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AUTHENTIC ADVISORS
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Selected deals

2025

Higginbotham has acquired CCI Insurance


Authentic Advisors served as sell side advisors to CCI Insurance


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

AUTHENTIC ADVISORS

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