Insurance M&A Transactions

Stewart Agency is an independent insurance agency offering a variety of personal and commercial insurance products, including auto, home, commercial, boat/watercraft, flood, life, renters, motorcycle, RV, and umbrella insurance. Stewart Agency is based in Elmira, New York.

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

CAC Group is an insurance broker and advisor that provides advisory and placement services across a spectrum of insurance and capital-markets solutions. CAC Group is based in Denver, Colorado.

Baldwin Group
Company
Insurance
Tampa, Florida
www.baldwin.com

Atlas Insurance Agency offers a range of coverage options, including auto, homeowners, business-owners, casualty, property, surety, umbrella, and risk-management policies tailored to individuals, families, and businesses across various industries. Atlas Insurance Agency is based in Honolulu, Hawaii.

Marsh McLennan Agency
Company
Insurance
New York, New York
www.marshmma.com

Tradewind Group
Company
Business Services
Honolulu, Hawaii
www.tradewindgrp.com

Union Bay Risk Advisors is an independent agency that represents many different insurance companies that offer a wide variety of coverage options and price points. Union Bay Risk Advisors is based in Princeton, New Jersey.

Thayer Street Partners Management LLC
Investor
www.thayerstreet.com

Mossbrook & Hicks Insurance Agency is a family-owned independent insurance agency offering both personal and commercial insurance solutions. Mossbrook & Hicks Insurance Agency was founded in 1895 and is based in Cape May Court House, New Jersey.

World Insurance Associates
Company
Insurance
Iselin, New Jersey
www.worldinsurance.com
Advisors: Giordano, Halleran & Ciesla , TAG Financial Institutions Group

Acacia Insurance provides personal and commercial risk-management and insurance brokerage services, including home, vehicle, valuable articles, commercial coverage and speciality high-value risks. Acacia Insurance is headquartered in Waltham, Massachusetts.

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

Bafumi is an independent insurance broker that offers a full range of personal insurance services (auto, homeowners, life, health, boat) as well as commercial solutions and employee benefits. Bafumi was formed in 1993 and is based in Middletown, Connecticut.

World Insurance Associates
Company
Insurance
Iselin, New Jersey
www.worldinsurance.com
Advisor: Giordano, Halleran & Ciesla

Stuart Surles Insurance is an independent insurance agency that provides coverage for farm owners, crop operations, poultry/livestock facilities, and personal insurance products like auto, home, life, and health. The agency works with multiple insurance carriers to tailor insurance packages for clients across North Carolina, South Carolina, Virginia, Maryland, and Delaware. Stuart Surles Insurance is based in Angier, North Carolina.

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

Columbian Financial Group is a U.S.-based life insurance provider. The group includes Columbian Mutual Life Insurance Company and Columbian Life Insurance Company, and operates via a network of independent agents. Its business centers on small-face life insurance for working families. Columbian Financial Group is based in Binghamton, New York.

JAB Holding Company
Investor
Private Equity Firm
Luxembourg, Luxembourg
www.jabholco.com

Reinig Insurance Solutions specialises in providing property and casualty products and services to the health and fitness industry. Reinig Insurance Solutions is based in Lakewood, Colorado.

World Insurance Associates
Company
Insurance
Iselin, New Jersey
www.worldinsurance.com
Advisors: Giordano, Halleran & Ciesla , Sica Fletcher

Assured Insurance Consultants is an independent insurance agency that offers personal insurance, business insurance, surety bonds, and employee benefits solutions. Assured Insurance Consultants is based in Dandridge, Tennessee.

Trucordia
Company
Insurance
Lindon, Utah
www.trucordia.com

Eberle Insurance Agency is an independent insurance agency offering a broad range of personal (auto, home, umbrella) and commercial (business auto, cyber liability, BOP) insurance solutions. Eberle Insurance Agency was founded in 1985 and is based in Sherwood, Arkansas.

Trucordia
Company
Insurance
Lindon, Utah
www.trucordia.com

Charles River Insurance is an independent insurance agency offering a broad range of personal and commercial insurance coverages, including auto, homeowners, renters, flood, and umbrella policies, as well as business and speciality lines for sectors such as hospitality, cannabis, and construction. Charles River Insurance was founded in 1988 and is based in Framingham, Massachusetts.

Trucordia
Company
Insurance
Lindon, Utah
www.trucordia.com

Breezy Seguros is an independent insurance agency that provides personal and commercial insurance products, including auto, homeowners, renters, general liability, and workers’ compensation, primarily serving Latino individuals, families and business owners. Breezy Seguros was founded in 2017 and is based in Framingham, Massachusetts.

Trucordia
Company
Insurance
Lindon, Utah
www.trucordia.com

Osborn Insurance Agency is an independent insurance agency that offers a range of personal insurance (including auto, home, boat, renters) and commercial insurance (business-interruption, commercial property, workers’ compensation, surety bonds). Osborn Insurance Agency was founded in 2001 and is based in Township, New Jersey.

Trucordia
Company
Insurance
Lindon, Utah
www.trucordia.com

BlueStar General is an insurer specialising in non-standard private passenger automobile liability and physical-damage coverage in California (and select other states). The Company offers auto insurance programs designed for higher-risk drivers and provides flexible payment plans, including online, phone, and credit card options. BlueStar General is based in Belen, New Mexico.

Assurely
Company
Insurance
Austin, Texas
www.equalparts.ai