Community Association Insurance Solutions
Acquisition in 2025
Community Association Insurance Solutions, based in Las Vegas, Nevada, is a commercial insurance wholesaler and program administrator. It specializes in providing tailored insurance solutions for homeowners' associations, townhomes, and residential and commercial condominiums, as well as planned unit developments.
Superior Underwriters
Acquisition in 2025
Superior Underwriters is a locally owned, independent insurance agency. It specializes in providing tailored insurance solutions for businesses, offering a range of services including commercial lines, commercial property and casualty, garage, personal lines, and transportation insurance.
SageSure
Private Equity Round in 2023
Founded in 2009, SageSure is a tech-driven managing general underwriter specializing in coastal residential and commercial property insurance. It offers over 50 competitively priced products across 14 states, serving approximately 415,000 policyholders with $850 million in-force premium. SageSure pioneers property insurance through its online quoting platform and advanced risk modeling technology, distributing products via a network of over 11,400 producers and brokers.
Rhodian
Corporate Round in 2023
Rhodian is a network of underwriting firms that fosters individual potential and the capacity for the group to influence the direction of the insurance sector.
M.T. Donahoe & Associates
Acquisition in 2021
M.T. Donahoe & Associates is a company based in Columbia, Maryland, dedicated to supporting brokers and their clients with a range of essential services. The firm specializes in providing employee and individual benefits, along with comprehensive regulatory and compliance support. Additionally, they offer cost-benefit analysis, quoting assistance, and claims and billing advocacy. Their operations extend across Maryland, the District of Columbia, and Virginia, focusing on building long-lasting relationships based on trust and reliability.
Equisure
Acquisition in 2021
Equisure Inc., established in 1983, is a specialized insurance provider focusing on equine (horse) and canine risks. The company caters to owners, clubs, and associations with tailored coverage for their specific needs, ensuring comprehensive protection for these highly specialized areas. Their offerings include dog club insurance, pet trainer liability, horse club insurance, horse mortality insurance, special event insurance, and personal equine liability insurance. Equisure's experienced team works diligently to provide the appropriate insurance solutions for clients' unique requirements.
LISI is a general advisory agency that serves insurance brokers and agencies of various sizes and objectives. The company offers a wide range of services, including local expertise, training, and support to enhance broker capabilities. It provides valuable tools such as quoting, underwriting, enrollment assistance, broker marketing, and sales support. LISI enables its affiliated brokers to effectively deliver medical, dental, vision, and specialty insurance coverage options to both large and small employers from a variety of insurance carriers.
Seacoast Brokers
Acquisition in 2018
Seacoast Brokers is a managing general agency (MGA) specializing in personal lines insurance, founded in 2001 and headquartered in Hilton Head Island, South Carolina. The company focuses on designing, distributing, and servicing surplus lines homeowner products aimed at residential properties that are primarily secondary, seasonal, vacation, or investment homes located in catastrophe-prone and resort-oriented areas. Seacoast Brokers collaborates with highly rated insurance companies to offer a range of catastrophe and non-catastrophe coverage options. This partnership enables independent insurance agents across the United States to tailor insurance products to meet the specific needs of their clients effectively.
Partners Specialty Group
Acquisition in 2017
Partners Specialty Group, LLC is a specialized insurance brokerage firm that focuses on providing a wide range of insurance services, including casualty, construction, cyber liability, environmental, financial services, healthcare, hospitality, mergers and acquisitions, personal lines, professional liability, property, public entity, security guard liability, social service, and transportation. Founded in 1999 and headquartered in Horsham, Pennsylvania, the company operates through regional offices across several states, including California, Connecticut, Florida, Georgia, Missouri, Ohio, New Jersey, and New York. Partners Specialty Group serves a diverse clientele of retail insurance brokers, from large national firms to local independent agents, by acting as an intermediary with the specialty insurance marketplace. The company is committed to creating intelligent insurance solutions and delivering superior service to its clients. As of June 2017, Partners Specialty Group operates as a subsidiary of AmWINS Group, Inc.
Private Client Insurance Group
Acquisition in 2016
Private Client Insurance Group is a nationally licensed wholesale brokerage that specializes in personal lines insurance for high-net-worth individuals. As a wholesale broker, it provides brokers and agencies with access to high-net-worth admitted carriers, underwriting support, and customized proposals, backed by over fifty years of industry experience. The firm emphasizes broker independence and long-term partnerships, offering generous compensation plans, market placement advice, and dedicated service to help agencies grow while serving the needs of high-net-worth clients.