Completed Transactions

2025 transactions
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HoneyQuote
Has acquired
Budget Insurance Home, LLC
Agency Brokerage Consultants served as advisor to Budget Insurance Home, LLC
Embedded Capital
Has acquired
The Insurance Store USA
Agency Brokerage Consultants served as advisor to The Insurance Store USA
Private Buyer
Has acquired
North Shore Insurance Group
Agency Brokerage Consultants served as advisor to North Shore Insurance Group
World Insurance Associates
Has acquired
Baldon Insurance Group
Agency Brokerage Consultants served as advisor to Baldon Insurance Group
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Keystone Agency Partners
Has acquired
Smart Insurance Agency
Agency Brokerage Consultants served as advisor to Smart Insurance Agency
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Diversified Insurance Group
Has acquired
BNC Insurance
Agency Brokerage Consultants served as advisor to BNC Insurance
Biltmore Insurance
Has acquired
Poppell Insurance Agency
Agency Brokerage Consultants served as advisor to Poppell Insurance Agency
M.E. Wilson
Has acquired
Insuramerica of Florida
Agency Brokerage Consultants served as advisor to Insuramerica of Florida
Patriot Growth Insurance Services, LLC
Has acquired
Fako Insurance Plus
Agency Brokerage Consultants served as advisor to Fako Insurance Plus
HoneyQuote
Has acquired
Brokers Insurance Group, Inc.
Agency Brokerage Consultants served as advisor to Brokers Insurance Group, Inc.
AgentHome
Has acquired
The Closing Agent
Agency Brokerage Consultants served as advisor to The Closing Agent
Choice Financial Group
Has acquired
Construction Underwriters
Agency Brokerage Consultants served as advisor to Construction Underwriters
Tropolis Insurance
Has acquired
Safe Harbor Insurance
Agency Brokerage Consultants served as advisor to Safe Harbor Insurance
Tropolis Insurance
Has acquired
Infinity Insurance Services
Agency Brokerage Consultants served as advisor to Infinity Insurance Services
Tropolis Insurance
Has acquired
King-Phillips Insurance
Agency Brokerage Consultants served as advisor to King-Phillips Insurance
Tropolis Insurance
Has acquired
Beasley-Keith Insurance
Agency Brokerage Consultants served as advisor to Beasley-Keith Insurance
Alera Group
Has acquired
CIA Insurance Agency
Agency Brokerage Consultants served as advisor to CIA Insurance Agency
Keystone Agency Partners
Has acquired
Burgau Insurance
Agency Brokerage Consultants served as advisor to Burgau Insurance
NSI Group
Has acquired
ARA Insurance
Agency Brokerage Consultants served as advisor to ARA Insurance
Patriot Growth Insurance Services, LLC
Has acquired
Wren Insurance Agency, Inc.
Agency Brokerage Consultants served as advisor to Wren Insurance Agency, Inc.
King Insurance Partners, LLC
Has acquired
Spencer Financial, Inc.
Agency Brokerage Consultants served as advisor to Spencer Financial, Inc.
Legacy Risk Solutions
Has acquired
Smiley Insurance Agency
Agency Brokerage Consultants served as advisor to Smiley Insurance Agency
Keystone Agency Partners
Has acquired
Klein Insurance Agency, Inc.
Agency Brokerage Consultants served as advisor to Klein Insurance Agency, Inc.
Inszone Insurance Services
Has acquired
Huffmaster Insurance
Agency Brokerage Consultants served as advisor to Huffmaster Insurance
Choice Financial Group
Has acquired
Corporate Coverage
Agency Brokerage Consultants served as advisor to Corporate Coverage
King Insurance Partners, LLC
Has acquired
Chas H. Bilz Insurance Agency
Agency Brokerage Consultants served as advisor to Chas H. Bilz Insurance Agency
The Liberty Company Insurance Brokers, LLC
Has acquired
D.B. Jones Associates, LLC
Agency Brokerage Consultants served as advisor to D.B. Jones Associates, LLC
FBC Home Insurance Services, LLC
Has acquired
American Founders Insurance Group, Inc.
Agency Brokerage Consultants served as advisor to American Founders Insurance Group, Inc.

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