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  • 1134+

    Formal Agency Valuations Completed

  • 189+

    Completed Agency M&A Transactions

  • 8K+

    Buyers in our ABC Insider Network

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Completed Transactions

Steadfast has acquired ISU Group

This acquisition enables Steadfast strategic entry into US insurance market while providing ISU group members access to Steadfast substantial resources

  • Mt. Pleasant, SC
  • Seller Objective: Perpetuation
  • 2nd generation, family-owned business
  • One of the largest networks in the US
  • Sydney, Australia
  • Publicly traded company
  • Largest insurance network in the world
ReSource Pro has acquired Insurance Licensing Services of America

Resource Pro gained market share and expanded service offerings. ISLA gained greater resources and larger customer base.

  • Groesbeck, TX
  • Seller Objective: retirement
  • Husband and wife team
  • Largest outsource licensing compliance provide in the US and hosts of popular “Spot On” insurance podcast
  • New York, NY
  • PE backed firm
  • Largest back-office support company serving the insurance industry
Integrity Marketing Group has acquired Health Insurance Store

This acquisition enables Integrity to gain market share in central Florida and provides HIS access to Integrity substantial resources.

  • Kissimmee, SC
  • Seller Objective: Perpetuation
  • Family owned business
  • One of the largest FMOs in Florida providing Medicare and under 65yo health plans
  • Dallas, TX
  • PE backed firm
  • Largest Medicare FMO in the US
World Insurance Associates has acquired Ample Insurance

World gained market share and expanded their footprint across Florida. Ample gained additional resources and support.

  • Oakland, FL
  • Seller Objective: investment exit
  • Corporate executives turned entrepreneurs
  • Acquired 25+ agencies in rollup acquisition strategy
  • Iselin, NJ
  • PE backed firm
  • Top 100 Insurance Brokerage
Risk Strategies has acquired Specialty Insurance Solutions

Bolstered Risk Strategies student health division and gave SIS team access to greater resources and larger customer base.

  • Lenexa, KS
  • Seller Objective: strategic partnership
  • Partners, spun off specialty startup
  • Specialty agency providing student health plans to colleges & universities
  • Boston, MA
  • PE backed firm
  • Top 5 specialty broker

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John Davies
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Liz Parsons
VP of Marketing & Engagement
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Colby Allen
VP of Valuation & Consulting
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wes fischer
Wes Fischer Former Owner of Health Insurance Store

“Had you and your team in my thoughts this morning and thought it best to communicate with you directly.  You know that we have interacted with Agency Brokerage almost from the time we launched Acentria in 2010.  We have won a few, lost a few, but one thing for sure; when you present an opportunity, you do so professionally and without favor, presenting your client honestly and, most importantly, positioning them for the market.  You know that I have recommended you and your team over-the-years; and will continue to do so without hesitation. Keep up the fine work and most importantly, have a Happy & Healthy New Year!”

Mitchell WeinsteinAcentria Insurance

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