NFP Corp. is a prominent insurance broker and consultant based in New York, specializing in a comprehensive range of services that include corporate benefits, retirement planning, property and casualty insurance, and individual insurance solutions. Established in 1998, the company operates through two main segments: Insurance Brokerage and Consulting, which caters to corporate clients with tailored insurance solutions, and Advisor Services, which supports independent financial advisors with broker/dealer and registered investment advisory services. NFP Corp. focuses on serving middle-market companies, financial advisors, and high-net-worth individuals, leveraging its expertise and innovative technologies to foster strong relationships with insurers and financial institutions. The company was previously known as National Financial Partners Corp. and rebranded to NFP Corp. in March 2015.
Senior Vice President, Group Benefits - NFP Canada
Dan Salomon
Senior Vice President, M&A Integration
Past deals in Insurance Brokers
Miller Insurance Group
Acquisition in 2024
Miller Insurance Group provides auto insurance, RV insurance, flood insurance, umbrella insurance, and business insurance.
CoverTree
Seed Round in 2022
CoverTree is an insurance technology company that specializes in providing digital insurance solutions for residents of manufactured homes. Headquartered in Detroit, Michigan, the company aims to enhance access to manufactured home insurance through digital distribution, automated underwriting, and data-driven pricing. CoverTree's insurance products are currently available in several states, including Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, and Tennessee. By focusing on specialty personal lines of insurance, CoverTree seeks to offer clients improved and tailored insurance options for their unique housing needs.
FindMyBenefits
Acquisition in 2021
FindMyBenefits is an employee benefits broker located in Cleveland, Ohio, specializing in providing comprehensive employee benefit services to small and middle-market employer groups. The company offers a range of insurance options, including medical, life, disability, dental, and vision insurance. By enabling employers and their employees to evaluate and select suitable benefit offerings, FindMyBenefits ensures access to essential plan data, required healthcare reform documents, and information from various insurance carriers. This approach supports informed decision-making regarding employee benefits.
FirstPerson Advisors
Acquisition in 2021
First Person, an employee benefits brokerage firm based in Indianapolis, specializes in group benefits with additional capabilities in compensation, compliance, HR services, analytics, well-being and health strategy consulting.
Ogilvy Insurance
Acquisition in 2020
Ogilvy Insurance Inc. is a multidisciplinary insurance brokerage based in Westmount, Canada, with additional offices in Toronto and Oakville. Founded in 1924, the company specializes in providing a comprehensive range of insurance services, including commercial and personal lines property and casualty insurance, group benefits and pensions, as well as life insurance and investment solutions. As of late 2020, Ogilvy Insurance operates as a subsidiary of NFP Corp., focusing on delivering tailored insurance information and advice to help clients make informed decisions.
Hutch Hubby & Associates
Acquisition in 2020
Hutch Hubby & Associates is an employee benefits firm provides employers across industries with benefits expertise and solutions.
McKinley & DiMarco Insurance Services
Acquisition in 2020
McKinley & DiMarco Insurance Services Inc., incorporated in 2010 and located in Austin, Texas, specializes in insurance brokerage services with a focus on property and casualty insurance as well as group benefits. The company offers a diverse range of options tailored to both personal and business insurance needs. By comparing plans from various carriers, McKinley & DiMarco helps clients identify the best coverage to ensure adequate protection and value. Since July 2020, it has operated as a subsidiary of NFP Corp.
Ernest R Shaw
Acquisition in 2020
Ernest R Shaw Limited is a financial advisory and insurance brokerage firm based in London, United Kingdom. Founded in 1964, the company provides a range of financial advisory services to both individuals and businesses, including personal financial planning, tax planning, and advice on restructuring financial arrangements. In addition to these services, Ernest R Shaw specializes in employee benefit packages, which encompass pensions, risk benefits, sick pay, private health care, and voluntary schemes. The firm also offers pre-retirement counseling to assist clients in preparing for their future. As an independent broker, it caters to both the commercial and private sectors, providing property and casualty insurance, commercial combined business insurance, computer insurance, and cyber liability insurance. As of September 1, 2020, Ernest R Shaw operates as a subsidiary of NFP Corp.
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, EFG&M serves employers in central Texas by offering long-term benefits solutions. The firm focuses on helping businesses achieve their goals while enhancing the well-being of their employees, all within budgetary constraints.
Santa Maria & Company
Acquisition in 2020
Santa Maria & Company is a risk management consultancy and commercial insurance broker.
Team Scotti
Acquisition in 2020
Team Scotti is a national insurance broker offering unique insurance solutions and employee benefit programs to Major League Baseball (MLB) and Minor League Baseball (MiLB) and their affiliates.
The DeChristopher Group
Acquisition in 2019
The DeChristopher Group, based in Vienna, Virginia, operates as a strategic employee benefits broker and consulting firm, primarily serving small and mid-market employers. The firm specializes in providing comprehensive benefits packages, including employee benefits strategy, design and implementation, risk management, and cost control. Additionally, DeChristopher Group offers employee benefits administration technology solutions and regulatory compliance advisory services. Their consulting expertise extends to a wide range of human resource services, which can be tailored for one-time projects or ongoing support. Since November 2019, the DeChristopher Group has been a subsidiary of NFP Corp.
Transit Insurance Services
Acquisition in 2019
Transit Insurance Services, Inc., founded in 1982 and based in Ontario, California, is a property and casualty insurance broker specializing in providing coverage to trucking fleets throughout the Western United States. As a subsidiary of NFP Corp since August 2019, the company offers a comprehensive range of insurance products, including auto liability, physical damage, motor truck cargo, workers compensation, occupational accident, general liability, and property insurance. This diverse portfolio positions Transit Insurance Services as a key player in the insurance market, catering specifically to the needs of the transportation industry.
Independent Bankers Insurance Services
Acquisition in 2019
Independent Bankers Insurance Services provides management liability coverage to community banks. Independent Bankers Insurance Services is widely recognized as industry experts.
ShawHankins
Acquisition in 2019
ShawHankins is a Georgia-based group benefits brokerage that offers consultative services in employee benefits, medical coverage, and wellness programs. The firm caters to a diverse clientele, including both private and public sector organizations such as city and county governments and school systems. By focusing on tailored solutions, ShawHankins aims to meet the specific needs of its clients in managing their employee benefit programs effectively.
Indio Technologies
Series B in 2019
Indio Technologies, Inc. operates a cloud-based software platform designed to streamline the insurance application and renewal process for brokers and their clients. Founded in 2015 and based in San Francisco, California, the company's platform features over 5,000 digitally enhanced insurance forms, a comprehensive e-signature solution, and secure document sharing capabilities. This allows brokers to efficiently manage applications by uploading existing data and transforming it into interactive online workbooks. The platform alerts brokers when clients engage with the application process, thereby improving communication and efficiency. Indio Technologies serves a diverse range of brokers, facilitating the servicing of more than 300,000 business clients. The company aims to enhance workflows, reduce operational redundancies, and ultimately help brokers win more business while saving time and resources. Indio Technologies became a subsidiary of Applied Systems, Inc. in early 2020.
BD Capital Partners
Acquisition in 2019
BD Capital Partners is an insurance broker that offers property and casualty solutions to clients across the Midwest.
Benefit Administration Group
Acquisition in 2018
Benefit Administration Group (BAG) is a consulting firm that specializes in employee benefits and individual insurance services. Based in Louisiana, the company offers brokerage services to employers and works closely with both individual and employer clients. BAG's expertise lies in analyzing, designing, communicating, and delivering customized employee benefit packages, as well as providing comprehensive HR support services. The firm integrates technology to enhance these offerings and also provides consulting to help clients optimize their existing benefit plans. With a team of experienced professionals, BAG focuses on delivering innovative solutions tailored to meet the unique needs of its clients.
Cambridge Consulting Group
Acquisition in 2018
Cambridge is a full-service benefits brokerage and wealth strategies firm that provides customized solutions to a range of corporate and individual clients.
Tomorrow Ideas
Convertible Note in 2018
Tomorrow Ideas develops an application that helps in protecting family’s financial future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy. Tomorrow Ideas' application can be downloaded from iOS and Android. David Hanley, Erik Berg, Joshua Heckathorn, and Wayne Rambo founded it in 2015, with its headquarters in Seattle in Washington.
McCullough Insurance Agency
Acquisition in 2017
McCullough Insurance Agency Inc., founded in 1919 and based in Flagstaff, Arizona, operates as a comprehensive insurance agency offering a wide range of personal and business insurance products. Personal insurance options include auto, homeowners, boat, classic automobile, manufactured/mobile homes, motorcycles, recreational vehicles, and umbrella policies. For businesses, the agency provides general liability, business auto, property, inland marine, and workers' compensation insurance. McCullough Insurance Agency is committed to delivering expert insurance advice and competitive coverage tailored to the needs of its clients, ensuring efficient claims assistance to facilitate quick recovery from losses. As of May 2017, the agency is a subsidiary of NFP Corp.
Hole-in-One U.S.A.
Acquisition in 2017
Hole-in-One U.S.A., founded in 1991 and based in Reno, Nevada, specializes in providing hole-in-one insurance for golf tournaments across the United States. The company offers a range of services that include sponsor signs, tee signs, and coverage for contests and shootouts, catering to various events such as corporate outings, charity functions, and golf course tournaments. Operating as a subsidiary of NFP Corp, Hole-in-One U.S.A. also functions as a risk purchasing group, providing prize indemnity products designed to enhance the promotional aspects of golf events.
AAG Insurance
Acquisition in 2017
AAG is a full-service P&C insurance broker and offers expertise in personal and commercial P&C insurance. It offers insurance protection from many of the top-rated insurance companies.
The Thomas Insurance Agency of Benton, Inc.
Acquisition in 2017
The Thomas Insurance Agency of Benton, Inc. is an insurance agency based in Benton, Arkansas, that has been serving the local community since its founding in 1960. The agency offers a range of insurance services tailored to meet the needs of individuals, families, and businesses. Its offerings include commercial insurance, home insurance, auto insurance, group health insurance, and life insurance. As of February 1, 2017, the agency operates as a subsidiary of NFP Corp, enhancing its capacity to provide comprehensive insurance solutions.
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.
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