30
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Acera Insurance
Acera Insurance is an insurance brokerage offering custom insurance and risk-man…
|
2025-12-03 | Merge | Complete | — | Deal → |
| 2 |
Citistar Financial
Citistar Financial is a financial firm that provides life insurance and investme…
|
2025-01-20 | Acquisition | Pending | — | Deal → |
| 3 |
Navis Marine Insurance Brokers
Navis Marine Insurance Brokers is a marine insurance brokerage, run by boaters f…
|
2024-05-22 | Acquisition | Complete | — | Deal → |
| 4 |
SecuriGLobe
SecuriGlobe is one of the largest travel protection and health insurance distrib…
|
2024-05-08 | Acquisition | Complete | — | Deal → |
| 5 |
Burke & Company
Burke & Company is a firm of certified public accountant's experienced in all fo…
|
2024-03-27 | Acquisition | Complete | — | Deal → |
| 6 |
Avant Insurance Brokers
Avant Insurance Brokers offers risk management and insurance brokerage services.
|
2024-02-28 | Acquisition | Complete | — | Deal → |
| 7 |
Belay Advisory
Belay Advisory is a benefits-based consulting and wealth advisory company for or…
|
2023-07-11 | Acquisition | Complete | — | Deal → |
| 8 |
Condominium Insurance Solutions
Condominium Insurance Solutions offer insurance and consulting services for cond…
|
2023-07-01 | Acquisition | Complete | — | Deal → |
| 9 |
Mitchell McConnell Insurance
Mitchell McConnell Insurance is an insurance brokerage firm that provides auto, …
|
2023-06-28 | Acquisition | Complete | — | Deal → |
| 10 |
RWAM Insurance Administrators
RWAM Insurance Administrators is an insurance company that offers employee benef…
|
2023-05-24 | Acquisition | Complete | — | Deal → |
| 11 |
Programmed Insurance Brokers
Programmed Insurance Brokers offers insurance and financial services.
|
2023-05-24 | Acquisition | Complete | — | Deal → |
| 12 |
SeaFirst Insurance
SeaFirst Insurance is an insurance agency that offers personal, home, auto, trav…
|
2023-04-24 | Acquisition | Complete | — | Deal → |
| 13 |
Lyon & Butler Insurance Brokers
Lyon & Butler Insurance Brokers specializing in the construction, commercial rea…
|
2022-05-01 | Acquisition | Complete | — | Deal → |
| 14 |
Beneplan
Beneplan is a provider of health benefits and insurance for small businesses.
|
2022-04-07 | Acquisition | Complete | — | Deal → |
| 15 |
S
Stone Insurance Brokers
Stone Insurance Brokers is a third-generation, family-run commercial brokerage b…
|
2022-02-16 | Acquisition | Complete | — | Deal → |
| 16 |
Algoma Insurance Brokers
Algoma Insurance Brokers is an insurance agency that provides both business and …
|
2021-11-04 | Acquisition | Complete | — | Deal → |
| 17 |
Ives Insurance Brokers
Ives Insurance is an insurance company which provides home, auto, business, recr…
|
2021-11-04 | Acquisition | Complete | — | Deal → |
| 18 |
Vanta Group
Vanta Group is a privately-owned, multi-disciplinary brokerage firm that provide…
|
2021-09-09 | Acquisition | Complete | — | Deal → |
| 19 |
C&C Insurance Consultants
C&C Insurance Consultants provides financial services.
|
2021-09-09 | Acquisition | Complete | — | Deal → |
| 20 |
Risk Balance
Risk Balance provides advisory services within niche markets.
|
2021-06-10 | Acquisition | Complete | — | Deal → |
| 21 |
Owens Macfadyen Group
Owens Macfadyen Group is an independent boutique firm specializing in the high n…
|
2021-06-10 | Acquisition | Complete | — | Deal → |
| 22 |
Navigo Financial Solutions
Navigo Financial Solutions is to elevate the standard of group benefits and reti…
|
2021-06-10 | Acquisition | Complete | — | Deal → |
| 23 |
Ing & McKee
Ing & McKee provides auto, home, and commercial insurance for families and busin…
|
2021-06-10 | Acquisition | Complete | — | Deal → |
| 24 |
LL Renaissance
LL Renaissance is a Toronto-based property and casualty insurance company with a…
|
2021-04-01 | Acquisition | Complete | — | Deal → |
| 25 |
GNK Insurance Services
GNK Insurance Services providing personalized service and insurance solutions fo…
|
2021-03-05 | Acquisition | Complete | — | Deal → |
| 26 |
Penmore
Penmore is a boutique financial services firm with full service capabilities.
|
2021-02-01 | Acquisition | Complete | — | Deal → |
| 27 |
Lynn Valley Insurance
Lynn Valley Insurance is focusing on providing home and auto insurance to North …
|
2021-01-07 | Acquisition | Complete | — | Deal → |
| 28 |
Blanket Insurance
Blanket Insurance is a provider of insurance services and solutions.
|
2020-04-14 | Acquisition | Complete | — | Deal → |
| 29 |
Brookstone Insurance
Brookstone Insurance is a full-service independent insurance agency.
|
2020-03-03 | Acquisition | Complete | — | Deal → |
| 30 |
SmartChoice Benefits
SmartChoice Benefits provides affordable, comprehensive benefit plan options tai…
|
2019-12-16 | Acquisition | Complete | — | Deal → |