Lyons Insurance Agency
Acquisition in 2025
Lyons Insurance Agency, Inc. is known for its accessibility and adaptability to market shifts, making it a preferred choice for businesses seeking customized insurance solutions.
The HR Suite
Acquisition in 2025
The HR Suite is a professional services firm specializing in human resources. It offers affordable solutions, expert advice, and support to help businesses manage their HR functions effectively. The company caters to a diverse range of clients, from large multinational corporations to small and medium-sized enterprises, providing services such as HR consultancy, training, system solutions, and outsourcing. Its aim is to assist clients in streamlining their HR processes and ensuring they have the right tools and guidance to meet their everyday HR needs.
Salus Group
Acquisition in 2024
Salus Group is a benefit and administration company. They need for a total solution is necessary for all companies, regardless of size, industry, or economy. That can differentiate their service and set us apart for the benefits consultant.
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.
IHI Group
Acquisition in 2024
IHI Group is a professional services firm specializing in corporate client solutions. It offers a range of services including employee benefits, financial planning, and insurance strategies, primarily focused on health insurance. The company caters to the needs of corporations, small and medium-sized businesses, and individual clients, providing tailored financial and insurance advice.
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.
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.
HELPGB
Acquisition in 2024
HELPGB provides a specialist Human Resources, Employment Law, and Health & Safety service on a monthly retainer to assist and protect businesses both in the private and public sectors.
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.
Get Medical Plans
Acquisition in 2024
Get Medical Plans Limited is an independent intermediary specialising in private medical insurance. It connects individuals, families, and businesses with tailored health insurance plans, partnering with insurance providers to secure competitive pricing and enhanced packages.
Benefits & Company
Acquisition in 2023
Benefits & Company is a full-service employee benefits provider that offers medical, dental, vision, long-term and short-term disability, group life, and flex spending solutions to employers of all sizes, from startups to mature businesses.
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.
Divergent Wealth Advisors
Acquisition in 2023
Divergent Wealth Advisors is an independent registered investment advisor dedicated to providing holistic wealth management solutions and retirement planning for individuals and businesses. The firm specializes in comprehensive financial planning, employing collaborative strategies that encompass various aspects such as investment planning, debt management, and estate planning. By focusing on tailored approaches, Divergent Wealth Advisors aims to address the unique financial needs of its clients, ensuring a well-rounded and effective planning process.
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.
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.
Juno Search Partners
Acquisition in 2022
Juno Search Partners is a boutique search firm focused on talent acquisition and staffing solutions. The company is dedicated to advancing diversity, equity, and inclusion within organizations and communities. It specializes in executive and contingent search, contractor placement, and custom talent solutions, catering to various sectors including accounting, administrative, finance, legal, marketing, and technology. Juno Search Partners has a nationwide reach, enabling employers to effectively grow and sustain their workforce while fostering a diverse talent pool.
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.
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.
Newport Private Wealth
Acquisition in 2022
Newport Private Wealth, Inc. is a privately owned investment manager based in Toronto, Canada, founded in 2001. The firm specializes in providing wealth management services to high net worth individuals and families, focusing on managing client-specific portfolios. Its investment approach encompasses public equity, fixed income, real estate, private equity, and alternative investment markets worldwide. The firm's fixed income portfolio is diversified across various assets, including government and corporate bonds, high yield bonds, and mortgages, while its real estate investments primarily consist of apartment buildings and commercial properties. Newport Private Wealth aims to address the unique needs of affluent clients by offering independent and unbiased advice, access to premier investment managers, and tailored solutions in areas such as retirement planning, tax strategies, estate planning, and insurance services.
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.
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.
Vivante Health, Inc. is a digital health company focused on addressing digestive health and chronic conditions. Founded in 2016, it has developed GIThrive, a technology platform designed to provide actionable insights for managing digestive issues. GIThrive offers a comprehensive digital gut health program that includes expert guidance, 24/7 support, and personalized care plans. The company also provides GIMate, an innovative portable breathalyzer that identifies trigger foods, and GutCheck, which analyzes gut bacteria to recommend tailored diets. Vivante Health emphasizes individualized care, utilizing a scalable platform that integrates real-time data from biometric devices and partners. This approach not only aims to reduce healthcare costs and improve employee health for large employers and health plans but also enhances user empowerment through advanced science and technology. Headquartered in Houston, Texas, with an additional office in Athens, Greece, Vivante Health continues to prioritize innovative solutions in the realm of digestive health.
AFS Advisors
Acquisition in 2022
AFS Advisors is an investment advisory service for individuals, corporations, and business entities.
Helios HR
Acquisition in 2022
Helios HR is a human capital consulting and recruiting firm that provides a range of services designed to support both large firms and small to mid-sized organizations. The company specializes in human resources outsourcing, consulting, and recruitment services. Its offerings include sexual harassment training, organizational development, compensation consulting, government contracting compliance, and performance management. By focusing on these areas, Helios HR aims to help clients cultivate intentional workplace cultures that attract, engage, and retain exceptional talent.
Ascend is a modern payments solution specifically designed for the insurance industry, aimed at automating insurance payment processes from start to finish. The platform facilitates various functions, including online customer payments, premium financing, and the distribution of commissions and payables. By streamlining operations and reducing payment friction, Ascend enables digital distributors to enhance their sales capabilities and provide a seamless online checkout experience for customers. This comprehensive approach not only simplifies insurance transactions but also supports the growth of client businesses by eliminating labor-intensive processes.
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.
Improved Funding Techniques
Acquisition in 2022
IFTI is a third-party administrator (TPA), with an internal RIA, offering a consolidated solution for designing, implementing, and administering retirement plans for the privately owned business.
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.
Connor
Acquisition in 2021
Connor helps organisations with their People development, organisational change and outplacement & career transition.
FindMyBenefits
Acquisition in 2021
FindMyBenefits is an employee benefits broker based in Cleveland, Ohio. The company specializes in providing a range of employee benefit services, including medical, life, disability, dental, and vision insurance, tailored for small to middle-market employer groups. FindMyBenefits enables employers and their employees to evaluate and select benefit offerings that best suit their needs. Additionally, the company offers access to all plan data, required healthcare reform documents, and insurance carrier information, ensuring a comprehensive benefits management experience.
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.
Harness Wealth
Series A in 2021
Harness Wealth is an innovative wealth management solution tailored for entrepreneurs, investors, and business builders. The company offers a comprehensive platform that integrates advanced technology with expert advisory services, making personalized financial advice more accessible and user-friendly. Its unified data platform creates customized financial profiles and balance sheets, allowing clients to effectively monitor their financial activities. By collaborating with a network of financial advisors, estate lawyers, and tax professionals, Harness Wealth empowers clients to identify and seize opportunities that align with their financial goals and aspirations. The company's mission is to enhance financial well-being and facilitate the creation of lasting legacies for its users.
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.
FirstPerson Advisors
Acquisition in 2021
First Person, Inc. is a professional advisory firm based in Indianapolis, Indiana, specializing in benefits, human resources, compliance, and wellness strategies. Founded in 1997 and formerly known as Benefit Associates, Inc., the company focuses on helping organizations enhance growth through talent strategies, resource assessments, and leadership coaching. First Person provides outsourced administration and HR technology solutions, including platforms such as Simplypeople for daily HR management, ResultsBuilder for strategic planning, and GO Live Smart for employee benefits and wellness decision-making. Additionally, CareLine offers employees direct access to information, while Health Snapshot serves as a tool to assess employee health status. The People Playbook provides actionable HR best practices to attract and retain talent. Through its comprehensive services, First Person enables clients to align their employee benefits and compensation with market benchmarks, fostering a healthy workplace and anticipating future needs.
VaxAtlas
Seed Round in 2021
VaxAtlas is a developer of an innovative vaccination and testing management platform that facilitates the scheduling and management of vaccinations for individuals. The company provides a comprehensive and portable solution that includes on-demand access to vaccination history, electronic verification, and decision support tools. Its platform allows consumers, employers, schools, and entertainment venues to easily find trusted pharmacies, receive timely reminders and alerts, and maintain organized family vaccination records in one convenient location. By streamlining the vaccination process, VaxAtlas enhances accessibility and efficiency for users managing their health needs.
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.
Wingspan
Pre Seed Round in 2021
Wingspan is a financial management platform specifically designed for freelancers, focusing on simplifying the management of income, benefits, and taxes. The platform offers features that facilitate invoicing and streamline the payment process, making it easier for freelancers to receive payments. Additionally, Wingspan automates bookkeeping and expense tracking, allowing users to efficiently manage their finances. It also identifies potential tax deductions, further supporting freelancers in optimizing their financial health. Through its cloud-based approach, Wingspan aims to enhance the financial management experience for independent workers.
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.
Pension Advisors
Acquisition in 2020
Pension Advisors is an independent investment advisory firm based in Cleveland, Ohio, specializing in the retirement industry. The firm offers a comprehensive range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. By focusing on the nuances of the retirement landscape, Pension Advisors helps clients navigate the complexities of plan products, investment options, fees, and contracts. The firm is dedicated to providing ongoing support and proactive service, ensuring that clients receive tailored advice and assistance throughout the retirement process. Through its commitment to education and service, Pension Advisors aims to enhance clients' understanding of the retirement sector and improve their overall financial well-being.
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.
Managed Care Consultants
Acquisition in 2020
Managed Care Consultants is a consultancy firm that specializes in providing customized employee benefit solutions for employers of varying sizes. The company is staffed by a team of consultants, account managers, and administrators who focus on understanding client needs through thorough research and analysis of existing benefit programs. By developing tailored solutions, Managed Care Consultants supports clients in enhancing their human resource strategies, optimizing cost management, and streamlining benefits administration. This approach helps employers save time and reduce costs, ultimately improving the efficiency of their workplace benefits systems.
Hutch Hubby & Associates
Acquisition in 2020
Hutch Hubby & Associates is an employee benefits firm provides employers across industries with benefits expertise and solutions.
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.
NFP Ireland (Formally HMP)
Acquisition in 2020
NFP Ireland, formerly known as HMP Insurance & Pension Advisors Limited, is a provider of employee benefits consulting services based in Ireland. The company specializes in offering advice on employee benefits, pensions, and group risk to both corporate and individual clients. As a subsidiary of NFP Corp, NFP Ireland focuses on delivering tailored solutions that cater to the needs of its diverse clientele, ensuring they receive comprehensive support in managing their employee benefits and retirement planning.
EFG&M Management
Acquisition in 2020
EFG&M Management, LLC is an employee benefits brokerage firm based in Austin, Texas. As a subsidiary of NFP Corp since July 1, 2020, the company serves employers in the central Texas region. EFG&M Management specializes in delivering long-term benefits solutions that assist employers in achieving their business objectives while enhancing the well-being of their employees. The firm focuses on providing tailored services that align with clients' budgets, ensuring that both organizational goals and employee needs are effectively met.
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.
Kindbody is a comprehensive fertility clinic network and family-building benefits provider that offers a wide range of services aimed at improving access to healthcare for women. The company provides both virtual and in-person care, including fertility assessments, education, preservation, genetic testing, in vitro fertilization (IVF), donor and surrogacy services, and adoption. By partnering with employers, Kindbody delivers financial, medical, and emotional support to employees pursuing parenthood. The company serves more than 100 employers, covering over 2.4 million lives, while also providing direct fertility care through its network of signature clinics, mobile clinics, and partner clinics across the country. With a focus on affordability and accessibility, Kindbody employs modern technology to deliver holistic health and fertility services.
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.
Team Scotti
Acquisition in 2020
Team Scotti is a national insurance broker offering unique insurance solutions and employee benefit programs to Major League Baseball (MLB) and Minor League Baseball (MiLB) and their affiliates.
Wellth is a digital health company based in New York that operates a mobile application aimed at improving treatment adherence among individuals with chronic conditions. The platform leverages principles from behavioral economics to address the unique challenges faced by these patients in establishing healthy habits and managing their diseases. By offering targeted incentive plans, reminders, and valuable information, Wellth encourages consumers to take proactive steps toward their health, thus reducing overall healthcare costs. The application's design fosters motivation and behavior change, as it is supported by evidence from randomized controlled trials demonstrating its effectiveness. Wellth's approach has been validated by health plans and providers, resulting in improved medication adherence, reduced hospital readmissions, and better health outcomes for users.
Progressive Benefits Agency
Acquisition in 2020
Progressive Benefits Agency, Inc. is a benefits brokerage company based in Solon, Ohio, specializing in comprehensive employee benefit solutions for small group and middle-market clients. Founded in 1994, the agency focuses on delivering tailored benefit packages that assist businesses in attracting and retaining talented employees. As a subsidiary of NFP Corp since December 2019, Progressive Benefits Agency is committed to providing high-quality brokerage services to a diverse range of businesses, ensuring that clients have access to effective benefits options that meet their unique needs.
Fiduciary Investment Advisors
Acquisition in 2020
Fiduciary Investment Advisors, LLC, founded in 2006 and headquartered in Windsor, Connecticut, is an independent investment consulting firm that provides tailored investment advisory services to a diverse range of fiduciary clients. These clients include retirement plan sponsors, institutional investment pools, non-profit organizations, corporate plans, educational institutions, healthcare organizations, law firms, and private clients. The firm specializes in assisting clients with defined contribution plans, defined benefit plans, endowments, and foundations, thereby helping them achieve their investment objectives while adhering to fiduciary responsibilities. In April 2020, Fiduciary Investment Advisors was acquired by DiMeo Schneider & Associates, expanding its capabilities and reach. The firm also maintains additional offices in Boston, Massachusetts, and Kennebunk, Maine.
WealthTech
Venture Round in 2020
WealthTech is a digital finance company that specializes in developing innovative technology for financial planning and wealth management. Founded by industry veterans with extensive experience in financial services, WealthTech's platform offers personalized and client-focused financial solutions at scale. The company's flagship product, the fGPS financial goal positioning system, provides hyper-customizable and scalable guidance, allowing users to navigate their financial decisions effectively. This system encompasses a broad range of financial aspects, including goal formulation, budget management, liquidity management, credit and financing choices, investment allocations, and risk management. By reshaping the personal finance landscape, WealthTech enables its partners to significantly enhance their capabilities and extend their reach, ultimately empowering individuals and households to make informed financial decisions tailored to their unique situations.
Koty-Leavitt Insurance Agency
Acquisition in 2020
Koty-Leavitt Insurance Agency operates as a P&C broker. Koty-Leavitt specializes in offering tailored insurance solutions to medical device distributors.
Elective Benefit Services
Acquisition in 2020
Elective Benefit Services is a firm that specializes in group benefits and retirement planning, boasting over two decades of experience in the industry. The company offers a comprehensive range of services, including fully insured group benefit plans, administrative services only plans, health spending accounts, employee assistance programs, and various group retirement plans such as pensions, registered retirement savings plans, deferred profit-sharing plans, and annuities. Additionally, Elective Benefit Services provides consultation and financial planning support, ensuring clients receive tailored solutions to meet their specific needs.
Relay Platform
Seed Round in 2020
Relay Platform Inc. is a Toronto-based company that offers an innovative online Software-as-a-Service solution tailored for insurance brokers, underwriters, and ceding teams. Founded in 2019, Relay's platform serves as a single-entry, multi-carrier comparative-rating tool that simplifies the process of structuring and securing reinsurance and large insurance placements. It enables users to seamlessly gather and compare quotes across various property and casualty lines, leveraging both instant and email quoting options. This integrated approach enhances efficiency, allowing brokers to create compelling proposals more quickly, which ultimately increases their close and renewal rates. By organizing placement information and communications in one centralized platform, Relay aids insurance professionals in navigating the complex landscape of insurance transactions.
Convr Inc. is a data science company based in Schaumburg, Illinois, that specializes in transforming commercial property and casualty insurance through its advanced underwriting platform. Founded in 2015 and originally known as DataCubes Inc., Convr provides a comprehensive suite of tools designed to enhance the underwriting process by leveraging artificial intelligence and data analysis. The platform features capabilities such as an efficient data ingestion engine, a universal data catalog, and robust data management and security tools. Convr's solutions streamline various underwriting tasks, including digitizing submission paperwork, providing insights on risks, and facilitating quick responses to underwriting inquiries. This enables commercial insurers to achieve significant operational improvements, including increased straight-through processing rates and reduced research time for underwriters. Convr serves a diverse range of commercial carriers, including many of the leading names in the industry, helping them create a modern and efficient underwriting experience that enhances customer satisfaction and brand value.
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.
Transit Insurance Services
Acquisition in 2019
Transit Insurance Services, Inc. is a property and casualty insurance broker based in Ontario, California, founded in 1982. The company specializes in providing comprehensive insurance solutions tailored for trucking fleets across the Western United States. Its offerings include auto liability, physical damage, motor truck cargo, workers compensation, occupational accident, general liability, and property insurance. As of August 1, 2019, Transit Insurance Services operates as a subsidiary of NFP Corp, enhancing its capacity to deliver specialized insurance brokerage services to its clients in the transportation sector.
Hound Labs
Series D in 2019
Hound Labs, Inc. is an innovative company founded in 2014 and based in Oakland, California, specializing in advanced breath testing technologies. Its flagship product, the HOUND® CANNABIS BREATHALYZER, is designed to detect and measure the presence of tetrahydrocannabinol (THC) in breath, providing a practical solution for employers to ascertain recent cannabis use. This technology features the shortest detection window in the cannabis testing industry, allowing for the identification of active THC molecules. By focusing on workplace safety, Hound Labs enables businesses to implement policies that prohibit cannabis use during work hours while respecting employees' rights to use the substance outside of work. The company aims to address the challenges posed by increasing cannabis legalization, offering an objective method for employers to manage safety and productivity in the workplace.
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.
GCG Risk Management
Acquisition in 2019
GCG Risk Management, Inc. is a New York-based company that specializes in providing workers’ compensation management services for employers. The firm offers expertise in various areas including workers’ compensation insurance, claims management, legal aspects, and workplace health and safety. By integrating these services, GCG Risk Management provides clients with comprehensive resources to address the complexities associated with workers’ compensation coverage. As of May 2019, the company operates as a subsidiary of NFP Corp.
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.
ShawHankins
Acquisition in 2019
ShawHankins is a Georgia-based group benefits brokerage that focuses on delivering consultative services in employee benefits, medical coverage, and wellness programs. The company caters to a diverse clientele, including both private and public sector organizations such as city and county governments and school systems. By emphasizing tailored solutions, ShawHankins aims to address the unique needs of its clients in the realm of employee benefits and related services.
Indio Technologies
Series B in 2019
Indio Technologies, Inc. is a cloud-based software company that streamlines the insurance application and renewal process for brokers and their clients. Founded in 2015 and based in San Francisco, California, the company offers a platform that features a library of over 5,000 digitally enhanced insurance forms, an e-signature solution, and secure document sharing capabilities. This technology allows brokers to quickly create insurer-ready online applications and convert existing data from Excel into interactive workbooks. By providing real-time alerts when clients engage with the platform, Indio Technologies enhances the efficiency of the insurance process, enabling brokers to focus on growing their business while reducing time spent on operational tasks. The company serves a diverse range of brokers, helping them cater to more than 300,000 business clients while ensuring a seamless and efficient experience. Indio Technologies operates as a subsidiary of Applied Systems, Inc. since early 2020.
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.
altumAI futureWork
Pre Seed Round in 2019
altumAI futureWork is a smartphone application that transforms how businesses manage safety and stop injuries via the use of data and AI. The linked risk platform is an open platform that collects and analyzes data to identify and forecast worker risk and maintain worker safety and health. They help businesses lower the cost and frequency of injuries, assure compliance, and increase productivity by leveraging numerous data sources and a sophisticated platform that uses Sam, the safety bot, to give the appropriate information to the right worker at the right time. We employ data, machine learning, and AI to decrease and avoid worker risk and improve occupational health and safety.
401kplans.com
Seed Round in 2018
401kplans.com is a digital marketplace focused on improving the efficiency and transparency of small plan retirement distributions. Recognizing the challenges posed by a changing regulatory environment and competitive pressures, the company leverages technology to enhance the retirement plan industry, which has lagged behind in adopting digital solutions. Its platform facilitates the due diligence process by providing consistent and accurate information on plan pricing, services, and investments. By offering real-time data on retirement plan activities, 401kplans.com enables financial advisors and third-party administrators to streamline transactions, ultimately supporting the business models of providers and investment managers. The company aims to foster collaboration within the industry to drive meaningful change in retirement distribution.
Benefit Administration Group
Acquisition in 2018
Benefit Administration Group (BAG) is a specialized provider of employee benefit brokerage services based in Louisiana. The company offers a comprehensive range of solutions to both individual and employer clients, focusing on the analysis, design, communication, and delivery of tailored employee benefit packages. In addition to its brokerage services, BAG provides HR support services that are integrated with advanced technology to enhance client experience. The firm also offers consulting services to help clients assess and optimize their existing benefit plans, ensuring that they meet the diverse needs of their workforce. With a commitment to innovation and client support, BAG aims to deliver effective benefit solutions that align with the goals of employers and the needs of employees.
Convr
Convertible Note in 2018
Convr Inc. is a data science company based in Schaumburg, Illinois, that specializes in transforming commercial property and casualty insurance through its advanced underwriting platform. Founded in 2015 and originally known as DataCubes Inc., Convr provides a comprehensive suite of tools designed to enhance the underwriting process by leveraging artificial intelligence and data analysis. The platform features capabilities such as an efficient data ingestion engine, a universal data catalog, and robust data management and security tools. Convr's solutions streamline various underwriting tasks, including digitizing submission paperwork, providing insights on risks, and facilitating quick responses to underwriting inquiries. This enables commercial insurers to achieve significant operational improvements, including increased straight-through processing rates and reduced research time for underwriters. Convr serves a diverse range of commercial carriers, including many of the leading names in the industry, helping them create a modern and efficient underwriting experience that enhances customer satisfaction and brand value.
Quip NYC, Inc., operating as quip, is an oral healthcare company based in Brooklyn, New York, founded in 2014. The company designs, manufactures, and sells a range of oral care products, including electric toothbrushes, toothpastes, refillable floss pick and string, as well as various supplies such as toothbrush heads and travel covers. Quip is notable for being a pioneer in the direct-to-consumer oral care subscription model, providing customers with fresh supplies delivered every three months. In addition to its product offerings, quip also delivers oral care advice and is developing a technology platform to connect users with a network of dental professionals. Through its online platform, quip aims to make oral health simpler, more accessible, and enjoyable for consumers.
Nubundle
Seed Round in 2018
Nubundle Inc. is a Chicago-based company specializing in holistic family planning and fertility services. It operates a platform that connects individuals and employers to a network of experienced fertility experts, offering services designed to enhance clarity, confidence, and affordability in fertility care. Nubundle provides access to a family planning concierge, preferred pricing at clinics and pharmacies, and just-in-time financing options. By redefining employer-employee relationships through comprehensive benefits, the company aims to make family planning and fertility services more accessible and affordable for employees across various organizations.
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.
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.
Wellth is a digital health company based in New York that operates a mobile application aimed at improving treatment adherence among individuals with chronic conditions. The platform leverages principles from behavioral economics to address the unique challenges faced by these patients in establishing healthy habits and managing their diseases. By offering targeted incentive plans, reminders, and valuable information, Wellth encourages consumers to take proactive steps toward their health, thus reducing overall healthcare costs. The application's design fosters motivation and behavior change, as it is supported by evidence from randomized controlled trials demonstrating its effectiveness. Wellth's approach has been validated by health plans and providers, resulting in improved medication adherence, reduced hospital readmissions, and better health outcomes for users.
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.
Benefits Network
Acquisition in 2017
Benefits Network is a provider of healthcare reform, compliance, employee benefits, and business insurance solutions.
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.
Hole-in-One U.S.A.
Acquisition in 2017
Hole-in-One U.S.A. specializes in providing hole-in-one insurance for golf tournaments, catering to a variety of clients including companies, charities, and golf courses. Founded in 1991 and headquartered in Reno, Nevada, the company not only offers insurance coverage for premier golf events but also supplies promotional materials such as sponsor signs and tee signs. Additionally, it covers contests and shootouts as part of its comprehensive golf tournament services. As of March 2017, Hole-in-One U.S.A. operates as a subsidiary of NFP Corp, enhancing its capacity to deliver tailored marketing and insurance solutions within the golfing community.
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.
McLaughlin & Smoak
Acquisition in 2017
McLaughlin & Smoak LLC is a full-service employee benefits brokerage firm founded in 2005 and located in Mount Pleasant, South Carolina. The company specializes in the customization and implementation of employee benefits strategies for large employers. It offers a comprehensive range of services, including wellness programs and HR consulting, aimed at addressing the healthcare and compliance needs of individuals, families, and organizations. As a subsidiary of NFP Corp, McLaughlin & Smoak operates independently while providing tailored solutions to ensure effective benefits management for its clients.
Midwest
Acquisition in 2017
Midwest is a pharmacy benefit management consulting firm that specializes in reducing healthcare and pharmacy costs for a diverse range of clients, including employers, health plans, and self-funded groups. The company employs a coalition approach, allowing clients to access benefit options typically available only to larger entities. Through its partnerships with major national pharmacy benefit managers and the provision of prescription assistance cards, Midwest offers customized consultative services designed to optimize the management of pharmacy benefit programs. This approach enables clients to receive tailored solutions that address their specific needs and improve overall healthcare outcomes.
Mattecheck & Associates
Acquisition in 2017
Mattecheck & Associates, established in 1985, is a full-service employee benefits firm that specializes in providing tailored insurance plans to meet the unique needs of its clients. The company focuses on understanding the specific requirements and concerns of current and prospective clients to develop customized employee benefit solutions. Mattecheck & Associates emphasizes a personal approach to service, ensuring high-quality support for both organizations and their employees. The firm also offers tools and resources that facilitate confidential discussions, allowing employees to address their benefits-related inquiries with knowledgeable representatives. Through its commitment to listening and adapting to client needs, Mattecheck & Associates aims to deliver effective employee benefit plans that align with organizational goals.
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.
City Securities Corp.
Acquisition in 2017
City Securities Corp. is the oldest and largest independent, full-service investment firm based in Indiana, and among the oldest in the Midwest. Renowned for its expertise in municipal bonds, the firm has financed a significant number of projects for schools and communities across Indiana, making it a key player in the state's development. Its extensive experience and commitment to public finance have established City Securities as a trusted partner in supporting the growth and infrastructure of Indiana.
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.
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.
First West Brokerage Services, Inc. (First West)
Acquisition in 2016
First West is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management. The firm is based in Orem, UT, with a second office in Salt Lake City.
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.