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.
Orca Financial
Acquisition in 2024
Orca Financial, established in Ireland, is a comprehensive financial services firm specializing in pensions, life assurance, investment management, and retirement planning. They offer expert guidance and tailored solutions to their clients, ensuring all financial aspects are covered and future goals are met.
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.
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.
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.
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.
Foster Park Brokers
Acquisition in 2021
Foster Park Brokers is an insurance brokerage firm based in Western Canada, specializing in a comprehensive range of services including risk management, underwriting, and surety programs. The company caters to both commercial and individual clients, providing property and casualty insurance, as well as life and group benefit solutions. By focusing on tailored services, Foster Park Brokers aims to help clients minimize risks, protect their assets, and enhance their business growth.
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.
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.
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.
Tomorrow Ideas
Convertible Note in 2018
Tomorrow Ideas, Inc. is a company focused on safeguarding families' financial futures through its innovative application. The app offers essential features such as a last will and testament, information on state laws, a revocable living trust, and guardianship arrangements for children and pets. Additionally, it provides tools for calculating net worth and life insurance needs, along with a comparison of term life insurance options and a complimentary insurance policy. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas ensures its application is accessible on both iOS and Android devices, making it convenient for users to manage their financial planning.
Aquesta Insurance Services
Acquisition in 2018
Aquesta Insurance Services, Inc. is an insurance provider based in Cornelius, North Carolina, specializing in a range of personal insurance products. Founded in 1982, the company offers automobile, boat, homeowner, renter, and flood insurance, among other services. Originally known as Oswald, Trippe and Company of the Carolinas, Inc., it rebranded to its current name in November 2009. The firm is dedicated to delivering tailored insurance solutions to meet the diverse needs of its clients, ensuring effective protection for their investments. In June 2018, Aquesta Insurance Services was acquired by 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.
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.
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.