47
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
CPS Horizon Financial
CPS Horizon is a partner for Financial Advisors, Insurance Agents, & Industry Pr…
|
2026-04-14 | Acquisition | Pending | — | Deal → |
| 2 | 2026-04-13 | Acquisition | Pending | — | Deal → | |
| 3 |
I
Insurance Planners and Advisors Group
Insurance Planners and Advisors Group is a brokerage general agency that provide…
|
2026-04-08 | Acquisition | Pending | — | Deal → |
| 4 |
LeSourd Partners
LeSourd Partners is an insurance firm that focuses on supporting talented produc…
|
2026-02-12 | Acquisition | Pending | — | Deal → |
| 5 |
Wholehan Marketing
Wholehan Marketing is an advisory firm that offers long-term care, marketing, se…
|
2026-02-10 | Acquisition | — | — | Deal → |
| 6 |
Source Brokerage
Source Brokerage is a disability income insurance agency.
|
2026-02-02 | Acquisition | — | — | Deal → |
| 7 |
RetireOne
RetireOne provides insurance and annuity solutions for registered investment adv…
|
2025-10-13 | Acquisition | Complete | — | Deal → |
| 8 |
Insurance Planning Advisors
Insurance Planning Advisors (IPA) focuses on supporting financial advisors rathe…
|
2025-10-06 | Acquisition | Pending | — | Deal → |
| 9 |
Professional Planning Services
Professional Planning Services offers an array of financial solutions such as co…
|
2025-09-17 | Acquisition | Complete | — | Deal → |
| 10 |
Aptus Wealth Management
Aptus Wealth Management is a financial advisory firm that offers financial plann…
|
2025-08-21 | Acquisition | Complete | — | Deal → |
| 11 |
Northeast Brokerage
Northeast Brokerage is an employee-owned brokerage firm dedicated to providing r…
|
2025-08-19 | Acquisition | Complete | — | Deal → |
| 12 |
Planscope360
PlanScope360™ offers integrated savings and retirement plan solutions tailored f…
|
2025-07-23 | Acquisition | Complete | — | Deal → |
| 13 |
Verity Investments, Inc.
Verity Investments is driven by the conviction that our role is to contribute to…
|
2025-07-15 | Acquisition | Complete | — | Deal → |
| 14 |
DuVall Financial Group
DuVall Financial Group is an advisory firm that offers retirement, investment, i…
|
2025-07-08 | Acquisition | Complete | — | Deal → |
| 15 |
BKA Financial
BKA Financial offers insurance services, financial planning, business succession…
|
2025-04-09 | Acquisition | Pending | — | Deal → |
| 16 |
Brokers Edge
Brokers Edge is an insurance marketing organization that is expertise in providi…
|
2025-03-26 | Acquisition | Pending | — | Deal → |
| 17 |
C
Concourse Financial Group Agency
Concourse Financial Group Agency offers various financial services to businesses…
|
2024-10-08 | Acquisition | Complete | — | Deal → |
| 18 |
BenefitRFP
BenefitRFP is a financial service company that provides insurance, advice, asset…
|
2024-09-11 | Acquisition | Complete | — | Deal → |
| 19 |
Protected Tomorrows
Protected Tomorrows is non profit organisation that provides caring and planning…
|
2024-06-25 | Acquisition | Complete | — | Deal → |
| 20 |
Plum Life
Digital Life Insurance Platform for Agents and Advisors
|
2024-06-04 | Acquisition | Complete | — | Deal → |
| 21 |
Designs In Life Insurance Marketing
Designs In Life Insurance Marketing provides insurance and insurance marketing s…
|
2024-01-18 | Acquisition | Complete | — | Deal → |
| 22 |
Aptus Marketing
Aptus Marketing is a financial industry that provides retirement income planning…
|
2023-10-23 | Acquisition | Complete | — | Deal → |
| 23 |
Breakthrough Insurance Group
Breakthrough Insurance Group is a general insurance agency that offers contracti…
|
2023-09-06 | Acquisition | Complete | — | Deal → |
| 24 |
G
Goheen Companies
Goheen Companies specializes in premium financing, corporate integrity program, …
|
2023-05-03 | Acquisition | Complete | — | Deal → |
| 25 |
Total Financial
Total Financial is an insurance firm that provides business planning, underwriti…
|
2023-04-26 | Acquisition | Complete | — | Deal → |
| 26 |
Commonwealth Capital Brokerage
Commonwealth Capital Brokerage is an insurance agency that partners with profess…
|
2023-04-18 | Acquisition | Complete | — | Deal → |
| 27 |
Truluma
Truluma is a financial consultant that offers severance pay, loan, overhead expe…
|
2023-03-22 | Acquisition | Complete | — | Deal → |
| 28 |
Jurs Montgomery Brokerage
Jurs Montgomery Brokerage is an insurance brokerage general agency that provides…
|
2023-01-17 | Acquisition | Complete | — | Deal → |
| 29 |
Kuonen Insurance Marketing
Kuonen Insurance Marketing is an Arkansas-based brokerage organization.
|
2022-10-05 | Acquisition | Complete | — | Deal → |
| 30 |
Allegis Advisor Group
Allegis Advisor Group is an independent wealth and risk advisory firm in Utah.
|
2022-09-15 | Acquisition | Complete | — | Deal → |
| 31 |
Coastal Insurance Consulting
Coastal Insurance Consulting provides access to industry-leading insurance carri…
|
2022-09-14 | Acquisition | Complete | — | Deal → |
| 32 |
Lifepro
Lifepro is a distributor of life, annuity, long-term care, and securities-based …
|
2022-07-07 | Acquisition | Complete | — | Deal → |
| 33 |
Element Insurance Partners
Element Insurance Partners is an independent insurance brokerage agency.
|
2022-06-21 | Acquisition | Complete | — | Deal → |
| 34 |
Buckhead Brokerage Group
Buckhead Brokerage Group is a General Agency member of Advantage Insurance Netwo…
|
2022-05-03 | Acquisition | Complete | — | Deal → |
| 35 |
Financial Security Associates
Financial Security Associates provides annuities, disability income, long-term c…
|
2022-05-02 | Acquisition | Complete | — | Deal → |
| 36 |
Optima Financial and Insurance Services
Optima provides Training and Education to teach financial professionals how to s…
|
2022-03-08 | Acquisition | Complete | — | Deal → |
| 37 |
Independent Planners Group
Independent Planners Group offers an array of life & disability insurance, annui…
|
2021-10-14 | Acquisition | Complete | — | Deal → |
| 38 |
Sawtooth Solutions
Sawtooth Solutions is a comprehensive and flexible platform for overseeing the e…
|
2021-09-14 | Acquisition | Complete | — | Deal → |
| 39 |
Guardian Financial Group
Guardian Financial Group specialize in providing strategies and guidance for tho…
|
2021-05-06 | Acquisition | Complete | — | Deal → |
| 40 |
Sunderland Group
Sunderland Group is a health and wealth financial marketing organization.
|
2021-04-15 | Acquisition | Complete | — | Deal → |
| 41 |
Lenz Financial Group
Lenz Financial Group is a full-service brokerage agency for the financial servic…
|
2021-04-13 | Acquisition | Complete | — | Deal → |
| 42 |
Advisors Financial Group
Advisors Financial provides prudent financial planning strategies to independent…
|
2021-02-23 | Acquisition | Complete | — | Deal → |
| 43 |
Fidelity Financial Group
Fidelity Financial Group is a financial institution dealing in life insurance, a…
|
2020-04-15 | Acquisition | Complete | — | Deal → |
| 44 |
PFG Marketing Group
PFG Marketing Group is a national Insurance Marketing Organization that has been…
|
2019-10-31 | Acquisition | Complete | — | Deal → |
| 45 |
Executive Brokerage Services
Executive Brokerage Services is an independent insurance distribution company.
|
2019-09-23 | Acquisition | Complete | — | Deal → |
| 46 |
A
America First Financial Corporation
America's First Financial Corporation is a wholesaling firm.
|
2019-01-28 | Acquisition | Complete | — | Deal → |
| 47 |
AssetLock
AssetLockk is an investment and retirement account communication technology.
|
2018-09-13 | Acquisition | Complete | — | Deal → |
