NFP

NFP Corp., established in 1998 and headquartered in New York, is a leading insurance broker and consultant. It operates through 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 financial advisors. NFP's expertise spans employee benefits, property and casualty, retirement, and wealth management, serving middle-market companies, advisors, and high-net-worth individuals. Additionally, NFP Ventures, founded in 2018, is a venture capital firm investing in early-stage companies in fintech, insurtech, digital health, and benefits sectors, leveraging NFP's distribution and human capital to accelerate growth.

Joe Carpenter

President of Executive Benefits

Shawn Ellis

Managing Director

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.

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.

SDN Insurance Agency

Acquisition in 2024
SDN Insurance Agency operates as a comprehensive insurance provider, specializing in personal, commercial, and program insurance solutions. The agency caters to a diverse clientele by offering a wide range of products, including acupuncturist and chiropractor insurance, commercial insurance, dance studio insurance, hospital and physician insurance, as well as employee benefits and life insurance. Additionally, SDN Insurance Agency provides retirement savings plans, mutual funds, annuities, and student health plans, facilitating clients in addressing their various insurance needs and challenges effectively.

CoverTree

Seed Round in 2022
CoverTree is an insurance technology company that specializes in providing digital insurance solutions for residents of manufactured homes. Headquartered in Detroit, Michigan, the company aims to enhance access to manufactured home insurance through digital distribution, automated underwriting, and data-driven pricing. CoverTree's insurance products are currently available in several states, including Arizona, Indiana, Michigan, New Mexico, Ohio, Illinois, and Tennessee. By focusing on specialty personal lines of insurance, CoverTree seeks to offer clients improved and tailored insurance options for their unique housing needs.

ReSure Corporate Brokers

Acquisition in 2022
ReSure Corporate Brokers is a specialist commercial insurance broker based in Malahide, Ireland. The company focuses on providing corporate general insurance and related services, with expertise in sectors such as Restructuring, Recycling, Real Estate, Construction, Domiciliary Homecare, and Financial Lines. By targeting these specific niches, ReSure has successfully exceeded its growth objectives. The firm offers a range of insurance products, including property insurance and waste management and recycling insurance, along with advisory services aimed at helping clients navigate potential future uncertainties.

FindMyBenefits

Acquisition in 2021
FindMyBenefits is an employee benefits broker located in Cleveland, Ohio, specializing in providing comprehensive employee benefit services to small and middle-market employer groups. The company offers a range of insurance options, including medical, life, disability, dental, and vision insurance. By enabling employers and their employees to evaluate and select suitable benefit offerings, FindMyBenefits ensures access to essential plan data, required healthcare reform documents, and information from various insurance carriers. This approach supports informed decision-making regarding employee benefits.

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.

Ogilvy Insurance

Acquisition in 2020
Ogilvy Insurance Inc. is a multidisciplinary insurance brokerage based in Westmount, Canada, with additional offices in Toronto and Oakville. Founded in 1924, the company specializes in providing a comprehensive range of insurance services, including commercial and personal lines property and casualty insurance, group benefits and pensions, as well as life insurance and investment solutions. As of late 2020, Ogilvy Insurance operates as a subsidiary of NFP Corp., focusing on delivering tailored insurance information and advice to help clients make informed 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., incorporated in 2010 and located in Austin, Texas, specializes in insurance brokerage services with a focus on property and casualty insurance as well as group benefits. The company offers a diverse range of options tailored to both personal and business insurance needs. By comparing plans from various carriers, McKinley & DiMarco helps clients identify the best coverage to ensure adequate protection and value. Since July 2020, it has operated as a subsidiary of NFP Corp.

Ernest R. Shaw

Acquisition in 2020
Ernest R Shaw Limited is a financial advisory and insurance brokerage firm based in London, United Kingdom. Founded in 1964, the company provides a range of financial advisory services to both individuals and businesses, including personal financial planning, tax planning, and advice on restructuring financial arrangements. In addition to these services, Ernest R Shaw specializes in employee benefit packages, which encompass pensions, risk benefits, sick pay, private health care, and voluntary schemes. The firm also offers pre-retirement counseling to assist clients in preparing for their future. As an independent broker, it caters to both the commercial and private sectors, providing property and casualty insurance, commercial combined business insurance, computer insurance, and cyber liability insurance. As of September 1, 2020, Ernest R Shaw operates as a subsidiary of NFP Corp.

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, EFG&M serves employers in central Texas by offering long-term benefits solutions. The firm focuses on helping businesses achieve their goals while enhancing the well-being of their employees, all within budgetary constraints.

Santa Maria & Company

Acquisition in 2020
Santa Maria & Company is an insurance brokerage and risk management consultancy based in Walnut Creek, California. Founded in 2000, the company specializes in providing a range of services, including claims consulting, general and professional liability, property insurance, and safety and loss control. With a focus on property and casualty brokerage, Santa Maria & Company supports clients across Northern California, assisting them in protecting their assets and employees. As of August 2020, the company operates as a subsidiary of NFP Corp.

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 and middle-market clients. Established in 1994, the company aims to help businesses attract and retain talented employees through tailored benefit packages. As of December 2019, Progressive Benefits Agency operates as a subsidiary of NFP Corp, enhancing its ability to serve a diverse clientele seeking effective employee benefits strategies.

The DeChristopher Group

Acquisition in 2019
The DeChristopher Group, based in Vienna, Virginia, operates as a strategic employee benefits broker and consulting firm, primarily serving small and mid-market employers. The firm specializes in providing comprehensive benefits packages, including employee benefits strategy, design and implementation, risk management, and cost control. Additionally, DeChristopher Group offers employee benefits administration technology solutions and regulatory compliance advisory services. Their consulting expertise extends to a wide range of human resource services, which can be tailored for one-time projects or ongoing support. Since November 2019, the DeChristopher Group has been a subsidiary of NFP Corp.

Transit Insurance Services

Acquisition in 2019
Transit Insurance Services, Inc., founded in 1982 and based in Ontario, California, is a property and casualty insurance broker specializing in providing coverage to trucking fleets throughout the Western United States. As a subsidiary of NFP Corp since August 2019, the company offers a comprehensive range of insurance products, including auto liability, physical damage, motor truck cargo, workers compensation, occupational accident, general liability, and property insurance. This diverse portfolio positions Transit Insurance Services as a key player in the insurance market, catering specifically to the needs of the transportation industry.

Independent Bankers Insurance Services

Acquisition in 2019
Independent Bankers Insurance Services, Inc., based in Tempe, Arizona, specializes in providing management liability coverage tailored for community banks. As a subsidiary of NFP Corp since June 1, 2019, the company is recognized as an industry expert in this niche market. Their offerings include Directors and Officers (D&O) coverage, bond insurance, property insurance, and insurance review services, along with broker assistance to ensure comprehensive risk management solutions for their clients.

Outdoor Insurance Group

Acquisition in 2019
Outdoor Insurance Group, Inc. is an insurance broker based in Louisville, Colorado, specializing in providing coverage for outdoor recreational businesses. The company caters to a diverse clientele, including campgrounds, consulting foresters, recreational vehicle parks, hunt clubs and leases, and destination resorts. As a subsidiary of NFP Corp, Outdoor Insurance Group offers a range of specialty insurance products tailored to the unique needs of professionals in the outdoor recreation industry, ensuring that they have the necessary protection for their operations.

ShawHankins

Acquisition in 2019
ShawHankins is a Georgia-based group benefits brokerage that offers consultative services in employee benefits, medical coverage, and wellness programs. The firm caters to a diverse clientele, including both private and public sector organizations such as city and county governments and school systems. By focusing on tailored solutions, ShawHankins aims to meet the specific needs of its clients in managing their employee benefit programs effectively.

Indio Technologies

Series B in 2019
Indio Technologies, Inc. operates a cloud-based software platform designed to streamline the insurance application and renewal process for brokers and their clients. Founded in 2015 and based in San Francisco, California, the company's platform features over 5,000 digitally enhanced insurance forms, a comprehensive e-signature solution, and secure document sharing capabilities. This allows brokers to efficiently manage applications by uploading existing data and transforming it into interactive online workbooks. The platform alerts brokers when clients engage with the application process, thereby improving communication and efficiency. Indio Technologies serves a diverse range of brokers, facilitating the servicing of more than 300,000 business clients. The company aims to enhance workflows, reduce operational redundancies, and ultimately help brokers win more business while saving time and resources. Indio Technologies became a subsidiary of Applied Systems, Inc. in 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 consulting firm that specializes in employee benefits and individual insurance services. Based in Louisiana, the company offers brokerage services to employers and works closely with both individual and employer clients. BAG's expertise lies in analyzing, designing, communicating, and delivering customized employee benefit packages, as well as providing comprehensive HR support services. The firm integrates technology to enhance these offerings and also provides consulting to help clients optimize their existing benefit plans. With a team of experienced professionals, BAG focuses on delivering innovative solutions tailored to meet the unique needs of its clients.

Cambridge Consulting Group

Acquisition in 2018
Cambridge Consulting Group, LLC is a full-service insurance and financial consulting firm based in Royal Oak, Michigan. Established in 1985, the company specializes in a wide range of services, including risk management, employee benefits consulting, and wealth strategies. Its offerings encompass the design and administration of various employee benefit plans such as health, dental, vision, and life insurance, along with short and long-term disability coverage and voluntary benefits. Additionally, Cambridge Consulting Group provides estate planning, asset management, retirement strategy design, and business succession planning. The firm serves a diverse clientele that includes families, high-net-worth individuals, corporations, and businesses, aiming to develop customized solutions to protect their financial futures. Cambridge Consulting Group was previously known as Cambridge Financial Services, Inc. and rebranded in 2007. It currently operates as a subsidiary of NFP Corp.

Tomorrow Ideas

Convertible Note in 2018
Tomorrow Ideas, Inc. specializes in developing an application aimed at safeguarding families' financial futures. The app offers a range of features, including tools for creating a last will and testament, establishing a revocable living trust, and setting up guardianship for children and pets. Additionally, it includes calculators for net worth and life insurance, a comparison of term life insurance options, and provides a complimentary insurance policy. The application is accessible on both iOS and Android platforms. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas is committed to helping families navigate important financial decisions.

BHJ Insurance

Acquisition in 2017
BHJ Insurance specializes in providing benefits solutions tailored for small group employers and the individual health care market. The company focuses on delivering effective risk management and insurance solutions, including business, personal, and group benefits insurance. In addition to its insurance offerings, BHJ Insurance provides advisory services, guiding clients in selecting the most appropriate insurance policies to meet their specific needs. Through education and personalized support, BHJ Insurance aims to navigate the complexities of insurance for its clients, ensuring they make informed decisions.

McCullough Insurance Agency

Acquisition in 2017
McCullough Insurance Agency Inc., founded in 1919 and based in Flagstaff, Arizona, operates as a comprehensive insurance agency offering a wide range of personal and business insurance products. Personal insurance options include auto, homeowners, boat, classic automobile, manufactured/mobile homes, motorcycles, recreational vehicles, and umbrella policies. For businesses, the agency provides general liability, business auto, property, inland marine, and workers' compensation insurance. McCullough Insurance Agency is committed to delivering expert insurance advice and competitive coverage tailored to the needs of its clients, ensuring efficient claims assistance to facilitate quick recovery from losses. As of May 2017, the agency is a subsidiary of NFP Corp.

Hole-in-One U.S.A.

Acquisition in 2017
Hole-in-One U.S.A., founded in 1991 and based in Reno, Nevada, specializes in providing hole-in-one insurance for golf tournaments across the United States. The company offers a range of services that include sponsor signs, tee signs, and coverage for contests and shootouts, catering to various events such as corporate outings, charity functions, and golf course tournaments. Operating as a subsidiary of NFP Corp, Hole-in-One U.S.A. also functions as a risk purchasing group, providing prize indemnity products designed to enhance the promotional aspects of golf events.

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. is an insurance agency based in Benton, Arkansas, that has been serving the local community since its founding in 1960. The agency offers a range of insurance services tailored to meet the needs of individuals, families, and businesses. Its offerings include commercial insurance, home insurance, auto insurance, group health insurance, and life insurance. As of February 1, 2017, the agency operates as a subsidiary of NFP Corp, enhancing its capacity to provide comprehensive insurance solutions.

Mattecheck & Associates

Acquisition in 2017
Mattecheck & Associates, established in 1985, is a full-service employee benefits firm that specializes in providing tailored insurance solutions for businesses. Initially focusing on group insurance, the company has since expanded its offerings to include a comprehensive range of employee benefits advisory and consultancy services. Mattecheck & Associates prioritizes understanding the unique needs and concerns of its clients, which allows them to design optimal benefit plans that align with organizational goals. The firm also emphasizes personal service, ensuring that clients and their employees have the necessary tools and support for their day-to-day activities. Additionally, Mattecheck & Associates offers a confidential platform for employees to engage with service representatives, maintaining privacy in their discussions regarding benefits.

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, specializing in a wide array of insurance products and risk management services. Established in 2005, the company caters to both large corporate clients and small to medium-sized businesses. Its offerings include business interruption risk management, commercial and industrial insurance, property and construction insurance, and various liability coverages such as directors and officers personal liability, employers liability, and professional indemnity insurance. Additionally, Linkfield provides motor fleet, motor trade, self-drive hire, and accident management insurance. The company operates as a subsidiary of NFP Corp.

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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