| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 101 |
Clearpoint Benefit Solutions
Clearpoint Bene∩¼üt Solutions offers its clients strategic group benefit advisor…
|
2020-10-05 | Lbo | Complete | — | Deal โ |
| 102 |
Rockville Insurance Agency
Rockville Insurance offering insurance products in multiple states.
|
2020-09-03 | Acquisition | Complete | — | Deal โ |
| 103 |
Elevate Insurance Brokers
Elevate Insurance Brokers is a locally owned, independent insurance agency that …
|
2020-09-02 | Acquisition | Complete | — | Deal โ |
| 104 |
Vestas
Vestas provides commercial and personal insurance with a focus on various indust…
|
2020-05-13 | Acquisition | Complete | — | Deal โ |
| 105 |
M
Morneau Shepell - Benefits Consulting Practice
Morneau Shepell - Benefits Consulting Practice is a provider of technology-enabl…
|
2020-03-02 | Acquisition | Complete | $70.0M | Deal โ |
| 106 |
A
Azur Consulting Services
Azur Consulting Services provides employee benefits consulting, including group …
|
2020-02-10 | Acquisition | Complete | — | Deal โ |
| 107 |
TRA Insurance Solutions
TRA Insurance Solutions is a provider of insurance solutions.
|
2020-02-07 | Acquisition | Complete | — | Deal โ |
| 108 |
Benefex Consulting
Benefex in brokerage and consulting services for employee compensation packages,…
|
2020-02-04 | Acquisition | Complete | — | Deal โ |
| 109 |
SilverStone Group
SilverStone Group is a full-service, resource management organization.
|
2019-12-04 | Acquisition | Complete | — | Deal โ |
| 110 |
RBI Advisory Group
RBI Advisory Group specialize in providing strategic group benefit advisory serv…
|
2019-11-04 | Acquisition | Complete | — | Deal โ |
| 111 |
PDF Financial Group
PDF Financial Group is an independent brokerage offering consulting and outsourc…
|
2019-10-08 | Acquisition | Complete | — | Deal โ |
| 112 |
Procorp Financial
Procorp Financial is a boutique benefits and retirement consulting firm.
|
2019-10-04 | Acquisition | Complete | — | Deal โ |
| 113 |
Regency Advisory
Regency is an employee benefits consulting firm that provides innovative and pro…
|
2019-10-02 | Acquisition | Complete | — | Deal โ |
| 114 |
Perennial Pension & Wealth
Perennial Pension & Wealth is an independent financial services company that pro…
|
2019-09-20 | Acquisition | Complete | — | Deal โ |
| 115 |
Power Group Companies
Power Group Companies is an insurance company providing employee benefits and ri…
|
2019-08-15 | Acquisition | Complete | — | Deal โ |
| 116 |
Truss
Truss provide expert risk management solutions to support your business goals fr…
|
2019-08-06 | Acquisition | Complete | — | Deal โ |
| 117 |
The Crichton Group
The Crichton Group is an insurance company that provides insurance products, emp…
|
2019-07-09 | Acquisition | Complete | — | Deal โ |
| 118 |
Berk Bilgen Insurance
BBI is an independent insurance brokerage based in Edmonton, Alberta, Canada.
|
2019-07-04 | Acquisition | Complete | — | Deal โ |
| 119 |
Foster & Parker Insurance Agency
Foster & Parker Insurance is a Insurance broker company located in Madera.
|
2019-06-17 | Acquisition | Complete | — | Deal โ |
| 120 |
P
Porchlight Financial
Porchlight Financial is a full-service group retirement plan consulting firm wit…
|
2019-06-11 | Acquisition | Complete | — | Deal โ |
| 121 |
M
M.B.I. Group - Assets
M.B.I. Group - Assets is an independent insurance firm.
|
2019-04-04 | Acquisition | Complete | — | Deal โ |
| 122 |
RiteHealth Solutions
RiteHealth Solutions is a boutique employment benefits brokerage firm with more …
|
2019-03-19 | Acquisition | Complete | — | Deal โ |
| 123 |
The Insurance Exchange
The Insurance Exchange is an independent insurance agency that offer insurance c…
|
2019-03-11 | Acquisition | Complete | — | Deal โ |
| 124 |
Peak Financial Group
Peak Financial Group is an independent firm specializing in retirement plan serv…
|
2019-03-07 | Acquisition | Complete | — | Deal โ |
| 125 |
Integrated Risk Solutions
Integrated Risk Solutions is an insurance company specializing in insurance and …
|
2019-03-04 | Acquisition | Complete | — | Deal โ |
| 126 |
Firstbrook Pointon Benefits
Firstbrook Pointon Benefits is a full-service employee benefits consulting firm …
|
2019-02-12 | Acquisition | Complete | — | Deal โ |
| 127 |
US Insurance Source
US Insurance Source is an insurance agency that offers commercial insurance and …
|
2019-02-04 | Acquisition | Complete | — | Deal โ |
| 128 |
F
Forum Risques et Assurance
Forum Risques et Assurance is offers insurance brokerage services.
|
2019-01-10 | Acquisition | Complete | — | Deal โ |
| 129 |
Sheridan Road Financial
Sheridan Road Financial is an independent investment consulting and retirement f…
|
2019-01-09 | Acquisition | Complete | — | Deal โ |
| 130 |
The Rubin Group
The Rubin Group is provides insurance and risk management solutions to businesse…
|
2019-01-07 | Acquisition | Complete | — | Deal โ |
| 131 |
A
Apex Insurance Benefits
Apex Insurance Benefits is an employee benefits consulting firm that provides se…
|
2018-12-17 | Acquisition | Complete | — | Deal โ |
| 132 |
G
G.P. Barich Insurance Agency
G.P. Barich Insurance Agency is provides personal and commercial property and ca…
|
2018-12-13 | Acquisition | Complete | — | Deal โ |
| 133 |
Nolen Associates
Nolen Associates is a full-service medical malpractice insurance agency.
|
2018-12-11 | Acquisition | Complete | — | Deal โ |
| 134 |
K
Kuoka Enterprises
Kuoka Enterprises is specializes in commercial lines insurance solutions.
|
2018-11-08 | Acquisition | Complete | — | Deal โ |
| 135 |
T
Tri-Line Agencies
Tri-Line Agencies is operates as an insurance brokerage company.
|
2018-11-07 | Acquisition | Complete | — | Deal โ |
| 136 |
Proteus Performance Management
Proteus Performance Management is a premier innovator and provider of pension pl…
|
2018-11-05 | Acquisition | Complete | — | Deal โ |
| 137 |
Insurance Management Associates
Insurance Management Associates is provides insurance brokerage services.
|
2018-11-02 | Acquisition | Complete | — | Deal โ |
| 138 |
The Tamrac Group
The Tamrac Group is provides a high level of insurance expertise and superior se…
|
2018-11-01 | Acquisition | Complete | — | Deal โ |
| 139 |
New Gate Insurance Services
New Gate Insurance Services is offers commercial insurance brokerage services fo…
|
2018-10-04 | Acquisition | Complete | — | Deal โ |
| 140 |
H
Hometown Insurance Brokers
Hometown Insurance Brokers is operates as and insurance broker for personal and …
|
2018-09-11 | Acquisition | Complete | — | Deal โ |
| 141 |
C
Clearwater Insurance Group
Clearwater Insurance Group is provides insurance solutions to clients through cu…
|
2018-09-10 | Acquisition | Complete | — | Deal โ |
| 142 |
A
Access Insurance Brokers
Access Insurance Brokers is provides personal and commercial insurance solutions…
|
2018-09-07 | Acquisition | Complete | — | Deal โ |
| 143 |
H
Harman Agency
Harman Agency is specializes in crop, farm, ranch, and livestock insurance.
|
2018-09-05 | Acquisition | Complete | — | Deal โ |
| 144 |
Kilbride & Harris Insurance Services
Kilbride & Harris Insurance Services is a provider of Medical Malpractice, Busin…
|
2018-08-09 | Acquisition | Complete | — | Deal โ |
| 145 |
Blackstone Insurance
Blackstone Insurance is a unique insurance brokerage specializing in employee be…
|
2018-08-08 | Acquisition | Complete | — | Deal โ |
| 146 |
B
Benefit Broker Services Inc.
Benefit Broker Services Inc. is provides employee benefits and pension plans.
|
2018-08-07 | Acquisition | Complete | — | Deal โ |
| 147 |
The Ward Agency
The Ward Agency is developing, implementing, and managing competitive, value-add…
|
2018-08-06 | Acquisition | Complete | — | Deal โ |
| 148 |
Southland Insurance Brokers
Southland Insurance Brokers is offers home, auto, travel, and commercial insuran…
|
2018-08-03 | Acquisition | Complete | — | Deal โ |
| 149 |
Independent Financial Concepts Group
Independent Financial Concepts Group is operates as a managing general agency, p…
|
2018-07-10 | Acquisition | Complete | — | Deal โ |
| 150 |
W
Wm. W. Hammond Insurance Agency
Wm. W. Hammond Insurance Agency is a provider of full range of insurance service…
|
2018-07-09 | Acquisition | Complete | — | Deal โ |