NFP Corp.

NFP Corp. is a New York-based insurance broker, consultant, and wealth management company. It operates in two segments: Insurance Brokerage and Consulting, offering corporate benefits, retirement, property and casualty, and individual insurance solutions; and Advisor Services, providing independent broker/dealer and registered investment advisory services to independent financial professionals. Through licensed subsidiaries and affiliates, the company supports risk management, retirement planning, and wealth management for its clients. Founded in 1998, NFP Corp. is a subsidiary of NFP Intermediate Holdings.

Joe Carpenter

President of Executive Benefits

Michael Goldman

Executive Vice President and COO

Marc Lajoie

Senior Vice President, Group Benefits - NFP Canada

Dan Salomon

Senior Vice President, M&A Integration

Past deals in Insurance Brokers

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.

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.

Presidio Insurance Solutions

Acquisition in 2023
Presidio Financial Services operates as an independent insurance brokerage focused on providing comprehensive insurance solutions for healthcare professionals, including doctors and physicians. The firm specializes in various coverage options, such as medical malpractice insurance, business liability insurance, and workers' compensation. Its services encompass business owner's policies, which include general liability, business income, and commercial property insurance, covering buildings, equipment, inventory, and office furnishings. Additionally, Presidio Financial Services offers specialized coverage like employment practices liability and cyber liability, ensuring that healthcare professionals have the necessary protection against potential risks in their operations.

CoverTree

Seed Round in 2022
CoverTree is an insurance technology firm delivering digital insurance services for manufactured home residents. It specializes in digital distribution, automated underwriting, and data-driven pricing to support specialty personal lines of insurance for manufactured homes. Its product is available in multiple states including Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, and Tennessee. The company is headquartered in Detroit, Michigan.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Independent Bankers Insurance Services

Acquisition in 2019
Independent Bankers Insurance Services, Inc. is a Tempe, Arizona-based firm specializing in management liability coverage for community banks. Recognized as industry experts, the company offers a range of services including Directors and Officers (D&O) coverage, bond insurance, property insurance, insurance reviews, and broker assistance. Since becoming a subsidiary of NFP Corp in June 2019, Independent Bankers Insurance Services has continued to focus on delivering tailored insurance solutions to meet the unique needs of its banking clients.

McLean Hallmark Insurance Group

Acquisition in 2019
McLean Hallmark Insurance Group Ltd. is an insurance brokerage and advisory firm based in Toronto, Canada, specializing in a wide array of insurance solutions. Founded in 1975 and formerly known as Moore-McLean Insurance Group Ltd., the company provides services in business, personal, group home and auto insurance, as well as surety bonding, marine cargo, and professional liability insurance. It also focuses on unique property and casualty solutions tailored to sectors such as trucking, car dealerships, and moving and storage. In addition to traditional insurance offerings, McLean Hallmark provides alternative risk financing, contract analysis, disaster planning, loss control, and risk management services. The firm assists clients with cash flow solutions for financing insurance contract expenses and offers comprehensive claims management services. As of July 2019, McLean Hallmark operates as a subsidiary of NFP Corp.

Outdoor Insurance Group

Acquisition in 2019
Outdoor Insurance Group, Inc. is an insurance broker based in Louisville, Colorado, specializing in providing tailored insurance solutions for outdoor recreational businesses. The company serves a diverse range of clients, including campgrounds, consulting foresters, recreational vehicle parks, hunt clubs, and destination resorts. As a subsidiary of NFP Corp, Outdoor Insurance Group focuses on delivering specialized coverage that addresses the unique needs of the outdoor recreational sector, including areas such as hunting and firearms instruction, commercial property, and outfitters. Through its dedicated approach, the company aims to provide comprehensive insurance protection that meets the specific requirements of its clients.

Excel Bonds & Insurance Services

Acquisition in 2019
Excel Bonds & Insurance Services, Inc. is a commercial insurance and surety bond brokerage based in Sacramento, California, established in 1995. The company caters to a wide range of clients, focusing primarily on middle-market and large-scale firms across various sectors, including waste management, construction, real estate, and manufacturing, throughout the United States and Canada. Excel Bonds & Insurance Services is recognized for its diverse client portfolio and specializes in providing tailored insurance solutions to meet the unique needs of its clientele. As of June 2019, it operates as a subsidiary of NFP Corp.

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.

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.

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.

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.

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.

Ameribonds Surety

Acquisition in 2012
Ameribonds Surety is a Scottsdale, Arizona-based agency that specializes in providing surety bonds and insurance brokerage services. The company offers a range of financial products, including surety and fidelity bonds, and caters to various sectors by serving contractors, auctioneers, and insurance agent brokers. Additionally, Ameribonds Surety provides services related to insurance claims adjusting, addressing the diverse needs of its clients in the insurance sector.
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