500+ total transactions representing $2B+ in aggregate value — 14 tracked below spanning 2020–2025 · 1 industry
Advisor to ISU Group, a 2nd generation family-owned insurance network and one of the largest networks in the U.S. The acquisition enables Steadfast strategic entry into US insurance market.
Advisor to ISLA, the largest outsource licensing compliance provider in the U.S. and host of the popular 'Spot On' insurance podcast. Buyer is PE-backed.
Financial advisor to Swanson Insurance Agency, a locally owned independent insurance agency serving New Orleans, Louisiana.
Advisor to Health Insurance Store, one of the largest FMOs in Florida providing Medicare and under-65 health plans. Buyer Integrity is PE-backed and the largest Medicare FMO in the U.S.
Advisor to Ample Insurance, a corporate executive team that acquired 25+ agencies in a rollup acquisition strategy. World gained market share and expanded footprint across Florida.
Advisor to Specialty Insurance Solutions, a specialty agency providing student health plans to colleges & universities. Buyer Risk Strategies is a PE-backed top 5 specialty broker.
Advisor to Cindy Elbert Insurance Services on their acquisition by World Insurance Associates.
Advisor to Fraser Yacht Insurance, the insurance division of the largest mega-yacht broker in the world. A family-owned, women-run business seeking early retirement.
Advisor to Oakwood Insurance Agency dba Insure Big Rig, a premier trucking insurance specialist founded in 2011 providing truck insurance to owner-operators and fleets.
Advisor to Risk Cooperative on their acquisition by Ensurise.
Advisor to Governor Insurance Agency, Inc. on their acquisition by World Insurance Associates.
Advisor to Southern Cross Insurance Solutions, LLC on their acquisition by World Insurance Associates.
Provided due diligence support on the acquisition of McCue Captains Agency, founded in 1927 as a local independent agent in Little Silver, NJ specializing in Property, Liability, Life and Benefits insurance.