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Our Track Record Speaks For Itself
Since January 2014, our principals have closed on over $19 billion in insurance M&A deals and advised on some of the largest insurance agency acquisitions.
2025
Pearson Wallace Tombstone 01072025
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2024
Archambault Tombstone 12022024
Keeler GoToSMBO Tombstone 05102024
Interweb Tombstone 04012024
Madison Ave Tombstone 01192024
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2023
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2022
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2021
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2020
Mature Health
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2019
rma tombstone
nicg tombstone
greenwald berk tombstone
links tombstone
madison brokerage tombstone
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2018
usrp bentec tombstone
Alera Kaercher tombstone
RSC Cincinnati tombstone
Alera BPS tombstone
Alera Dickerson tombstone
Acrisure Beal tombstone
Acrisure Monarch tombstone
World Cailor Fleming tombstone
Acrisure MVP tombstone
Acrisure DeMeglio tombstone
Acrisure Leverity tombstone
World Edward R Bluestein tombstone
Acrisure Tucker tombstone
Acrisure RGS tombstone
Alera Wilson Albers tombstone
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2017
Solutions
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Epic
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2016
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2015
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