/ TRANSACTIONS
Target Company
Princeton Agencies, Inc.
Acquirer Company
OneDigital
Acquisition Date
May 2026
Industry
Program Manager
Target Company
Jupiter Underwriting Group
Acquirer Company
Doxa Insurance Holdings
Acquisition Date
April 2026
Industry
MGA / Wholesale / Program Mgr
Target Company
The Hamilton Group
Acquirer Company
National Financial Partners
Acquisition Date
March 2026
Industry
Retail
Target Company
Quinn Insurance
Acquirer Company
ALKEME Insurance
Acquisition Date
March 2026
Industry
Retail
Target Company
Asset Protection Insurance Associates, Inc
Acquirer Company
TWFG Insurance
Acquisition Date
March 2026
Industry
MGU
Target Company
ShoreOne Insurance Managers, Inc.
Acquirer Company
Totalis Program Underwriters
Acquisition Date
March 2026
Industry
MGA / Wholesale / Program Mgr
Target Company
RJR Faribo Insurance Agency
Acquirer Company
Sunstar Insurance Group
Acquisition Date
February 2026
Industry
Retail
Target Company
Employee Benefits International
Acquirer Company
OneDigital
Acquisition Date
January 2026
Industry
Employee Benefits
Target Company
Proper Insurance
Acquirer Company
Specialty Program Group
Acquisition Date
January 2026
Industry
Program Manager
Target Company
Morse Insurance Agency, Inc
Acquirer Company
Patriot Growth Insurance Services, LLC
Acquisition Date
December 2025
Industry
Retail
Target Company
US Retail Top 100 Brokerage
Acquirer Company
Undisclosed* - NA
Acquisition Date
November 2025
Industry
Retail
Target Company
Ohio Valley Insurance
Acquirer Company
Inszone Insurance
Acquisition Date
November 2025
Industry
Retail