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.
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.
Southern Insurance Agency
Acquisition in 2024
Southern Insurance Agency is a specialized insurance provider serving the Gulf South Region. The agency offers a comprehensive range of services, including coverage for auto, home, and commercial properties, as well as crime coverage, cyber liability, and flood insurance. It caters to various businesses, including high-rise buildings, hotels, boutique hotels, condo associations, manufacturers, restaurants, taverns, and clubs. With a focus on middle-market companies, Southern Insurance Agency provides commercial property and casualty insurance solutions, such as general liability, commercial property, business auto, and cyber liability coverage, effectively addressing clients' diverse and challenging insurance needs.
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.
CoverTree
Seed Round in 2022
CoverTree is an insurance technology company based in Detroit, Michigan, that specializes in providing digital insurance solutions for residents of manufactured homes. The company enhances the insurance experience by offering digital distribution, automated underwriting, and data-driven pricing tailored to the needs of this specific market. CoverTree's manufactured home insurance products are available in several states, including Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, and Tennessee. By focusing on specialty personal lines of insurance, CoverTree aims to improve access to quality coverage for its clients.
ReSure Corporate Brokers
Acquisition in 2022
ReSure Corporate Brokers is a specialist commercial insurance broker based in Malahide, Ireland. The company focuses on providing corporate general insurance and related services, with a strong emphasis on niche markets such as Restructuring, Recycling, Real Estate, Construction, Domiciliary Homecare, and Financial Lines. By offering property insurance, waste management and recycling insurance, and advisory services, ReSure aims to protect clients from future uncertainties while fostering growth within its targeted sectors. The company has consistently exceeded its performance targets, reflecting its commitment to delivering tailored insurance solutions to meet the unique needs of its clients.
Honeycomb
Series A in 2022
Honeycomb, formerly known as Agilius, operates an insurance technology platform that specializes in real estate insurance services. Founded in 2019 and based in San Francisco, California, the company offers a streamlined online process for homeowners associations, property managers, developers, and building owners to purchase master insurance policies for condominium and apartment buildings in under three minutes. By leveraging advanced technologies such as aerial photography, computer vision, artificial intelligence, and machine learning, Honeycomb eliminates the need for on-site inspections, allowing users to obtain instant, hassle-free quotes and manage their policies efficiently. This innovative approach aims to bring simplicity and transparency to the real estate insurance market, providing significant cost savings for its clients.
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.
Honeycomb
Series A in 2021
Honeycomb, formerly known as Agilius, operates an insurance technology platform that specializes in real estate insurance services. Founded in 2019 and based in San Francisco, California, the company offers a streamlined online process for homeowners associations, property managers, developers, and building owners to purchase master insurance policies for condominium and apartment buildings in under three minutes. By leveraging advanced technologies such as aerial photography, computer vision, artificial intelligence, and machine learning, Honeycomb eliminates the need for on-site inspections, allowing users to obtain instant, hassle-free quotes and manage their policies efficiently. This innovative approach aims to bring simplicity and transparency to the real estate insurance market, providing significant cost savings for its clients.
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.
Insurance Specialty Group
Acquisition in 2020
Insurance Specialty Group, LLC is a managing general agency based in Atlanta, Georgia, specializing in a wide array of insurance brokerage services across the United States. Established in 1998, the company provides various insurance products, including general and products liability, professional lines, management liability, property coverage, transportation, contractor programs, workers compensation, and specialized programs like sexual molestation liability. As an underwriting agency, Insurance Specialty Group focuses on addressing the unique construction risks faced by residential and commercial contractors, offering builders risk and commercial liability insurance designed to protect policyholders from damages during construction. This enables builders to operate with greater confidence and security while managing their projects.
McKinley & DiMarco Insurance Services
Acquisition in 2020
McKinley & DiMarco Insurance Services Inc. is an insurance brokerage firm based in Austin, Texas, established in 2010. The company specializes in property and casualty insurance as well as employee and group benefits insurance. It provides a comprehensive range of options for both personal and business insurance, assisting clients in comparing plans from various carriers to ensure they receive optimal value and protection. McKinley & DiMarco operates as a subsidiary of NFP Corp.
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.
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.
Santa Maria & Company
Acquisition in 2020
Santa Maria & Company is a risk management consultancy and commercial insurance broker based in Walnut Creek, California. Founded in 2000, the company specializes in providing insurance brokerage and risk management services, including claims consulting, general liability, property, safety and loss control, and professional liability. With a focus on supporting clients across Northern California, Santa Maria & Company offers comprehensive property and casualty brokerage services that help organizations protect their assets and employees while planning for the future. As of August 2020, the company operates as a subsidiary of NFP Corp.
Independent Bankers Insurance Services
Acquisition in 2019
Independent Bankers Insurance Services, Inc. is a Tempe, Arizona-based firm specializing in management liability coverage for community banks. Recognized as industry experts, the company offers a range of services including Directors and Officers (D&O) coverage, bond insurance, property insurance, insurance reviews, and broker assistance. Since becoming a subsidiary of NFP Corp in June 2019, Independent Bankers Insurance Services has continued to focus on delivering tailored insurance solutions to meet the unique needs of its banking clients.
McLean Hallmark Insurance Group
Acquisition in 2019
McLean Hallmark Insurance Group Ltd. is an insurance brokerage and advisory firm based in Toronto, Canada, specializing in a wide array of insurance solutions. Founded in 1975 and formerly known as Moore-McLean Insurance Group Ltd., the company provides services in business, personal, group home and auto insurance, as well as surety bonding, marine cargo, and professional liability insurance. It also focuses on unique property and casualty solutions tailored to sectors such as trucking, car dealerships, and moving and storage. In addition to traditional insurance offerings, McLean Hallmark provides alternative risk financing, contract analysis, disaster planning, loss control, and risk management services. The firm assists clients with cash flow solutions for financing insurance contract expenses and offers comprehensive claims management services. As of July 2019, McLean Hallmark operates as a subsidiary of NFP Corp.
Outdoor Insurance Group
Acquisition in 2019
Outdoor Insurance Group, Inc. is an insurance broker based in Louisville, Colorado, specializing in providing tailored insurance solutions for outdoor recreational businesses. The company serves a diverse range of clients, including campgrounds, consulting foresters, recreational vehicle parks, hunt clubs, and destination resorts. As a subsidiary of NFP Corp, Outdoor Insurance Group focuses on delivering specialized coverage that addresses the unique needs of the outdoor recreational sector, including areas such as hunting and firearms instruction, commercial property, and outfitters. Through its dedicated approach, the company aims to provide comprehensive insurance protection that meets the specific requirements of its clients.
Excel Bonds & Insurance Services
Acquisition in 2019
Excel Bonds & Insurance Services, Inc. is a commercial insurance and surety bond brokerage based in Sacramento, California, established in 1995. The company caters to a wide range of clients, focusing primarily on middle-market and large-scale firms across various sectors, including waste management, construction, real estate, and manufacturing, throughout the United States and Canada. Excel Bonds & Insurance Services is recognized for its diverse client portfolio and specializes in providing tailored insurance solutions to meet the unique needs of its clientele. As of June 2019, it operates as a subsidiary of NFP Corp.
BD Capital Partners
Acquisition in 2019
BD Capital Partners LLC is an insurance broker based in Dayton, Ohio, specializing in property and casualty insurance solutions. Established in 2012, the company operates independent insurance agencies and serves clients primarily in the Midwest. As of December 2018, BD Capital Partners became a subsidiary of NFP Corp, further enhancing its capabilities in the insurance market.
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.
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.
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
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.
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.
Linkfield Corporate Solutions
Acquisition in 2016
Linkfield Corporate Solutions Limited is an insurance broker based in Birmingham, United Kingdom, established in 2005. The company specializes in providing a wide range of insurance products and services tailored for commercial businesses, including business interruption risk management, property and construction insurance, and motor fleet insurance. It also offers various liability coverages such as directors and officers personal liability, employers liability, and professional indemnity insurance. Additionally, Linkfield provides accident management insurance and services related to self-drive hire and motor trade. The company caters to both large corporate clients and small to medium-sized enterprises, positioning itself as a comprehensive risk management specialist in the insurance market. As of 2016, Linkfield operates as a subsidiary of NFP Corp.
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.