National Health Plans & Benefits Agency
Acquisition in 2022
National Health Plans & Benefits Agency is a provider of individual health insurance products, specializing in broking services for individuals under 65 years of age. The agency offers a comprehensive range of healthcare plans, including supplemental health insurance, short-term coverage, and Medicare plans. Additionally, it provides dental, vision, and life insurance options, catering to the diverse needs of its clients. Through its focus on individual health insurance, the agency aims to deliver tailored solutions that enhance access to essential healthcare services.
Westwood Insurance Agency
Acquisition in 2022
Westwood Insurance Agency is a full-service personal lines insurance agency that specializes in builder-sourced homeowners insurance. The agency offers a unique platform designed to facilitate seamless home closings by connecting builders, carriers, lenders, and homebuyers through click-to-bind technology. This approach allows clients to access personalized insurance portfolios tailored to their specific needs, enhancing the overall home buying experience.
Arcana Insurance Services
Acquisition in 2021
Arcana Insurance Services is a national provider of insurance and program administration, primarily serving the real estate investor and property management sectors. The company offers a comprehensive range of insurance products, including property and casualty coverage, excess and surplus lines, and specialized services such as tenant discrimination insurance and renter's insurance. Additionally, Arcana provides background checks and property valuation services, enabling individuals and businesses to safeguard their financial interests against unforeseen events. Led by experienced executives Mark Gannaway, Ted Lamb, and Susan Gropp, each with over 35 years in the insurance industry, Arcana is dedicated to enhancing service within the automobile, financial, real estate, property management, and insurance agency networks.
Brush Creek Partners
Acquisition in 2021
Brush Creek Partners is a commercial insurance and risk management firm headquartered in Kansas City, Missouri, founded in 2011. The company specializes in providing insurance and risk management services across various niche markets, including cyber liability, construction, private equity, and venture capital. Its offerings encompass insurance coverage, risk mitigation, personal insurance, vendor management, contract review, and certificate management. By delivering these services, Brush Creek Partners helps clients save time, reduce costs, and effectively transfer risk from their balance sheets.
Wood Gutmann & Bogart Insurance Brokers
Acquisition in 2021
Wood Gutmann & Bogart Insurance Brokers is California's premier, full-service regional insurance brokerage. They provide a complete range of commercial insurance, employee benefits and personal insurance products and services. They are one of Insurance Journal's Top 100 Independent Insurance Brokers. At WGB, they are passionate advocates sworn to deliver the peace of mind that their clients seek. They vigorously defend their clients from the risks that would put their lifestyles, livelihoods and legacies in jeopardy.
Highwing
Seed Round in 2020
Highwing, Inc. is an insurance technology company that specializes in developing an open data platform tailored for the commercial insurance industry. Founded in 2018 and based in Denver, Colorado, Highwing’s platform facilitates direct connectivity between brokers and carriers, enabling them to access and leverage insurance data analytics throughout the customer lifecycle. This innovative platform automates workflows and provides tools to enhance decision-making regarding customers, products, pricing, and risk management. By streamlining processes, Highwing aims to help brokers and carriers increase sales, improve operational efficiency, and enhance the overall customer experience without the need for additional personnel. The company, previously known as IMAgine Analytics, LLC, rebranded to Highwing, Inc. in October 2020.
AHT Insurance
Acquisition in 2020
AHT Insurance is an insurance brokerage firm that specializes in providing a diverse range of services, including property and casualty insurance, employee benefits, retirement planning, and personal services. The firm is recognized nationally for its expertise in various industries, such as technology, manufacturing, government contracting, and nonprofits. AHT Insurance focuses on protecting critical assets, minimizing liability exposures, and reducing potential income loss for its clients. Additionally, the firm offers comprehensive employee benefits programs and navigates international risk management and insurance challenges, ultimately assisting clients with investment and retirement plan consulting.
Trinity Benefit Advisors
Acquisition in 2020
Trinity Benefit Advisors is a Knoxville, Tennessee-based firm specializing in employee benefits consulting and brokerage services. The company is dedicated to representing the best interests of its clients by developing tailored employee benefits strategies that address their unique challenges and long-term objectives. With a commitment to investing in industry talent, Trinity Benefit Advisors works collaboratively with clients and their carriers and vendors to maximize cost savings and facilitate sound business decisions. The firm’s comprehensive approach ensures that organizations receive customized consulting services designed to promote long-term success and effective planning for the future.