Completed Transactions
All transactions
Feature Transactions
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
- Sydney, Australia
- Publicly traded company
- Largest insurance network in the world
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
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
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
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
- Publicly traded company
- One of the largest insurance brokers in the world
Older Transactions
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
Arachas Group, LLC
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
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
King Insurance Partners, LLC
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
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.
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
Seibert Insurance
Agency Brokerage Consultants
served as advisor to Seibert Insurance
Kin Insurance, Inc
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
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
Ensurise
has acquired
Risk Cooperative
Agency Brokerage Consultants
served as advisor to Risk Cooperative
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
- Sydney, Australia
- Publicly traded company
- Largest insurance network in the world
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
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
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
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
- Publicly traded company
- One of the largest insurance brokers in the world
Atlantic Coast Brokerage Services
has acquired
Senior Insurance Advocates of ME
Agency Brokerage Consultants
served as advisor to Senior Insurance Advocates of ME
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.
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