Completed Transactions

2020 transactions
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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.

Health Insurance Store
  • Kissimmee, SC
  • Seller Objective: Perpetuation
  • Family owned business
  • One of the largest FMOs in Florida providing Medicare and under 65yo health plans
Integrity Marketing Group
  • Dallas, TX
  • PE backed firm
  • Largest Medicare FMO in the US
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.

Specialty Insurance Solutions
  • Lenexa, KS
  • Seller Objective: strategic partnership
  • Partners, spun off specialty startup
  • Specialty agency providing student health plans to colleges & universities
Risk Strategies
  • Boston, MA
  • PE backed firm
  • Top 5 specialty broker
Aspen Insurance Agency
Has acquired
Crennen & Company
Agency Brokerage Consultants served as advisor to Crennen & Company
World Insurance Associates, LLC
Has acquired
TAB Insurance Agency
Agency Brokerage Consultants served as advisor to TAB Insurance Agency
PCF Insurance Services of the West
Has acquired
Corona Insurance Agency
Agency Brokerage Consultants served as advisor to Corona Insurance Agency
Insured.zone
Has acquired
C & C Insurance Agency, Inc.
Agency Brokerage Consultants served as advisor to C & C Insurance Agency, Inc.
Smart Choice Partners
Has acquired
Day Agency
Agency Brokerage Consultants served as advisor to Day Agency
Harbour Risk Management
Has acquired
Bill Daly Insurance
Agency Brokerage Consultants served as advisor to Bill Daly Insurance
Smart Choice Partners
Has acquired
Atlantic Insurance Advisors
Agency Brokerage Consultants served as advisor to Atlantic Insurance Advisors
World Insurance Associates, LLC
Has acquired
Dan Woron Insurance Agency, LLC
Agency Brokerage Consultants served as advisor to Dan Woron Insurance Agency, LLC
NSI Insurance Group, LLC
Has acquired
EnsurGroup Insurance Corp.
Agency Brokerage Consultants served as advisor to EnsurGroup Insurance Corp.
The Plexus Group, LLC
Has acquired
Artisan Insurance Group, Inc.
Agency Brokerage Consultants served as advisor to Artisan Insurance Group, Inc.
The Plexus Group, LLC
Has acquired
Community Insurance Group, Inc.
Agency Brokerage Consultants served as advisor to Community Insurance Group, Inc.
My Smart Quote, LLC
Has acquired
Rob Owen Insurance, Inc.
Agency Brokerage Consultants served as advisor to Rob Owen Insurance, Inc.
AmeriFirst Agency, LLC
Has acquired
AmeriFirst Insurance Agency, LLC
Agency Brokerage Consultants served as advisor to AmeriFirst Insurance Agency, LLC
Smart Choice Partners - Texas, LLC
Has acquired
Budget Insurance
Agency Brokerage Consultants served as advisor to Budget Insurance
King Insurance Agency of Gainesville, Inc.
Has acquired
Our Family Insurance, Inc.
Agency Brokerage Consultants served as advisor to Our Family Insurance, Inc.
Ensurise, LLC
Has acquired
American Heritage Insurance Agency, Inc.
Agency Brokerage Consultants served as advisor to American Heritage Insurance Agency, Inc.
Integrity Marketing Group, LLC
Has acquired
The Health Insurance Store, Inc.
Agency Brokerage Consultants served as advisor to The Health Insurance Store, Inc.
World Insurance Associates, LLC
Has acquired
The Walker Agency, Inc.
Agency Brokerage Consultants served as advisor to The Walker Agency, Inc.
American Benefits, Inc.
Has acquired
Fox Insurance Agency, Inc.
Agency Brokerage Consultants served as advisor to Fox Insurance Agency, Inc.
Covered by Sage, LLC
Has acquired
All-Star Insurance & Fast Tax Service, Inc.
Agency Brokerage Consultants served as advisor to All-Star Insurance & Fast Tax Service, Inc.
Insured.Zone, LLC
Has acquired
East Pasco Insurance, LLC
Agency Brokerage Consultants served as advisor to East Pasco Insurance, LLC
TWFG Holding Company, LLC
Has acquired
Emperor Penguin Insurance Services, Inc.
Agency Brokerage Consultants served as advisor to Emperor Penguin Insurance Services, Inc.
TWFG Holding Company, LLC
Has acquired
Penguin Insurance Services, Inc.
Agency Brokerage Consultants served as advisor to Penguin Insurance Services, Inc.
Foundation Risk Partners, Corp.
Has acquired
W.F. Roemer Insurance Agency, Inc.
Agency Brokerage Consultants served as advisor to W.F. Roemer Insurance Agency, Inc.
Patriot Growth Insurance Services, LLC
Has acquired
Stuart Insurance, Inc.
Agency Brokerage Consultants served as advisor to Stuart Insurance, Inc.
King Insurance of Gainesville
Has acquired
George Mangan Insurance
Agency Brokerage Consultants served as advisor to George Mangan Insurance
Hutchinson Traylor
Has acquired
Insurance Group of the Southeast
Agency Brokerage Consultants served as advisor to Insurance Group of the Southeast
Norton Agency Insurance, LLC
Has acquired
Employer Services Group, Inc.
Agency Brokerage Consultants served as advisor to Employer Services Group, Inc.
Foundation Risk Partners
Has acquired
Ryan Weaver Insurance
Agency Brokerage Consultants served as advisor to Ryan Weaver Insurance
King Insurance of Gainesville
Has acquired
George Mangan Insurance
Agency Brokerage Consultants served as advisor to George Mangan Insurance
Foundation Risk Partners
Has acquired
Ryan Weaver Insurance
Agency Brokerage Consultants served as advisor to Ryan Weaver Insurance
Harbour Risk Management
Has acquired
Bill Daly Insurance
Agency Brokerage Consultants served as advisor to Bill Daly Insurance
Hutchinson Traylor
Has acquired
Insurance Group of the Southeast
Agency Brokerage Consultants served as advisor to Insurance Group of the Southeast

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