84
Total deals
$27.0M
Total value
$27.0M
Avg deal
$27.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
The Hamilton group
The Hamilton group is an insurance agency that offers personal and commercial in…
|
2026-04-14 | Acquisition | Pending | — | Deal → |
| 2 |
Sherman Insurance Agency
Sherman Insurance Agency offers trucking insurance, commercial insurance, person…
|
2026-04-08 | Acquisition | Pending | — | Deal → |
| 3 |
Trinity Risk Advisors
Trinity Risk Advisors is a captive‑insurance brokerage firm.
|
2026-03-04 | Acquisition | Pending | — | Deal → |
| 4 |
Hamilton Insurance Agency
Hamilton Insurance Agency (HIA) provides insurance and risk management services …
|
2025-12-17 | Acquisition | Pending | — | Deal → |
| 5 |
Pilot|RB
Pilot|RB is an insurance company that offers risk management and employee benefi…
|
2025-08-14 | Acquisition | Complete | — | Deal → |
| 6 |
Bspoke Insurance Group
Bspoke Underwriting is an insurance company that provides property, RV, and even…
|
2025-08-07 | Acquisition | Pending | — | Deal → |
| 7 |
Levine Group
Levine Group specializes in retirement planning, corporate benefit solutions, bo…
|
2025-07-15 | Acquisition | Complete | — | Deal → |
| 8 |
Lyons Insurance Agency
Lyons Insurance Agency is a multidisciplinary insurance broker agency firm.
|
2025-02-27 | Acquisition | Pending | — | Deal → |
| 9 |
The HR Suite
The HR Suite is a HR company that provides cost effective HR solutions with best…
|
2025-01-08 | Acquisition | Pending | — | Deal → |
| 10 |
Salus Group
Salus Group provides employee benefits and sales consulting services.
|
2024-12-17 | Acquisition | Complete | — | Deal → |
| 11 |
Capstone Strategies
Capstone Strategies is a P&C and benefit broker firm.
|
2024-12-10 | Acquisition | Pending | — | Deal → |
| 12 |
IHI Group
IHI Group is an advisory firm that helps individuals, small and medium-sized org…
|
2024-10-17 | Acquisition | Complete | — | Deal → |
| 13 |
Miller Insurance Group
Miller Insurance Group provides auto insurance, RV insurance, flood insurance, u…
|
2024-10-09 | Acquisition | Complete | — | Deal → |
| 14 |
Orca Financial
Orca Financial is a financial firm that offers pensions, life assurance, investm…
|
2024-08-13 | Acquisition | Complete | — | Deal → |
| 15 |
Southern Insurance Agency
Southern Insurance Agency offers insurance services for auto, home, commercial p…
|
2024-07-23 | Acquisition | Complete | — | Deal → |
| 16 |
The Morley Agency
The Morley Agency offers property management services.
|
2024-07-01 | Acquisition | Complete | — | Deal → |
| 17 |
HELPGB
HELPGB provides a specialist Human Resources, Employment Law and Health & Safety…
|
2024-05-21 | Acquisition | Complete | — | Deal → |
| 18 |
SDN Insurance Agency
SDN Insurance Agency offers complete insurance services specializing in property…
|
2024-04-01 | Acquisition | Complete | $27.0M | Deal → |
| 19 |
Get Medical Plans
Get Medical Plans Limited is an independent private medical insurance intermedia…
|
2024-03-25 | Acquisition | Complete | — | Deal → |
| 20 |
Flynn Benefits Group
Flynn Benefits Group provides insurance, benefits, and retirement services.
|
2023-12-05 | Acquisition | Complete | — | Deal → |
| 21 |
B
Benefits & Company
Benefits & Company is an employee benefits broker that provides solutions to bot…
|
2023-10-16 | Acquisition | Complete | — | Deal → |
| 22 |
Divergent Wealth Advisors
Divergent Wealth Advisors is an independent registered investment advisor that f…
|
2023-09-20 | Acquisition | Complete | — | Deal → |
| 23 |
Presidio Insurance Solutions
Presidio Insurance Solutions provides insurance solution services for medical pr…
|
2023-06-28 | Acquisition | Complete | — | Deal → |
| 24 |
DBS Diversified Brokerage Services
DBS Diversified Brokerage Services is an insurance company providing DI insuranc…
|
2023-04-21 | Acquisition | Complete | — | Deal → |
| 25 |
D
David A. Marcus and Associates
David A. Marcus and Associates specializes in financial planning for changing ti…
|
2023-03-21 | Acquisition | Complete | — | Deal → |
| 26 |
Juno Search Partners
Juno Search Partners is a boutique search firm.
|
2022-11-17 | Acquisition | Complete | — | Deal → |
| 27 |
Newport Private Wealth
Having money means more choices and more decisions. Investment decisions are onl…
|
2022-06-30 | Acquisition | Complete | — | Deal → |
| 28 |
Simon Shirley Advisors
Simon Shirley Advisors is a provider of financial advisory services.
|
2022-05-25 | Acquisition | Complete | — | Deal → |
| 29 |
ReSure Corporate Brokers
ReSure Corporate Brokers is a specialist commercial insurance broker.
|
2022-04-11 | Acquisition | Complete | — | Deal → |
| 30 |
AFS Advisors
AFS Advisors is an investment advisory service for individuals, corporations, an…
|
2022-02-24 | Acquisition | Complete | — | Deal → |
| 31 |
Helios HR
Helios HR is human capital consulting and recruiting firm.
|
2022-02-10 | Acquisition | Complete | — | Deal → |
| 32 |
I
Improved Funding Techniques
IFTI offers a consolidated solution for designing, implementing, and administeri…
|
2022-01-05 | Acquisition | Complete | — | Deal → |
| 33 |
Foster Park Brokers
Foster Park Brokers is an insurance broker that offers risk management, underwri…
|
2021-11-09 | Acquisition | Complete | — | Deal → |
| 34 |
Connor
Connor helps organisations with their People development, organisational change …
|
2021-10-20 | Acquisition | Complete | — | Deal → |
| 35 |
F
FindMyBenefits
FindMyBenefits offers an employee benefits broker that provides employee benefit…
|
2021-09-29 | Acquisition | Complete | — | Deal → |
| 36 |
FirstPerson Advisors
FirstPerson is an Indianapolis-based benefits and compensation advisory firm
|
2021-05-04 | Acquisition | Complete | — | Deal → |
| 37 |
ColburnColburn
ColburnColburn provides commercial insurance, risk management, personal insuranc…
|
2020-12-31 | Acquisition | Complete | — | Deal → |
| 38 |
Pension Advisors
Pension Advisors is a financial services company specializing in investment and …
|
2020-12-31 | Acquisition | Complete | — | Deal → |
| 39 |
Ogilvy Insurance
Ogilvy Insurance is providing the best insurance information and advice so that …
|
2020-11-24 | Acquisition | Complete | — | Deal → |
| 40 |
Insurance Specialty Group
Insurance Specialty Group offers builders risk and commercial liability to resid…
|
2020-10-29 | Acquisition | Complete | — | Deal → |
| 41 |
Managed Care Consultants
Managed Care Consultants create customized employee benefit solutions for small …
|
2020-10-06 | Acquisition | Complete | — | Deal → |
| 42 |
H
Hutch Hubby & Associates
Hutch Hubby & Associates is an employee benefits firm provides employers across …
|
2020-09-28 | Acquisition | Complete | — | Deal → |
| 43 |
McKinley & DiMarco Insurance Services
McKinley & DiMarco Insurance Services offer a wealth of options for both persona…
|
2020-09-08 | Acquisition | Complete | — | Deal → |
| 44 |
Ernest R Shaw
Ernest R Shaw are an independent insurance broker, who have been providing broki…
|
2020-09-01 | Acquisition | Complete | — | Deal → |
| 45 |
NFP Ireland (Formally HMP)
NFP Ireland provides employee benefits, pension and group risk advice to corpora…
|
2020-08-18 | Acquisition | Complete | — | Deal → |
| 46 |
EFG&M
EFG&M is an employee benefits broker located in the Austin Metroplex, serves emp…
|
2020-08-17 | Acquisition | Complete | — | Deal → |
| 47 |
Rose & Kiernan
Rose & Kiernan is an insurance company that offers insurance products, bonds, an…
|
2020-08-03 | Acquisition | Complete | — | Deal → |
| 48 |
Santa Maria & Company
Santa Maria & Company is a risk management consultancy and commercial insurance …
|
2020-08-01 | Acquisition | Complete | — | Deal → |
| 49 |
Team Scotti
Team Scotti is a national insurance broker.
|
2020-05-18 | Acquisition | Complete | — | Deal → |
| 50 |
Progressive Benefits Agency
Progressive Benefits Agency specializing in benefits solutions for small group a…
|
2020-04-17 | Acquisition | Complete | — | Deal → |