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Date Target Transaction Type
Value: $mlns
Acquirer Seller
2025-06-20 Ford Insurance
Insurance
Eliot, Maine
www.fordinsurance.com

Ford Insurance is a full-service agency offering business and personal insurance solutions nationwide. Ford Insurance is based in Eliot, Maine.

Add-on Acquisition

Covu
Company
Insurance
Redwood, California
www.covu.com

-
Deal Link  
2025-06-17 Nobles Insurance Agency
Insurance
Raleigh, North Carolina
www.noblesagency.com

Nobles Insurance Agency is an independent insurance firm with offices in Raleigh and Clayton, North Carolina, serving individuals and businesses.

Add-on Acquisition

King Risk Partners
Company
Insurance
Gainesville, Florida
www.king-insurance.com

-
Deal Article Deal Link  
2025-06-17 Evers Insurance
Insurance
Cave Creek, Arizona
www.eversinsurancegroup.com

Evers Insurance specializing in commercial insurance, particularly in the garage and auto dealer industries. Evers Insurance was founded in 2011 and is based in Cave Creek, Arizona

Add-on Acquisition

Inszone Insurance Services
Company
Insurance
Rancho Cordova, California
www.inszoneinsurance.com

-
Deal Article Deal Link  
2025-06-16 wefox
Insurance
Roggwil, Switzerland
www.wefox.com

wefox is an insurance platform that enables customers, insurance brokers, and insurance providers to transact and manage insurance products digitally. wefox was established in 2014 and is headquartered in Roggwil, Germany.

Buyout (LBO, MBO, MBI)

J.C. Flowers & Co.
Investor
Private Equity Firm
New York, New York
www.jcfco.com

-
Deal Article Deal Link  
2025-06-12 Freestone Insurance Group
Insurance
Scottsdale, Arizona
www.freestoneig.com

Freestone Insurance Group provides advisory services across personal asset protection, corporate liability, and workforce coverage. Freestone Insurance Group was founded in 2016 and is based in Scottsdale, Arizona.

Growth Capital

Shore Capital Partners
Investor
Private Equity Firm
Chicago, Illinois
www.shorecp.com

-
Deal Article Deal Link  
2025-06-12 Denver West Insurance Brokers
Insurance
Golden, Colorado
www.denverwestinsurance.com

Denver West Insurance Brokers is a comprehensive personal and commercial insurance solutions, building a reputation for personalized customer service and insurance offerings tailored to meet diverse client needs. Denver West Insurance Brokers was founded in 2003 and is based in Golden, Colorado.

Add-on Acquisition

Inszone Insurance Services
Company
Insurance
Rancho Cordova, California
www.inszoneinsurance.com

-
Deal Article Deal Link  
2025-06-11 Clauss & Co
Insurance
Buffalo, New York
www.claussinsurance.com

Clauss & Co. is an independent insurance agency offering personal and business insurance services. Clauss & Co. was founded in 1919 and is based in Buffalo, New York.

Add-on Acquisition

Patriot Growth Partners
Company
Insurance
Ft. Washington, Pennsylvania
www.patriotgis.com

-
Deal Article Deal Link  
2025-06-10 Cameron Group
Insurance
Nanuet, New York
www.cameroninsurancegroup.com

Cameron Group is a provider of comprehensive insurance solutions for individuals, families, and businesses across New York, New Jersey, and Connecticut. The offerings include coverage for home, auto, life, boat, business, restaurants, garages, contractors, and more. Cameron Group is headquartered in Nanuet, New York.

Add-on Acquisition

King Risk Partners
Company
Insurance
Gainesville, Florida
www.king-insurance.com

-
Deal Article Deal Link  
2025-06-10 Accession Risk Management Group
Insurance
Sacramento, California
www.accessionrmg.com

Accession Risk Management Group is a provider of specialty insurance and risk management services. Accession Risk Management Group is based in Sacramento, California.

Add-on Acquisition

Brown & Brown
Company
Insurance
Daytona Beach, Florida
www.bbinsurance.com

Advisors: Skadden, Arps, Slate, Meagher & Flom , BofA Securities , J.P. Morgan Securities

-
Deal Article Deal Link  
2025-06-09 Dave Dale Insurance
Insurance
Grand Forks, British Columbia
www.davedaleinsurance.com

Dave Dale Insurance provides a wide range of insurance services - including risk management solutions for automobile, residential, small business, and travel insurance - while also serving as the community’s driver licensing centre. Dave Dale Insurance was founded in 1967 and is based in Grand Forks, British Columbia.

Add-on Acquisition

Westland Insurance
Company
Insurance
Surrey, British Columbia
www.westlandinsurance.ca

-
2025-06-09 BryanMark Group
Insurance
St. Louis, Missouri
www.bryanmarkgroup.com

BryanMark Group is a provider of life insurance solutions to affluent and ultra-affluent clients. BryanMark Group was foundd in 2004 and is based in St. Louis, Missouri.

Add-on Acquisition

Winged Keel
Company
Insurance
New York, New York
www.wingedkeel.com

-
Deal Article Deal Link  
2025-06-05 Lords Insurance Agency
Insurance
Westminster, California
www.lordsinsurance.com

Lords Insurance Agency offers a comprehensive range of insurance solutions designed to address both individual and commercial risk management needs. Lords Insurance Agency was founded in 1976 and is based in Westminster, California.

Add-on Acquisition

Covu
Company
Insurance
Redwood, California
www.covu.com

-
Deal Article Deal Link  
2025-06-05 Wycoff Insurance
Insurance
Mount Vernon, Washington
www.wycoffinsurance.com

Wycoff Insurance is an insurance agency providing commercial and personal insurance, headquartered in Mount Vernon, Washington.

Add-on Acquisition

HUB International
Company
Insurance
Chicago, Illinois
www.hubinternational.com

-
Deal Article Deal Link  
2025-06-05 Market Finders
Insurance
Albuquerque, New Mexico
www.market-finders.com

Market Finders is a managing general agent and wholesale broker offering personal and commercial insurance through more than 30 carriers. Market Finders was formed in 1971 and is based in Albuquerque, New Mexico.

Add-on Acquisition

Borisoff Insurance Services, Inc. (dba Monarch E&S Insurance Services)
Company
Insurance
Burbank, California
www.monarchexcess.com

-
Deal Article Deal Link  
2025-06-04 Scott Held Insurance Agency
Insurance
Carlsbad, California

Scott Held Insurance Agency is an independent insurance agency providing commercial and personal insurance to clients in the region. Scott Held Insurance Agency was formed in 1996 and is headquartered in Carlsbad, California.

Add-on Acquisition

HUB International
Company
Insurance
Chicago, Illinois
www.hubinternational.com

-
Deal Article Deal Link  
2025-06-04 Wilkins & Associates
Insurance
Reno, Nevada
www.wilkinsinsurance.com

Wilkins & Associates is a retail insurance broker serving commercial and personal lines clients in Reno and western Nevada.

Add-on Acquisition

Gallagher
Company
Insurance
Rolling Meadows, Illinois
www.ajg.com

-
Deal Article Deal Link  
Avg $1,331
11.6x EBITDA
2.2x REVENUE

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