Completed Transactions
All transactions
Feature Transactions
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.
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
2024 Transactions
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
ECBM Insurance Brokers & Consultants
has acquired
Kollevoll & Associates LLC
Agency Brokerage Consultants
served as advisor to Kollevoll & Associates LLC
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
Older Transactions
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.
World Insurance Associates
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
Keystone Agency Partners
has acquired
MJM Insurance
Agency Brokerage Consultants
served as advisor to MJM Insurance
Signers National, LLC
has acquired
Eclipse Risk Insurance Services, Inc.
Agency Brokerage Consultants
served as advisor to Eclipse Risk Insurance Services, Inc.
JFS Ventures, LLC
has acquired
Insure First, LLC
Agency Brokerage Consultants
served as advisor to Insure First, LLC
Inszone Insurance Services
has acquired
Contractor's Insurance Group, LLC
Agency Brokerage Consultants
served as advisor to Contractor's Insurance Group, LLC
Union Bay Risk Advisors
has acquired
Deken Benjamin Insurance Agency
Agency Brokerage Consultants
served as advisor to Deken Benjamin Insurance Agency
Atlantic Coast Brokerage Services
has acquired
Stark & Associate Insurance
Agency Brokerage Consultants
served as advisor to Stark & Associate Insurance
AIC Insurance Agency
has acquired
Rainwater Agency Insurance Brokers
Agency Brokerage Consultants
served as advisor to Rainwater Agency Insurance Brokers
Keystone Agency Partners
has acquired
My Florida Insurance Broker
Agency Brokerage Consultants
served as advisor to My Florida Insurance Broker
Patriot Growth Insurance Services
has acquired
Blue Water Insurance Group
Agency Brokerage Consultants
served as advisor to Blue Water Insurance Group
NSI Insurance Group
has acquired
Arnold & Barton Insurance
Agency Brokerage Consultants
served as advisor to Arnold & Barton Insurance
Biltmore Insurance
has acquired
American Insurance Leaders
Agency Brokerage Consultants
served as advisor to American Insurance Leaders
Union Bay Risk Advisors
has acquired
The Ahearn Agency
Agency Brokerage Consultants
served as advisor to The Ahearn Agency
Patriot Growth Insurance Services
has acquired
Koch Insurance Agency, Inc.
Agency Brokerage Consultants
served as advisor to Koch Insurance Agency, Inc.
King Insurance Agency of Gainesville, LLC
has acquired
Cove Insurance, Inc.
Agency Brokerage Consultants
served as advisor to Cove Insurance, Inc.
Keystone Agency Partners
has acquired
C & G Insurance Agency, Inc.
Agency Brokerage Consultants
served as advisor to C & G Insurance Agency, Inc.
Single Source Insurance, Inc.
has acquired
Assurance Risk Managers, LLC
Agency Brokerage Consultants
served as advisor to Assurance Risk Managers, LLC
Keyes Coverage, LLC.
has acquired
Amsley Insurance Services, Inc.
Agency Brokerage Consultants
served as advisor to Amsley Insurance Services, Inc.
Private Buyer
has acquired
HIG Insurance Group
Agency Brokerage Consultants
served as advisor to HIG Insurance Group
Ensurise, LLC
has acquired
Hershberger Insurance Agency Inc.
Agency Brokerage Consultants
served as advisor to Hershberger Insurance Agency Inc.
World Insurance Associates LLC.
has acquired
American Emerald Group, Inc.
Agency Brokerage Consultants
served as advisor to American Emerald Group, Inc.
PCG Insurance Services
has acquired
SCM Insurance
Agency Brokerage Consultants
served as advisor to SCM Insurance
Union Bay Risk Advisors, LLC
has acquired
LaBrozzi Insurance Group, Inc
Agency Brokerage Consultants
served as advisor to LaBrozzi Insurance Group, Inc
King Insurance Agency of Gainesville, LLC
has acquired
Walter Agency
Agency Brokerage Consultants
served as advisor to Walter Agency
Ransom & Associates
has acquired
Diversified Insurance Partners, Inc.
Agency Brokerage Consultants
served as advisor to Diversified Insurance Partners, Inc.
Acentria Insurance
has acquired
Serrod Insurance Agency
Agency Brokerage Consultants
served as advisor to Serrod Insurance Agency
World Insurance Associates LLC.
has acquired
Cotten Coverage Insurance
Agency Brokerage Consultants
served as advisor to Cotten Coverage Insurance
Heffernan Insurance Brokers
has acquired
CBTwo.net
Agency Brokerage Consultants
served as advisor to CBTwo.net
Single Source Insurance, Inc.
has acquired
Absolute Surety, LLC
Agency Brokerage Consultants
served as advisor to Absolute Surety, LLC
King Insurance Agency of Gainesville, LLC
has acquired
Hunt Insurance Group, LLC
Agency Brokerage Consultants
served as advisor to Hunt Insurance Group, LLC
Patriot Growth Insurance Services, LLC
has acquired
Mendez Insurance Agency
Agency Brokerage Consultants
served as advisor to Mendez Insurance Agency
Inszone Insurance Services Inc.
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
SmarterHSA, LLC
has acquired
Secure Care, Inc.
Agency Brokerage Consultants
served as advisor to Secure Care, Inc.
Shepherd Insurance, LLC
has acquired
Charlotte Insurance Agency, LLC
Agency Brokerage Consultants
served as advisor to Charlotte Insurance Agency, LLC
RSC Insurance Brokerage, Inc
has acquired
Sebastian Insurance
Agency Brokerage Consultants
served as advisor to Sebastian Insurance
Full Circle Insurance
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
NSI Insurance Group
has acquired
MP Insurance, Inc
Agency Brokerage Consultants
served as advisor to MP Insurance, Inc
RSC Insurance Brokerage, Inc.
has acquired
The Insurance Center of Central Florida, Inc.
Agency Brokerage Consultants
served as advisor to The Insurance Center of Central Florida, Inc.
PCF Insurance
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
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