Latest Mergers & Acquisitions Headlines
All the headlines from our Mergers & Acquisitions Topic Page, ordered by recency.
Duffy Acquires Sartori Agency of Massachusetts
Sep 11 2025 // Duffy Insurance Agencies in Lynn, Massachusetts announced it has acquired the Sartori Insurance, a family-run agency that has served the Lexington, Massachusetts community for more than 50 years. The Sartori team will...
SageSure and Affiliate to Acquire Olympus MGA and Olympus Insurance in Florida
Sep 10 2025 // In a three-way deal involving carriers, underwriters, holding companies and more, catastrophe-focused managing general underwriter SageSure announced it will acquire the managing general agent for Florida-based Olympus...
Arthur J. Gallagher & Co. Acquires Minnesota’s Bremer Insurance Agencies
Sep 10 2025 // Arthur J. Gallagher & Co. announced the acquisition of St. Paul, Minnesota-based Bremer Insurance Agencies, Inc. Terms of the transaction were not disclosed. Bremer Insurance Agencies, a subsidiary of Old National...
Lincoln International Agrees to Buy Insurance Brokerage Advisory MarshBerry
Sep 10 2025 // Lincoln International, a global investment banking advisory firm, said it has a definitive agreement to acquire MarshBerry, an advisory firm serving the insurance brokerage, insurance distribution, and wealth management...
Viewpoint: Competition to Drive ‘Deteriorating’ Reinsurance Market, More M&A in 2026
Sep 10 2025 // Pricing and returns in the reinsurance market are expected to gradually come off recent highs, with the market facing moderately weaker, but still sound, operational and business conditions in 2026. Abundant capacity and...
Exclusive: Applied Systems Acquires AI-Enabled Risk Digitalization Firm Cytora
Sep 9 2025 // Applied Systems announced the acquisition of Cytora, a digital risk processing platform for the insurance industry, in an effort to accelerate connecting the dots within the insurance ecosystem, something Applied terms as...
‘New Normal’ Sets in as Pace of Insurance Agency M&A Becomes Clear
Sep 8 2025 // Insurance agency mergers and acquisitions during second-quarter 2025 were up 11% over the prior quarter, but M&A activity for the first half of the year is down 8% compared to last year, according to investment banking...
Steadfast Group Acquires Novum Underwriting Partners
Sep 4 2025 // Steadfast Group has announced its acquisition of a majority stake in US-based specialty managing general agency and wholesale brokerage, Novum Underwriting Partners LLC. Founded in 2019 and based in Ohio, the business is...
Business Moves: Gallagher Re Agrees to Buy Steadfast Re in Australia; Lockton Re Launches in Dubai for Expansion in MENA Region
Sep 4 2025 // Gallagher Re Agrees to Buy Steadfast Re in Australia Gallagher Re, the global reinsurance broker and subsidiary of Arthur J. Gallagher, has signed an agreement to acquire Steadfast Re Pty Ltd., a Sydney-based reinsurance...
Brightway Expands With Acquisition of GlobalGreen Agency
Sep 4 2025 // Jacksonville-based Brightway Insurance has acquired GlobalGreen Insurance Agency, a multi-state network writing $270 million in annual premium. GlobalGreen is headquartered in Chesterfield, Missouri, and has affiliate...
Penn-America Acquires Commercial Insurance Distribution Marketplace Sayata
Sep 4 2025 // Global Indemnity Group announced that its subsidiary Penn-America Underwriters has completed the acquisition of Sayata, an AI-enabled digital distribution marketplace and agency operations platform for commercial...
River Valley Underwriters Acquires Texas’ Patriot National Underwriters
Sep 4 2025 // River Valley Underwriters, Inc has announced that it will be acquiring the book of business from Patriot National Underwriters, Inc, as well as the current employees. The parties expect to complete the transaction...
Relation Acquires Illinois’ Joseph M. Wiedemann & Sons
Sep 3 2025 // Relation Insurance Services announced their acquisition of the assets of Joseph M. Wiedemann & Sons, Inc. (JMWS). The transaction went into effect on August 1, 2025; terms of the transaction were not disclosed. JMWS, a...
Tropolis Completes Acquisitions of 8 Agencies in 3 States
Sep 3 2025 // Tropolis Insurance Services said it has completed eight agency acquisitions across the United States. Terms of the transactions were not disclosed. The tech-enabled brokerage providing property/casualty and employee...
Marsh McLennan Agency Acquires Robins Insurance in Nashville
Sep 3 2025 // Marsh McLennan Agency, part of Marsh and with offices in New York and around the country, has acquired Robins Insurance of Nashville. The agency, on the cusp of celebrating 50 years in operation, offers business and...
AvonRisk Acquires Texas’ AS&G Claims Administration and Care Logic
Sep 2 2025 // AvonRisk, a national provider of risk management, claims administration, and managed care services, announced today that it has acquired AS&G Claims Administration, Inc., and Care Logic, Inc., a Houston, Texas-based...
Private Equity Firm Bain Capital to Buy UK Insurance Intermediary Jensten Group
Sep 1 2025 // Bain Capital, the private investment firm, announced it has signed a definitive agreement to acquire Jensten Group, the UK-based commercial insurance distribution platform, from Livingbridge, a UK mid-market private equity...
Sompo to Acquire Aspen for $3.5 Billion to Expand Global Access
Aug 27 2025 // Sompo Holdings said a wholly owned subsidiary of Sompo International Holdings has an agreement in place to acquire Aspen Insurance Holdings for about $3.5 billion to further its geographical reach outside of its home...
Wealthspire Acquires California-Based Marin Financial Advisors
Aug 27 2025 // Wealthspire Advisors LLC, an NFP company, has entered into an agreement to acquire Marin Financial Advisors in Larkspur, California. Marin Financial Advisors has provided individuals and families with financial services...
WalkerHughes Acquires Missouri’s S&R Insurance
Aug 26 2025 // WalkerHughes Insurance announced acquisition of S&R Insurance, a well-established retail insurance brokerage headquartered in St. Robert, Missouri. This strategic move marks WalkerHughes’ first presence in...
