Completed Transactions
All transactions
Risk Strategies
has acquired
Specialty Insurance Solutions
Bolstered Risk Strategies student health division and gave SIS team access to greater resources and larger customer base.
- Lenexa, KS
- Seller Objective: strategic partnership
- Partners, spun off specialty startup
- Specialty agency providing student health plans to colleges & universities
- Boston, MA
- PE backed firm
- Top 5 specialty broker
ReSource Pro
has acquired
Insurance Licensing Services of America
Resource Pro gained market share and expanded service offerings. ISLA gained greater resources and larger customer base.
- Groesbeck, TX
- Seller Objective: retirement
- Husband and wife team
- Largest outsource licensing compliance provide in the US and hosts of popular “Spot On” insurance podcast
- New York, NY
- PE backed firm
- Largest back-office support company serving the insurance industry
Integrity Marketing Group
has acquired
Health Insurance Store
This acquisition enables Integrity to gain market share in central Florida and provides HIS access to Integrity substantial resources.
- Kissimmee, SC
- Seller Objective: Perpetuation
- Family owned business
- One of the largest FMOs in Florida providing Medicare and under 65yo health plans
- Dallas, TX
- PE backed firm
- Largest Medicare FMO in the US
Arthur J Gallagher
has acquired
Fraser Yacht Insurance
AJG expanded high value yacht specialization and Fraser gained additional resources and support.
- Newport Beach, CA
- Seller Objective: retire early
- Family owned, women run
- Insurance division of the largest mega-yacht broker in the world
- Rolling Meadows, IL
- PE backed firm
- One of the largest insurance brokers in the world
World Insurance Associates
has acquired
Ample Insurance
World gained market share and expanded their footprint across Florida. Ample gained additional resources and support.
- Oakland, FL
- Seller Objective: investment exit
- Corporate executives turned entrepreneurs
- Acquired 25+ agencies in rollup acquisition strategy
- Iselin, NJ
- PE backed firm
- Top 100 Insurance Brokerage
Atlantic Coast Brokerage Services
has acquired
Senior Insurance Advocates of ME
Agency Brokerage Consultants
served as advisor to Senior Insurance Advocates of ME
Steadfast
has acquired
ISU Group
This acquisition enables Steadfast strategic entry into US insurance market while providing ISU group members access to Steadfast substantial resources
- Mt. Pleasant, SC
- Seller Objective: Perpetuation
- 2nd generation, family-owned business
- One of the largest networks in the US
- Adelaide, Australia
- Publicly traded company
- The largest network in the world
Atlantic Coast Brokerage Services
has acquired
Secure Choices Insurance Services
Agency Brokerage Consultants
served as advisor to Secure Choices Insurance Services
World Insurance Associates
has acquired
Oakwood Insurance dba Insure Big Rig
Agency Brokerage Consultants
served as advisor to Oakwood Insurance dba Insure Big Rig
Harbour Insurance
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
Mathes Insurance Advisors
has acquired
Henry A. Latimer & Son, Inc.
Agency Brokerage Consultants
served as advisor to Henry A. Latimer & Son, Inc.
World Insurance Associates
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
Keystone Agency Partners
has acquired
MJM Insurance
Agency Brokerage Consultants
served as advisor to MJM Insurance
Signers National, LLC
has acquired
Eclipse Risk Insurance Services, Inc.
Agency Brokerage Consultants
served as advisor to Eclipse Risk Insurance Services, Inc.
JFS Ventures, LLC
has acquired
Insure First, LLC
Agency Brokerage Consultants
served as advisor to Insure First, LLC
Inszone Insurance Services
has acquired
Contractor's Insurance Group, LLC
Agency Brokerage Consultants
served as advisor to Contractor's Insurance Group, LLC
Union Bay Risk Advisors
has acquired
Deken Benjamin Insurance Agency
Agency Brokerage Consultants
served as advisor to Deken Benjamin Insurance Agency
Atlantic Coast Brokerage Services
has acquired
Stark & Associate Insurance
Agency Brokerage Consultants
served as advisor to Stark & Associate Insurance
AIC Insurance Agency
has acquired
Rainwater Agency Insurance Brokers
Agency Brokerage Consultants
served as advisor to Rainwater Agency Insurance Brokers
Keystone Agency Partners
has acquired
My Florida Insurance Broker
Agency Brokerage Consultants
served as advisor to My Florida Insurance Broker
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