Selected deals
2024
Keystone Agency Partners has acquired KNH Insurance
Authentic Advisors served as sell side advisors to KNH Insurance
NFP has acquired Capstone Strategies
Authentic Advisors served as sell side advisors to Capstone Strategies
Integrity Insurance Group has acquired Walters Insurance Group
Authentic Advisors served as sell side advisors to Walters Insurance Group
2023
NFP has acquired David A. Marcus & Associates, Inc
Authentic Advisors served as sell side advisors to David Marcus
Foundation Risk Partners has acquired Underhill Insurance
Authentic Advisors served as sell side advisors to Underhill Insurance
Alera Group has acquired Stateside Insurance
Authentic Advisors served as sell side advisors to Stateside Insurance
Acrisure has acquired Western Mass Auto Insurance
Authentic Advisors served as sell side advisors to Western Mass Auto Insurance
OneDigital has acquired Actuaries Northwest
Authentic Advisors served as sell side advisors to Actuaries Northwest
Rick Young Insurance has acquired the book of business of Eric Butler
Authentic Advisors served as buy side advisors to Rick Young Insurance
Rick Young Insurance has acquired the book of business of Mike Butler
Authentic Advisors served as buy side advisors to Rick Young Insurance
2022
Authentic Advisors provided a valuation analysis to Link Allen Benefit Group
Authentic Advisors provided a valuation analysis to McArdle Insurance Agency
PCF has acquired Key Insurance
Authentic Advisors served as sell side advisors to Key Insurance
PCF has acquired Voluntary Benefits At Work
Authentic Advisors served as sell side advisors to Voluntary Benefits At Work
Risk Strategies has acquired Bonds, Inc
Authentic Advisors served as sell side advisors to Bonds Inc
Bonds, Inc has acquired Haynes Bonding
Authentic Advisors served as buy side advisors to Bonds, Inc
HUB has acquired Kingsway Trust Distribution
Authentic Advisors served as sell side advisors to Kingsway Trust Distribution
Authentic Advisors provided a valuation analysis for Underhill Insurance
HUB has acquired Stop Loss Insurance Brokers
Authentic Advisors served as sell side advisors to Stop Loss Insurance Brokers
HUB has acquired KT&D Insurance
Authentic Advisors served as sell side advisors to KT&D Insurance
2021
PCF has acquired Golden State Insurance Solutions
Authentic Advisors served as sell side advisors to Golden State Insurance Solutions
Integrity Marketing Group has acquired J. Manning & Associates
Authentic Advisors served as sell side advisors to J. Manning & Associates
Alera Group has acquired AGM Benefit Solutions
Authentic Advisors served as sell side advisors to AGM Benefit Solutions
Authentic Advisors provided a valuation analysis for Castle Wealth Management
PCF has acquired Inlight Risk Management
Authentic Advisors served as sell side advisors to Inlight Risk Management
NFP has acquired Forester Benefits Management
Authentic Advisors served as sell side advisors to Forester Benefits Management
Alliant Insurance Services, Inc has acquired Benefit Concepts, Inc (BCI)
Authentic Advisors served as sell side advisors to BCI
2020
United Income has acquired Blue Ocean Strategic Capital, LLC
Authentic Advisors served as sell side advisors to Blue Ocean Strategic Capital
Integrity Marketing Group has acquired Western Asset Protection
Authentic Advisors served as sell side advisors to Western Asset Protection
Authentic Advisors provided a valuation analysis to Group Benefit Partners
Heffernan Insurance Brokers has acquired Contractors Insurance NW, INC
Authentic Advisors served as sell side advisors to Contractors Insurance NW, INC
Foundation Risk Partners has acquired Balsiger Insurance
Authentic Advisors served as sell side advisors to Balsiger Insurance
Heffernan Insurance Brokers has acquired ISU - Centinel Agency
Authentic Advisors served as sell side advisors to ISU - Centinel Agency
Authentic Advisors provided a valuation analysis for BCI
Benefit Concepts, Inc (BCI) has acquired the Heavin Agency from the Leavitt Group
Authentic Advisors served as buy side advisors to BCI