance along with life and h…
|
2024-07-15 | Acquisition | Complete | — | Deal → |
| 39 |
Integrated Benefits Group
Integrated Benefits Group provides business and personal insurance services with…
|
2024-07-12 | Acquisition | Complete | — | Deal → |
| 40 |
Meyers Glaros Group
Meyers Glaros Group specializes in employee benefits, commercial insurance, and …
|
2024-06-10 | Acquisition | Complete | — | Deal → |
| 41 |
Combined HCM
Combined HCM provides HR solutions that include HCM, payroll technology, employe…
|
2024-06-05 | Acquisition | Complete | — | Deal → |
| 42 |
William R. Cargill Insurance Agency
William R. Cargill Insurance Agency is an operator of an insurance service agenc…
|
2024-05-06 | Acquisition | Complete | — | Deal → |
| 43 |
Pollock Insurance
Pollock Insurance is a privately owned and locally controlled business that spec…
|
2024-04-04 | Acquisition | Complete | — | Deal → |
| 44 |
Sale Insurance
Sale Insurance is a small, family-owned, and operated independent insurance serv…
|
2024-04-03 | Acquisition | Complete | — | Deal → |
| 45 |
Zavitz Insurance
Zavitz Insurance specializes in offering wealth management and financial securit…
|
2024-03-06 | Acquisition | Complete | — | Deal → |
| 46 |
Mitchell Sandham
Mitchell Sandham is a financial firm that provides insurance and employee benefi…
|
2024-02-12 | Acquisition | Complete | — | Deal → |
| 47 |
Bls Wealth Management
BLS Wealth Management specializes in financial management with business solution…
|
2024-01-04 | Acquisition | Complete | — | Deal → |
| 48 |
D'Onofrio Insurance
D'Onofrio Insurance is a Laval, Canada-based provider of personal and commercial…
|
2023-10-13 | Acquisition | Complete | — | Deal → |
| 49 |
F.A.R.E. Healthcare
F.A.R.E. Healthcare provides comprehensive group benefit packages, life insuranc…
|
2023-09-06 | Acquisition | Complete | — | Deal → |
| 50 |
Shinstrom & Norman
Shinstrom & Norman is an insurance agency.
|
2023-08-10 | Acquisition | Complete | — | Deal → |