Completed Transactions
2021 transactions
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
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
Professional Financial Specialists, Inc
has acquired
ATAB Insurance Services, LLC
Agency Brokerage Consultants
served as advisor to ATAB Insurance Services, LLC
Risk Strategies
has acquired
Specialty Insurance Solutions, Inc.
Agency Brokerage Consultants
served as advisor to Specialty Insurance Solutions, Inc.
Private Buyer
has acquired
Peacock Insurance Agency, LLC
Agency Brokerage Consultants
served as advisor to Peacock Insurance Agency, LLC
World Insurance Associates, LLC
has acquired
Southern Cross Insurance Solutions, LLC
Agency Brokerage Consultants
served as advisor to Southern Cross Insurance Solutions, LLC
Smart Choice Partners-Texas, LLC
has acquired
A Texas Insurance Agency
Agency Brokerage Consultants
served as advisor to A Texas Insurance Agency
King Insurance Agency of Gainesville, LLC
has acquired
Fordham Insurance Agency
Agency Brokerage Consultants
served as advisor to Fordham Insurance Agency
Marine Agency Corp.
has acquired
Affordable Insurance Network of DE, LLC
Agency Brokerage Consultants
served as advisor to Affordable Insurance Network of DE, LLC
Gracey-Backer, Inc.
has acquired
Bob Edwards & Associates, Inc.
Agency Brokerage Consultants
served as advisor to Bob Edwards & Associates, Inc.
Keystone Agency Partners
has acquired
The Palabe Group, Inc.
Agency Brokerage Consultants
served as advisor to The Palabe Group, Inc.
High Street Insurance Partners, Inc.
has acquired
Badge Agency, Inc.
Agency Brokerage Consultants
served as advisor to Badge Agency, Inc.
Tangram Insurance Services, Inc.
has acquired
PCALIC, LLC
Agency Brokerage Consultants
served as advisor to PCALIC, LLC
Oliver L.E. Soden Agency
has acquired
John B. Wright Insurance
Agency Brokerage Consultants
served as advisor to John B. Wright Insurance
Smart Choice Partners - FL, LLC
has acquired
Next Level Insurance Group of FL, Inc.
Agency Brokerage Consultants
served as advisor to Next Level Insurance Group of FL, Inc.
PCF Insurance Services of the West, LLC
has acquired
Private Client Insurance, LLC
Agency Brokerage Consultants
served as advisor to Private Client Insurance, LLC
C&C Insurance Brokerage, LLC
has acquired
Express 1 Auto Insurance, LLC
Agency Brokerage Consultants
served as advisor to Express 1 Auto Insurance, LLC
Milz Health Group
has acquired
Gunderson & Associates, LLC
Agency Brokerage Consultants
served as advisor to Gunderson & Associates, LLC
PCF Insurance Services of the West, LLC
has acquired
Highmark Insurance, LLC
Agency Brokerage Consultants
served as advisor to Highmark Insurance, LLC
Element Risk Management, LLC
has acquired
Ross Insurance Agency, LLC
Agency Brokerage Consultants
served as advisor to Ross Insurance Agency, LLC
Insurica TX Insurance Services, LLC
has acquired
Gulf Coast Insurance Agency, Inc.
Agency Brokerage Consultants
served as advisor to Gulf Coast Insurance Agency, Inc.
C&C Insurance Brokerage, LLC
has acquired
A to Z Insurance, LLC
Agency Brokerage Consultants
served as advisor to A to Z Insurance, LLC
Doctors First, Inc.
has acquired
Fedele Insurance Services, Inc.
Agency Brokerage Consultants
served as advisor to Fedele Insurance Services, Inc.
Patriot Growth Insurance Services, LLC
has acquired
Ortega Ranch Insurance Agency, Inc.
Agency Brokerage Consultants
served as advisor to Ortega Ranch Insurance Agency, Inc.
King Insurance
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
Keystone Agency Investors, LLC
has acquired
Heritage Insurance Group, Inc.
Agency Brokerage Consultants
served as advisor to Heritage Insurance Group, Inc.
STP Brokerage Insurance
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
Keystone Agency Investors
has acquired
Private Seller
Agency Brokerage Consultants
served as advisor to Private Seller
King Insurance Agency of Gainesville, LLC
has acquired
AGM Insurance Agency, Inc.
Agency Brokerage Consultants
served as advisor to AGM Insurance Agency, Inc.
KAI Garrett Insurance Agency, LLC
has acquired
Mitchell Insurance Group, LLC
Agency Brokerage Consultants
served as advisor to Mitchell Insurance Group, LLC
Patriot Growth Insurance Services, LLC
has acquired
Herndon Carr & Company, Inc.
Agency Brokerage Consultants
served as advisor to Herndon Carr & Company, Inc.
World Insurance Associates, LLC
has acquired
Governor Insurance Agency, Inc.
Agency Brokerage Consultants
served as advisor to Governor Insurance Agency, Inc.
Patriot Growth Insurance Services, LLC
has acquired
Focus Insurance Agency, LLC
Agency Brokerage Consultants
served as advisor to Focus Insurance Agency, LLC
Keystone Agency Investors, LLC
has acquired
Knies Insurance Group, Inc.
Agency Brokerage Consultants
served as advisor to Knies Insurance Group, Inc.
King Insurance Agency of Gainesville, LLC
has acquired
Corsair Insurance Agency, LLC
Agency Brokerage Consultants
served as advisor to Corsair Insurance Agency, LLC
Patriot Growth Insurance Services, LLC
has acquired
Depace Insurance & Fin. Svcs., Inc.
Agency Brokerage Consultants
served as advisor to Depace Insurance & Fin. Svcs., Inc.
Patriot Growth Insurance Services, LLC
has acquired
Kolisch Marine Insurance, Inc.
Agency Brokerage Consultants
served as advisor to Kolisch Marine Insurance, Inc.
Heffernan Insurance Brokers
has acquired
Walton Insurance Agency, Inc.
Agency Brokerage Consultants
served as advisor to Walton Insurance Agency, Inc.
STP Brokerage Insurance
has acquired
Northern Lines Insurance
Agency Brokerage Consultants
served as advisor to Northern Lines Insurance
World Insurance Associates, LLC
has acquired
Ample Insurance, LLC
Agency Brokerage Consultants
served as advisor to Ample Insurance, LLC
World Insurance Associates, LLC
has acquired
McCue Captains Agency
Agency Brokerage Consultants
served as advisor to McCue Captains Agency
Foundation Risk Partners, Corp.
has acquired
ISU Jallad Insurance Services
Agency Brokerage Consultants
served as advisor to ISU Jallad Insurance Services
Covered by Sage, LLC
has acquired
McKenzie Insurance Services, LLC
Agency Brokerage Consultants
served as advisor to McKenzie Insurance Services, LLC
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