Completed Transactions

2024 transactions
All Transactions 2026 Transactions 2025 Transactions 2024 Transactions 2023 Transactions 2022 Transactions 2021 Transactions 2020 Transactions Older Transactions
Highstreet Insurance Partners, Inc
Has acquired
Russ Siebert Insurance
Agency Brokerage Consultants served as advisor to Russ Siebert Insurance
Highstreet Insurance Partners, Inc
Has acquired
Mary Siebert Insurance Agency
Agency Brokerage Consultants served as advisor to Mary Siebert Insurance Agency
Kin Insurance, Inc
Has acquired
Elite Insurance Group
Agency Brokerage Consultants served as advisor to Elite Insurance Group
Keystone Agency Partners
Has acquired
Suntree Insurance
Agency Brokerage Consultants served as advisor to Suntree Insurance
Keystone Agency Partners
Has acquired
Kape Insurance Agency, Inc.
Agency Brokerage Consultants served as advisor to Kape Insurance Agency, Inc.
Highstreet Insurance Partners, Inc
Has acquired
Mitchell Agency, Inc
Agency Brokerage Consultants served as advisor to Mitchell Agency, Inc
Heffernan Insurance Brokers
Has acquired
Green Financial Corporation
Agency Brokerage Consultants served as advisor to Green Financial Corporation
PCF Insurance Services of the West, LLC
Has acquired
Steven Deluca Agency, Inc. and Denver Insurance Brokerage, Inc.
Agency Brokerage Consultants served as advisor to Steven Deluca Agency, Inc. and Denver Insurance Brokerage, Inc.
Comma Insurance
Has acquired
Ownership Insurance
Agency Brokerage Consultants served as advisor to Ownership Insurance
Relation Insurance, Inc
Has acquired
Forest Agency, Inc
Agency Brokerage Consultants served as advisor to Forest Agency, Inc
Private Buyer
Has acquired
Southeast Insurance Inc
Agency Brokerage Consultants served as advisor to Southeast Insurance Inc
Highstreet Insurance Partners, Inc
Has acquired
Siebert Insurance
Agency Brokerage Consultants served as advisor to Siebert Insurance
Patriot Growth Insurance Services, LLC
Has acquired
Strategic Insurance Services, LLC
Agency Brokerage Consultants served as advisor to Strategic Insurance Services, LLC
PCF Insurance Services of the West, LLC
Has acquired
Top Insurance Associates, LLC
Agency Brokerage Consultants served as advisor to Top Insurance Associates, LLC
Keystone Agency Partners
Has acquired
JL Davis Insurance, Inc.
Agency Brokerage Consultants served as advisor to JL Davis Insurance, Inc.
Southern Insurance Group, LLC
Has acquired
Martinek Insurance Services, Inc.
Agency Brokerage Consultants served as advisor to Martinek Insurance Services, Inc.
King Insurance Partners, LLC
Has acquired
Exclusive Programs
Agency Brokerage Consultants served as advisor to Exclusive Programs
Keystone Agency Partners
Has acquired
VMR, LLC
Agency Brokerage Consultants served as advisor to VMR, LLC
Biltmore Insurance
Has acquired
Whiting Agency, Inc
Agency Brokerage Consultants served as advisor to Whiting Agency, Inc
Hub International, Ltd
Has acquired
Swanson & Associates, Inc
Agency Brokerage Consultants served as advisor to Swanson & Associates, Inc
Kin Insurance, Inc
Has acquired
Private Seller
Agency Brokerage Consultants served as advisor to Private Seller
Biltmore Insurance
Has acquired
Locke Insurance Group, Inc
Agency Brokerage Consultants served as advisor to Locke Insurance Group, Inc
OREP Insurance Services
Has acquired
JDI Insurance by Design Agency, LLC
Agency Brokerage Consultants served as advisor to JDI Insurance by Design Agency, LLC
NavSav Holdings, LLC
Has acquired
Charles S. Frazer Insurance Agency, Inc
Agency Brokerage Consultants served as advisor to Charles S. Frazer Insurance Agency, Inc
Heffernan Insurance Brokers
Has acquired
Costello Insurance Associates, Inc
Agency Brokerage Consultants served as advisor to Costello Insurance Associates, Inc
Keystone Agency Partners
Has acquired
Charles Meyer Insurance
Agency Brokerage Consultants served as advisor to Charles Meyer Insurance
Private Buyer
Has acquired
Axle Trucking Insurance
Agency Brokerage Consultants served as advisor to Axle Trucking Insurance
Keystone Agency Partners
Has acquired
A&C Insurance, Inc
Agency Brokerage Consultants served as advisor to A&C Insurance, Inc
ECBM Insurance Brokers & Consultants
Has acquired
Kollevoll & Associates LLC
Agency Brokerage Consultants served as advisor to Kollevoll & Associates LLC
Heffernan Insurance Brokers
Has acquired
Calco Commercial Insurance Services, Inc
Agency Brokerage Consultants served as advisor to Calco Commercial Insurance Services, Inc

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