Latest Mergers & Acquisitions Headlines
All the headlines from our Mergers & Acquisitions Topic Page, ordered by recency.
Heffernan Insurance Brokers Acquires Pac Global Insurance Brokerage
Jul 23 2025 // Heffernan Insurance Brokers acquired Pac Global Insurance Brokerage in El Segundo, California. Pac Global joins Heffernan’s marine cargo specialty practice. Heffernan Insurance Brokers is headquartered in Walnut...
Attempts to Reform Litigation Funding Disclosure Continue on the Hill
Jul 22 2025 // Changes to the taxes paid by litigation investors did not make it in the final version of the expansive One Big Beautiful Bill, but the issue of third-party litigating funding continues to have the attention of at least...
How Crockett, Texas Turned a Devastating Tornado Into Funding for Sirens
Jul 21 2025 // A small East Texas community is in the final stages of installing a state-of-the-art disaster warning system officials have been working toward for years. Six new sirens will be placed strategically throughout the city of...
Inszone Acquires Kansas’ Snell-Nelson Insurance Agency
Jul 17 2025 // Inszone Insurance Services announced that it has acquired Snell-Nelson Insurance Agency, Inc, an agency based in Ashland, Kansas, with additional operations throughout Kansas and Oklahoma. Established in 1985 by Monica...
Afore Buys TailoredRisk Insurance in Naples, Elevates Paolini
Jul 17 2025 // Afore Insurance Services, an Atlanta-area-based insurance brokerage, has acquired TailoredRisk Insurance Advisors of Naples, Florida. Paolini TailoredRisk founding principal John Paolini was named executive vice president...
Trucordia Acquires Vegas Valley Benefit Plans in Nevada
Jul 17 2025 // Trucordia has acquired the business of Vegas Valley Benefit Plans. Vegas Valley Benefit Plans is a provider of employee benefits and insurance services based in Las Vegas, Nevada. Trucordia is the group name for an...
PE Firm Warburg Pincus Acquires Majority Stake in Keystone Agency Partners
Jul 17 2025 // Insurance broker and agency network Keystone Agency Partners (Keystone), announced that the private equity firm Warburg Pincus will acquire a majority stake in the company. Financial details of the transaction were not...
Helvetia, Baloise Said To Tap McKinsey For Merger Help
Jul 16 2025 // Helvetia Holding AG and Baloise Holding AG hired strategy consultant McKinsey for advice on Europe’s biggest insurance deal this year, according to people familiar with the matter. McKinsey is set to earn tens of...
NFP Acquires Tennessee’s Levine Group
Jul 16 2025 // Global insurance and benefits broker NFP announced its acquisition of Levine Group, LLC, a financial services firm based in Brentwood, Tennessee. Levine Group has been serving Nashville and the surrounding area since 1963....
Afore Acquires Florida’s TailoredRisk Insurance
Jul 15 2025 // Georgia-based Afore Insurance Services, LLC has acquired Naples, Florida based TailoredRisk Insurance Advisors, LLC. Afore also appointed TailoredRisk’s principal, John Paolini, to the role of executive vice...
World Insurance Acquires Healey & Associates of Maine
Jul 15 2025 // World Insurance Associates LLC reported that it acquired the business of Healey & Associates of Portland, Maine on May 1, 2025. Terms of the transaction were not disclosed. Healey has been offering employee benefits...
Trucordia Acquires Fuhriman Insurance
Jul 15 2025 // Trucordia has announced its acquisition of the Fuhriman Insurance business. Based in Boise, Idaho, Fuhriman Insurance offers insurance solutions for auto, home, commercial, life, umbrella, renters, workers compensation,...
Smith Brothers Has Acquired Charter Oak Agency in Connecticut
Jul 11 2025 // Glastonbury, Connecticut-based Smith Brothers Insurance LLC announced that it acquired Charter Oak Agency effective July 1, 2025. Charter Oak Agency, an independent insurance agency with offices in Westport and Derby,...
California Fails to Stop 23andMe Founder From Re-Acquiring Company
Jul 9 2025 // Genetic testing company 23andMe can proceed with a $305 million sale to the company’s co-founder Anne Wojcicki after a U.S. bankruptcy judge rejected California’s bid to delay the sale while the state appeals...
White Mountains Buys Majority Ownership of Distinguished Programs for $230M
Jul 8 2025 // White Mountains Insurance Group on Monday said it has a deal in place to acquire about 50% of Distinguished Programs for $230 million. With the buy of the outstanding equity shares, White Mountains will own 51% of...
CRC Group Agrees to Acquire Lloyd’s Managing Agency Atrium Underwriting Group
Jul 7 2025 // CRC Group, the Charlotte, North Carolina-based wholesale specialty insurance distributor, has entered a definitive agreement to acquire Lloyd’s managing agency Atrium Underwriting Group Ltd. from investment funds...
WalkerHughes Acquires Missouri’s Apogee
Jul 7 2025 // WalkerHughes Insurance, a privately held, founder-led retail insurance brokerage headquartered in Indianapolis, Indiana, is pleased to announce the addition of Apogee Insurance Solutions, LLC, a St. Peters, Missouri-based...
Business Moves: Specialist Risk Group Acquires Generation Underwriting From WF Risk Group; Ardonagh Acquires Majority Stake in Apex Insurance in Hong Kong
Jul 3 2025 // Specialist Risk Group Acquires Generation Underwriting From WF Risk Group Specialist Risk Group (SRG), the London-based insurance intermediary, announced the acquisition of managing general agent Generation Underwriting,...
Zurich Insurance Buys Canadian Insurance Technology Firm BOXX
Jul 3 2025 // Zurich Insurance Group AG agreed to buy BOXX Insurance Inc, a Canadian cyber risk management firm, marking the Swiss insurer’s latest push into the insurance technology sector. The acquisition will see BOXX becoming...
Texas Braces for Budget Constraints as Federal Funding Dries Up
Jul 2 2025 // The era of massive state budget surpluses in Texas could be coming to an end. As the last of the federal government’s COVID-19 emergency funds are spent and sales tax revenues return to historic averages after a...
