Add-on Acquisition • Insurance

NFP Acquires Pilot RB

On August 14, 2025, NFP acquired insurance company Pilot RB

Acquisition Context
  • This is NFP’s 126th transaction in the Insurance sector.
  • This is NFP’s 121st transaction in the United States.
  • This is NFP’s 11th transaction in New York.

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M&A Deal Summary

Date August 14, 2025
Target Pilot RB
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target Company

Pilot RB

New York, New York, United States
Pilot RB is an employee benefits consulting firm that provides strategic guidance and brokerage services to mid-sized employers. Pilot RB was founded in 1961 and is based in New York, New York.
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Buyer Overview 1

Buyer

NFP

Austin, Texas, United States

Category Company
Sector Insurance
Revenue 1.1B USD (2013)
DESCRIPTION

NFP is a provider of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. NFP's independent broker/dealers offers a wide range of choices from some of the nation’s top investment companies. NFP is based in Austin, Texas.


Deal Context for Buyer #
Overall 158 of 159
Sector: Insurance 126 of 127
Type: Add-on Acquisition 156 of 157
State: New York 11 of 11
Country: United States 121 of 122
Year: 2025 6 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-08-06 Bspoke Insurance Group

Leeds, United Kingdom

Bspoke Insurance Group is a platform of multi-class niche and specialist managing general agents, managing general underwriter and specialist insurance distributors. Bspoke Insurance Group was formed in 2022 and is headquartered in Leeds, England. Bspoke has offices in Shropshire, Gloucestershire, Essex, Liverpool, and London.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-09-03 NFP s Wealth Business

Austin, Texas, United States

NFP's Wealth Business comprises Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms. It helps individuals, families, and business owners reach long-term objectives by creating tailored financial plans for saving, investing, retirement, and estate planning.

Sell $2.7B