45
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Schroeder Insurance
Schroeder Insurance is an independent insurance agency that offers personal, bus…
|
2025-06-03 | Acquisition | Complete | — | Deal → |
| 2 |
G
GMC Advisors
GMC Advisors specializes in commercial lines insurance solutions for the constru…
|
2025-04-27 | Acquisition | Pending | — | Deal → |
| 3 |
Griffith Insurance
Griffith Insurance is a full-service independent insurance firm.
|
2025-02-05 | Acquisition | Pending | — | Deal → |
| 4 |
G
Gabrielson Insurance & Financial Services
Gabrielson Insurance & Financial Services provides employee benefits services in…
|
2025-01-30 | Acquisition | Pending | — | Deal → |
| 5 |
Comprehensive Benefit Services
Comprehensive Benefit Svcs. offers employee benefits consulting, including healt…
|
2025-01-30 | Acquisition | Pending | — | Deal → |
| 6 |
Cornerstone Broker Insurance Services Agency
Cornerstone Broker Insurance Services Agency is an insurance company specializin…
|
2024-11-21 | Acquisition | Complete | — | Deal → |
| 7 |
Felsen Insurance Services
Felsen Insurance Services provides insurance products, related services to prope…
|
2024-10-30 | Acquisition | Complete | — | Deal → |
| 8 |
G
George W. Blaisdell Insurance
George W. Blaisdell Insurance is a well-established agency that specializes in p…
|
2024-10-22 | Acquisition | Complete | — | Deal → |
| 9 |
The Baker Benefit Group
The Baker Benefit Group, LLC is a retail company that offers supplementary emplo…
|
2024-06-20 | Acquisition | Complete | — | Deal → |
| 10 |
Silveus Insurance Group, Inc.
Silveus Insurance Group is an insurance company that provides multi-peril crop i…
|
2024-05-21 | Acquisition | Complete | — | Deal → |
| 11 |
P
Pace Professional Services
Pace Professional Services specializes in professional liability coverage focusi…
|
2024-03-26 | Acquisition | Complete | — | Deal → |
| 12 |
Hugh Wood Canada
Hugh Wood Canada offers international insurance and risk management solutions.
|
2024-03-19 | Acquisition | Complete | — | Deal → |
| 13 |
Professional Risk
Professional Risk provides insurance coverage for government regularity, compens…
|
2024-01-25 | Acquisition | Complete | — | Deal → |
| 14 |
Stone Insurance Agency
Stone Insurance Agency is a multi-generational agency serving commercial and per…
|
2024-01-17 | Acquisition | Complete | — | Deal → |
| 15 |
Hooper, Hayes & Rogan
Hooper, Hayes & Rogan provide insurance coverage to businesses and individuals t…
|
2024-01-09 | Acquisition | Complete | — | Deal → |
| 16 |
Setnor Byer Insurance & Risk
Setnor Byer Insurance & Risk (SBIR) is a full-service Independent Insurance Agen…
|
2023-12-21 | Acquisition | Complete | — | Deal → |
| 17 |
Robert Alan Agency
Robert Alan Agency provides a broad range of personal and commercial insurance p…
|
2023-12-18 | Acquisition | Complete | — | Deal → |
| 18 |
Prince Associates
Prince Associates is a multi-line retail insurance brokerage situated in Hicksvi…
|
2023-11-09 | Acquisition | Complete | — | Deal → |
| 19 |
Fairmount Benefits
Fairmount Benefits is a benefit advisors partner firm that provides employee ben…
|
2023-10-30 | Acquisition | Complete | — | Deal → |
| 20 |
Strategic Benefit Solutions
Strategic Benefit Solutions specializes in providing employee benefits advice to…
|
2023-09-26 | Acquisition | Complete | — | Deal → |
| 21 |
Orchestrate HR
Orchestrate HR engages in human resource technology, human resource and employee…
|
2023-09-20 | Acquisition | Complete | — | Deal → |
| 22 |
eBen
eBen is a privately owned consulting and brokerage firm.
|
2023-09-20 | Acquisition | Complete | — | Deal → |
| 23 |
Benefit Design Group
Benefit Design Group is an independent insurance firm that provides life and hea…
|
2023-08-29 | Acquisition | Complete | — | Deal → |
| 24 |
Mahorsky Group
Mahorsky Group is a construction company that supports all types of construction…
|
2023-08-24 | Acquisition | Complete | — | Deal → |
| 25 |
Brick Procurement
Brick Procurement provides detailed underwriting analysis to allow federal gover…
|
2023-08-24 | Acquisition | Complete | — | Deal → |
| 26 |
HollandStivers
HollandStivers offers solutions on insurance, investment, and employee benefit s…
|
2023-04-18 | Acquisition | Complete | — | Deal → |
| 27 |
May, Bonee & Clark Insurance
May, Bonee & Clark Insurance is an insurance, employee benefits and retirement p…
|
2023-04-04 | Acquisition | Complete | — | Deal → |
| 28 |
Bonds Incorporated
Bonds Inc. is a specialist in surety bonds focused on the construction industry.
|
2022-07-20 | Acquisition | Complete | — | Deal → |
| 29 |
The Insurance Center of Central Florida
The Insurance Center of Central Florida is a firm primarily focused on crafting …
|
2022-05-11 | Acquisition | Complete | — | Deal → |
| 30 |
Advisor Brokerage Services
ABS offers highly specialized insurance coverages for large financial institutio…
|
2022-04-21 | Acquisition | Complete | — | Deal → |
| 31 |
Cambridge Advisory Group
Cambridge Advisory Group is a consulting company that provides health, pharmacy,…
|
2022-03-17 | Acquisition | Complete | — | Deal → |
| 32 |
Better Business Planning
Better Business Planning is providing quality employee benefits, risk management…
|
2021-11-01 | Acquisition | Complete | — | Deal → |
| 33 |
C
Corrigan Johnston Risk Advisors
Corrigan Johnston Risk Advisors provides risk management services focused on tra…
|
2021-10-26 | Acquisition | Complete | — | Deal → |
| 34 |
Academic HealthPlans
Academic HealthPlans engages in the creation and administration of health insura…
|
2020-01-14 | Acquisition | Complete | — | Deal → |
| 35 |
MainStreet Insurance Group
MainStreet Insurance Group is the world-wide business insurance financial compan…
|
2019-05-19 | Acquisition | Complete | — | Deal → |
| 36 |
Krauter & Company
Krauter & Company is an insurance company offering international insurance and b…
|
2019-03-12 | Acquisition | Complete | — | Deal → |
| 37 |
Cincinnati Intermediaries
Cincinnati Intermediaries, a specialty wholesale brokerage and managing general …
|
2018-06-04 | Acquisition | Complete | — | Deal → |
| 38 |
Corporate Benefit Audits
Corporate Benefit Audits provides employer auditing opportunities, stop loss, an…
|
2018-05-22 | Acquisition | Complete | — | Deal → |
| 39 |
Delmarva Surety Associates
Delmarva Surety Associates is an insurance company located in Cockeysville.
|
2017-12-05 | Acquisition | Complete | — | Deal → |
| 40 |
TSG Financial
TSG Financial is a full service employee benefits and financial services firm.
|
2016-10-11 | Acquisition | Complete | — | Deal → |
| 41 |
OakBridge Advisors
OakBridge Advisors provides Employee Benefits, Retirement Plans and Asset Manage…
|
2016-06-02 | Acquisition | Complete | — | Deal → |
| 42 |
Dubraski & Associates Insurance Services
San Diego-based provider of insurance and consulting solutions to the healthcare…
|
2015-06-03 | Acquisition | Complete | — | Deal → |
| 43 |
B
Benefit Development Group
Benefit Development Group manages finance and insurance benefits for non-profits…
|
2014-10-21 | Acquisition | Complete | — | Deal → |
| 44 |
S
Singer Nelson Charlmers
Singer Nelson Charlmers is an insurance company providing group health insurance…
|
2014-01-22 | Acquisition | Complete | — | Deal → |
| 45 |
DataRisk
Headquartered in Portsmouth, NH, DataRisk is a risk management consulting and sp…
|
2014-01-14 | — | Complete | — | Deal → |