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Insurance business acquisitions

Across our public data, Insurance has 25 SBA 7(a) change-of-ownership loan approvals totaling about $43.6M across 6 aggregated data cards (SBA 7(a) FOIA data, as of 2026-06-30); 22 publicly announced deals (latest 2026-01-01); 2 buyers whose public criteria mention this industry. The most active states are Arkansas (1), California (1).

About the SBA figures: SBA 7(a) FOIA data, as of 2026-06-30. These are SBA loan approvals for changes of ownership, not completed deals. Counts and rounded totals only; no borrower, lender or individual loan details. SearcherWire is not affiliated with or endorsed by the U.S. Small Business Administration. Corrections
SBA loan-approval data

7 SBA loan approvals: Finance and Insurance in the South U.S. region

Insurance · 7 approvals · ~$8.4M total · South · Q2 2026

7 SBA 7(a) loan approvals for changes of ownership at businesses in finance and insurance in the South region, Q2 2026, totaling about $8.4M.

SBA 7(a) FOIA data, as of 2026-06-30 · data.sba.gov · Loan approvals, not completed deals · Not affiliated with the SBA · Corrections

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SBA loan-approval data

5 SBA loan approvals: Finance and Insurance in the South U.S. region

Insurance · 5 approvals · ~$9.9M total · South · Q1 2026

5 SBA 7(a) loan approvals for changes of ownership at businesses in finance and insurance in the South region, Q1 2026, totaling about $9.9M.

SBA 7(a) FOIA data, as of 2026-06-30 · data.sba.gov · Loan approvals, not completed deals · Not affiliated with the SBA · Corrections

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SBA loan-approval data

4 SBA loan approvals: Finance and Insurance (other sub-industries) in the West U.S. region

Insurance · 4 approvals · ~$4.6M total · West · H1 2026

4 SBA 7(a) loan approvals for changes of ownership at other businesses in finance and insurance in the West region, H1 2026, totaling about $4.6M.

SBA 7(a) FOIA data, as of 2026-06-30 · data.sba.gov · Loan approvals, not completed deals · Not affiliated with the SBA · Corrections

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SBA loan-approval data

3 SBA loan approvals: Agencies, Brokerages, and Other Insurance Related Activities in California

Insurance · 3 approvals · ~$7.8M total · California · Q2 2026

3 SBA 7(a) loan approvals for changes of ownership at businesses in agencies, brokerages, and other insurance related activities in California, Q2 2026, totaling about $7.8M.

SBA 7(a) FOIA data, as of 2026-06-30 · data.sba.gov · Loan approvals, not completed deals · Not affiliated with the SBA · Corrections

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SBA loan-approval data

3 SBA loan approvals: Finance and Insurance in the Midwest U.S. region

Insurance · 3 approvals · ~$6.3M total · Midwest · Q2 2026

3 SBA 7(a) loan approvals for changes of ownership at businesses in finance and insurance in the Midwest region, Q2 2026, totaling about $6.3M.

SBA 7(a) FOIA data, as of 2026-06-30 · data.sba.gov · Loan approvals, not completed deals · Not affiliated with the SBA · Corrections

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SBA loan-approval data

3 SBA loan approvals: Finance and Insurance in the Midwest U.S. region

Insurance · 3 approvals · ~$6.6M total · Midwest · Q1 2026

3 SBA 7(a) loan approvals for changes of ownership at businesses in finance and insurance in the Midwest region, Q1 2026, totaling about $6.6M.

SBA 7(a) FOIA data, as of 2026-06-30 · data.sba.gov · Loan approvals, not completed deals · Not affiliated with the SBA · Corrections

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Deal

VSS Capital Partners acquired Hausch & Company

Insurance · Announced 2026-01-01

Provider of outsourced insurance services, specializing in third-party administration.

Source: vss.com/portfolio

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Deal

Silverview Credit Partners exited insurance technology provider

Insurance · Announced 2025-03-25

Senior secured credit facility for a claims management technology provider.

Source: silverview.com/news

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Deal

NexPhase Capital acquired Insurance Systems Inc.

Insurance · Core · <$50M EV · Announced 2024-06-06

NexPhase Capital announces investment in Insurance Systems Inc.

Source: nexphase.com/news/

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Deal

NexPhase Capital acquired Insurance Systems

Insurance · Core · <$50M EV · Announced 2024-05-01

Software solutions for the Property & Casualty insurance industry.

Source: nexphase.com/portfolio/

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Deal

Weatherford Capital exited Coterie

Insurance · Core · <$50M EV · Announced 2024-03-19

Secured $27M in growth capital funding for insurtech MGA.

Source: weatherfordcapital.com/press-releases

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Deal

Brydon Group acquired Bay Road Insurance Partners

Insurance · Core · <$50M EV · Announced 2024

Retail insurance agency platform serving individuals and small businesses in the Southeast.

Source: brydon.com/portfolio

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Deal

Weatherford Capital exited Coterie Insurance

Insurance · Core · <$50M EV · Announced 2021-10-26

Raised $50M in Series B funding for small business insurance.

Source: weatherfordcapital.com/press-releases

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Deal

NexPhase Capital acquired Selerix

Insurance · Core · <$50M EV · Announced 2021-08-01

Benefits administration solutions for employee benefits.

Source: nexphase.com/portfolio/

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Deal

Aurora Capital Partners added Insurance Technologies Corporation (ITC)

Insurance · Announced 2021-01-06

Clearlake Capital and Aurora Capital-backed Zywave acquired Insurance Technologies Corporation (ITC).

Source: auroracap.com/News

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Deal

Aurora Capital Partners added Insurance Technologies Corporation (ITC)

Insurance · Announced 2020-11-24

Clearlake Capital and Aurora Capital-backed Zywave acquired Insurance Technologies Corporation (ITC).

Source: auroracap.com/News

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Deal

Aurora Capital Partners added Advisen

Insurance · Announced 2020-11-17

Clearlake Capital acquired Zywave and announced the acquisition of Advisen.

Source: auroracap.com/News

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Deal

NexPhase Capital exited Insurance Technologies

Insurance · Core · <$50M EV · Announced 2020-10-01

NexPhase Capital announces sale of Insurance Technologies.

Source: nexphase.com/news/

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Deal

Centerfield Capital Partners acquired California Medical Evaluators

Insurance · Announced 2017

Provides medical examination and expert services for legal and insurance industries.

Source: centerfieldcapital.com/portfolio/

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Deal

Reynolda Equity Partners acquired Quick Med Claims

Insurance · Core · <$50M EV · Announced 2015

Investment in medical transportation billing services.

Source: reynoldaequity.com/portfolio/

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Deal

Roebling Capital Partners acquired All Claims Repairs, Inc.

Insurance · Core · <$50M EV · Announced

Insurance restoration services and consulting firm.

Source: roeblingcp.com/portfolio-previous/

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Deal

Roebling Capital Partners acquired All Claims Repairs and & Consulting

Insurance · Core · <$50M EV · Announced

Expansion through acquisition for an insurance restoration services firm.

Source: roeblingcp.com/news/

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Deal

WestView Capital Partners acquired Aptarro

Insurance · Core · <$50M EV · Announced

RCM SaaS for claims, coding, and billing compliance.

Source: wvcapital.com/portfolio

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Deal

WestView Capital Partners acquired Benefits All In

Insurance · Core · <$50M EV · Announced

Employee healthcare benefit navigation and risk management.

Source: wvcapital.com/portfolio

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Deal

WestView Capital Partners acquired eSolutions

Insurance · Core · <$50M EV · Announced

RCM SaaS for automated claims workflow and analytics.

Source: wvcapital.com/portfolio

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Deal

Weatherford Capital acquired Bishop Street Underwriters

Insurance · Core · <$50M EV · Announced

Source: weatherfordcapital.com/investment/portfolio

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Deal

Housatonic Partners exited EOI Service Company

Insurance · Announced

Source: housatonicpartners.com/companies/

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Deal

Pamlico Capital invested in CalcFocus

Insurance · Core · <$50M EV · Announced

Source: pamlicocapital.com/portfolio?status=active&page=1

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Buyer looking for

Taconic Ridge Partners is looking for insurance & asset-management services (TPAs, fund admin, valuation, TAMPs)

Insurance · EBITDA $1M+ · Northeast, Mid-Atlantic, Southeast, Midwest · Checked on own site 2026-10-18

A search fund formed to buy one company serving carriers, agencies, MGAs, RIAs, and asset managers.

Source: taconic-ridge.com/Taconic_Ridge_Partners_One_Pager.pdf

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Buyer looking for

11 Point Partners is looking for insurance services

Insurance · EBITDA $1M+ or revenue $3M+ · Arkansas · Checked on own site 2026-10-17

A search fund seeks one profitable insurance services company with $1M+ EBITDA or $3M+ revenue.

Source: 11pointpartners.com/faq

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Public data only, restated in our own words; every item links to its public source. Not an introduction, matching, or brokerage service, and not investment advice. SearcherWire is independent of, and not offered through, any broker-dealer. Nothing here is an offer to buy or sell any business or security, a solicitation of such an offer, or a recommendation, and SearcherWire makes no deal introductions. Corrections