Private Equity-Backed Insurance Acquisitions

  • Buyer
    Oaktree
    Target
    Atlantic Coast Life Insurance Company (ACL), Sentinel Security Life Insurance Company
    Seller
    Advantage Capital Holdings (A-CAP)
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    Oaktree has signed a master transaction agreement to acquire a controlling stake in Atlantic Coast Life Insurance Company (ACL), which is part of the Advantage Capital Holdings (A-CAP) platform. In parallel, Oaktree will provide capital support to Sentinel Security Life Insurance Company through a surplus note investment funded into a newly created captive insurance company, with proceeds directed toward strengthening Sentinel’s growth and policyholder support.

  • Buyer
    King Risk Partners
    Target
    Lewis Insurance, Inc.
    Seller
    Lewis Insurance, Inc., Jason Lewis
    Industry
    Insurance
    Type
    Addon

    King Risk Partners, the 51st largest U.S. insurance brokerage, has acquired Lewis Insurance, a Thomasville, Georgia-based agency, to bolster its Southern presence. Lewis Insurance — led by owner Jason Lewis — will continue delivering local personal and commercial insurance services while gaining access to King Risk Partners' broader resources and capabilities.

  • Buyer
    THI Investments
    Target
    LOGICHECK
    Industry
    Insurance
    Location
    Rhineland-Palatinate, Germany
    Type
    Buyout

    THI Investments, a pan‑European private equity investor, has acquired a majority stake in LOGICHECK, a Germany‑based tech‑enabled provider of claims‑verification solutions for complex motor insurance claims. LOGICHECK's founders and management retain a significant minority stake; THI said it will support growth, broaden the product set and scale the business across insurers.

  • Buyer
    BayPine LP
    Target
    Relation Insurance Services
    Seller
    Aquiline Capital Partners LP
    Industry
    Insurance
    Type
    Buyout

    BayPine LP has entered into a definitive agreement to acquire Relation Insurance Services, a large independent U.S. insurance broker. Relation management—including CEO Tim Hall—will continue to lead the company as BayPine aims to accelerate technology-enabled growth and apply AI and other digital tools.

  • Buyer
    King Risk Partners
    Target
    Ten Eyck Group
    Industry
    Insurance
    Type
    Addon

    King Risk Partners has affiliated Albany-based Ten Eyck Group, an independent insurance agency with over 120 years of history, to deepen its presence across New York and the broader Northeast. The move — executed by the PE-backed King Risk Partners platform — is intended to expand local personal and commercial insurance offerings while preserving Ten Eyck Group's client-focused service model.

  • Buyer
    Enstar Group, Sixth Street
    Target
    AF Group
    Seller
    Blue Cross Blue Shield of Michigan
    Industry
    Insurance
    Type
    Buyout

    Blue Cross Blue Shield of Michigan entered into a definitive agreement to sell its wholly owned subsidiary AF Group to Enstar Group, a global insurance and reinsurance group backed by investment vehicles managed by Sixth Street. AF Group will become a wholly owned subsidiary of Enstar and is expected to continue operating largely as a standalone company from its Lansing headquarters, subject to regulatory approvals. The transaction is expected to close in the fourth quarter of 2026; financial terms were not disclosed.

  • Buyer
    King Risk Partners
    Target
    Hanc Group
    Industry
    Insurance
    Type
    Addon

    King Risk Partners, a leading U.S. insurance brokerage headquartered in Gainesville, Florida, has acquired Hanc Group, an Alpharetta, Georgia-based insurance agency serving individuals and businesses—particularly Georgia’s Korean community. The deal expands King Risk Partners’ presence across Georgia and adds local expertise in personal, commercial, and employee-benefit insurance offerings.

  • Buyer
    Revau Advanced Underwriting Inc., Novacap
    Target
    Triad Oilfield Underwriters, LLC
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    Revau Advanced Underwriting announced the acquisition of Houston-based Triad Oilfield Underwriters, an MGA and wholesale insurance brokerage focused on upstream oil & gas and marine risks. The deal expands Revau’s U.S. footprint and strengthens its specialty underwriting and placement capabilities, supporting Revau’s strategy to replicate its tech-enabled MGA model in the United States.

  • Buyer
    Gauge Capital
    Target
    Affordable American Insurance (AAI)
    Industry
    Insurance

    Gauge Capital has made a strategic growth investment to recapitalize Affordable American Insurance (AAI), a tech-enabled property & casualty insurance agency network. The investment will provide growth capital to expand AAI's team and resources, accelerate organic expansion across its agency network, and pursue strategic acquisitions to scale the national platform.

  • Buyer
    Onex Corporation, American International Group, Inc. (AIG)
    Target
    Convex Group Limited
    Industry
    Insurance
    Location
    United Kingdom
    Type
    Buyout

    Onex Corporation completed its previously announced $7 billion acquisition of Convex Group Limited, making Convex a core platform for Onex alongside its private equity and credit strategies. American International Group (AIG) co-invested, taking about a 35% stake in Convex and subscribing for a 9.9% holding in Onex, alongside committing $2 billion to Onex-managed private equity and credit strategies over the next three years.

  • Buyer
    Onex Corporation, American International Group, Inc. (AIG)
    Target
    Convex Group, Convex Re Ltd.
    Industry
    Insurance
    Location
    Bermuda
    Type
    Buyout

    Onex completed its acquisition of Convex Group and related ownership changes, which received regulatory approval as part of the transaction process. AIG also completed acquisitions of strategic minority ownership stakes alongside the Convex transaction.

  • Buyer
    Insurvia, BharCap Partners, LLC
    Target
    Pronto Insurance
    Industry
    Insurance
    Type
    Addon

    BharCap Partners' portfolio company Insurvia has acquired Pronto Insurance, a Texas-based distributor and managing general agent (MGA) of personal lines insurance founded in 1997. The deal expands Insurvia's revenue and EBITDA, broadens its geographic presence (notably in Texas and California), and adds a complementary MGA capability to its platform; Pronto will continue to operate as a distinct brand.

  • Buyer
    Hilb Group
    Target
    Undisclosed South Carolina-based property and casualty and employee benefits agency
    Industry
    Insurance
    Type
    Addon

    Hilb Group, a Carlyle-backed insurance brokerage, completed its 200th acquisition with the addition of an undisclosed South Carolina-based property & casualty and employee benefits agency effective February 1, 2026. The deal expands Hilb Group's Southeast footprint and enhances its full-service risk solution capabilities across property & casualty and employee benefits offerings.

  • Buyer
    Hilb Group, LLC
    Target
    Georgia-based surety bond agency
    Industry
    Insurance
    Type
    Buyout

    Hilb Group announced it acquired a surety bond agency based in Georgia. The acquisition took effect February 1, 2026, expanding Hilb Group’s bonding offerings and growing its Southeast presence and surety/surety offerings.

  • Buyer
    Clear Group
    Target
    Shire Insurance Services Limited
    Seller
    Keith Dickinson
    Industry
    Insurance
    Location
    Warwickshire, United Kingdom
    Type
    Buyout

    Clear Group has acquired Shire Insurance Services Limited (SIS), a specialist UK insurance broker focused on the veterinary sector. The Alcester-based firm (founded 1981) employs ~15 people and will remain led by majority shareholder Keith Dickinson, with the deal adding veterinary expertise to Clear's UK Retail pillar.

  • Buyer
    Trucordia
    Target
    Florida Insurance
    Industry
    Insurance
    Type
    Addon

    Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has added Florida Insurance, a Dunedin, Florida-based insurance agency, to its growing network. Financial terms were not disclosed; Florida Insurance will continue day-to-day client service while gaining access to Trucordia's resources and support.

  • Buyer
    Integrity Marketing Group, LLC
    Target
    AIMCOR Group, LLC
    Industry
    Insurance
    Type
    Buyout

    Integrity Marketing Group (Integrity) has acquired AIMCOR Group, a national insurance distribution organization based in Malvern, Pennsylvania. AIMCOR’s leadership and owners will remain with the business and become owners in Integrity as the companies integrate AIMCOR’s BGA-focused distribution, services and technology into Integrity’s life, health and wealth platform.

  • Buyer
    Hilb Group
    Target
    Unnamed Pennsylvania-based property and casualty agency
    Industry
    Insurance
    Type
    Addon

    Hilb Group, a Richmond-based property & casualty and employee benefits brokerage (and portfolio company of The Carlyle Group), acquired an unnamed Pennsylvania-based property and casualty agency effective January 1, 2026. The acquisition expands Hilb Group’s presence and product offering across the Mid-Atlantic region as part of its ongoing acquisitive growth strategy.

  • Buyer
    J.C. Flowers & Co.
    Target
    Elephant Insurance Company, Elephant Insurance Services
    Seller
    Admiral Group plc
    Industry
    Insurance
    Type
    Buyout

    J.C. Flowers & Co., a private investment firm focused on financial services, has acquired Admiral Group’s U.S. motor insurance business—Elephant Insurance Company and Elephant Insurance Services—effective 31 December 2025. Admiral sold the business to focus on opportunities in the UK and continental Europe while J.C. Flowers plans to support Elephant’s growth in the U.S. personal auto market.

  • Buyer
    Inszone Insurance Services
    Target
    Sample Insurance Group, LLC
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services has acquired Sample Insurance Group, LLC, an independent insurance agency headquartered in Monument, Colorado. The deal expands Inszone's presence in Colorado and gives Sample Insurance Group access to Inszone's broader carrier relationships, technology and resources while the Sample team remains in place.

  • Buyer
    Inszone Insurance Services
    Target
    Voyage Benefits, LLC
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services has acquired Voyage Benefits, LLC, a Grand Rapids, Michigan-based health and life insurance agency led by Kelly Syren. The acquisition expands Inszone's benefits capabilities and presence in Michigan while Voyage Benefits will continue operating from its Grand Rapids location with access to Inszone's carrier relationships and resources.

  • Buyer
    Warner Pacific, Lovell Minnick Partners
    Target
    Local Insurance Advisors
    Industry
    Insurance
    Type
    Addon

    Warner Pacific, a national general agency backed by Lovell Minnick Partners, has completed the acquisition of Local Insurance Advisors (LIA), an Oklahoma-based Medicare and individual health insurance advisory firm. The deal expands Warner Pacific's Midwest footprint and enhances its Medicare and individual health insurance distribution capabilities, with LIA co-owners joining Warner Pacific as Regional Vice Presidents.

  • Buyer
    IK Partners, IK Small Cap IV Fund (IK SC IV)
    Target
    Ascora Group
    Seller
    Stéphane Henry
    Industry
    Insurance
    Location
    Île-de-France, France
    Type
    Buyout

    IK Partners’ Small Cap IV fund has acquired a majority stake in Ascora Group in a management buyout that supports founder Stéphane Henry’s succession. The deal strengthens Ascora’s buy-and-build strategy across France—particularly in Real Estate and Property & Casualty—while enabling CEO Bruno Deschamps and the management team to increase their ownership and accelerate investments in sales and digital tools.

  • Buyer
    Peloton Capital Management
    Target
    Starfish Specialty Insurance
    Industry
    Insurance

    Peloton Capital Management has made a strategic minority investment in Starfish Specialty Insurance, a New York–based managing general agent (MGA). The capital will support Starfish’s rapid scaling plans and position the company to pursue strategic acquisitions while keeping the founding team as significant stakeholders.

  • Buyer
    Trucordia
    Target
    Global Financial & Insurance Services, Inc.
    Industry
    Insurance
    Type
    Addon

    Trucordia, a top-20 U.S. insurance brokerage headquartered in Lindon, Utah, has acquired Global Financial & Insurance Services, an Irving, Texas-based insurance and financial services firm. The deal expands Trucordia's nationwide insurance platform, adding local presence in the Dallas–Fort Worth area and access to Global Financial's personal, commercial and specialty industry insurance capabilities.

  • Buyer
    Jordan Partners LLC
    Target
    Vanguard Claims Administration, Inc.
    Seller
    Gilliam family (founders)
    Industry
    Insurance

    Jordan Partners LLC has made a strategic growth investment in Vanguard Claims Administration, a family-owned third-party administrator (TPA) and independent adjusting platform serving property and casualty insurance markets. The capital will support Vanguard’s investments in technology, data/reporting, client infrastructure and a disciplined tuck-in acquisition strategy while preserving founder-led culture and client relationships.

  • Buyer
    LNC Partners
    Target
    Bennie Health, Inc.
    Industry
    Insurance

    LNC Partners, a middle-market private equity firm, has completed a strategic growth investment in Bennie Health, a New York–based employee benefits broker and HR-focused technology platform. The capital will be used to accelerate Bennie's growth, expand its employee-facing technology, and support strategic M&A initiatives.

  • Buyer
    EPIC Insurance Brokers & Consultants, Interstate Motor Carriers Agency, Inc.
    Target
    Sentry Transportation's direct writing operation (Sentry Insurance)
    Seller
    Sentry Insurance
    Industry
    Insurance

    EPIC Insurance Brokers & Consultants has acquired Sentry Transportation's direct writing operation, a carve-out from Sentry Insurance that brings more than 500 transportation clients and the associated team. The acquired operation and team will join EPIC's Interstate Motor Carriers business, strengthening EPIC's national Transportation & Logistics practice and trucking insurance capabilities.

  • Buyer
    SIB Corp. (StoneRidge Insurance Brokers), CIVC Partners
    Target
    Coreservice Insurance Brokers Inc.
    Seller
    Kevin Choi, Halim Lee
    Industry
    Insurance
    Location
    Ontario, Canada
    Type
    Addon

    SIB Corp. (StoneRidge Insurance Brokers), a PE-backed Canadian insurance brokerage platform, has acquired Coreservice Insurance Brokers Inc., a North York, Ontario-based full-service brokerage. Founders Kevin Choi and Halim Lee will remain in leadership during a gradual transition as SIB expands its footprint in the Greater Toronto Area to strengthen personal and commercial lines capabilities.

  • Buyer
    The Hilb Group, LLC
    Target
    Unnamed Michigan-based property and casualty agency (name not disclosed)
    Industry
    Insurance
    Type
    Addon

    The Hilb Group, a Carlyle-backed insurance brokerage based in Richmond, Virginia, has acquired a Michigan-based property and casualty agency effective December 1, 2025. The acquisition expands Hilb Group's property and casualty footprint across the Midwest as part of its ongoing roll-up strategy.

  • Buyer
    King Risk Partners
    Target
    Acacia Insurance
    Industry
    Insurance
    Type
    Addon

    King Risk Partners has acquired Acacia Insurance, an independent insurance agency headquartered in Waltham, Massachusetts, to expand its presence in the New England market. The deal adds Acacia's personal and commercial lines expertise and local client relationships to King Risk's platform to accelerate regional growth and broaden service offerings.

  • Buyer
    Ardian, Groupe Burrus, Ontario Teachers' Pension Plan Board, Bpifrance, Mubadala Investment Company, Diot-Siaci Management
    Target
    Diot-Siaci Group
    Seller
    Cathay Capital
    Industry
    Insurance
    Location
    Île-de-France, France

    Cathay Capital has completed the sale of its approximately 5% minority stake in the Diot-Siaci Group, closing the ownership restructuring that was announced earlier in 2025. The buyer for Cathay's stake was not disclosed in the announcement; the group's shareholder base includes the Burrus Group and management as majority holders and institutional investors such as Ontario Teachers', Bpifrance and Mubadala, with Ardian named as a lead investor in the broader ownership reorganisation.

  • Buyer
    NMS Capital Group
    Target
    Get Cover Technologies (parent of Get Cover)
    Industry
    Insurance
    Type
    Buyout

    NMS Capital Group, the Saliba family office-backed private equity firm, has acquired Get Cover Technologies, the parent company of Get Cover, a Los Angeles-based insurtech that provides cloud-based warranty and service contract solutions. The deal positions NMS to expand its presence in technology-enabled insurance while enabling Get Cover to scale its platform across B2B, B2C and education channels and accelerate product rollout and customer growth.

  • Buyer
    King Risk Partners
    Target
    Stuart Surles Insurance
    Industry
    Insurance
    Type
    Buyout

    King Risk Partners has acquired Stuart Surles Insurance, an independent agency based in Angier, North Carolina, expanding King Risk's footprint in the state. The acquisition strengthens King Risk's farm and crop insurance capabilities while preserving Stuart Surles Insurance's local, relationship-driven service model.

  • Buyer
    H.I.G. Capital
    Target
    Rely Home
    Industry
    Insurance

    H.I.G. Capital, through one of its affiliates, has made a strategic investment in Rely Home, a nationwide home warranty provider. Rely’s founder Victor Hakim and senior management will continue to lead the business and retain a significant ownership stake; the investment will support Rely’s expansion, technology enhancements, and improvements to the customer and technician experience.

  • Buyer
    Align Capital Partners
    Target
    Advantage Investigations
    Seller
    MD Holdings
    Industry
    Insurance

    Align Capital Partners (ACP) completed a growth capital investment in Advantage Investigations, a national insurance investigative services platform, with CEO Shelly Kummings remaining in place. The partnership will support Advantage's national expansion, technology and AI investments, and continued M&A activity to expand its insurance services offerings.

  • Buyer
    Argosy Healthcare Partners
    Target
    Integrated Solutions for Benefits and Insurance Services (IS Benefits)
    Industry
    Insurance

    Argosy Healthcare Partners completed a recapitalization and partnership with Integrated Solutions for Benefits and Insurance Services (IS Benefits), a Hooksett, New Hampshire–based stop-loss and employee benefits consulting firm. The investment will support IS Benefits' technology investments, geographic expansion, and scaled delivery of stop-loss underwriting, specialty drug management, and claims auditing services.

  • Buyer
    Hilb Group, The Carlyle Group
    Target
    Unnamed New Jersey-based property and casualty firm
    Industry
    Insurance
    Type
    Addon

    Hilb Group announced the acquisition of a New Jersey-based property and casualty business, effective November 1, 2025, to expand its footprint in the Tri‑State region. Hilb Group is a portfolio company of The Carlyle Group and continues to grow through strategic add-on acquisitions.

  • Buyer
    Hilb Group
    Target
    OceanPoint Insurance
    Industry
    Insurance
    Type
    Addon

    Hilb Group, a Carlyle-backed property & casualty and employee benefits broker, acquired a Rhode Island–based property and casualty agency (OceanPoint Insurance) effective November 1, 2025. The acquisition expands Hilb Group’s New England presence and adds a personal-lines-focused book of business to its regional portfolio.

  • Buyer
    Inszone Insurance Services
    Target
    Western Republic Insurance Services
    Seller
    Gabriel Stubin (Founder, Western Republic Insurance Services), Western Republic Insurance Services (family-owned)
    Industry
    Insurance
    Type
    Buyout

    Inszone Insurance Services has acquired Western Republic Insurance Services, a family-owned insurance agency based in Huntington Beach, California. The deal expands Inszone's presence in Southern California and brings Western Republic's contractor-focused commercial insurance book and team into Inszone's national brokerage platform.

  • Buyer
    ALKEME Insurance
    Target
    USA Health Insurance
    Industry
    Insurance
    Type
    Addon

    ALKEME Insurance, a national insurance brokerage based in Ladera Ranch, California, has acquired USA Health Insurance, a Woodstock, Georgia agency specializing in personal health, Medicare, and national group benefits. The deal expands ALKEME's health benefits capabilities and adds experienced advisors to its growing national platform.

  • Buyer
    KKR, Quadrantis Capital
    Target
    Peak Reinsurance Company Limited, Peak Reinsurance Holdings Limited
    Seller
    Fosun International Limited, Prudential Financial, Inc.
    Industry
    Insurance
    Location
    China

    KKR and Quadrantis Capital entered into definitive agreements to acquire minority stakes in Peak Reinsurance Company Limited (“Peak Re”) via Peak Reinsurance Holdings Limited. After completion, KKR is expected to hold ~11.27% and Quadrantis ~1.80%, while majority shareholder Fosun International Limited is expected to retain ~86.71%; Prudential has divested its ~13.07% stake.

  • Buyer
    Lee Equity Partners
    Target
    McLarens Global Limited
    Seller
    Existing shareholders
    Industry
    Insurance

    Lee Equity Partners led a $1.6 billion recapitalization of McLarens Global Limited, with participation from several institutional investors, giving existing shareholders the option of partial liquidity while providing McLarens significant new growth capital. McLarens is a global provider of technical insurance claims and risk consulting services with roughly 1,600 experts across a broad international footprint; the capital will support continued geographic expansion and capability build-out.

  • Buyer
    Renaissance
    Target
    Insurance Services of the West, LLC (Insurance Agency Network / IAN)
    Industry
    Insurance
    Type
    Buyout

    Renaissance, a national network for independent insurance agencies, has acquired the agency network business of Insurance Services of the West, LLC (doing business as Insurance Agency Network or IAN), which represents more than 70 member agencies and $400 million in premium volume. The deal expands Renaissance's national footprint into 12 additional states and gives IAN members access to Renaissance's carrier/market access, placement services, technology platforms (including new AI tools), and enhanced profit-share opportunities.

  • Buyer
    Oakbridge Insurance Agency LLC
    Target
    Phoenix Associates
    Industry
    Insurance
    Type
    Addon

    Oakbridge Insurance Agency LLC announced that Phoenix Associates, a Marietta, Georgia-based independent insurance agency focused on private schools and daycares, has joined Oakbridge's platform. The deal expands Oakbridge's specialty offerings in the education sector and gives Phoenix access to broader service capabilities and resources to support growth. Oakbridge is PE-backed (Audax Private Equity) and will operate Phoenix as part of its growing agency platform.

  • Buyer
    Bishop Street Underwriters, Red Bird Capital Partners
    Target
    Avid Insurance Services
    Seller
    Beech Tree PE LLP
    Industry
    Insurance
    Location
    England, United Kingdom
    Type
    Addon

    Bishop Street Underwriters, a portfolio company of RedBird Capital Partners, has acquired Avid Insurance Services from Beech Tree PE LLP. Avid, a London-based managing general agent that serves niche markets including travel, social housing and construction, will join the Bishop Street platform to expand specialty underwriting capabilities in the UK.

  • Buyer
    HGGC
    Target
    Sterling Brokers
    Seller
    True Wind Capital
    Industry
    Insurance
    Location
    Ontario, Canada
    Type
    Buyout

    HGGC completed an investment in Sterling Brokers, a Toronto-based benefits brokerage and third-party administrator, acquiring the company from True Wind Capital. Financial terms were not disclosed; Carlyle Direct Lending and Northleaf Capital Partners provided debt financing to support the transaction.

  • Buyer
    Lee Equity Partners, LLC (funds managed by)
    Target
    Arcadian Risk Capital
    Seller
    SiriusPoint (will sell all 49% of its ownership stake)
    Industry
    Insurance
    Location
    Bermuda

    Arcadian Risk Capital entered into a strategic partnership with funds managed by Lee Equity Partners, a growth-oriented middle-market investment firm, to accelerate Arcadian’s expansion into new lines of business and geographies. The transaction is expected to close before the end of Q1 2026, subject to customary closing conditions and regulatory approvals, with SiriusPoint selling its entire 49% stake in Arcadian.

  • Buyer
    CVC Capital Partners
    Target
    Bamboo
    Seller
    White Mountains Insurance Group, Ltd.
    Industry
    Insurance
    Location
    United States
    Type
    Buyout

    White Mountains Insurance Group has signed a definitive agreement to sell a controlling interest in Bamboo, a data-enabled insurance distribution platform focused on homeowners’ insurance in California and Texas, to funds advised by CVC Capital Partners. The deal values Bamboo at $1.75 billion, with White Mountains retaining about a 15% fully-diluted equity stake post-closing; the transaction is expected to close by the end of Q4 2025 subject to regulatory approvals.

  • Buyer
    Amwins
    Target
    Applied Risk Capital
    Industry
    Insurance
    Type
    Buyout

    Amwins has acquired Applied Risk Capital (ARC), a Managing General Agent (MGA) specializing in credit insurance for the leveraged finance market. ARC will join Amwins Underwriting to expand Amwins' credit insurance and underwriting capabilities for banks, funds and institutional investors; BMO Capital Markets served as exclusive financial advisor to ARC on the sale.

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