415
Total deals
$3.5B
Total value
$1.7B
Avg deal
$3.4B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 51 |
Golden Ears Insurance Services
Golden Ears Insurance Services provider of general insurance brokerage services …
|
2023-08-02 | Acquisition | Complete | — | Deal → |
| 52 |
Edbrooke/Stelcner and Associates
Edbrooke/Stelcner is a brokerage and consultancy firm specializing in employee b…
|
2023-07-17 | Acquisition | Complete | — | Deal → |
| 53 |
E-Insure Services
E-Insure Services provides financial and insurance solutions for homes, auto, he…
|
2023-06-07 | Acquisition | Complete | — | Deal → |
| 54 |
DeFranco Insurance
DeFranco Insurance is a insurance firm that specializes in providing personal, b…
|
2023-04-06 | Acquisition | Complete | — | Deal → |
| 55 |
Quintes
Quintes provides Management and Administration services for companies retirement…
|
2022-10-06 | Acquisition | Complete | — | Deal → |
| 56 |
Peel & Holland
Peel & Holland is an insurance company that offers employee benefits and public …
|
2022-10-04 | Acquisition | Complete | — | Deal → |
| 57 |
KT&D
KT&D offers personal, commercial, life, employee benefit, individual, personal, …
|
2022-08-05 | Acquisition | Complete | — | Deal → |
| 58 |
Bubrig Insurance Agency
Bubrig Insurance Agency is a independent agency providing personal insurance sol…
|
2022-08-04 | Acquisition | Complete | — | Deal → |
| 59 |
WealthPlan Advisors
WealthPlan Advisors is a consulting firm that provides wealth management, invest…
|
2022-08-03 | Acquisition | Complete | — | Deal → |
| 60 |
Shaver-Robichaux Insurance Services
Shaver-Robichaux is an independent agency providing commercial and personal insu…
|
2022-07-08 | Acquisition | Complete | — | Deal → |
| 61 |
CSI Advisory Services
CSI Advisory Services is a financial service firm.
|
2022-06-06 | Acquisition | Complete | — | Deal → |
| 62 |
Alexander & Company
Alexander & Company is a full-service, independent employee benefits advisory fi…
|
2022-06-03 | Acquisition | Complete | — | Deal → |
| 63 |
Sandy Spring Insurance
Sandy Spring Insurance provides outstanding products and superior client service…
|
2022-06-02 | Acquisition | Complete | — | Deal → |
| 64 |
M
Marketing Management Associates Inc
Marketing Management Associates is a full-service insurance agency
|
2022-04-08 | Acquisition | Complete | — | Deal → |
| 65 |
Chun-Ha Insurance Services
Chun-Ha Insurance Services provides insurance products and services for personal…
|
2022-04-04 | Acquisition | Complete | — | Deal → |
| 66 |
Midland Agency Insurance
Midland Agency Insurance offers commercial and persona lines ofl insurance.
|
2022-03-11 | Acquisition | Complete | — | Deal → |
| 67 |
The President’s Group
The President’s Group is a pioneer in the insurance industry that has helped ove…
|
2022-03-10 | Acquisition | Complete | — | Deal → |
| 68 |
Niedermeyer Risk Management
Niedermeyer Risk Management provides employee benefits consulting, commercial an…
|
2022-03-09 | Lbo | Complete | — | Deal → |
| 69 |
Pacific Northwest Insurance
PNI provides property, casualty, and personal insurance solutions to individuals…
|
2022-03-08 | Acquisition | Complete | — | Deal → |
| 70 |
Kuhl Insurance
Kuhl Insurance serves others by protecting the things that are important to them…
|
2022-03-07 | Acquisition | Complete | — | Deal → |
| 71 |
Western Assurance
Western Assurance is an independent agency providing comprehensive insurance sol…
|
2022-03-04 | Acquisition | Complete | — | Deal → |
| 72 |
Taylor Advisors
Taylor Advisors specializes in investment advisory, business valuation, training…
|
2022-03-03 | Acquisition | Complete | — | Deal → |
| 73 |
Insureon
Insureon is the number one independent marketplace for online delivery of small …
|
2022-03-01 | Acquisition | Complete | — | Deal → |
| 74 |
Kornerstone
Kornerstone provides individuals and corporations with custom financial plans an…
|
2022-02-02 | Acquisition | Complete | — | Deal → |
| 75 |
Raffa Financial Services
Raffa Financial Services offers insurance and employee benefit program, engageme…
|
2022-01-06 | Acquisition | Complete | — | Deal → |
| 76 |
OSA Insurance Brokerage Services
OSA Insurance Brokerage Services is an insurance brokerage firm.
|
2022-01-05 | Acquisition | Complete | — | Deal → |
| 77 |
GRP Financial California
GRP Financial California providing companies and plan sponsors with specialized …
|
2021-12-14 | Acquisition | Complete | $3.4B | Deal → |
| 78 |
Basi Insurance Services
Basi Insurance Services is locally owned and operated in Oakdale and Manteca, CA…
|
2021-12-13 | Acquisition | Complete | — | Deal → |
| 79 |
Calculated Risk Advisors
High end risk management consulting and insurance brokerage services.
|
2021-11-05 | Acquisition | Complete | — | Deal → |
| 80 |
Tanna Insurance
Tanna Insurance is one of the few local insurance agencies that can compete with…
|
2021-11-03 | Acquisition | Complete | — | Deal → |
| 81 |
Verity Insurance
Verity Insurance is an independent insurance broker providing commercial insuran…
|
2021-10-08 | Acquisition | Complete | — | Deal → |
| 82 |
H
H.W. Hollinger
H.W. Hollinger is an independent insurance agency providing commercial and perso…
|
2021-10-06 | Acquisition | Complete | — | Deal → |
| 83 |
Millennium Advisory Services
Millennium Advisory Services provides financial planning advice and investment m…
|
2021-09-07 | Acquisition | Complete | — | Deal → |
| 84 |
National Home Warranty
National Home Warranty is a provider of new home warranty coverage to thousands …
|
2021-08-24 | Acquisition | Complete | — | Deal → |
| 85 |
Dissinger Reed
Dissinger Reed specializes in athletic insurance services and solution.
|
2021-08-16 | Acquisition | Complete | — | Deal → |
| 86 |
Risk Point Consulting
Risk Point Consulting specializes in professional sports and college athletics c…
|
2021-07-16 | Acquisition | Complete | — | Deal → |
| 87 |
Ward Insurance
Ward Insurance provides insurance, property & casualty, worker's compensation, e…
|
2021-07-01 | Acquisition | Complete | — | Deal → |
| 88 |
Preferred Benefits Services Agency
Preferred Benefits provides tailored benefit solutions through technology-based …
|
2021-06-12 | Acquisition | Complete | — | Deal → |
| 89 |
EnterMedicare
EnterMedicare is a digital medicare platform.
|
2021-06-08 | Acquisition | Complete | — | Deal → |
| 90 |
Salvatore Insurance Brokers
Salvatore Insurance is a family-owned insurance agency providing clients in Atla…
|
2021-06-04 | Acquisition | Complete | — | Deal → |
| 91 |
Global Credit Risk Management
GCRM is a national independent broker of Accounts Receivable and Political Risk …
|
2021-06-03 | Acquisition | Complete | — | Deal → |
| 92 |
IBG Financial Partners
IBG Financial Partners is a provider of Investment Management Services.
|
2021-04-15 | Acquisition | Complete | — | Deal → |
| 93 |
W
Wessex Financial
Wessex Financial is an independent employee benefits, life and living benefits f…
|
2021-04-08 | Acquisition | Complete | — | Deal → |
| 94 |
Plan Sponsor Consultants
Plan Sponsor Consultants is a consulting firm offering expertise and guidance on…
|
2021-04-08 | Acquisition | Complete | — | Deal → |
| 95 |
KC Insurance Group
KC Insurance Group is an independent insurance agency serving the Kansas City ar…
|
2021-04-05 | Acquisition | Complete | — | Deal → |
| 96 |
Galon Insurance
Galon Insurance is a provider of personal, commercial, and agribusiness insuranc…
|
2021-02-02 | Acquisition | Complete | — | Deal → |
| 97 |
Alpha Pension Group
Alpha Pension Group is a retirement consulting firm, do not sell retirement plan…
|
2021-01-13 | Acquisition | Complete | — | Deal → |
| 98 |
Prince Albert Insurance
Prince Albert Insurance is a full service, customer-oriented, independent insura…
|
2020-12-07 | Acquisition | Complete | — | Deal → |
| 99 |
Stalco Insurance
Stalco Insurance is committed to keeping small town service with all the options…
|
2020-11-04 | Acquisition | Complete | — | Deal → |
| 100 |
Canwest Group Benefits
Canwest Group Benefits is a dynamic company, providing group benefits to western…
|
2020-10-05 | Lbo | Complete | — | Deal → |