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 Risk Management

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.

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.

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.

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.

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.

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.

TrustLayer

Series A in 2021
TrustLayer is an insurtech solutions company that specializes in automating the verification of insurance and compliance documents through the use of machine learning and artificial intelligence. By leveraging robotic process automation tools, TrustLayer aims to eliminate error-prone manual processes, streamline workflows, and enhance insurance compliance for its clients. The company's platform enables real-time tracking and verification of insurance certificates and other essential business documents, making it particularly valuable for organizations in industries such as construction and property management. TrustLayer's technology facilitates increased vendor compliance and supports multiple use cases, significantly reducing organizational risk and operational friction between businesses.

TrustLayer

Seed Round in 2021
TrustLayer is an insurtech solutions company that specializes in automating the verification of insurance and compliance documents through the use of machine learning and artificial intelligence. By leveraging robotic process automation tools, TrustLayer aims to eliminate error-prone manual processes, streamline workflows, and enhance insurance compliance for its clients. The company's platform enables real-time tracking and verification of insurance certificates and other essential business documents, making it particularly valuable for organizations in industries such as construction and property management. TrustLayer's technology facilitates increased vendor compliance and supports multiple use cases, significantly reducing organizational risk and operational friction between businesses.

ColburnColburn

Acquisition in 2020
ColburnColburn is a privately owned independent insurance and risk services firm with locations in Bloomfield Hills and Detroit, Michigan, and Cincinnati, Ohio. The firm is recognized for providing a comprehensive range of insurance and risk management consultancy services, including commercial and casualty insurance, personal insurance, and risk management solutions. ColburnColburn emphasizes long-term relationships with clients, focusing on empowering them to make cost-effective decisions through solution-oriented teamwork and access to innovative leadership.

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.

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.

Convr

Series B in 2019
Convr develops and operates an AI-powered underwriting data platform for commercial insurance. The platform ingests data from multiple internal and external sources, provides a universal data catalog along with data management and security tools, and applies AI to support data discovery, risk assessment, and decision making. It supports all core commercial lines and is accessible via a desktop interface and APIs. The d3 module suite includes d3 Intake to digitize submissions, d3 Risk 360 for risk insights, d3 Answers to answer underwriting questions, and d3 Risk Score to prioritize risks, enabling faster, more accurate underwriting and improved efficiency. The company serves major commercial carriers and aims to reduce manual data entry and research time while increasing straight-through processing. Founded in 2015 and based in Schaumburg, Illinois, it was formerly DataCubes and renamed Convr in 2020.

The DeChristopher Group

Acquisition in 2019
The DeChristopher Group, headquartered in Vienna, Virginia, is a strategic employee benefits broker and consulting firm that specializes in providing comprehensive benefits packages for small and mid-market employers. The company offers a range of services, including employee benefits strategy, design and implementation, risk management, cost control, and benefits administration technology solutions. Additionally, The DeChristopher Group provides regulatory compliance advisory and various human resource consulting services, catering to both one-time projects and ongoing needs. As a subsidiary of NFP Corp since November 2019, The DeChristopher Group is positioned to support organizations in navigating the complexities of employee benefits and human resources effectively.

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.

GCG Risk Management

Acquisition in 2019
GCG Risk Management is based in New York and specializes in workers’ compensation management for employers. It provides insurance programs, claims management, and workplace health and safety training to help simplify claims handling and address the range of issues involved in workers’ compensation coverage.

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.

Convr

Convertible Note in 2018
Convr develops and operates an AI-powered underwriting data platform for commercial insurance. The platform ingests data from multiple internal and external sources, provides a universal data catalog along with data management and security tools, and applies AI to support data discovery, risk assessment, and decision making. It supports all core commercial lines and is accessible via a desktop interface and APIs. The d3 module suite includes d3 Intake to digitize submissions, d3 Risk 360 for risk insights, d3 Answers to answer underwriting questions, and d3 Risk Score to prioritize risks, enabling faster, more accurate underwriting and improved efficiency. The company serves major commercial carriers and aims to reduce manual data entry and research time while increasing straight-through processing. Founded in 2015 and based in Schaumburg, Illinois, it was formerly DataCubes and renamed Convr in 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.

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.

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.

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.

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.

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.
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.