Tag: Mergers & Acquisitions

ERA Secures $150M Funding to Expand Insurance Agency Acquisitions

Enterprise Risk Associates obtains $150 million from Macquarie Capital to accelerate acquisitions of independent insurance agencies across multiple U.S. regions, enhancing brokerage industry consolidation and growth.

HPN Holdings and Orange Auto Insurance Merge to Advance AI in Nonstandard Auto Insurance

HPN Holdings merges with Orange Auto Insurance to leverage AI technology in the nonstandard auto insurance market, focusing on Florida's regulatory reforms and market growth opportunities.

Jefferies to Acquire Stake in Hildene; Morgan Stanley Upgrades Rating

Jefferies Financial Group to acquire 50% stake in credit asset manager Hildene Capital, expects $75M pretax gain by Q3 2026. Morgan Stanley upgrades rating on capital market rebound prospects.

Baldwin Group Clarifies Strategy Post-Merger with CAC Group

Baldwin Group, after merging with CAC Group, emphasizes a non-serial acquisition strategy, focusing on stability and integration in the insurance brokerage market.

Skyward Specialty Clears Regulatory and Shareholder Approvals for Apollo Acquisition

Skyward Specialty secures regulatory and shareholder approvals for its acquisition of Apollo Group, advancing consolidation in specialty insurance markets.

Navacord and Acera to Merge as Canada's Largest Private Insurance Brokerage

Navacord Corporation and Acera Insurance Services are merging to become Canada's largest privately held insurance brokerage, expected to close in early 2026.

Baldwin Group’s $1B Merger with CAC Accelerates Specialty Insurance Brokerage Growth

The Baldwin Group's $1 billion merger with CAC advances its goal to become a top-10 global insurance broker, enhancing specialty capabilities and accelerating growth.

Trucordia Expands National Footprint with Acquisition of Global Financial & Insurance Services

Trucordia acquires Global Financial & Insurance Services to enhance national insurance brokerage capabilities and expand risk management and financial services offerings.

US Insurance Market Sees Strategic Acquisitions and Lloyd's Syndicate Approval

World Insurance Associates and Trucordia expand via acquisitions; Lloyd's approves new Ariel Re Syndicate for 2026; UK consumers seek more female board members in insurance sector.

Largest Majority Colleague-Owned Public Insurance Broker Merger Set for Q1 2026

A $1.026B merger will form the largest majority colleague-owned publicly traded insurance broker in the U.S., driving EPS growth and deleveraging through 2028.