Completed Transactions
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 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
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
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 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
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
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