NFP Corp.

NFP Corp. is a New York-based insurance broker, consultant, and wealth management company. It operates in two segments: Insurance Brokerage and Consulting, offering corporate benefits, retirement, property and casualty, and individual insurance solutions; and Advisor Services, providing independent broker/dealer and registered investment advisory services to independent financial professionals. Through licensed subsidiaries and affiliates, the company supports risk management, retirement planning, and wealth management for its clients. Founded in 1998, NFP Corp. is a subsidiary of NFP Intermediate Holdings.

Joe Carpenter

President of Executive Benefits

Michael Goldman

Executive Vice President and COO

Marc Lajoie

Senior Vice President, Group Benefits - NFP Canada

Dan Salomon

Senior Vice President, M&A Integration

Past deals in Health Insurance

Capstone Strategies

Acquisition in 2024
Capstone Strategies is a P&C and benefit broker firm. It offers strategic coverage by leveraging relationships with top carriers and underwriters, enabling companies to receive customized insurance plans.

IHI Group

Acquisition in 2024
IHI Group is a professional services firm specializing in corporate client solutions. It offers a range of services including employee benefits, financial planning, and insurance strategies, primarily focused on health insurance. The company caters to the needs of corporations, small and medium-sized businesses, and individual clients, providing tailored financial and insurance advice.

Miller Insurance Group

Acquisition in 2024
Miller Insurance Group is a provider of comprehensive insurance services, catering to both businesses and individuals. Their offerings include auto and RV insurance, flood and umbrella coverage, as well as tailored business insurance solutions. Additionally, they provide employee benefits services, encompassing a wide range of insurance needs.

SDN Insurance Agency

Acquisition in 2024
SDN Insurance Agency is a comprehensive insurance agency that provides a wide range of coverage options tailored to meet the needs of both personal and commercial clients. The agency specializes in various types of insurance, including acupuncturist, chiropractor, hospital, naturopathic, and physician insurance, as well as coverage for dance studios and employee benefits. Additionally, SDN Insurance Agency offers life insurance, retirement savings plans, mutual funds, and annuities. By addressing diverse insurance needs, the agency aims to assist clients in overcoming significant challenges related to risk management and financial security.

Get Medical Plans

Acquisition in 2024
Get Medical Plans Limited is an independent intermediary specialising in private medical insurance. It connects individuals, families, and businesses with tailored health insurance plans, partnering with insurance providers to secure competitive pricing and enhanced packages.

Flynn Benefits Group

Acquisition in 2023
Flynn Benefits Group is a U.S.-based company specializing in employee benefits consulting and services. They offer tailored advice and resources, including group benefits consulting, compliance assistance, employer education, and a range of insurance products such as disability, life, and health. Additionally, they provide voluntary worksite benefits, benefits administration, and plan design services to meet the diverse needs of their clients nationwide.

Presidio Insurance Solutions

Acquisition in 2023
Presidio Financial Services operates as an independent insurance brokerage focused on providing comprehensive insurance solutions for healthcare professionals, including doctors and physicians. The firm specializes in various coverage options, such as medical malpractice insurance, business liability insurance, and workers' compensation. Its services encompass business owner's policies, which include general liability, business income, and commercial property insurance, covering buildings, equipment, inventory, and office furnishings. Additionally, Presidio Financial Services offers specialized coverage like employment practices liability and cyber liability, ensuring that healthcare professionals have the necessary protection against potential risks in their operations.

Diversified Brokerage Services

Acquisition in 2023
Diversified Brokerage Services (DBS) is an insurance intermediary specializing in brokerage services for financial professionals across the United States. The company focuses on providing tailored insurance solutions, offering term life, universal life, and variable universal life insurance products to meet clients' unique needs and preferences.

David A. Marcus and Associates

Acquisition in 2023
David A. Marcus and Associates is a financial planning firm that offers a comprehensive suite of services tailored to meet the evolving needs of individuals and businesses. The company specializes in insurance brokerage and consultancy, providing products such as disability income, estate planning, retirement planning, and wealth transfer solutions. Additionally, it conducts individualized insurance audits and offers life settlement solutions, ensuring that clients receive personalized and effective financial strategies. By addressing the diverse requirements of individuals, families, and corporate entities, David A. Marcus and Associates aims to facilitate informed decision-making and secure financial futures for its clients.

Axio

Series B in 2022
Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.

Simon Shirley Advisors

Acquisition in 2022
Simon Shirley Advisors is a financial advisory firm that offers a range of services to private individuals, domestic businesses, and multinational corporations. The company specializes in financial planning, pension planning, health insurance, wellness programs, and death and disability insurance. By providing tailored financial guidance and resources, Simon Shirley Advisors aims to equip clients with the tools and knowledge necessary to achieve financial security and overall wellness.

FindMyBenefits

Acquisition in 2021
FindMyBenefits is an employee benefits broker based in Cleveland, Ohio. The company specializes in providing a range of employee benefit services, including medical, life, disability, dental, and vision insurance, tailored for small to middle-market employer groups. FindMyBenefits enables employers and their employees to evaluate and select benefit offerings that best suit their needs. Additionally, the company offers access to all plan data, required healthcare reform documents, and insurance carrier information, ensuring a comprehensive benefits management experience.

FirstPerson Advisors

Acquisition in 2021
First Person, Inc. is a professional advisory firm based in Indianapolis, Indiana, specializing in benefits, human resources, compliance, and wellness strategies. Founded in 1997 and formerly known as Benefit Associates, Inc., the company focuses on helping organizations enhance growth through talent strategies, resource assessments, and leadership coaching. First Person provides outsourced administration and HR technology solutions, including platforms such as Simplypeople for daily HR management, ResultsBuilder for strategic planning, and GO Live Smart for employee benefits and wellness decision-making. Additionally, CareLine offers employees direct access to information, while Health Snapshot serves as a tool to assess employee health status. The People Playbook provides actionable HR best practices to attract and retain talent. Through its comprehensive services, First Person enables clients to align their employee benefits and compensation with market benchmarks, fostering a healthy workplace and anticipating future needs.

Ogilvy Insurance

Acquisition in 2020
Ogilvy Insurance Inc., established in 1924, is a Canadian insurance brokerage company headquartered in Westmount, with offices in Toronto and Oakville. It specializes in providing comprehensive insurance solutions, including commercial and personal property-casualty coverage, group benefits and pensions, life insurance, and investments. As of late 2020, Ogilvy operates as a subsidiary of NFP Corp., continuing its tradition of offering expert advice to help clients make informed insurance decisions.

Managed Care Consultants

Acquisition in 2020
Managed Care Consultants is a consultancy firm that specializes in providing customized employee benefit solutions for employers of varying sizes. The company is staffed by a team of consultants, account managers, and administrators who focus on understanding client needs through thorough research and analysis of existing benefit programs. By developing tailored solutions, Managed Care Consultants supports clients in enhancing their human resource strategies, optimizing cost management, and streamlining benefits administration. This approach helps employers save time and reduce costs, ultimately improving the efficiency of their workplace benefits systems.

Hutch Hubby & Associates

Acquisition in 2020
Hutch Hubby & Associates is an employee benefits firm provides employers across industries with benefits expertise and solutions.

Ernest R. Shaw

Acquisition in 2020
Ernest R. Shaw Limited, founded in 1964 and based in London, United Kingdom, is an independent insurance brokerage firm that serves both commercial and private sectors. The company provides a range of financial advisory services, including personal financial planning, wealth development, and tax planning related to inheritance, capital gains, and income. In addition, it offers guidance on restructuring financial arrangements and manages various employee benefit packages such as pensions, risk benefits, and health care schemes. Ernest R. Shaw also specializes in property and casualty insurance, including commercial combined business insurance, computer insurance, and cyber liability insurance. The firm is a subsidiary of NFP Corp as of September 1, 2020.

EFG&M Management

Acquisition in 2020
EFG&M Management, LLC is an employee benefits brokerage firm based in Austin, Texas. As a subsidiary of NFP Corp since July 1, 2020, the company serves employers in the central Texas region. EFG&M Management specializes in delivering long-term benefits solutions that assist employers in achieving their business objectives while enhancing the well-being of their employees. The firm focuses on providing tailored services that align with clients' budgets, ensuring that both organizational goals and employee needs are effectively met.

Rose & Kiernan

Acquisition in 2020
Rose & Kiernan, Inc. is a general insurance agency based in East Greenbush, New York, established in 1869. The company offers a comprehensive range of insurance products, including property casualty, surety, and specialized insurance solutions, as well as personal insurance options such as automobile, property, and flood insurance. In addition to insurance services, Rose & Kiernan provides employee benefits solutions, which encompass group benefits and administrative services for both individuals and businesses. The agency serves a diverse clientele, including businesses, individuals, and public and private organizations, primarily in New York, Connecticut, and New England. With multiple offices across New York and additional locations in Connecticut and Rhode Island, Rose & Kiernan combines sophisticated capabilities in risk management and employee benefits to help clients effectively anticipate and manage their risks. As of August 2020, it operates as a subsidiary of NFP Corp.

Kindbody

Series B in 2020
Kindbody is a comprehensive fertility clinic network and family-building benefits provider that offers a wide range of services aimed at improving access to healthcare for women. The company provides both virtual and in-person care, including fertility assessments, education, preservation, genetic testing, in vitro fertilization (IVF), donor and surrogacy services, and adoption. By partnering with employers, Kindbody delivers financial, medical, and emotional support to employees pursuing parenthood. The company serves more than 100 employers, covering over 2.4 million lives, while also providing direct fertility care through its network of signature clinics, mobile clinics, and partner clinics across the country. With a focus on affordability and accessibility, Kindbody employs modern technology to deliver holistic health and fertility services.

Axio

Series A in 2020
Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.

Progressive Benefits Agency

Acquisition in 2020
Progressive Benefits Agency, Inc. is a benefits brokerage company based in Solon, Ohio, specializing in comprehensive employee benefit solutions for small group and middle-market clients. Founded in 1994, the agency focuses on delivering tailored benefit packages that assist businesses in attracting and retaining talented employees. As a subsidiary of NFP Corp since December 2019, Progressive Benefits Agency is committed to providing high-quality brokerage services to a diverse range of businesses, ensuring that clients have access to effective benefits options that meet their unique needs.

Elective Benefit Services

Acquisition in 2020
Elective Benefit Services is a firm that specializes in group benefits and retirement planning, boasting over two decades of experience in the industry. The company offers a comprehensive range of services, including fully insured group benefit plans, administrative services only plans, health spending accounts, employee assistance programs, and various group retirement plans such as pensions, registered retirement savings plans, deferred profit-sharing plans, and annuities. Additionally, Elective Benefit Services provides consultation and financial planning support, ensuring clients receive tailored solutions to meet their specific needs.

ShawHankins

Acquisition in 2019
ShawHankins is a Georgia-based group benefits brokerage that focuses on delivering consultative services in employee benefits, medical coverage, and wellness programs. The company caters to a diverse clientele, including both private and public sector organizations such as city and county governments and school systems. By emphasizing tailored solutions, ShawHankins aims to address the unique needs of its clients in the realm of employee benefits and related services.

Cambridge Consulting Group

Acquisition in 2018
Cambridge Consulting Group, LLC is a full-service consulting firm based in Royal Oak, Michigan, specializing in insurance and financial services. Founded in 1985, the company offers a comprehensive range of services, including risk management, qualified plans, and wealth strategies. Its expertise encompasses the design and administration of employee benefit plans such as health, dental, vision, and life insurance, along with prescription drug coverage and various disability options. Cambridge Consulting Group also provides estate planning, asset management, and business succession planning, catering to individuals, families, corporations, and businesses. The firm focuses on delivering customized solutions that protect the financial future of its clients and their loved ones. In 2007, it changed its name from Cambridge Financial Services, Inc. and currently operates as a subsidiary of NFP Corp.

Axio

Series A in 2018
Axio, established in 2016, specializes in SaaS-based cyber risk management software and IT consulting services. Its flagship platform, Axio360, helps security leaders, business executives, and board members align on and quantify cyber risks in financial terms, enabling data-driven decisions about security priorities and investments. Axio serves leading critical infrastructure, energy, manufacturing, and financial services companies, providing services such as cyber resilience optimization, exposure quantification, insurance analysis, and cyber program evaluation. Additionally, Axio offers IT consulting services, including project management, risk management, and quality assurance, to help clients in telecom, energy, defense, and health industries maximize IT project value.

Benefits Network

Acquisition in 2017
Benefits Network provides solutions for healthcare reform, regulatory compliance, employee benefits, and business insurance, helping employers navigate changes, design and administer benefit programs, and secure appropriate coverage.

BHJ Insurance

Acquisition in 2017
BHJ Insurance specializes in providing comprehensive benefits solutions tailored for small group employers and the individual health care market. The company focuses on addressing clients' risk management and insurance needs through a range of offerings, including business, personal, and group benefits insurance. Additionally, BHJ Insurance provides advisory services that educate and guide clients in selecting the most suitable insurance policies, ensuring they make informed decisions about their coverage. With a commitment to effective solutions, BHJ Insurance aims to support clients in navigating the complexities of the insurance landscape.

McCullough Insurance Agency

Acquisition in 2017
McCullough Insurance Agency Inc. is an established insurance agency based in Flagstaff, Arizona, founded in 1919. The agency specializes in offering a wide range of personal insurance products, including auto, homeowners, boat, classic automobile, manufactured/mobile home, motorcycle, recreational vehicle, and umbrella insurance policies. In addition to personal coverage, the agency provides various business insurance solutions, such as general liability, business auto, property, inland marine, and workers' compensation insurance. McCullough Insurance prides itself on delivering competent insurance advice and coverage at fair prices, focusing on meeting the needs of clients in the Flagstaff area. The agency is also committed to assisting clients with claims, ensuring a swift recovery of losses through its efficient claims department. As of now, McCullough Insurance Agency operates as a subsidiary of NFP Corp.

The Thomas Insurance Agency of Benton

Acquisition in 2017
The Thomas Insurance Agency of Benton, Inc., established in 1960 and located in Benton, Arkansas, offers a range of insurance services tailored to meet the needs of individuals, families, and businesses throughout the state. The agency specializes in providing commercial insurance, as well as personal insurance options such as home, auto, group health, and life insurance. As of February 1, 2017, the agency operates as a subsidiary of NFP Corp, enhancing its capacity to serve clients by leveraging broader resources while maintaining a commitment to personalized service.

Mattecheck & Associates

Acquisition in 2017
Mattecheck & Associates, established in 1985, is a full-service employee benefits firm that specializes in providing tailored insurance plans to meet the unique needs of its clients. The company focuses on understanding the specific requirements and concerns of current and prospective clients to develop customized employee benefit solutions. Mattecheck & Associates emphasizes a personal approach to service, ensuring high-quality support for both organizations and their employees. The firm also offers tools and resources that facilitate confidential discussions, allowing employees to address their benefits-related inquiries with knowledgeable representatives. Through its commitment to listening and adapting to client needs, Mattecheck & Associates aims to deliver effective employee benefit plans that align with organizational goals.

Hayward Tilton & Rolapp Insurance Associates

Acquisition in 2017
Hayward Tilton & Rolapp Insurance Associates, Inc. is a prominent insurance brokerage that specializes in providing customized risk management solutions, including commercial property and casualty insurance and employee benefits. Established in 1923, the firm has built a reputation for delivering personalized service and fostering valued relationships based on integrity and trust. With a client base of over 2,000 businesses nationally and internationally, Hayward Tilton & Rolapp distinguishes itself by acting as an extension of clients' management teams, helping to expedite claims, preserve assets, and reduce expenses. The company boasts long-standing relationships with more than 100 insurance carriers and is recognized among the top 3% of insurance brokers in the United States. Its commitment to professionalism and proactive service has led to a high client retention rate, with many clients renewing their policies and recommending the firm to others.

Serra & DelVecchio

Acquisition in 2017
Serra & DelVecchio, LLC is an insurance agency based in Middletown, Connecticut, established in 2008. The company specializes in providing a wide range of property and casualty insurance products and services, including auto, home, business, health, and life insurance. Additionally, it offers human resource services tailored to meet the needs of midsized businesses and individuals. With offices located in Shelton, Glastonbury, and South Windsor, Serra & DelVecchio is committed to designing comprehensive insurance solutions that cater to the diverse requirements of its clients throughout Connecticut. As a subsidiary of NFP Corp since 2016, the firm continues to enhance its service offerings in the insurance market.

SST Benefits

Acquisition in 2016
SST Benefits Consulting & Insurance Services, Inc. specializes in providing consulting services for retirement plans and post-employment health savings accounts, primarily to public sector entities. Established in 1982 and based in El Dorado Hills, California, the company offers expertise in deferred compensation, defined contribution plans, tax-sheltered accounts, and voluntary employee beneficiary associations. SST Benefits emphasizes a client-centered approach, ensuring that their services align with the unique goals and decision-making methods of their clients. The consulting team at SST is recognized for its extensive experience in the defined contribution and deferred compensation marketplace, allowing the firm to deliver customized solutions based on best practices and current market conditions. Additionally, SST Benefits maintains a strong commitment to transparency by severing ties with providers to avoid conflicts of interest, ensuring that their recommendations are impartial and focused on the best outcomes for plan participants. As of 2016, SST operates as a subsidiary of NFP Corp.

First West Brokerage Services, Inc. (First West)

Acquisition in 2016
First West is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management. The firm is based in Orem, UT, with a second office in Salt Lake City.

Group Force

Acquisition in 2016
En profitant de la force d’un agent général avec une présence nationale, vous ne pourrez que bénéficier des meilleurs avantages. L’équipe de Groupe Force Avantages Sociaux deviendra votre première ressource de soutien administratif stratégique et service à la clientèle en matière d’assurances collectives. N’hésitez pas à nous contacter pour toutes vos questions ou demandes relatives en assurance collective.

Vanorsdale Insurance Services

Acquisition in 2015
Vanorsdale Insurance Services, Inc. is an established insurance agency based in San Diego, California, that has been operating since 1947. The company provides a comprehensive range of insurance services, including life and non-life insurance, business and personal insurance, as well as commercial and personal property and casualty coverage. Additionally, Vanorsdale offers employee benefits, risk analysis, and consulting services related to claims and risk management. As of December 2015, Vanorsdale Insurance Services operates as a subsidiary of NFP Property & Casualty Services, Inc., continuing its commitment to deliver high-quality insurance solutions to its clients.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.