200+ total transactions representing $500M+ in aggregate value — 30 tracked below spanning 2017–2025 · 1 industry
200+
Total Transactions
1
Industries
2017–2025
Years Active
Financial Services30
Sale of Ample Insurance to World Insurance Associates2025
Acquired by PE: World Insurance Associates
Advised Ample Insurance in its sale to World Insurance Associates. Corporate executives turned entrepreneurs who had acquired 25+ agencies in rollup strategy, seeking investment exit.
UndisclosedSell SideSell Side Advisor
Sale of Fraser Yacht Insurance to Arthur J. Gallagher2025
Strategic acquirer: Arthur J. Gallagher
Advised Fraser Yacht Insurance (insurance division of largest mega-yacht broker in the world) in its sale to Arthur J. Gallagher (publicly traded, one of largest insurance brokers globally). Family-owned, women-run business seeking early retirement.
UndisclosedSell SideSell Side Advisor
Sale of Specialty Insurance Solutions to Risk Strategies2025
Acquired by PE: Risk Strategies
Advised Specialty Insurance Solutions (specialty agency providing student health plans to colleges & universities) in its sale to Risk Strategies (PE-backed, top 5 specialty broker). Partners spun off specialty startup seeking strategic partnership.
UndisclosedSell SideSell Side Advisor
Sale of Insurance Licensing Services of America to ReSource Pro2025
Acquired by PE: ReSource Pro
Advised Insurance Licensing Services of America (largest outsource licensing compliance provider in U.S.) in its sale to ReSource Pro (PE-backed firm). Husband and wife team seeking retirement.
UndisclosedSell SideSell Side Advisor
Sale of Health Insurance Store to Integrity Marketing Group2025
Acquired by PE: Integrity Marketing Group
Advised Health Insurance Store (one of largest FMOs in Florida providing Medicare and under-65 health plans) in its sale to Integrity Marketing Group (PE-backed, largest Medicare FMO in U.S.). Family-owned business seeking perpetuation.
UndisclosedSell SideSell Side Advisor
Sale of Forest Agency to Relation Insurance2024
Acquired by PE: Relation Insurance, Inc
Advised Forest Agency, Inc. in its sale to Relation Insurance, Inc.
UndisclosedSell SideSell Side Advisor
Sale of Steven Deluca Agency and Denver Insurance Brokerage to PCF Insurance Services2024
Acquired by PE: PCF Insurance Services of the West, LLC
Advised Steven Deluca Agency, Inc. and Denver Insurance Brokerage, Inc. in their sale to PCF Insurance Services of the West, LLC.
UndisclosedSell SideSell Side Advisor
Sale of Elite Insurance Group to Kin Insurance2024
Acquired by PE: Kin Insurance, Inc
Advised Elite Insurance Group in its sale to Kin Insurance, Inc.
UndisclosedSell SideSell Side Advisor
Sale of Suntree Insurance to Keystone Agency Partners2024
Acquired by PE: Keystone Agency Partners
Advised Suntree Insurance in its sale to Keystone Agency Partners.
UndisclosedSell SideSell Side Advisor
Sale of Kape Insurance Agency to Keystone Agency Partners2024
Acquired by PE: Keystone Agency Partners
Advised Kape Insurance Agency, Inc. in its sale to Keystone Agency Partners.
UndisclosedSell SideSell Side Advisor
Sale of Mitchell Agency to Highstreet Insurance Partners2024
Acquired by PE: Highstreet Insurance Partners, Inc
Advised Mitchell Agency, Inc. in its sale to Highstreet Insurance Partners, Inc.
UndisclosedSell SideSell Side Advisor
Sale of Green Financial Corporation to Heffernan Insurance Brokers2024
Acquired by PE: Heffernan Insurance Brokers
Advised Green Financial Corporation in its sale to Heffernan Insurance Brokers.
UndisclosedSell SideSell Side Advisor
Sale of Southeast Insurance Inc to Private Buyer2024
Acquired by: Private Buyer
Advised Southeast Insurance Inc. in its sale to a private buyer.
UndisclosedSell SideSell Side Advisor
Sale of Swanson & Associates to Hub International2024
Strategic acquirer: Hub International, Ltd
Advised Swanson & Associates, Inc. in its sale to Hub International, Ltd.
UndisclosedSell SideSell Side Advisor
Sale of Whiting Agency to Biltmore Insurance2024
Strategic acquirer: Biltmore Insurance
Advised Whiting Agency, Inc. in its sale to Biltmore Insurance.
UndisclosedSell SideSell Side Advisor
Sale of MJM Insurance to Keystone Agency Partners2023
Acquired by PE: Keystone Agency Partners
Advised MJM Insurance in its sale to Keystone Agency Partners.
UndisclosedSell SideSell Side Advisor
Sale of ISU Group to Steadfast2023
Strategic acquirer: Steadfast
Advised ISU Group, one of the largest insurance networks in the U.S., in its sale to Steadfast (publicly traded, largest insurance network in the world). Second-generation family-owned business seeking perpetuation.
UndisclosedSell SideSell Side Advisor
Sale of Cindy Elbert Insurance Services to World Insurance Associates2023
Acquired by PE: World Insurance Associates
Advised Cindy Elbert Insurance Services in its sale to World Insurance Associates.
UndisclosedSell SideSell Side Advisor
Sale of Henry A. Latimer & Son, Inc. to World Insurance Associates2023
Acquired by PE: World Insurance Associates
Advised Henry A. Latimer & Son, Inc. in its sale to World Insurance Associates.
UndisclosedSell SideSell Side Advisor
Sale of Risk Cooperative to Ensurise2023
Acquired by PE: Ensurise
Advised Risk Cooperative in its sale to Ensurise.
UndisclosedSell SideSell Side Advisor
Sale of Senior Insurance Advocates of ME to Atlantic Coast Brokerage Services2023
Advised Senior Insurance Advocates of ME in its sale to Atlantic Coast Brokerage Services.
UndisclosedSell SideSell Side Advisor
Sale of C & G Insurance Agency to Keystone Agency Partners2022
Acquired by PE: Keystone Agency Partners
Advised C & G Insurance Agency, Inc. in its sale to Keystone Agency Partners.
UndisclosedSell SideSell Side Advisor
Sale of HIG Insurance Group to Private Buyer2022
Acquired by: Private Buyer
Advised HIG Insurance Group in its sale to a private buyer.
UndisclosedSell SideSell Side Advisor
Sale of Hershberger Insurance Agency to Ensurise2022
Acquired by PE: Ensurise, LLC
Advised Hershberger Insurance Agency Inc. in its sale to Ensurise, LLC.
UndisclosedSell SideSell Side Advisor
Sale of American Emerald Group to World Insurance Associates2022
Acquired by PE: World Insurance Associates LLC.
Advised American Emerald Group, Inc. in its sale to World Insurance Associates LLC.
UndisclosedSell SideSell Side Advisor
Sale of Cove Insurance to King Insurance Agency of Gainesville2022
Strategic acquirer: King Insurance Agency of Gainesville, LLC
Advised Cove Insurance, Inc. in its sale to King Insurance Agency of Gainesville, LLC.
UndisclosedSell SideSell Side Advisor
Sale of Amsley Insurance Services to Keyes Coverage2022
Strategic acquirer: Keyes Coverage, LLC.
Advised Amsley Insurance Services, Inc. in its sale to Keyes Coverage, LLC.
UndisclosedSell SideSell Side Advisor
Sale of Koch Insurance Agency to Patriot Growth Insurance Services2022
Acquired by PE: Patriot Growth Insurance Services
Advised Koch Insurance Agency, Inc. in its sale to Patriot Growth Insurance Services.
UndisclosedSell SideSell Side Advisor
Sale of Nolan Insurance Services to Shea Barclay Group2017
Strategic acquirer: Shea Barclay Group
Advised Nolan Insurance Services in its sale to Shea Barclay Group. Transaction covered by Tampa Bay Business Journal highlighting agency's growth trajectory.
UndisclosedSell SideSell Side Advisor
Sale of PetPartners, Inc. to The IHC Group2017
Strategic acquirer: The IHC Group
Advised PetPartners, Inc. in its sale to The IHC Group.