Southern Insurance Agency
Acquisition in 2024
Southern Insurance Agency provides a range of insurance services primarily focused on the Gulf South Region. The agency specializes in coverage for various sectors, including auto, home, commercial property, and crime, as well as cyber liability and flood insurance. It caters to middle-market companies, offering tailored solutions for businesses such as high-rise buildings, hotels, boutique hotels, condo associations, manufacturers, restaurants, taverns, and clubs. Southern Insurance Agency aims to address the unique challenges faced by these clients by providing comprehensive commercial property and casualty insurance, including general liability and business auto coverage.
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 benefits administration, plan design, and investment services to clients nationwide.
David A. Marcus and Associates
Acquisition in 2023
David A. Marcus and Associates is a financial planning firm that focuses on providing tailored solutions for individuals and business owners. The company offers a diverse array of services, including estate planning, retirement planning, and wealth transfer strategies. Additionally, it provides disability income insurance and individualized insurance audits, ensuring that clients have comprehensive coverage that meets their specific needs. By addressing both personal and corporate financial requirements, David A. Marcus and Associates aims to assist clients in navigating changing economic conditions effectively.
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 expertise in sectors such as Restructuring, Recycling, Real Estate, Construction, Domiciliary Homecare, and Financial Lines. By targeting these specific niches, ReSure has successfully exceeded its growth objectives. The firm offers a range of insurance products, including property insurance and waste management and recycling insurance, along with advisory services aimed at helping clients navigate potential future uncertainties.
Foster Park Brokers
Acquisition in 2021
Foster Park Brokers is an insurance brokerage firm located in Western Canada that provides a range of services designed to assist clients in managing risk and protecting their assets. The company specializes in commercial and individual property and casualty insurance, as well as life and group benefits. In addition to underwriting services, Foster Park Brokers offers risk management solutions, private client services, and bonding and surety programs. Their comprehensive approach enables clients to minimize risks and enhance their business growth.
TrustLayer
Series A in 2021
TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.
TrustLayer
Seed Round in 2021
TrustLayer is an insurtech solutions company that focuses on automating insurance verification through the use of machine learning and artificial intelligence. Its collaborative risk management platform aims to reduce friction between businesses by streamlining the verification and tracking of insurance certificates, licenses, and other compliance documents. By employing robotic process automation tools, TrustLayer helps organizations eliminate manual, error-prone workflows, increasing insurance compliance and reducing organizational risk. The company serves clients across multiple billion-dollar industries, including construction and property management, who value the platform's ease of use and its ability to enhance vendor compliance while supporting various use cases.
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 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.
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 an insurance brokerage and risk management consultancy based in Walnut Creek, California. Founded in 2000, the company specializes in providing a range of services, including claims consulting, general and professional liability, property insurance, and safety and loss control. With a focus on property and casualty brokerage, Santa Maria & Company supports clients across Northern California, assisting them in protecting their assets and employees. As of August 2020, the company operates as a subsidiary of NFP Corp.
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 Inc. operates a data science platform specifically designed for commercial insurance underwriters, facilitating a more efficient and effective underwriting process. Founded in 2015 and based in Schaumburg, Illinois, Convr enables insurers to digitally transform their operations through its comprehensive suite of tools. The platform includes features such as a data ingestion engine that organizes information from various sources, a universal data catalog for identifying relevant data, and robust data management and security systems. Convr's solutions support all core commercial lines of business and are accessible via an intuitive user interface or API connectors. Key functionalities include digitizing submission paperwork, providing insights on risks from extensive data sources, and utilizing AI to streamline underwriting inquiries. These capabilities allow commercial insurers to enhance operational efficiency, improve risk assessment, and deliver superior customer experiences, ultimately positioning them as leaders in the market. Convr serves a diverse range of clients, including many top carriers in the industry.
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.
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, Inc., based in New York, specializes in providing workers’ compensation management services for employers. The company offers expertise in various areas, including Workers’ Compensation Insurance, claims management, legal aspects, and workplace health and safety. This comprehensive approach allows GCG Risk Management to serve as a valuable resource for clients navigating the complexities of workers' compensation coverage. As of May 2019, GCG Risk Management operates as a subsidiary of NFP Corp.
Convr
Convertible Note in 2018
Convr Inc. operates a data science platform specifically designed for commercial insurance underwriters, facilitating a more efficient and effective underwriting process. Founded in 2015 and based in Schaumburg, Illinois, Convr enables insurers to digitally transform their operations through its comprehensive suite of tools. The platform includes features such as a data ingestion engine that organizes information from various sources, a universal data catalog for identifying relevant data, and robust data management and security systems. Convr's solutions support all core commercial lines of business and are accessible via an intuitive user interface or API connectors. Key functionalities include digitizing submission paperwork, providing insights on risks from extensive data sources, and utilizing AI to streamline underwriting inquiries. These capabilities allow commercial insurers to enhance operational efficiency, improve risk assessment, and deliver superior customer experiences, ultimately positioning them as leaders in the market. Convr serves a diverse range of clients, including many top carriers in the industry.
Cambridge Consulting Group
Acquisition in 2018
Cambridge Consulting Group, LLC is a full-service insurance and financial consulting firm based in Royal Oak, Michigan. Established in 1985, the company specializes in a wide range of services, including risk management, employee benefits consulting, and wealth strategies. Its offerings encompass the design and administration of various employee benefit plans such as health, dental, vision, and life insurance, along with short and long-term disability coverage and voluntary benefits. Additionally, Cambridge Consulting Group provides estate planning, asset management, retirement strategy design, and business succession planning. The firm serves a diverse clientele that includes families, high-net-worth individuals, corporations, and businesses, aiming to develop customized solutions to protect their financial futures. Cambridge Consulting Group was previously known as Cambridge Financial Services, Inc. and rebranded in 2007. It currently operates as a subsidiary of NFP Corp.
Tomorrow Ideas
Convertible Note in 2018
Tomorrow Ideas, Inc. specializes in developing an application aimed at safeguarding families' financial futures. The app offers a range of features, including tools for creating a last will and testament, establishing a revocable living trust, and setting up guardianship for children and pets. Additionally, it includes calculators for net worth and life insurance, a comparison of term life insurance options, and provides a complimentary insurance policy. The application is accessible on both iOS and Android platforms. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas is committed to helping families navigate important financial decisions.
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 benefits solutions tailored for small group employers and the individual health care market. The company focuses on delivering effective risk management and insurance solutions, including business, personal, and group benefits insurance. In addition to its insurance offerings, BHJ Insurance provides advisory services, guiding clients in selecting the most appropriate insurance policies to meet their specific needs. Through education and personalized support, BHJ Insurance aims to navigate the complexities of insurance for its clients, ensuring they make informed decisions.
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.
Hayward Tilton & Rolapp Insurance Associates
Acquisition in 2017
Hayward Tilton & Rolapp Insurance Associates, Inc. is a prominent insurance broker specializing in commercial property and casualty insurance, as well as employee benefits. Established in 1923, the firm has built a reputation for fostering valued relationships based on integrity, trust, and personalized service. By analyzing clients' unique needs, Hayward Tilton & Rolapp customizes cost-effective coverage and acts as an extension of clients' management teams, aiding in claims processing, asset preservation, and expense reduction. With a diverse portfolio and strong partnerships with over 100 insurance companies, the firm serves a wide range of industries, including manufacturing and automotive. Its commitment to exceptional client service and proactive risk management strategies has resulted in a high client retention rate and numerous referrals, solidifying its position among the top insurance brokers in the United States.
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, specializing in a wide array of insurance products and risk management services. Established in 2005, the company caters to both large corporate clients and small to medium-sized businesses. Its offerings include business interruption risk management, commercial and industrial insurance, property and construction insurance, and various liability coverages such as directors and officers personal liability, employers liability, and professional indemnity insurance. Additionally, Linkfield provides motor fleet, motor trade, self-drive hire, and accident management insurance. The company operates as a subsidiary of NFP Corp.