50
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
T&T Staff Management
T&T Staff Management specializes in employee leasing, payroll, tax filing, recru…
|
2025-11-13 | Acquisition | Pending | — | Deal → |
| 2 |
FOCUS HR
FOCUS HR provides payroll solutions and HR outsourcing services.
|
2025-08-12 | Acquisition | Complete | — | Deal → |
| 3 |
Fortune Insurance
Fortune Insurance offers property insurance and cyber risk management solutions.
|
2025-04-15 | Acquisition | Pending | — | Deal → |
| 4 |
PWL Capital
nvestment management & financial planning firm for affluent Canadian individuals…
|
2025-01-23 | Acquisition | Pending | — | Deal → |
| 5 |
Nonprofit HR
Nonprofit HR is a full-service consulting firm that offers talent acquisition, e…
|
2025-01-15 | Acquisition | Pending | — | Deal → |
| 6 |
Risksource Clark-Theders
RiskSOURCE Clark-Theders offers insurance and risk management solutions to you t…
|
2023-12-13 | Acquisition | Complete | — | Deal → |
| 7 |
Triad Financial Advisors
Triad Financial Advisors specializes in asset, debt management, cash flow, incom…
|
2023-09-12 | Acquisition | Complete | — | Deal → |
| 8 |
Actuaries Northwest
Actuaries Northwest is an actuarial consulting firm that specializes in health c…
|
2023-07-10 | Acquisition | Complete | — | Deal → |
| 9 |
StoneStreet Equity
StoneStreet Equity is a helping Plan Sponsors of all sizes manage Fiduciary ris…
|
2023-06-22 | Acquisition | Complete | — | Deal → |
| 10 |
The Clear Group
The Clear Group was founded to revolutionise the way employee benefits, retireme…
|
2023-03-16 | Acquisition | Complete | — | Deal → |
| 11 |
401k Resources
401k Resources provide clients with strategies to empower their employees to bui…
|
2023-03-16 | Acquisition | Complete | — | Deal → |
| 12 |
Cognos HR
Cognos HR is a human capital consulting organization that possesses unparalleled…
|
2022-11-29 | Acquisition | Complete | — | Deal → |
| 13 |
The Fiducia Benefits Group
The Fiducia Benefits Group provides a full suite of comprehensive employee benef…
|
2022-11-17 | Acquisition | Complete | — | Deal → |
| 14 |
KB Financial
KB Financial offers tax and estate planning, insurance solutions, wealth managem…
|
2022-09-27 | Acquisition | Complete | — | Deal → |
| 15 |
TimeScale Financial
TimeScale Financial is a diversified, independent, and privately held financial …
|
2022-06-06 | Acquisition | Complete | — | Deal → |
| 16 |
Resourcing Edge
Resourcing Edge provides an integrated service which can cost-effectively manage…
|
2022-03-17 | Acquisition | Complete | — | Deal → |
| 17 |
Kinney Pike Drone Insurance
Kinney Pike Insurance is one of the largest independent insurance agencies in th…
|
2021-11-16 | Acquisition | Complete | — | Deal → |
| 18 |
Praxis Consulting
Praxis Consulting is a nationally recognized retirement plan consulting firm foc…
|
2021-09-30 | Acquisition | Complete | — | Deal → |
| 19 |
GCD Insurance Consultants
GCD Insurance Consultants offers employee benefits, human resources, HR support,…
|
2021-09-27 | Acquisition | Complete | — | Deal → |
| 20 |
Strategic Employee Benefit Services
Strategic Employee Benefit Services offers consulting services to employers rega…
|
2021-05-27 | Acquisition | Complete | — | Deal → |
| 21 |
Impact Benefits & Retirement
Impact Benefits & Retirement is a woman-owned and operated firm.
|
2021-05-26 | Acquisition | Complete | — | Deal → |
| 22 |
Clearview Advisory
Clearview Advisory is a retirement plan consulting firm that serves more than 10…
|
2021-05-06 | Acquisition | Complete | — | Deal → |
| 23 |
Future Benefits
Future Benefits offers fee-based financial advice, investment management and por…
|
2021-05-04 | Acquisition | Complete | — | Deal → |
| 24 |
Keystone Retirement & Insurance Advisors
KRG providing qualified and non-qualified retirement plans and investment educat…
|
2021-04-29 | Acquisition | Complete | — | Deal → |
| 25 |
Atlanta Retirement Partners
Atlanta Retirement Partners is an established retirement plan consulting firm se…
|
2021-02-16 | Acquisition | Complete | — | Deal → |
| 26 |
Huntleigh McGehee
HM is an insurance consulting company that offers insurance, property, and finan…
|
2021-02-11 | Acquisition | Complete | — | Deal → |
| 27 |
Fulcrum Partners
Fulcrum Partners is a wholly independent, member-owned firm dedicated to helping…
|
2021-01-28 | Acquisition | Complete | — | Deal → |
| 28 |
T
Truist - Institutional Investment Advisory Retirement Business
Truist - Institutional Investment Advisory Retirement Business is a provider of …
|
2021-01-06 | Acquisition | Complete | — | Deal → |
| 29 |
Resources Investment Advisors
Resources Investment Advisors is an independent hybrid registered investment adv…
|
2020-02-04 | Acquisition | Complete | — | Deal → |
| 30 |
Kistler Tiffany Benefits
Kistler Tiffany Benefits is a benefits consulting firm and General Agency.
|
2020-01-13 | Acquisition | Complete | — | Deal → |
| 31 |
Ohio Benefits & Insurance Group
Ohio Benefits & Insurance Group specializes in meeting the specific insurance ne…
|
2019-11-21 | Acquisition | Complete | — | Deal → |
| 32 |
Trinity Benefit Advisors
Trinity Benefit Advisors is a full service employee benefits consulting firm.
|
2019-06-10 | Acquisition | Complete | — | Deal → |
| 33 |
Northwestern Benefit
Northwestern Benefit is an employee benefits brokerage firm
|
2019-04-12 | Acquisition | Complete | — | Deal → |
| 34 |
Veritas Risk Services
Veritas Risk Services is the employee benefits firm.
|
2019-02-14 | Acquisition | Complete | — | Deal → |
| 35 |
BCA Benefits Group
BCA Benefits Group offer both small and large companies specialized design, impl…
|
2019-01-16 | Acquisition | Complete | — | Deal → |
| 36 |
The Alpha Group Agency
The Alpha Group Agency is an employee benefits services agency.
|
2019-01-10 | Acquisition | Complete | — | Deal → |
| 37 |
Cherry Creek Benefits
Cherry Creek Benefits is an experienced and trusted benefits consulting firm.
|
2019-01-08 | Acquisition | Complete | — | Deal → |
| 38 |
The Wladis Companies
Wladis works with clients across a range of industries emphasizing client servic…
|
2018-12-06 | Acquisition | Complete | — | Deal → |
| 39 |
Paradigm Group
Paradigm Group provides innovative solutions for employee benefits, compliance s…
|
2018-10-18 | Acquisition | Complete | — | Deal → |
| 40 |
Providence Insurance Group
Providence Insurance Group, a leader in employee benefits consulting services.
|
2018-04-06 | Acquisition | Complete | — | Deal → |
| 41 |
Trapani Dickins & Associates
TDA has been in the employee benefits business for thirty years.
|
2018-03-20 | Acquisition | Complete | — | Deal → |
| 42 |
The Survey Group
The Survey Group provides valuable compensation and human resources information …
|
2018-02-27 | Acquisition | Complete | — | Deal → |
| 43 |
The Ruggieri Consulting Group LLC
The Ruggieri Consulting Group LLC provides their clients with consulting service…
|
2017-12-12 | Acquisition | Complete | — | Deal → |
| 44 |
The Benefits Agency
The Benefits Agency services the corporate insurance world.
|
2017-07-25 | Acquisition | Complete | — | Deal → |
| 45 |
Gary G. Oetgen Agency
Gary G. Oetgen Agency is a local/regional firm offering insurance to individuals…
|
2017-02-01 | Acquisition | Complete | — | Deal → |
| 46 |
C.T. Hellmuth & Associates
C.T. Hellmuth & Associates provides in-depth consultation for employee benefit p…
|
2017-01-10 | Acquisition | Complete | — | Deal → |
| 47 |
Designing Benefits
Designing Benefits provides insurance brokerage services.
|
2016-12-21 | Acquisition | Complete | — | Deal → |
| 48 |
MRCT
MRCT is providing clients with a level of service and accountability unparallele…
|
2016-09-28 | Acquisition | Complete | — | Deal → |
| 49 |
The Fahrenheit Group
We are a national consulting and advisory firm that empowers emerging companies …
|
2016-09-12 | Acquisition | Complete | — | Deal → |
| 50 |
Mann & Watters Insurance
Mann & Watters Insurance is specializes in employee benefit programs and offers …
|
2016-09-08 | Acquisition | Complete | — | Deal → |