46
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
T
TC Financial
TC Financial is an independent marketing firm that provides life and health insu…
|
2026-04-28 | Acquisition | Pending | — | Deal → |
| 2 |
Perspective Wealth Planning
Perspective Wealth Planning provides financial planning and investment managemen…
|
2026-04-07 | Acquisition | Pending | — | Deal → |
| 3 |
AIMCOR Group
AIMCOR Group is a national insurance distribution organization providing life, a…
|
2026-01-08 | Acquisition | Complete | — | Deal → |
| 4 |
The Quantum Group
The Quantum Group is a financial service firm offering business development, ins…
|
2025-03-27 | Merge | Complete | — | Deal → |
| 5 |
Innovative Underwriters
Innovative Underwriters is a brokerage agency that provides insurance services.
|
2024-11-19 | Acquisition | Pending | — | Deal → |
| 6 |
American Health Plans
American health plans is to provide affordable, high-quality health insurance.
|
2022-11-29 | Acquisition | Complete | — | Deal → |
| 7 |
Compass Group Insurance
Compass Group Insurance is a full-service insurance marketing organization.
|
2022-09-13 | Acquisition | Complete | — | Deal → |
| 8 |
Heartland Financial Group
Heartland Financial Group is a provider of Insurance and Medicare Supplements.
|
2022-09-07 | Acquisition | Complete | — | Deal → |
| 9 |
R
Richman Insurance Agency
Richman Insurance Agency is a life insurance industry.
|
2022-08-09 | Acquisition | Complete | — | Deal → |
| 10 |
Gladstone Wealth Partners
Gladstone Wealth Partners provides coordinated planning and advice related to fi…
|
2022-08-03 | Acquisition | Complete | — | Deal → |
| 11 |
Annexus
Annexus Group is a financial services firm that provides income development, dis…
|
2022-07-27 | Acquisition | Complete | — | Deal → |
| 12 |
PHP Agency
PHP Agency is a national, financial services company that offers clients persona…
|
2022-07-20 | Acquisition | Complete | — | Deal → |
| 13 |
Annuity Agents Alliance
Annuity Agents Alliance specializes in turn-key digital, podcast, financial soft…
|
2022-06-21 | Acquisition | Complete | — | Deal → |
| 14 |
Ritter Insurance Marketing
Ritter Insurance Marketing offers marketing services for insurance agents.
|
2022-05-18 | Acquisition | Complete | — | Deal → |
| 15 |
Ash Brokerage
Ash Brokerage is a brokerage general agency.
|
2022-05-04 | Acquisition | Complete | — | Deal → |
| 16 |
Applied General Agency
Applied General Agency is an insurance company that offers Medicare insurance.
|
2022-04-12 | Acquisition | Complete | — | Deal → |
| 17 |
The Health Insurance Place
The Health Insurance Place is a independent marketing organization (IMO) that of…
|
2022-03-10 | Acquisition | Complete | — | Deal → |
| 18 |
Professional Insurance Planners and Consultants
PIPAC has been helping agents offer and service the highest quality health and l…
|
2021-11-23 | Acquisition | Complete | — | Deal → |
| 19 |
Brokers Clearing House
Brokers Clearing House is the premier Brokerage General Agency in the Midwest.
|
2021-11-16 | Acquisition | Complete | — | Deal → |
| 20 |
Stateline Senior Services
Stateline Senior Services is an independent marketing organization ("IMO") and w…
|
2021-11-05 | Acquisition | Complete | — | Deal → |
| 21 |
Modern District Financial
Modern District Financial is a brokerage firm that offers medical supplement cov…
|
2021-10-19 | Acquisition | Complete | — | Deal → |
| 22 |
Oberlin Marketing
Oberlin Marketing is a marketing organization specializes in distribution of ins…
|
2021-09-08 | Acquisition | Complete | — | Deal → |
| 23 |
FFL Capital
FFL Capital is a independent distributor of life insurance products.
|
2021-08-31 | Acquisition | Complete | — | Deal → |
| 24 |
Star Benefit Associates
Star Benefit Associates, a fast-growing field marketing organization
|
2021-08-10 | Acquisition | Complete | — | Deal → |
| 25 |
Garity Advantage
Garity Advantage provides life insurance, health insurance, and professional ser…
|
2021-08-03 | Acquisition | Complete | — | Deal → |
| 26 |
Theodore Group
Theodore Group specialize in mortgage protection, final expense and advanced mar…
|
2021-06-15 | Acquisition | Complete | — | Deal → |
| 27 |
Unified Health
Unified Health is a data-driven, tech-enabled call center specializing in servin…
|
2021-06-02 | Acquisition | Complete | — | Deal → |
| 28 |
Deft Research
Deft Research is the healthcare industry’s leading source for consumer and marke…
|
2021-04-20 | Acquisition | Complete | — | Deal → |
| 29 |
Modern Insurance Marketing
Modern Insurance Marketing is a insurance company.
|
2021-03-30 | Acquisition | Complete | — | Deal → |
| 30 |
Brokers International
Brokers International is an insurance company providing financial and marketing …
|
2021-03-23 | Acquisition | Complete | — | Deal → |
| 31 |
MERIT Insurance Services
MERIT is a brokerage firm specializing in Medicare, long-term care, life insuran…
|
2021-03-16 | Acquisition | Complete | — | Deal → |
| 32 |
SeniorCare Benefits
SeniorCare Benefits provides medicare coverage options.
|
2021-02-16 | Acquisition | Complete | — | Deal → |
| 33 |
CSG Actuarial
CSG Actuarial is an actuarial consulting firm.
|
2021-01-26 | Acquisition | Complete | — | Deal → |
| 34 |
IFC National Marketing
IFC National Marketing provides sales support for Medicare and group health plan…
|
2021-01-19 | Acquisition | Complete | — | Deal → |
| 35 |
Connexion Point
A provider of technology-enabled healthcare services
|
2021-01-12 | Acquisition | Complete | — | Deal → |
| 36 |
National Agents Alliance
National Agents Alliance is a life insurance agency.
|
2020-06-30 | Acquisition | Complete | — | Deal → |
| 37 |
Equis Financial
Equis Financial operates as a capital equipment lessor and asset management orga…
|
2020-05-19 | Acquisition | Complete | — | Deal → |
| 38 |
The Brokerage Resource
The Brokerage Resource is an insurance marketing organization and is in the life…
|
2020-04-14 | Acquisition | Complete | — | Deal → |
| 39 |
Family First Life Southeast
Family First Life Southeast distributes life, annuity, final expense and mortgag…
|
2020-03-19 | Acquisition | Complete | — | Deal → |
| 40 |
Thomas Arts
TA is an independent ad agency that believes art and science can stand alone.
|
2020-02-11 | Acquisition | Complete | — | Deal → |
| 41 |
Agent Pipeline
Agent Pipeline is an insurance agency that offers health insurance services.
|
2020-01-29 | Acquisition | Complete | — | Deal → |
| 42 |
Family First Life
Family First Life is a financial services company offering security and insuranc…
|
2019-10-15 | Acquisition | Complete | — | Deal → |
| 43 |
Agent Service Connection
Agent Service Connection is a National Insurance Marketing Organization speciali…
|
2018-06-05 | Acquisition | Complete | — | Deal → |
| 44 |
GoldenCare USA
GoldenCare is an insurance company that provides Medicare supplement and medicar…
|
2018-05-01 | Acquisition | Complete | — | Deal → |
| 45 |
Western Penn Marketing
Western Penn Marketing, a company focused on selling life and health insurance t…
|
2018-02-28 | Acquisition | Complete | — | Deal → |
| 46 |
Insurance Marketing Group
IMG, a company focused on selling life and health insurance to the Senior Market…
|
2018-01-23 | Acquisition | Complete | — | Deal → |