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Insurance Brokerages Benefits Brokers

PE Backed Portfolio Operator

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AI recommendation signal analysis across 267 domains for the PE Backed Portfolio Operator persona in Insurance Brokerages Benefits Brokers.

Link authority data (PageRank, harmonic centrality) comes from the Common Crawl web graph.
267Domains Tracked
9.6MReddit Posts
42KWikipedia Articles
1.0MOpen Web Matches
PE Backed Portfolio Operator_persona.report
DomainScore
mckinsey.com
35.2
insurancenewsnet.com
26.6
reuters.com
20.8
insurancebusinessmag.com
17.2
deloitte.com
12.6
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Persona view: this page is scoped to this persona's queries alone.
Use Case

Track coverage and PR targets

See which outlets, blogs, and publishers cover this industry and which stories keep surfacing. This doubles as your PR pitch list and a read on the narratives shaping how buyers perceive the space.

How It's Calculated

Where the numbers come from

Google News results for this industry's queries, aggregated by domain (rank-weighted score plus appearance counts) and by exact URL (appearance count, ties broken by average rank).

Overview

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Domain charts and the complete result list.

Search Data

News Search

How often each domain appeared in Google's News Search results for PE Backed Portfolio Operator queries. Score is a rank-weighted sum (higher-ranked appearances count for more); count and % are plain appearance tallies.

By Appearance Count

All Results

Every result for PE Backed Portfolio Operator's News Search queries, ranked by how many times each exact URL appeared (ties broken by average rank position, so appearing higher up wins). Title and URL links open in a new tab.

TitleURLAppearancesDomain PRDomain HCHost PRHost HC
Decisely Receives $60 Million Commitment to Expand HR and Employee Benefits Platform for Small Business and Benefits Brokershttps://www.prnewswire.com/news-releases/decisely-receives-60-million-commitment-to-expand-hr-and-employee-benefits-platform-for-small-business-and-benefits-brokers-300431977.html6564971895
Private equity insurance deals fall in 2023https://www.spglobal.com/market-intelligence/en/news-insights/articles/2024/2/private-equity-insurance-deals-fall-in-2023-804862786451971995
Insurance broker Hub valued at $29 billion in fresh investment roundhttps://www.reuters.com/business/finance/insurance-broker-hub-international-secures-29-billion-valuation-16-billion-2025-05-12/6463972795
TPG launches tech-focused insurance platform Third Wave Insurancehttps://www.insurancebusinessmag.com/us/news/technology/tpg-launches-techfocused-insurance-platform-third-wave-insurance-563688.aspx634096594
2026 global insurance outlookhttps://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/insurance-industry-outlook.html6260972095
Howden Buys M&A Insurance Broker Atlantic Group in US Expansionhttps://www.insurancejournal.com/news/national/2026/01/05/853065.htm624096294
BayPine to Acquire Relation Insurance Services to Accelerate Technology-Enabled Growth of Leading National Brokerage Platformhttps://www.businesswire.com/news/home/20260218891778/en/BayPine-to-Acquire-Relation-Insurance-Services-to-Accelerate-Technology-Enabled-Growth-of-Leading-National-Brokerage-Platform6261972895
Investment Functions of Insurers and Insurance Brokers: On A Short Rope or Ample Wiggle Room?https://corporate.cyrilamarchandblogs.com/2025/12/investment-functions-of-insurers-and-insurance-brokers-on-a-short-rope-or-ample-wiggle-room/62--795
EPIC Insurance Brokers & Consultants Launches Dedicated Private Equity Employee Benefits Grouphttps://www.businesswire.com/news/home/20230424005128/en/EPIC-Insurance-Brokers-Consultants-Launches-Dedicated-Private-Equity-Employee-Benefits-Group6261972895
Charlie Tice of Travelers Discusses M&A Outlook for 2025 and the Role of Risk Management in Private Equityhttps://riskandinsurance.com/charlie-tice-of-travelers-discusses-ma-outlook-for-2025-and-the-role-of-risk-management-in-private-equity/6229952595
Private equity taps into fragmented insurance market: 8 notable dealshttps://www.pehub.com/private-equity-taps-into-fragmented-insurance-market-8-notable-deals/623295194
Insurance MGAs: Opportunities and considerations for investorshttps://www.mckinsey.com/industries/financial-services/our-insights/insurance-mgas-opportunities-and-considerations-for-investors5962972995
EDGE Group acquires De Filippis Broker to expand insurance brokerage platformhttps://www.leadersleague.com/en/news/edge-group-acquires-de-filippis-broker-to-expand-insurance-brokerage-platform572895193
CT private equity firm co-invests $2.3B in insurance brokeragehttps://hartfordbusiness.com/article/ct-private-equity-firm-co-invests-2-3b-in-insurance-brokerag/5731952495
TPG Launches New Retail Insurance Brokerage Platform Third Wave Insurance with Inaugural Partnership with Palmer & Cayhttps://www.tpg.com/news-and-insights/tpg-launches-new-retail-insurance-brokerage-platform-third-wave-insurance-with-inaugural-partnership-with-palmer-cay5728951094
Keystone Agency Partners Announces Strategic Investment from Warburg Pincushttps://www.prnewswire.com/news-releases/keystone-agency-partners-announces-strategic-investment-from-warburg-pincus-302506464.html5764971895
Howden strengthens US deal insurance with Atlantic Global Risk acquisitionhttps://fintech.global/2026/01/06/howden-strengthens-us-deal-insurance-with-atlantic-global-risk-acquisition/5736952995
Carlyle investment boosts insurance brokerage Trucordia's valuation to $5.7 billionhttps://www.reuters.com/business/insurance-brokerage-trucordia-valued-57-billion-after-carlyles-strategic-2025-06-04/5763972795
Corsair to Acquire MJM Holdings, a Leading European Commercial Insurance Brokerhttps://www.businesswire.com/news/home/20240110910662/en/Corsair-to-Acquire-MJM-Holdings-a-Leading-European-Commercial-Insurance-Broker5761972895
Bain Capital to Acquire Jensten Group, a Leading UK Insurance Distribution Platformhttps://www.baincapital.com/news/bain-capital-acquire-jensten-group-leading-uk-insurance-distribution-platform552795394
European Insurance M&A Barometer Report 2025https://www.fticonsulting.com/insights/reports/insurance-barometer-2025463696394
Private equity is starting to control Canada's insurance brokerage sectorhttps://www.insurancebusinessmag.com/ca/news/mergers-acquisitions/private-equity-is-starting-to-control-canadas-insurance-brokerage-sector-553428.aspx464096594
Private equity-backed Everest Transportation acquires Simple Logisticshttps://www.freightwaves.com/news/private-equity-backed-everest-transportation-acquires-simple-logistics464296694
Sector Spotlight: Wealth, insurance and fintech drive thriving PE-backed financial services M&Ahttps://www.pehub.com/wealth-insurance-and-fintech-drive-thriving-pe-backed-financial-services-ma/443295194
Temasek, Warburg Pincus-backed insurance group SRG embarks on aggressive regional expansion planhttps://www.straitstimes.com/business/companies-markets/temasek-warburg-pincus-backed-insurance-group-srg-embarks-on-aggressive-regional-expansion-plan444997995
Investing in insurance: The value imperativehttps://www.mckinsey.com/industries/financial-services/our-insights/investing-in-insurance-the-value-imperative4262972995
How and Why Private Capital Continues To Invest in the Insurance Sectorhttps://www.skadden.com/insights/publications/2023/06/quarterly-insights/how-and-why-private-capital-continues-to-invest403495194
Insurance sector's race to adopt AI spurs private equity investmenthttps://www.spglobal.com/market-intelligence/en/news-insights/articles/2024/9/insurance-sector-s-race-to-adopt-ai-spurs-private-equity-investment-834250644051971995
Latest Equity Investment Values Hub International at $29 Billionhttps://www.planadviser.com/latest-equity-investment-values-hub-international-29-billion/392695194
How private equity is using M&A integrations to overcome headwindshttps://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/how-private-equity-is-using-m-and-a-integrations-to-overcome-headwinds3862972995
OneDigital Welcomes Strategic Investment from Stone Point Capital and CPP Investmentshttps://www.prnewswire.com/news-releases/onedigital-welcomes-strategic-investment-from-stone-point-capital-and-cpp-investments-302561624.html3864971895
Howden announces strategic appointments to Global Financial Sponsors practice as it invests in private capital advisory capabilities.https://www.howdengroupholdings.com/news/howden-expands-financial-sponsors-team382195094
AI in insurance: Understanding the implications for investorshttps://www.mckinsey.com/industries/financial-services/our-insights/ai-in-insurance-understanding-the-implications-for-investors3862972995
The PE founder, his son’s business and a ‘petulant overreaction’https://www.afr.com/companies/financial-services/the-pe-founder-his-son-s-business-and-a-petulant-overreaction-20251119-p5ngm83849971195
Insurance Office of America Launches IOA 2.0, with Significant Investments from its Producers and Employees, alongside New Investments from Madison Dearborn Partners and Navacordhttps://www.businesswire.com/news/home/20251003921387/en/Insurance-Office-of-America-Launches-IOA-2.0-with-Significant-Investments-from-its-Producers-and-Employees-alongside-New-Investments-from-Madison-Dearborn-Partners-and-Navacord3861972895
Howden to create global transaction liability powerhouse through acquisition of Atlantic Grouphttps://www.howdengroupholdings.com/news/howden-to-create-global-transaction-liability-powerhouse-through-acquisition-of-atlantic-group382195094
Truist announces agreement to sell remaining stake in Truist Insurance Holdings to investor group led by Stone Point Capital and Clayton, Dubilier & Rice, valuing Truist Insurance Holdings at $15.5 billionhttps://www.prnewswire.com/news-releases/truist-announces-agreement-to-sell-remaining-stake-in-truist-insurance-holdings-to-investor-group-led-by-stone-point-capital-and-clayton-dubilier--rice-valuing-truist-insurance-holdings-at-15-5-billion-302065877.html3864971895
Madison Dearborn Partners and Navacord Agree to Significant Investment in Insurance Office of Americahttps://www.paulweiss.com/insights/client-news/madison-dearborn-partners-and-navacord-agree-to-significant-investment-in-insurance-office-of-america382696094
A closer look at Keller Williams' new partnerhttps://www.realestatenews.com/2025/03/03/a-closer-look-at-keller-williams-new-partner382595193
Truist gets better-than-expected price for insurance-brokerage unit as dealmaking heats uphttps://www.marketwatch.com/story/truist-selling-insurance-unit-at-a-15-5b-valuation-to-private-equity-firms-4c6ff49a3856971494
Ares leads on latest insurance-focused continuation fundhttps://www.secondariesinvestor.com/ares-leads-on-latest-insurance-focused-continuation-fund/382095393
Ontario Teachers’ and Nordic Capital jointly acquire Max Matthiessen, a leading Nordic financial advisor, to drive further growth and expansionhttps://www.otpp.com/en-ca/about-us/news-and-insights/2024/otpp-and-nordic-capital-acquire-max-matthiessen/382595294
Private equity giant Bain Capital in talks for giant Acrisure dealhttps://www.insurancebusinessmag.com/us/news/breaking-news/private-equity-giant-bain-capital-in-talks-for-giant-acrisure-deal-533665.aspx384096594
The insurance trends private-equity investors should understand in 2021https://www.mckinsey.com/industries/financial-services/our-insights/creating-value-in-us-insurance-investing3862972995
Ethos Capital, BCI, and White Mountains to Partner with BroadStreet and Ontario Teachers' to Drive Next Chapter of Growthhttps://www.businesswire.com/news/home/20250408764682/en/Ethos-Capital-BCI-and-White-Mountains-to-Partner-with-BroadStreet-and-Ontario-Teachers-to-Drive-Next-Chapter-of-Growth3861972895
HGGC Portfolio Company PCF Insurance Completes Four Acquisitions in Three Months Following Investmenthttps://www.prnewswire.com/news-releases/hggc-portfolio-company-pcf-insurance-completes-four-acquisitions-in-three-months-following-investment-301097736.html3864971895
Accession Risk Management Group Closes $1 Billion Financing to Further Accelerate Growth of Risk Strategies and One80 Intermediarieshttps://www.businesswire.com/news/home/20240822959682/en/Accession-Risk-Management-Group-Closes-%241-Billion-Financing-to-Further-Accelerate-Growth-of-Risk-Strategies-and-One80-Intermediaries3861972895
Blackstone, KKR led data center charge in 2024; GTCR eyes more insurance brokerage opportunitieshttps://www.pehub.com/blackstone-kkr-led-data-center-charge-in-2024-gtcr-eyes-more-insurance-brokerage-opportunities/383295194
McGill and Partners joins US$2.2 billion Warburg Pincus continuation fundhttps://www.insurancebusinessmag.com/reinsurance/news/breaking-news/mcgill-and-partners-joins-us2-2-billion-warburg-pincus-continuation-fund-518628.aspx384096594
Former insurance exec raises $33 million fund for New York-based Crystal Venture Partners as AI transforms the industryhttps://fortune.com/2025/10/06/crystal-venture-partners-insurance-ai-venture-capital-new-york/3859975396
A Fund Managers’ Guide to Maximizing D&O and E&O Insurance Coveragehttps://www.proskauer.com/pub/a-fund-managers-guide-to-maximizing-dando-and-eo-insurance-coverage382995094
HGGC Completes Acquisition of Leading Insurance Broker PCF, Building on Successful Insurance Track Recordhttps://www.prnewswire.com/news-releases/hggc-completes-acquisition-of-leading-insurance-broker-pcf-building-on-successful-insurance-track-record-301033090.html3864971895
Most Influential Insurance Brokers: Jim Gillettehttps://labusinessjournal.com/advertorials/most-influential-insurance-brokers-jim-gillette/3834952895
Teachers’ acquires majority stake in U.S. insurance brokerage holding companyhttps://www.otpp.com/en-ca/about-us/news-and-insights/2012/teachers-acquires-majority-stake-in-u-s-insurance-brokerage-holding-company/382595294
What’s behind private equity investment in insurance brokerageshttps://insurancenewsnet.com/innarticle/whats-behind-private-equity-investment-in-insurance-brokerages3733952895
PE-backed insurance broker Hub International files confidentially for US IPOhttps://www.reuters.com/legal/transactional/insurance-broker-hub-international-files-confidentially-us-ipo-2026-06-26/3763972795
Hub International files for IPO - what’s it worth?https://www.insurancebusinessmag.com/us/news/breaking-news/hub-international-files-for-ipo--whats-it-worth-580619.aspx374096594
Investors see insurance brokerages as a model for tech advisor consolidationhttps://www.channeldive.com/news/investors-insurance-brokerages-model-tech-advisor-bear-creek/813702/371995094
Insurance broker M&A stabilizes after surgehttps://www.businessinsurance.com/insurance-broker-ma-stabilizes-after-surge/373296494
Insurance Agency M&A Activity Slows as Private Equity Tightens Grip on Markethttps://riskandinsurance.com/insurance-agency-ma-activity-slows-as-private-equity-tightens-grip-on-market/3729952595
PE Firms EQT, PAI Among Bidders for €2 Billion Insurance Broker Globalhttps://www.insurancejournal.com/news/international/2025/12/05/850085.htm374096294
Insurance Agent and Broker M&A Deal Count Declines in 2025https://riskandinsurance.com/insurance-agent-and-broker-ma-deal-count-declines-in-2025/3729952595
Inflexion launches UK broker platform with Ascend Broking Group as anchor investmenthttps://www.insurancebusinessmag.com/uk/news/mergers-acquisitions/inflexion-launches-uk-broker-platform-with-ascend-broking-group-as-anchor-investment-561761.aspx374096594
Broker consolidation in Canada is about to get even louder in 2026, says industry experthttps://www.insurancebusinessmag.com/ca/news/breaking-news/broker-consolidation-in-canada-is-about-to-get-even-louder-in-2026-says-industry-expert-560915.aspx374096594
Insurance Broker M&A Activity Hits Post-Pandemic Low in Q1 2025https://riskandinsurance.com/insurance-broker-ma-activity-hits-post-pandemic-low-in-q1-2025/3729952595
Germany’s commercial insurance brokerage markethttps://www.strategyand.pwc.com/de/en/industries/financial-services/germanys-commercial-insurance-brokerage-market.html375897394
Marsh McLennan to Buy TIH’s McGriff Insurance for $7.75Bhttps://www.insurancejournal.com/news/national/2024/09/30/794869.htm374096294
Lockton Acquires AXIS Financial Group's Corporate Superannuation and Insurance Portfoliohttps://global.lockton.com/au/en/news-insights/lockton-acquires-axis-corporate-superannuation-insurance-portfolio3630962595
What to Consider When You’re Considering Alternative Investmentshttps://www.jpmorgan.com/insights/investing/investment-strategy/what-to-consider-when-you-are-considering-alternative-investments3351971395
United States | Proposed IRC Section 899 would affect certain asset management entitieshttps://globaltaxnews.ey.com/news/2025-1172-united-states-proposed-irc-section-899-would-affect-certain-asset-management-entities3355971595
New SEC Regulation S‑P Amendments: Impact on Private Fund Managershttps://www.eisneramper.com/insights/financial-services/sec-regulation-s-p-private-fund-1225/332795394
Aquiline Announces Sale of Relation Insurance Services to BayPinehttps://www.prnewswire.com/news-releases/aquiline-announces-sale-of-relation-insurance-services-to-baypine-302691688.html3364971895
How insurance broker consolidation is evolving in continental Europehttps://www.ey.com/en_be/insights/insurance/how-insurance-broker-consolidation-is-evolving-in-continental-europe3355972395
NJ watchdog’s probe of public insurance funds alleges ‘covert takeover’ by private interestshttps://newjerseymonitor.com/2025/09/09/nj-watchdogs-probe-of-public-insurance-funds-alleges-covert-takeover-by-private-interests/3326952095
Mauritius PE firm Adenia to buy insurance broker Minethttps://www.businessdailyafrica.com/bd/corporate/companies/mauritius-pe-firm-adenia-buys-insurance-broker-minet-5224662333296094
SEC Settles with Private Equity Fund Adviser Charged with Acting as an Unregistered Brokerhttps://www.ropesgray.com/en/insights/alerts/2016/06/sec-settles-with-private-equity-fund-adviser-charged-with-acting-as-an-unregistered-broker333196294
OTPP Reassessing its Private Equity Strategyhttp://pensionpulse.blogspot.com/2025/03/otpp-reassessing-its-private-equity.html33--694
Aon sells most of NFP's wealth business back to MDPhttps://www.insurancebusinessmag.com/us/news/mergers-acquisitions/aon-sells-most-of-nfps-wealth-business-back-to-mdp-548299.aspx334096594
SEC Charges Private Equity Adviser for Unregistered Brokerage Activityhttps://www.dechert.com/knowledge/onpoint/2016/6/sec-charges-private-equity-adviser-for-unregistered-brokerage-ac.html332695194
IOA secures investments from MDP, Navacord to drive next growth phasehttps://www.insurancebusinessmag.com/us/news/breaking-news/ioa-secures-investments-from-mdp-navacord-to-drive-next-growth-phase-552190.aspx334096594
Cinven to acquire Säkra | Cinven - Focused European Integrated World-classhttps://www.cinven.com/news-insights/cinven-to-acquire-sakra/332295194
Cinven and GIC to acquire specialist insurance broker Miller | Cinven - Focused European Integrated World-classhttps://www.cinven.com/news-insights/cinven-and-gic-to-acquire-specialist-insurance-broker-miller/332295194
KKR and Canadian Pension Fund to Acquire Insurance Broker USI in $4.3 Billion Dealhttps://www.insurancejournal.com/news/national/2017/03/17/444878.htm334096294
AssuredPartners Acquires Birmingham, Alabama Insurance Brokerhttps://www.propertyandcasualty.com/doc/assuredpartners-acquires-birmingham-alabama-insurance-broker-000133695092
The 10 largest insurance companies in Australiahttps://www.insurancebusinessmag.com/au/guides/the-10-largest-insurance-companies-in-australia-441783.aspx334096594
Towergate-backers acquire broker Chase Templetonhttps://www.insurancebusinessmag.com/uk/news/breaking-news/towergatebackers-acquire-broker-chase-templeton-66734.aspx334096594
FCA approves launch of new private equity-backed broking platformhttps://www.insurancetimes.co.uk/news/fca-approves-launch-of-new-private-equity-backed-broking-platform/1458378.article323796093
Exclusive | Carlyle Bets $1.3 Billion on Insurance Brokerage Trucordiahttps://www.wsj.com/articles/carlyle-bets-1-3-billion-on-insurance-brokerage-trucordia-70ec03ba3263972595
Best commission-free stock trading and investing apps of 2026https://www.cnbc.com/select/best-brokerage-free-stock-trading/3162972495
After slow period, insurance brokerage M&A’s come roaring backhttps://insurancenewsnet.com/innarticle/after-slow-period-insurance-brokerage-mas-come-roaring-back3133952895
Aon Adds Top Talent to Its Representations & Warranties Insurance Practicehttps://aon.mediaroom.com/2021-04-20-Aon-Adds-Top-Talent-to-Its-Representations-Warranties-Insurance-Practice3149972095
Barnett Waddingham acquired by Howden as consultant consolidation continues | Newshttps://www.pensions-expert.com/investment/barnett-waddingham-acquired-by-howden-as-consultant-consolidation-continues/69250.article313995092
GIC to buy out partner to become majority shareholder of reinsurance broker Millerhttps://www.businesstimes.com.sg/companies-markets/gic-buy-out-partner-become-majority-shareholder-reinsurance-broker-miller314596594
Insurance Brokerage M&A: Value Creation Opportunities and 2026 Market Outlookhttps://www.alvarezandmarsal.com/thought-leadership/insurance-brokerage-m-a-value-creation-opportunities-and-2026-market-outlook293195294
H&F’s Seeks $30 Billion Valuation of Hub in Fundraisinghttps://www.insurancejournal.com/news/national/2025/03/11/815142.htm294096294
Broker consolidation is forcing a debate about valuehttps://www.insurancebusinessmag.com/uk/news/mergers-acquisitions/broker-consolidation-is-forcing-a-debate-about-value-577555.aspx264096594
Insurance broker consolidation continues – but is growth harder to find?https://www.insurancebusinessmag.com/us/news/mergers-acquisitions/insurance-broker-consolidation-continues--but-is-growth-harder-to-find-567990.aspx264096594
BPL sees “financial firepower” from private equity investmenthttps://www.gtreview.com/news/global/bpl-sees-financial-firepower-from-private-equity-investment/262895094
Insurance brokerage M&A’s slow down in early 2025https://insurancenewsnet.com/innarticle/insurance-brokerage-mas-slow-down-in-early-200252633952895
Adenia buys majority stake in Minet from Capitalworkshttps://www.africaprivateequitynews.com/p/adenia-buys-majority-stake-in-minet241395094
Latham & Watkins Advises Inflexion on Launch of New German Insurance Broker MAPhttps://www.lw.com/en/news/latham-watkins-advises-inflexion-on-launch-of-new-german-insurance-broker-map243496495
Adenia Acquires Majority Stake in Minet Group From Capitalworkshttps://www.businesswire.com/news/home/20260624766847/en/Adenia-Acquires-Majority-Stake-in-Minet-Group-From-Capitalworks2461972895
Amwins, private equity firm bid $5.4B for Australian brokerhttps://www.businessinsurance.com/amwins-private-equity-firm-bid-5-4b-for-australian-broker/243296494
Madison Dearborn Partners to Acquire Stake in Insurerhttps://www.ai-cio.com/news/madison-dearborn-partners-to-acquire-stake-in-insurer/242695294
PE Firm Inflexion Launches Insurance Broker Platformhttps://www.law360.com/articles/2429383/pe-firm-inflexion-launches-insurance-broker-platform244496794
Australia’s Steadfast Group Gets Offer From Amwins, Dragoneerhttps://www.bloomberg.com/news/articles/2026-06-10/australia-s-steadfast-group-gets-offer-from-amwins-dragoneer2463972695
Australia Insurance Broker Steadfast Gets Offer From Amwins, PE Firm Dragoneerhttps://www.insurancejournal.com/news/international/2026/06/10/873166.htm244096294
Sector Spotlight: Insurance brokeragehttps://www.inflexion.com/news-and-insights/insights/2026/sector-spotlight-insurance-brokerage/241595093
Warburg Mulls $1 Billion Sale of London Insurance Broker McGillhttps://www.bloomberg.com/news/articles/2026-01-13/warburg-mulls-1-billion-sale-of-london-insurance-broker-mcgill2463972695
Private Equity Firm B.P. Marsh Takes Minority Stake in UK Broker Oneglobalhttps://www.insurancejournal.com/news/international/2025/10/01/841290.htm244096294
Mintz Advises Sterling Brokers in Sale to HGGC, Marking True Wind Capital Exithttps://www.mintz.com/insights-center/news-press/mintz-advises-sterling-brokers-sale-hggc-marking-true-wind-capital-exit242996194
Broker M&A stays resilient in 2025 as big deals dominate, private equity faces exit pressurehttps://www.theinsurer.com/ti/analysis/broker-ma-stays-resilient-in-2025-as-big-deals-dominate-private-equity-faces-2025-12-29/242595194
Bennie raises $50 millionhttps://coverager.com/bennie-raises-50-million/2424951795
AI data center boom ‘stress tests’ insurers as private capital floods inhttps://www.cnbc.com/2026/04/06/ai-data-centers-financing-insurance-deals-gpu-debt.html2462972495
AI-powered insurance broker Rosella raises $2.6M in funding led by Peak XV Partners, Intact Private Capitalhttps://technode.global/2026/04/03/ai-powered-insurance-broker-rosella-raises-2-6m-in-funding-led-by-peak-xv-partners-intact-private-capital/2432952395
True Wind Capital Realizes Investment in Sterling Brokershttps://www.businesswire.com/news/home/20251005260040/en/True-Wind-Capital-Realizes-Investment-in-Sterling-Brokers2461972895
HGGC Completes Investment in Sterling Brokershttps://www.businesswire.com/news/home/20251006745816/en/HGGC-Completes-Investment-in-Sterling-Brokers2461972895
TPG buys Atlanta insurance brokerage firm as part of launch of retail insurance sales platformhttps://www.bizjournals.com/atlanta/news/2026/02/20/tpg-third-wave-insurance-palmer-cay.html2466971595
Inflexion launches new insurance broker platform with Ascend acquisitionhttps://www.inflexion.com/news-and-insights/news/2026/inflexion-launches-new-insurance-broker-platform-with-ascend-acquisition/241595093
US broker IOA secures investment from MDP and Navacordhttps://fintech.global/2025/10/07/us-broker-ioa-secures-investment-from-mdp-and-navacord/2436952995
Bennie Receives $50 Million Strategic Investment from LNC Partners to Accelerate Growth and Modernize the Employee Benefits Experiencehttps://www.businesswire.com/news/home/20251209904048/en/Bennie-Receives-%2450-Million-Strategic-Investment-from-LNC-Partners-to-Accelerate-Growth-and-Modernize-the-Employee-Benefits-Experience2461972895
Insurance Office of America secures investment from Madison Dearborn Partnershttps://coverager.com/insurance-office-of-america-secures-investment-from-madison-dearborn-partners/2424951795
Inflexion backs launch of new German insurance brokerhttps://www.inflexion.com/news-and-insights/news/2026/inflexion-backs-launch-of-new-german-insurance-broker/241595093
Private equity firm reportedly weighs $1bn specialty broker salehttps://www.insurancetimes.co.uk/news/private-equity-firm-reportedly-weighs-1bn-specialty-broker-sale/1457518.article243796093
EQT and CVC form consortium in A$5.25 bn bid for insurance broker AUB Grouphttps://beinsure.com/news/consortium-bid-australia-aub-group/2420961595
Hillhouse reaches deal to acquire Marsh-owned high-net-worth broker in Asiahttps://insuranceasianews.com/hillhouse-acquires-marshs-broker-for-high-net-worth-individuals-in-asia/2417951294
Mid-market PE firm launches new broker platform with acquisition of Essex brokerhttps://www.insurancetimes.co.uk/news/mid-market-pe-firm-launches-new-broker-platform-with-acquisition-of-essex-broker/1457463.article243796093
Insurance giant AUB Group confirms $5.2b private equity bidhttps://www.afr.com/street-talk/insurance-giant-aub-group-confirms-5-2b-private-equity-bid-20251028-p5n5w92449971195
Insurance broker roll-up AUB Group in $400m raise; hires Macquariehttps://www.afr.com/street-talk/insurer-aub-group-launches-400m-raise-macquarie-in-tow-20260127-p5nx8g2449971195
Underperforming AUB Group in crosshairs of private equity suitorhttps://www.afr.com/street-talk/underperformer-aub-group-in-crosshairs-of-private-equity-suitor-20251027-p5n5nb2449971195
Insurance Brokerage M&A: Key Regulatory and Deal Considerations amid Continuing Consolidation and New Entrants in Hong Konghttps://www.mayerbrown.com/en/insights/publications/2024/02/insurance-brokerage-m-a-key-regulatory-and-deal-considerations-amid-continuing-consolidation-and-new-entrants-in-hong-kong243396495
Blackstone weighs up $7bn Steadfast Group buyouthttps://www.theaustralian.com.au/business/dataroom/blackstone-eyes-australian-insurance-broker-steadfast-in-potential-7bn-deal/news-story/effab7c6d31abb786afc16d68e41197c2443961495
Mauritius-Based Adenia Partners Acquires Pan-African Insurance Broker Minethttps://weetracker.com/2025/10/13/adenia-partners-acquires-minet-insurance-africa/2421951495
Promising signs for insurance brokerage M&Ahttps://www.macquarie.com/au/en/insights/promising-signs-for-insurance-brokerage-m-a.html243296694
Business Moves: Coverys Agrees to Sell Italy MGA to AnaCap-Backed Edge Group; Portuguese Insurance Broker Universalis Rebrands as Acrisurehttps://www.insurancejournal.com/news/international/2025/07/22/832763.htm244096294
'Private IPO' could value Chicago's Hub International at $30Bhttps://www.chicagobusiness.com/insurance/private-ipo-could-value-chicagos-hub-international-30b/243896695
Reverence Capital Partners Enters into Definitive Agreement to Acquire Sunstar Insurance Grouphttps://www.prnewswire.com/news-releases/reverence-capital-partners-enters-into-definitive-agreement-to-acquire-sunstar-insurance-group-302186834.html2464971895
KKR, USI Insurance Buy USI Shares From CDPQhttps://www.ai-cio.com/news/kkr-usi-insurance-buy-usi-shares-from-cdpq/242695294
9. Truist sold insurance brokerage to private-equity investorshttps://www.businessinsurance.com/9-truist-sold-insurance-brokerage-to-private-equity-investors/243296494
Lockton named Best Insurance Service Provider by Private Equity Wirehttps://global.lockton.com/gb/en/news-insights/lockton-named-best-insurance-service-provider-by-private-equity-wire2430962595
Gallagher strikes $13.5 bln deal for AssuredPartners to strengthen insurance broker businesshttps://www.reuters.com/markets/deals/arthur-j-gallagher-buy-assuredpartners-1345-bln-deal-2024-12-09/2463972795
Howden Said in Talks to Buy Insurance Broker Risk Strategieshttps://www.bloomberg.com/news/articles/2025-01-31/howden-said-in-talks-to-buy-insurance-broker-risk-strategies2463972695
Truist is in talks to sell its insurance business for $10 billionhttps://www.semafor.com/article/10/09/2023/truist-in-talks-to-sell-insurance-business-for-10-billion244496694
PE Firm Brera Partners Buys 70% of Shares in Italian Broker GBSAPRI Grouphttps://www.insurancejournal.com/news/international/2024/04/03/767772.htm244096294
Will the trends from the year since the pandemic continue in 2025 or will there be a shift?https://www.nortonrosefulbright.com/en/knowledge/publications/cf6e4d08/insurance-ma-on-the-cusp-of-a-new-era244296594
PE firm Parthenon buys into Venbrook at around 10x Ebitdahttps://www.theinsurer.com/e-and-s/news/pe-firm-parthenon-buys-into-venbrook-at-around-10x-ebitda/242595194
Aon completes acquisition of NFP to bring more capability to clients - Apr 25, 2024https://aon.mediaroom.com/2024-04-25-Aon-completes-acquisition-of-NFP-to-bring-more-capability-to-clients2449972095
Cinven enters into exclusive negotiations with Ardian to acquire the Finaxy grouphttps://www.cinven.com/news-insights/cinven-enters-into-exclusive-negotiations-with-ardian-to-acquire-the-finaxy-group/242295194
Lockton grows its Philadelphia region with addition of Employee Benefits leader Bill Stedmanhttps://global.lockton.com/us/en/news-insights/lockton-grows-its-philadelphia-region-with-addition-of-employee-benefits2430962595
Insurance broker Ardonagh secures landmark Stone Point investmenthttps://www.reinsurancene.ws/insurance-broker-ardonagh-secures-landmark-stone-point-investment/242996294
Top insurance brokers, No. 10: Howden Insurance Brokers Ltd.https://www.businessinsurance.com/top-insurance-brokers-no-10-howden-insurance-brokers-ltd/243296494
Aon to buy middle-market insurance broker NFP in $13.4 bln dealhttps://www.reuters.com/business/aon-buy-insurance-broker-nfp-134-billion-deal-2023-12-20/2463972795
Newfront announces $200 million investment from Goldman Sachs Asset Management, B Capital, and other investors at a $2.2 billion valuation to modernize insurancehttps://www.prnewswire.com/news-releases/newfront-announces-200-million-investment-from-goldman-sachs-asset-management-b-capital-and-other-investors-at-a-2-2-billion-valuation-to-modernize-insurance-301523827.html2464971895
Cobbs Allen combines investment bank & insurance broker in CAC Specialtyhttps://www.artemis.bm/news/cobbs-allen-combines-investment-bank-insurance-broker-in-cac-specialty/242595094
Aquiline Capital announces takeover of broker Relation Insurance Serviceshttps://www.reinsurancene.ws/aquiline-capital-announces-takeover-of-broker-relation-insurance-services/242996294
Alliant Insurance Services adds senior hires to Employee Benefits and M&A teamshttps://www.insurancebusinessmag.com/us/news/excess-surplus/alliant-insurance-services-adds-senior-hires-to-employee-benefits-and-manda-teams-581167.aspx164096594
US and Canada insurance M&A deals hit the brakeshttps://www.insurancebusinessmag.com/us/news/breaking-news/us-and-canada-insurance-manda-deals-hit-the-brakes-544156.aspx154096594
PE-Backed EPIC Buys Insurance Broker Integrohttps://programbusiness.com/news/pe-backed-epic-buys-insurance-broker-integro/1513951094
M&A year in review 2025https://www.insuranceinsider.com/intelligence/ma-year-in-review-2025132395394
Private Equity-Backed Insurance Distributors Are Still Shoppinghttps://www.thinkadvisor.com/2023/09/21/private-equity-backed-insurance-distributors-are-still-shopping/133596494
How PointeNorth is competing with PE-driven M&Ahttps://www.insurancebusinessmag.com/us/news/breaking-news/how-pointenorth-is-competing-with-pedriven-manda-472406.aspx134096594
Why is private equity so interested in insurance brokerage?https://www.insurancebusinessmag.com/us/news/breaking-news/why-is-private-equity-so-interested-in-insurance-brokerage-168074.aspx134096594
European Insurance M&A Barometer Report 2022https://www.fticonsulting.com/insights/reports/european-insurance-ma-barometer-report-2022133696394
UK insurance broking M&A activity rises in Septemberhttps://www.insurancebusinessmag.com/uk/news/mergers-acquisitions/uk-insurance-broking-manda-activity-rises-in-september-551953.aspx134096594
What makes brokerages so appealing to private equity firms?https://www.insurancebusinessmag.com/ca/news/breaking-news/what-makes-brokerages-so-appealing-to-private-equity-firms-308819.aspx134096594
Opinion: Will 2026 see swathe of IPOs as the consolidation of consolidators well runs dry?https://www.insurancetimes.co.uk/analysis/opinion-will-2026-see-swathe-of-ipos-as-the-consolidation-of-consolidators-well-runs-dry/1457266.article133796093
Temasek-backed insurance services firm Specialist Risk Group sets up Asia-Pacific hub in Singaporehttps://www.businesstimes.com.sg/companies-markets/temasek-backed-insurance-services-firm-specialist-risk-group-sets-asia-pacific-hub-singapore134596594
PE-backed insurance broker Hub International files confidentially for US IPOhttps://www.theinsurer.com/ti/news/pe-backed-insurance-broker-hub-international-files-confidentially-for-us-ipo-2026-06-26/112595194
Viewpoint: Insurance Broker Valuations – The Elephant in the Roomhttps://www.insurancejournal.com/news/national/2026/03/26/863457.htm114096294
PE-backed insurance brokerage and real estate financing firm swoops for Midlands group in first UK acquisitionhttps://www.insidermedia.com/news/midlands/pe-backed-insurance-brokerage-and-real-estate-financing-firm-swoops-for-midlands-group-in-first-uk-acquisition113196094
Private equity fuels record-high M&A deals across Europehttps://www.insurancebusinessmag.com/uk/news/breaking-news/private-equity-fuels-recordhigh-manda-deals-across-europe-529056.aspx114096594
PE-backed German broker MRH Trowe completes 11th bolt-on acquisitionhttps://www.intelligentinsurer.com/insurance/pe-backed-german-broker-mrh-trowe-completes-11th-bolt-on-acquisition-27904111995094
Industry Veteran Trent Richmond Launches Executio to Address the Insurance Industry's Chronic 'Execution Gap'https://www.insurancejournal.com/services/newswire/2025/12/18/851309.htm114096294
Is Private Equity Investment in Insurance Agencies Always a Good Thing?https://www.insurancejournal.com/magazines/mag-features/2017/02/06/440768.htm114096294
Ex-Nexus boss launches new London-based MGA with PE-backinghttps://www.insurancetimes.co.uk/news/ex-nexus-boss-launches-new-london-based-mga-with-pe-backing/1455427.article113796093
PE firm acquires 27% stake in London-based specialty MGAhttps://www.insurancetimes.co.uk/news/pe-firm-acquires-27-stake-in-london-based-specialty-mga/1455529.article113796093
Inside the consolidation of the insurance broker markethttps://businessplus.ie/industry-type/professional-services/insurance-broker-market/1121951795
Ann Arbor insurance brokerage acquires 8 more firms in PE-backed rolluphttps://www.crainsdetroit.com/insurance/tropolis-insurance-acquires-8-more-firms/83595294
PE-Backed JMG Group Buys Trio Of UK Insurance Brokershttps://www.law360.com/articles/2475312/pe-backed-jmg-group-buys-trio-of-uk-insurance-brokers84496794
Trend of Fewer Insurance M&A Deals ‘Bottoming Out’: OPTIShttps://www.insurancejournal.com/magazines/mag-features/2026/05/18/869962.htm84096294
Back in control: How Brady Insurance is charting a path for independent brokers in Irelandhttps://thecurrency.news/articles/175109/back-in-control-how-brady-insurance-is-charting-a-path-for-independent-brokers-in-ireland/819951595
APAC insurance M&A to be fuelled by regulatory scrutiny, private equityhttps://insuranceasianews.com/regulatory-scrutiny-private-equity-to-fuel-insurance-ma-in-apac/817951294
Why is private equity so keen to invest in insurance brokerage?https://www.insurancebusinessmag.com/ca/news/breaking-news/why-is-private-equity-so-keen-to-invest-in-insurance-brokerage-168075.aspx84096594
Lycetts CEO on the importance of the specialist brokerhttps://www.insurancebusinessmag.com/uk/news/breaking-news/lycetts-ceo-on-the-importance-of-the-specialist-broker-532369.aspx84096594
Private equity firm HGGC opens up on PCF Insurance acquisitionhttps://www.insurancebusinessmag.com/us/news/breaking-news/private-equity-firm-hggc-opens-up-on-pcf-insurance-acquisition-222551.aspx84096594
Beyond borders: Why UK brokers are expanding into Europehttps://www.insurancetimes.co.uk/analysis/beyond-borders-why-uk-brokers-are-expanding-into-europe/1454799.article83796093
Specialist broker CETA in PE-backed management buy-outhttps://www.insurancetimes.co.uk/specialist-broker-ceta-in-pe-backed-management-buy-out/1425150.article83796093
Inside private equity’s D&O risk: Why off-the-shelf coverage isn’t enoughhttps://www.insurancebusinessmag.com/us/news/breaking-news/inside-private-equitys-dando-risk-why-offtheshelf-coverage-isnt-enough-551947.aspx74096594
Private Equity Health Care Acquisitions – August 2024https://pestakeholder.org/news/private-equity-health-care-acquisitions-august-2024/719951495
Inside in Full: Levered brokers: Squeezed returns, but fundamentally resilienthttps://www.slipcase.com/view/inside-in-full-levered-brokers-squeezed-returns-but-fundamentally-resilient71495094
M&A becoming essential for insurance brokers as organic growth slows: Evercore ISIhttps://www.reinsurancene.ws/ma-becoming-essential-for-insurance-brokers-as-organic-growth-slows-evercore-isi/72996294
AG London debuts as independent broker platform backed by Assurex Globalhttps://www.insurancebusinessmag.com/uk/news/breaking-news/ag-london-debuts-as-independent-broker-platform-backed-by-assurex-global-549462.aspx74096594
Private equity and technology reshape M&A strategies in UK insurance distributionhttps://www.insurancebusinessmag.com/uk/news/mergers-acquisitions/private-equity-and-technology-reshape-manda-strategies-in-uk-insurance-distribution-558929.aspx74096594
C3’s Reid: Culture-first model drives 10x growth as brokers defect from PE-backed firmshttps://www.theinsurer.com/ti/interview/c3s-reid-culture-first-model-drives-10x-growth-as-brokers-defect-from-pe-backed-2025-10-13/62595194
Blanton & Griffin joins Higginbothamhttps://www.insurancebusinessmag.com/us/news/mergers-acquisitions/blanton-and-griffin-joins-higginbotham-579255.aspx64096594
Thor Insurance unveils employee stock ownership planhttps://www.insurancebusinessmag.com/ca/news/breaking-news/thor-insurance-unveils-employee-stock-ownership-plan-566362.aspx64096594
JC Flowers-backed OneItalia Alliance scoops up Strategica Grouphttps://www.pehub.com/jc-flowers-backed-oneitalia-alliance-scoops-up-strategica-group/63295194
Sunstar's New Era: Meyerowitz to Helm PE-Backed Expansion Strategyhttps://briefglance.com/articles/sunstars-new-era-meyerowitz-to-helm-pe-backed-expansion-strategy623951894
Exclusive: Ardonagh Group cuts around 200 jobs as PE-backed broker digests rapid expansionhttps://www.theinsurer.com/ti/news/exclusive-ardonagh-group-cuts-around-200-jobs-as-pe-backed-broker-digests-rapid-2026-03-20/62595194
Insurance giants Aon and Howden head to court over poaching 'raids'https://www.insurancebusinessmag.com/us/news/breaking-news/insurance-giants-aon-and-howden-head-to-court-over-poaching-raids-494961.aspx64096594
Employee-owned CPRI broker secures investment from PE firmhttps://www.insurancetimes.co.uk/news/employee-owned-cpri-broker-secures-investment-from-pe-firm/1454778.article63796093
ABRY-backed Confie shelves auction; co-founder Mordy Rothberg to exithttps://www.pehub.com/abry-backed-confie-shelves-auction-co-founder-mordy-rothberg-to-exit/63295194
Goldman Sachs-backed InsuranceDekho makes second bet in two weekshttps://www.vccircle.com/goldmansachs-backed-insurancedekho-makes-second-bet-in-two-weeks63196394
TPG-backed insurtech startup PolicyBoss pockets Series B cashhttps://www.vccircle.com/tpgbacked-insurtech-startup-policyboss-pockets-series-b-cash63196394
MGAs as additional sources of growth for Private Equityhttps://www.deloitte.com/us/en/industries/financial-services/articles/why-mgas-next-big-opportunity-for-private-equity-investors.html560972095
Navigating Professional Liability Risks in Today's Private Equity (PE) and Venture Capital (VC) Environmenthttps://riskandinsurance.com/content-navigating-professional-liability-risks-in-todays-private-equity-pe-and-venture-capital-vc-environment/529952595
PE-backed insurance broker Hub International files confidentially for US IPOhttps://www.tradingview.com/news/reuters.com,2026:newsml_L4N42Y1F0:0-pe-backed-insurance-broker-hub-international-files-confidentially-for-us-ipo/551972395
Markets/Coverages: Coalition Starts Private Equity Practice for Cyber Riskhttps://www.insurancejournal.com/news/national/2026/01/28/855884.htm54096294
Private credit turns to deal insurance to return money to investorshttps://www.9fin.com/insights/private-credit-insurance-investors518951295
Protecting Sponsors from Emerging Portfolio Company Risks through Insurancehttps://www.proskauer.com/blog/protecting-sponsors-from-emerging-portfolio-company-risks-through-insurance52995094
Full Capacity: Does private equity’s big bets signal new era for Asian (re)insurance?https://insuranceasianews.com/private-equitys-big-bet-signals-a-new-era-for-asian-reinsurance/517951294
Navigating Professional Liability Risks in Today's Private Equity (PE) and Venture Capital (VC) Environmenthttps://riskandinsurance.com/navigating-professional-liability-risks-in-todays-private-equity-pe-and-venture-capital-vc-environment/529952595
Exclusive: Sunstar taps search firm for CEO successor to founder Bowlin amid PE-backed broker resethttps://www.theinsurer.com/ti/news/exclusive-sunstar-taps-search-firm-for-ceo-successor-to-founder-bowlin-amid-pe-2026-04-22/52595194
Private equity: Take a portfolio approach to product recall insurancehttps://global.lockton.com/us/en/news-insights/private-equity-take-a-portfolio-approach-to-product-recall-insurance530962595
Private equity driving change in employee-benefits sectorhttps://www.bizjournals.com/boston/news/2026/01/09/employee-benefits-consolidations.html566971595
How healthcare organizations can prepare for greater scrutiny of private equity investmentshttps://global.lockton.com/us/en/news-insights/how-healthcare-organizations-can-prepare-for-greater-scrutiny-of-private530962595
Massachusetts pension fund adopts labor policy for private marketshttps://pestakeholder.org/news/massachusetts-pension-fund-adopts-labor-policy-for-private-markets/519951495
Debevoise Private Equity Report - Insurance Investments: Key Considerations for Investors in the U.S., Europe and Asiahttps://www.investmentcouncil.org/debevoise-private-equity-report-insurance-investments-key-considerations-for-investors-in-the-u-s-europe-and-asia/51895093
Collapse of private equity-backed Missouri hospitals mired employees in medical billshttps://missouriindependent.com/2022/08/16/collapse-of-private-equity-backed-missouri-hospitals-mired-employees-in-medical-bills/528952195
Generative AI has seemingly unlimited potential for Private Equity… But what about the risks?https://global.lockton.com/us/en/news-insights/generative-ai-has-seemingly-unlimited-potential-for-private-equity-but-what530962595
Private Equity Is Starting to Share With Workers, Without Taking a Financial Hit (Published 2024)https://www.nytimes.com/2024/01/28/business/economy/kkr-private-equity-employee-ownership.html568973596
PE Weekly: Automotive Parts Manufacturing, Insurance and More Find Dealmakershttps://middlemarketgrowth.org/pe-weekly-auto-parts-manufacturing-insurance-financial-advisory/519951695
PE-backed insurance broker Hub International files confidentially for US IPOhttps://www.aol.com/articles/insurance-broker-hub-international-files-213501000.html555973395
Broad coverage, rising losses: Inside the growing D&O challenge for VCshttps://www.insurancebusinessmag.com/us/news/professional-liability/broad-coverage-rising-losses-inside-the-growing-dando-challenge-for-vcs-563615.aspx54096594
Buy and Bust: Collapse of Private Equity-Backed Rural Hospitals Mired Employees in Medical Billshttps://kffhealthnews.org/health-care-costs/noble-health-private-equity-rural-hospitals-missouri-employees-medical-bills/541963595
Sector trends - September 2025: Asset/Wealth Managementhttps://www.whitecase.com/insight-our-thinking/financial-ma-september-2025-asset-wealth-management53896294
Unity Partners’ Portfolio Company Tropolis Grows with Acquisitions of Three Insurance Agencies in Southeast Michiganhttps://www.businesswire.com/news/home/20240723887055/en/Unity-Partners-Portfolio-Company-Tropolis-Grows-with-Acquisitions-of-Three-Insurance-Agencies-in-Southeast-Michigan561972895
LGT secures Kresge Foundation and Princely Family of Liechtenstein backing for Lumen Rehttps://www.theinsurer.com/ti/news/lgt-secures-kresge-foundation-and-princely-family-of-liechtenstein-backing-for-lumen-re/52595194
CAC Specialty relaunches private equity practice under new leadershiphttps://www.insurancebusinessmag.com/us/news/breaking-news/cac-specialty-relaunches-private-equity-practice-under-new-leadership-524101.aspx54096594
JMI-backed benefits platform Employee Navigator acquires Spectrum-backed Easehttps://www.pehub.com/jmi-backed-benefits-platform-employee-navigator-acquires-spectrum-backed-ease/53295194
Wave of consolidation sweeps through Canadian brokerageshttps://www.insurancebusinessmag.com/ca/news/breaking-news/wave-of-consolidation-sweeps-through-canadian-brokerages-553269.aspx54096594
Alliant Insurance Services Adds Joseph Ehrlich to Expand Transactional Risk Advisory Practicehttps://www.citybiz.co/article/852215/alliant-insurance-services-adds-joseph-ehrlich-to-expand-transactional-risk-advisory-practice/53395595
CPPIB sells private equity fund interest portfolio, BCI joins group investing in insurance firmhttps://www.benefitscanada.com/canadian-investment-review/alts/cppib-sells-private-equity-fund-interest-portfolio-bci-joins-group-investing-in-insurance-firm/53296194
NSM Insurance Group Announces Definitive Agreement for New Mountain Capital to Acquire Its U.S. Commercial Insurance Divisionhttps://www.prnewswire.com/news-releases/nsm-insurance-group-announces-definitive-agreement-for-new-mountain-capital-to-acquire-its-us-commercial-insurance-division-302382914.html564971895
Pollen Street runs $1bn continuation fund on insurance assetshttps://www.secondariesinvestor.com/pollen-street-runs-1bn-continuation-fund-on-insurance-assets/52095393
Neptune Flood receives investment, adds thousands of clientshttps://stpetecatalyst.com/neptune-flood-receives-investment-adds-thousands-of-clients/541961995
Woodruff Sawyer names VP for Private Equity & Transactional Risk Grouphttps://www.reinsurancene.ws/woodruff-sawyer-names-vp-for-private-equity-transactional-risk-group/52996294
West Yorkshire insurance firm acquired by PE-backed grouphttps://www.insidermedia.com/news/yorkshire/west-yorkshire-insurance-firm-acquired-by-pe-backed-group53196094
Top 50 Brokers: Broking is no longer local – global acquirers are here to stayhttps://www.insurancetimes.co.uk/analysis/top-50-brokers-broking-is-no-longer-local-global-acquirers-are-here-to-stay/1453823.article53796093
HR tech: 5 PE-backed deals that bring innovation to workforce managementhttps://www.pehub.com/hr-tech-5-pe-backed-deals-that-bring-innovation-to-workforce-management/53295194
Understanding executive arrangements in private equityhttps://www.reuters.com/legal/legalindustry/understanding-executive-arrangements-private-equity-2021-07-14/563972795
Lovell Minnick Partners Announces Strategic Partnership with Broadstonehttps://www.businesswire.com/news/home/20250107705273/en/Lovell-Minnick-Partners-Announces-Strategic-Partnership-with-Broadstone561972895
Private equity-backed consolidation a potential threat to growth - Gallagherhttps://www.insurancetimes.co.uk/private-equity-backed-consolidation-a-potential-threat-to-growth-gallagher-/1427029.article53796093
Barbon chief Martin Totty leads private equity-backed MBOhttps://www.insurancetimes.co.uk/barbon-chief-martin-totty-leads-private-equity-backed-mbo/1412079.article53796093
Blanc completes private equity-backed MBO of Aston Scotthttps://www.insurancetimes.co.uk/blanc-completes-private-equity-backed-mbo-of-aston-scott/1413804.article53796093
Abry Partners Announces Sale of Portfolio Holding to Protective Lifehttps://www.citybiz.co/article/765876/abry-partners-announces-sale-of-portfolio-holding-to-protective-life/53395595
Partners Group’s Meister on how private markets get to $20trnhttps://www.privateequityinternational.com/partners-groups-meister-on-how-private-markets-get-to-20trn/52996294
Three Rock Group buys Dublin broker Chrome Insurancehttps://www.rte.ie/news/business/2022/0815/1315877-three-rock-group-buys-dublin-broker-chrome-insurance/545961095
Warburg Pincus’ Andrew Sibbald: More assets to come to market in 2026 but price gap could widen; Inflexion launches insurance broking platformhttps://www.pehub.com/warburg-pincus-andrew-sibbald-more-assets-to-come-to-market-in-2026-but-price-gap-could-widen-inflexion-launches-insurance-broking-platform/53295194
Howden hires duo to lead global push into private capital advisoryhttps://www.insurancebusinessmag.com/nz/news/breaking-news/howden-hires-duo-to-lead-global-push-into-private-capital-advisory-567610.aspx54096594
Mario Gomez Joins Bass & Associates Insurance Serviceshttps://www.claimsjournal.com/services/newswire/2006/07/17/70484.htm53195094
Hub International seeking US$30 billion valuation - reporthttps://www.insurancebusinessmag.com/ca/news/breaking-news/hub-international-seeking-us30-billion-valuation--report-528242.aspx54096594
PE-backed insurance broker Hub International files confidentially for US IPOhttps://m.dailyhunt.in/news/india/english/the+daily+guardian-epaper-thdygre/pebacked+insurance+broker+hub+international+files+confidentially+for+us+ipo-newsid-n717667831534963195
Insurer’s Dispute Trips Up Big Names in Litigation Finance Dealshttps://news.bloomberglaw.com/business-and-practice/insurers-dispute-trips-up-big-names-in-litigation-finance-deals550974196
Chubb Expands Insurance Solution in Canada to Address Exposures Faced by Today's Private Equity Firmshttps://news.chubb.com/2019-04-03-Chubb-Expands-Insurance-Solution-in-Canada-to-Address-Exposures-Faced-by-Todays-Private-Equity-Firms54096995
Clearlake Capital Acquires Insurance Software Leader Zywave and Announces Strategic Acquisition of Advisen; Aurora Capital Invests New Capital to Support Accelerated Growthhttps://clearlake.com/news/clearlake-capital-acquires-insurance-software-leader-zywave-and-announces-strategic-acquisition-of-advisen-aurora-capital-invests-new-capital-to-support-accelerated-growth/521951795
Carlyle Joins Oak Hill in Creating a New Insurance Holding Companyhttps://www.wsj.com/articles/carlyle-joins-oak-hill-in-creating-a-new-insurance-holding-company-11592604169563972595
Trinity Hunt Partners Launches Workforce Services Platform, Allvia, With Investment in Melita Grouphttps://www.businesswire.com/news/home/20260210325482/en/Trinity-Hunt-Partners-Launches-Workforce-Services-Platform-Allvia-With-Investment-in-Melita-Group561972895
D&O Insurance and the Two Words to Fear: Capacity Exclusionhttps://www.dorsey.com/newsresources/publications/client-alerts/2019/02/do-insurance-and-capacity-exclusion52895694
Southampton Financial buys aha insurancehttps://www.insurancebusinessmag.com/ca/news/breaking-news/southampton-financial-buys-aha-insurance-469357.aspx54096594
BharCap Partners Closes Oversubscribed Fund II at $652 Millionhttps://www.businesswire.com/news/home/20250608656280/en/BharCap-Partners-Closes-Oversubscribed-Fund-II-at-%24652-Million561972895
Bain Capital Private Equity and Vista Equity Partners Acquire Vertafore From TPGhttps://www.baincapital.com/news/bain-capital-private-equity-and-vista-equity-partners-acquire-vertafore-tpg52795394
The Strategic Advantage of Integrated Due Diligence in M&Ahttps://www.fticonsulting.com/insights/articles/strategic-advantage-integrated-due-diligence-ma43696394
Competitive Advantages in Extended M&A Deal Timelineshttps://www.goodwinlaw.com/en/insights/publications/2025/10/insights-privateequity-deal-timelines-turning-delays43096294
AI doesn’t lie, it hallucinates and M&A due diligence must address thathttps://www.deloitte.com/ch/en/services/consulting/perspectives/ai-hallucinations-new-risk-m-a.html460972095
How AI will impact due diligence in M&A transactionshttps://www.ey.com/en_ch/insights/strategy-transactions/how-ai-will-impact-due-diligence-in-m-and-a-transactions455972395
The Impact of Artificial Intelligence on M&A Deals — Part Ihttps://ma-review.de/artikel/the-impact-of-artificial-intelligence-on-ma-deals-part-i416951394
Integrating artificial intelligence in M&A processes: A new strategic era - Part 1: Leveraging AI and its advantageshttps://www.nortonrosefulbright.com/en/knowledge/publications/5f5749a7/integrer-lintelligence-artificielle-aux-processus-de-fusion-et-acquisition44296594
Employee benefits due diligence should be at top of M&A checklisthttps://www.crainscleveland.com/custom-content-acg-2022/employee-benefits-due-diligence-should-be-top-ma-checklist/43096194
M&A transactions involving AI companies: due diligence considerationshttps://www.osler.com/en/insights/updates/ma-transactions-involving-ai-companies-due-diligence-considerations/42796394
The Payoffs and Pitfalls of ESG Due Diligencehttps://www.bcg.com/publications/2024/payoffs-and-pitfalls-of-esg-due-diligence455971495
Decoding India’s Labour Codes: Strategic Insights for M&A Transactionshttps://corporate.cyrilamarchandblogs.com/2026/03/decoding-indias-labour-codes-strategic-insights-for-ma-transactions/4--795
Mergers and acquisitions during the COVID-19 pandemichttps://www.thetaxadviser.com/issues/2020/aug/mergers-acquisitions-covid-19-pandemic/42795194
Why It’s Key to Conduct Cyber Due Diligence in Financial Services During Mergers and Acquisitionshttps://www.aon.com/en/insights/articles/why-its-key-to-conduct-cyber-due-diligence-in-financial-services-during-mergers-and-acquisitions446961194
Kroll's Transaction Advisory Services Practice Rendered Buy-Side Financial and Tax Due Diligence to Multiplan Corporation on Its Acquisition of Benefit Solutions, LLChttps://www.kroll.com/en/transactions/buy-side-advisor-multiplan-corporation442961194
M&A Considerations for Serial Acquirers | A Conversation with Josh Pollick and Justin Yihttps://www.orrick.com/tech-studio/insights/m-and-a-considerations-for-serial-acquirers43396494
Why Many M&A Deals Fail — and How to Beat the Oddshttps://knowledge.wharton.upenn.edu/article/why-many-ma-deals-fail-and-how-to-beat-the-odds/456973695
M&A: The Intersection of Due Diligence and Governancehttps://www.deloitte.com/us/en/programs/center-for-board-effectiveness/articles/mergers-and-acquisitions-due-diligence-and-governance.html460972095
The Impact of Artificial Intelligence on M&A Deals — Part IIhttps://ma-review.de/artikel/the-impact-of-artificial-intelligence-on-ma-deals-part-ii416951394
The Importance of Health Tech Due Diligence in M&A: Lower Transaction Risk Pre- and Post-closehttps://www.fticonsulting.com/insights/articles/importance-health-tech-due-diligence-ma-lower-transaction-risk-pre-post-close43696394
Assessing the Value of Compliance Due Diligence in M&A—Insight Into the Challenges and Benefitshttps://www.kroll.com/en/publications/financial-compliance-regulation/assessing-value-compliance-due-diligence-ma442961194
The risks and rewards of cross-border M&Ahttps://www.deloitte.com/us/en/what-we-do/capabilities/mergers-acquisitions-restructuring/articles/cross-border-m-and-a-risks-rewards.html460972095
Insights from Experience – Acquiring Public Benefit Corporationshttps://www.ropesgray.com/en/insights/alerts/2023/02/insights-from-experience-acquiring-public-benefit-corporations43196294
Insurance due diligence in M&Ahttps://www.financierworldwide.com/insurance-due-diligence-in-ma42996094
10 Key Steps To Prepare Your Company For An M&A Salehttps://www.forbes.com/sites/allbusiness/2022/02/15/10-key-steps-to-prepare-your-company-for-an-ma-sale/468973295
Generative AI in M&A: Where Hope Meets Hypehttps://www.bain.com/insights/generative-ai-m-and-a-report-2024/451971995
The vital role of transfer pricing at all stages of M&A transactionshttps://www.internationaltaxreview.com/article/2bckaind2rym5qmjonojk/sponsored/the-vital-role-of-transfer-pricing-at-all-stages-of-m-a-transactions42595094
How to streamline benefits plans during a merger or acquisitionhttps://www.benefitscanada.com/archives_/benefits-canada-archive/how-to-streamline-benefits-plans-during-a-merger-or-acquisition/43296194
M&A in Pharma: Balancing Growth and Riskhttps://www.pharmaceuticalcommerce.com/view/m-a-in-pharma-balancing-growth-and-risk42495994
Anti-Bribery and Corruption (ABC) Due Diligence Services for M&A transactionshttps://www.deloitte.com/ch/en/services/consulting-financial/research/eyes-wide-shut.html460972095
Insurance due diligence: A critical building block in M&A transactionshttps://www.marsh.com/en-gb/services/private-equity-mergers-acquisitions/insights/insurance-due-diligence-critical-building-block-m-and-a-transactions.html44196694
Compensation Considerations for M&Ahttps://www.deloitte.com/us/en/services/consulting/blogs/human-capital/treatment-of-equity-compensation-awards-in-mergers-and-acquisitions.html460972095
DOJ’s New Safe Harbor Policy Raises Stakes on M&A Due Diligencehttps://www.corporatecomplianceinsights.com/doj-safe-harbor-raises-stakes/43596394
The pivotal role played by representations and warranties insurancehttps://www.smartbusinessdealmakers.com/articles/topic/the-pivotal-role-played-by-representations-and-warranties-insurance/41695093
Insurance investors: Priorities and opportunitieshttps://www.mckinsey.com/industries/financial-services/our-insights/insurance-investors-priorities-and-opportunities462972995
Practical considerations of Sec. 1202 in M&A transactionshttps://www.thetaxadviser.com/issues/2021/jun/sec-1202-mergers-acquisitions-transactions/42795194
How Legal Technology Can Add Value to an M&A Practicehttps://www.lexology.com/library/detail.aspx?g=204e09a5-446a-4bbc-89aa-34645d230479446961195
Best VDR Providers for M&A and Due Diligence 2025https://worldbusinessoutlook.com/best-vdr-providers-for-ma-and-due-diligence-2025/436953195
Cross-border M&As post-TCJA: Three things advisers should knowhttps://www.thetaxadviser.com/issues/2020/feb/cross-border-mergers-acquisitions-tcja/42795194
PwC: Quantifying the factors that drive value creationhttps://www.africaprivateequitynews.com/p/pwc-quantifying-the-factors-that41395094
Orrick Adds Comp & Benefits Partner in Londonhttps://www.orrick.com/en/News/2025/05/Orrick-Adds-Comp-and-Benefits-Partner-in-London43396494
Franchising M&A in 2025https://www.financierworldwide.com/franchising-ma-in-202542996094
Considerations for a Successful Private Equity Exithttps://www.bdo.com/insights/industries/private-equity/considerations-for-a-successful-private-equity-exit44496494
Minimising antitrust whistleblower risk in the M&A contexthttps://www.financierworldwide.com/minimising-antitrust-whistleblower-risk-in-the-ma-context42996094
Jorge Romero Joins U.S. Retirement & Benefits Partners as Senior Vice Presidenthttps://www.citybiz.co/article/288363/jorge-romero-joins-u-s-retirement-benefits-partners-as-senior-vice-president/43395595
Buying and selling ESOP corporationshttps://www.financierworldwide.com/buying-and-selling-esop-corporations-jun2542996094
Q&A: Antitrust due diligence in M&Ahttps://www.financierworldwide.com/qa-antitrust-due-diligence-in-ma42996094
Protection of workers’ rights during a M&A under South African labour lawhttps://www.africaprivateequitynews.com/p/protection-of-workers-rights-during41395094
The challenges of cross-border M&Ahttps://www.financierworldwide.com/the-challenges-of-cross-border-ma42996094
Alliant Insurance Services Adds Justin Sorensen to Expand M&A Advisory Platformhttps://www.citybiz.co/article/869267/alliant-insurance-services-adds-justin-sorensen-to-expand-ma-advisory-platform/43395595
ROUNDTABLE: Managing transactional riskhttps://www.financierworldwide.com/roundtable-managing-transactional-risk-aug2542996094
Kroll's Healthcare Investment Banking Team Advised TRI-AD on Its Sale to Navia Benefit Solutionshttps://www.kroll.com/en/transactions/sell-side-advisor-tri-ad442961194
Will there be more insurance brokerage consolidation in 2022?https://www.insurancebusinessmag.com/us/news/breaking-news/will-there-be-more-insurance-brokerage-consolidation-in-2022-321551.aspx44096594
The rise of financial factbooks in M&A transactionshttps://www.rsmuk.com/insights/advisory/the-rise-of-financial-factbooks-in-m-and-a-transactions42595194
Blog: Integrating ESG in M&Ahttps://www.deloitte.com/de/de/services/consulting/perspectives/esg-topics-in-m-and-a.html460972095
ESG Due Diligence: A guide for responsible investmentshttps://kpmg.com/ch/en/insights/esg-sustainability/esg-due-diligence.html456975296
AI in M&A: Harnessing Traditional and Gen AI for Peak Efficiencyhttps://learn.g2.com/ai-in-merger-acquisition459974295
363 Sales as a Health Care M&A Tool, Part 2 – Pros and Cons for Buyers and Sellershttps://www.mintz.com/insights-center/viewpoints/2146/2020-09-10-_63-sales-health-care-ma-tool-part-2-pros-and-cons42996194
Hall Benefits Law Expands National Footprint With New Ohio and North Carolina Officeshttps://www.citybiz.co/article/839044/hall-benefits-law-expands-national-footprint-with-new-ohio-and-north-carolina-offices/43395595
Demystifying stablecoins in Latin America: risks, regulations, and benefitshttps://www.rsm.global/latinamerica/en/insights/demystifying-stablecoins-latin-america-risks-regulations-and-benefits431951494
How to deal with DB pensions in an M&A transactionhttps://www.benefitscanada.com/news/bencan/how-to-deal-with-db-pensions-in-an-ma-transaction/43296194
Why Some Merging Companies Become Synergy Overachievershttps://www.bain.com/insights/why-some-merging-companies-become-synergy-overachievers/451971995
USI snaps up Wells Fargo Insurance Serviceshttps://www.insurancebusinessmag.com/us/news/breaking-news/usi-snaps-up-wells-fargo-insurance-services-71596.aspx44096594
Trends in Representations and Warranties Insurance (RWI) in North American Private M&Ahttps://www.fasken.com/en/knowledge/2025/10/trends-in-representations-and-warranties-insurance43096294
Q&A: M&A digitalisation trends and opportunitieshttps://www.financierworldwide.com/qa-ma-digitalisation-trends-and-opportunities42996094
AI in M&A: Streamlining deals from due diligence to post-merger integrationhttps://ma-review.de/artikel/ai-in-ma-streamlining-deals-from-due-diligence-to-post-merger-integration416951394
Virtual Data Rooms (VDR): Secure Document Sharing for M&Ahttps://www.investopedia.com/terms/v/virtual-data-room-vdr.asp458972195
PISCES: how it operates and who will benefithttps://www.farrer.co.uk/news-and-insights/pisces-how-it-operates-and-who-will-benefit/42295093
Warranty and Indemnity Insurance: What is it and how does it work?https://www.dentons.co.nz/en/insights/articles/2023/february/21/warranty-and-indemnity-insurance41395093
Benefit Plan Consolidation Significantly Reduces Private Equity Firm’s Premium Costshttps://www.cbiz.com/insights/case-study/benefit-plan-consolidation-significantly-reduces-private-equity-firms-premium-costs33395594
Weil Advises Schaltbau Holding AG, a Portfolio Company of The Carlyle Group, in its Sale of Bode Group to Waterland Private Equityhttps://www.weil.com/articles/weil-advises-schaltbau-holding-ag-a-portfolio-company-of-the-carlyle-group-in-its-sale-of-bode-group32695394
Latham: Pascal Mayer Joins As Executive Compensation And Employee Benefits Partnerhttps://pulse2.com/latham-pascal-mayer-joins-as-executive-compensation-and-employee-benefits-partner/335952895
ERISA Withdrawal Liability: Uncertainty Remains Regarding Private Equity Entities’ Status as ‘Employers’https://www.jacksonlewis.com/insights/erisa-withdrawal-liability-uncertainty-remains-regarding-private-equity-entities-status-employers32995394
PE Weekly: The SPAC Is Back? Plus, Industrials M&A Drives onhttps://middlemarketgrowth.org/pe-weekly-spac-m-a-industrials/319951695
Kelso & Company Completes $9.83 Billion Sale of Accession Risk Management Group to Brown & Brownhttps://www.citybiz.co/article/731049/kelso-company-completes-9-83-billion-sale-of-accession-risk-management-group-to-brown-brown/33395595
Financial Times Ignites Article Cites Ropes & Gray Alert on Pooled Employer Plans Gaining Momentum and Assetshttps://www.ropesgray.com/en/news-and-events/news/2023/12/financial-times-ignites-article-cites-ropes-gray-alert-on-pooled-employer-plans-gaining-momentum33196294
Partners Group introduces portfolio company employee equity programmehttps://www.newprivatemarkets.com/partners-group-introduces-portfolio-company-employee-equity-programme/32195293
How to Control Healthcare Costs Throughout Your Portfolio With New Insurance Modelhttps://peprofessional.com/2025/05/how-to-control-healthcare-costs-throughout-your-portfolio-with-new-insurance-model/31195995
Leading Executive Compensation and Employee Benefits Partner Joins Latham & Watkins in New Yorkhttps://www.prnewswire.com/news-releases/leading-executive-compensation-and-employee-benefits-partner-joins-latham--watkins-in-new-york-302806580.html364971895
AI in Private Equity: Three Plays for Driving Value Creation in 2025https://www.fticonsulting.com/insights/articles/ai-private-equity-three-plays-driving-value-creation-202533696394
Field Notes from the Generative AI Insurgency in Private Equityhttps://www.bain.com/insights/field-notes-from-generative-ai-insurgency-global-private-equity-report-2025/351971995
The Benefits of Private Equity Investments for the WRShttps://etf.wi.gov/news/benefits-private-equity-investments-wrs3--1695
The Top Private Equity Firms of 2025https://growthcapadvisory.com/the-top-private-equity-firms-of-2025/319951294
Pooled Employer Plans (“PEPs”): Putting a little PEP in a 401k retirement plan could help to protect your Portfolio Companieshttps://www.ropesgray.com/en/insights/alerts/2022/04/pooled-employer-plans-peps-putting-a-little-pep-in-a-401k-retirement-plan-could-help-to-protect33196294
Upgrading Operating Partners to First-Class Citizenshttps://middlemarketgrowth.org/executive-upgrading-operating-partners-first-class-citizens/319951695
A Private Equity Fund Just Bought Your Company … Now What?https://www.bain.com/insights/a-pe-fund-just-bought-your-company-now-what/351971995
Johns Hopkins Study: Private Equity, 401(k)s Do Not Mixhttps://www.plansponsor.com/johns-hopkins-study-private-equity-401ks-do-not-mix/33095395
Portfolio Investments: Bad Choices Make for Big Judgmentshttps://fbtgibbons.com/portfolio-investments-bad-choices-make-for-big-judgments/319952194
Three tech pillars driving value creation for PE portfolio companieshttps://www.ey.com/en_gl/insights/private-equity/three-tech-pillars-driving-value-creation-for-pe-portfolio-companies355972395
Fifth Circuit Revives WARN Act Case Against Private Equity Manager of Closed Businesshttps://www.gibsondunn.com/fifth-circuit-revives-warn-act-case-against-private-equity-manager-of-closed-business/33095395
The role of private equity in the U.S. economy, and whether and how favorable tax policies for the sector need to be reformedhttps://equitablegrowth.org/the-role-of-private-equity-in-the-u-s-economy-and-whether-and-how-favorable-tax-policies-for-the-sector-need-to-be-reformed/331962595
Beyond operating partners: The next step in value creationhttps://www.privatefundscfo.com/beyond-operating-partners-the-next-step-in-value-creation/32295193
Maryland pension funds adopt labor standards for private equityhttps://pestakeholder.org/news/maryland-pension-funds-adopt-labor-standards-for-private-equity/319951495
Responsible Private Equity: Insights and Tools to Generate Financial Value From Embedding Sustainabilityhttps://www.stern.nyu.edu/experience-stern/about/departments-centers-initiatives/centers-of-research/center-sustainable-business/research/value-drivers-private-equity-building-accountability-framework-positive-stakeholder35497595
Private Equity Firms Want to Give Workers Ownership Stakeshttps://prospect.org/2022/05/06/private-equity-firms-want-to-give-workers-ownership-stakes/335962995
Building a Stronger Buy-and-Buildhttps://www.bain.com/insights/building-a-stronger-buy-and-build-global-private-equity-report-2024/351971995
The growing private equity markethttps://www.deloitte.com/us/en/insights/industry/financial-services/private-equity-industry-forecast.html360972095
The Top Women Leaders in Growth Investing of 2024https://growthcapadvisory.com/the-top-women-leaders-in-growth-investing-of-2024/319951294
How I Make More Money As a Freelance Consultant Than in Private Equityhttps://www.businessinsider.com/how-make-more-money-freelance-consultant-private-equity-2022-3362972895
Building AI Capabilities Into Portfolio Companies at Apollo | Thomas H. Davenport and Randy Beanhttps://sloanreview.mit.edu/article/building-ai-capabilities-into-portfolio-companies-at-apollo/362974396
Finally! First Circuit Overturns the Sun Capital ERISA Multiemployer Plan Liability Case—But Risks Remain for Private Equityhttps://www.mcdermottlaw.com/insights/finally-first-circuit-overturns-the-sun-capital-erisa-multiemployer-plan-liability-case-but-risks-remain-for-private-equity/32095294
Leading tech in a PE portfolio company: 5 things you need to knowhttps://www.cio.com/article/2496876/5-reasons-why-leading-tech-in-a-pe-portfolio-company-is-different.html353971795
Private equity-backed companies union busting at higher rate than peershttps://pestakeholder.org/news/private-equity-backed-companies-union-busting-at-higher-rate-than-peers/319951495
Accenture Expands Capabilities for Private Equity Clients with Acquisition of Impendihttps://newsroom.accenture.com/news/2024/accenture-expands-capabilities-for-private-equity-clients-with-acquisition-of-impendi358973995
Shifting Gears: Private Equity Report Midyear 2022https://www.bain.com/insights/shifting-gears-private-equity-report-midyear-2022/351971995
Apax Funds to acquire Zellis Group from Bain Capitalhttps://www.baincapital.com/news/apax-funds-acquire-zellis-group-bain-capital32795394
How the drivers of private equity value creation are changinghttps://www.ey.com/en_it/insights/strategy-transactions/how-the-drivers-of-private-equity-value-creation-are-changing355972395
Private Equity’s Great Escapehttps://prospect.org/2026/03/31/apr-2026-magazine-private-equitys-great-escape-continuation-funds-rollup-retirement-abu-dhabi-investment-council-energy-mineral-group/335962995
Holland & Knight Represents Prometheus Group Founder in Sale to Genstar for Over $1 Billionhttps://www.hklaw.com/en/news/pressreleases/2019/05/holland-knight-represents-prometheus-group-founder-in-sale-to-genstar33696794
Alexandre Jauretthttps://www.whitecase.com/people/alexandre-jaurett33896294
How Private Equity Firms Fuel Next-Level Value Creationhttps://www.bcg.com/publications/2016/private-equity-power-of-buy-build355971495
CVCA New Member Profile: Leslie Consulting Grouphttps://central.cvca.ca/cvca-member-profiles/cvca-new-member-profile-leslie-consulting-group/31895794
Federal Court Finds Private Equity Funds Liable for Portfolio Company’s Withdrawal Liability on “Partnership-in-Fact” Theoryhttps://www.akingump.com/en/insights/blogs/ag-deal-diary/federal-court-finds-private-equity-funds-liable-for-portfolio33196194
Venture Capital Firm QED Investors Acquires Lingua Franca Searchhttps://huntscanlon.com/venture-capital-firm-qed-investors-acquires-lingua-franca-search/324951895
Accenture Acquires Leadership Firm YSC Consulting to Enhance C-Suite and Board Transformationshttps://newsroom.accenture.com/news/2022/accenture-acquires-leadership-firm-ysc-consulting-to-enhance-c-suite-and-board-transformations358973995
Accenture Acquires YSC Consultinghttps://huntscanlon.com/accenture-acquires-ysc-consulting/324951895
US private equity consultancy CMF Associates bought by CBIZhttps://www.consultancy.uk/news/13578/us-private-equity-consultancy-cmf-associates-bought-by-cbiz33395494
Comvest Partners’ Portfolio Company GAI Consultants Announces Acquisition of Creighton Manning Engineeringhttps://www.businesswire.com/news/home/20240510860120/en/Comvest-Partners-Portfolio-Company-GAI-Consultants-Announces-Acquisition-of-Creighton-Manning-Engineering361972895
Restructuring Considerations and Opportunities for PE | BDO | BDOhttps://www.bdo.com/insights/industries/private-equity/restructuring-considerations-and-opportunities-for-privateequity-portfolio-companies-in-times-of34496494
Unleashing Portfolio Potential: Five AI-Focused Levers for Private Equity Value Creationhttps://www.deloitte.com/ca/en/services/consulting/perspectives/unleashing-portfolio-potential-five-ai-focused-levers-for-private-equity-value-creation.html360972095
How shared service platforms add value to Private Equity (PE) firmshttps://www.ey.com/en_in/insights/consulting/global-capability-centers/how-shared-service-platforms-add-value-to-private-equity-firms355972395
Understanding Private Equity (PE)https://www.investopedia.com/articles/financial-careers/09/private-equity.asp358972195
Avant Advisory Group Advised Reborn Cabinets on Its Sale to Renovo Home Partners, an Affiliated Portfolio Company of Audax Private Equityhttps://www.newswire.com/news/avant-advisory-group-advised-reborn-cabinets-on-its-sale-to-renovo-21782869341961694
McDermott adds executive compensation partner in latest Kirkland private equity exithttps://www.reuters.com/legal/legalindustry/mcdermott-adds-executive-compensation-partner-latest-kirkland-private-equity-2023-09-15/363972795
Eli Manning Joins Brand Velocity Partnershttps://www.businesswire.com/news/home/20220110005221/en/Eli-Manning-Joins-Brand-Velocity-Partners361972895
Employers, Investors and Lenders Need to Understand Controlled-Group Liabilityhttps://www.mcguirewoods.com/client-resources/alerts/2014/4/controlled-group-liability/32795294
Woodruff Sawyer Appoints Todd Dorsey Vice President, Private Equity and Transactional Risk Grouphttps://www.prnewswire.com/news-releases/woodruff-sawyer-appoints-todd-dorsey-vice-president-private-equity-and-transactional-risk-group-301658474.html364971895
Tax Considerations for Private Equity Funds and Investorshttps://www.bdo.com/insights/tax/tax-considerations-for-private-equity-funds-and-investors34496494
The 14 top recruiting firms to know to break into private equity, hedge funds, and other buy-side jobshttps://www.businessinsider.com/top-headhunting-firms-private-equity-hedge-fund-job362972895
Value creation becomes more important than everhttps://www.bain.com/insights/value-creation-becomes-more-important/351971995
Understand the Key Differences Between Investment Banking and Private Equityhttps://www.investopedia.com/ask/answers/041315/what-are-major-differences-between-investment-banking-and-private-equity.asp358972195
Profitable Finance Careers in Investment Banking, Private Equity & Hedge Fundshttps://www.investopedia.com/articles/financialcareers/08/make-million.asp358972195
The risers and fallers as Citywire's PE Leaderboard grows to 49 advice firmshttps://citywire.com/new-model-adviser/news/the-risers-and-fallers-as-citywires-pe-leaderboard-grows-to-49-advice-firms/a2484278233953095
PwC threatens ex-Partners. But Private Equity is the real challenge for Big 4shttps://thefinancestory.com/big-4-partner-exit-pwc-threatens-ex-partners-unity-advisory2995694
Buy-and-build boom transforms UK investment landscape – MarshBerryhttps://www.insurancebusinessmag.com/uk/news/mergers-acquisitions/buyandbuild-boom-transforms-uk-investment-landscape--marshberry-575564.aspx24096594
New Report: Private Equity Empowers American Workers through Investments and Shared Ownership Opportunitieshttps://www.investmentcouncil.org/new-report-private-equity-empowers-american-workers-through-investments-and-shared-ownership-opportunities/21895093
Private Equity Firm Buys Back Most of NFP’s Wealth Biz for $2.7 Billionhttps://www.advisorhub.com/private-equity-firm-buys-back-most-of-nfps-wealth-biz-for-2-7-billion/22495995
Private Equity Bankruptcy Trackerhttps://pestakeholder.org/reports/private-equity-bankruptcy-tracker/219951495
Why brokers are selling their employee benefits books — and who's buyinghttps://www.insurancebusinessmag.com/us/news/mergers-acquisitions/why-brokers-are-selling-their-employee-benefits-books--and-whos-buying-580112.aspx24096594
PE Weekly: Consultants Ramp up Strategic Investmentshttps://middlemarketgrowth.org/pe-weekly-consultants-strategic-investments/219951695
OpenAI unveils PE-backed joint venture to accelerate AI adoptionhttps://finance.yahoo.com/sectors/technology/articles/openai-unveils-pe-backed-joint-225225911.html269975396
In its first RIA buy, Alera Group nearly quadruples its assets to $4.7 billionhttps://www.investmentnews.com/retirement-planning/in-its-first-ria-buy-alera-group-nearly-quadruples-its-assets-to-47-billion/22249223796294
How GenAI is empowering talent at a PE-backed consumer brandhttps://www.ey.com/en_tr/insights/private-equity/how-genai-is-empowering-talent-at-a-pe-backed-consumer-brand255972395
Private Equity-Fueled Shakeup Coming for Accounting Industryhttps://news.bloombergtax.com/financial-accounting/private-equity-fueled-shakeup-coming-for-accounting-industry240962895
Private Equity’s Footprint in Philadelphia Healthcarehttps://pestakeholder.org/reports/private-equity-in-philadelphia/219951495
James Galvin Appointed as EVP of Employee Benefits Group at Alliant Insurance Serviceshttps://riskandinsurance.com/james-galvin-appointed-as-evp-of-employee-benefits-group-at-alliant-insurance-services/229952595
Insurance moves: AAI, Alliant, and Corgihttps://www.insurancebusinessmag.com/us/news/breaking-news/insurance-moves-aai-alliant-and-corgi-580621.aspx24096594
Private equity in dermatology: Consolidation, modernization are on the horizonhttps://www.healio.com/news/dermatology/20250416/private-equity-in-dermatology-consolidation-modernization-are-on-the-horizon24196794
PE-backed MWA buys client bank from troubled advice firmhttps://citywire.com/new-model-adviser/news/pe-backed-mwa-buys-client-bank-from-troubled-advice-firm/a2480810233953095
Private Equity Acquisitions of Accounting Firms: A Double-Edged Sword?https://www.financialexecutives.org/FEI-Daily/December-2024/Private-Equity-Acquisitions-of-Accounting-Firms-A.aspx22996194
BDO reconfirms its commitment to take no PE moneyhttps://www.cfobrew.com/stories/2025/10/27/bdo-reconfirms-its-commitment-to-take-no-pe-money22695094
Steward to sell physician group to private equity firm for $245Mhttps://www.healthcaredive.com/news/steward-sell-physician-group-private-equity-stewardship-kinderhook/724066/23796394
Working for companies owned by well-heeled private-equity firms can mean lower wages for employeeshttps://www.nbcnews.com/business/personal-finance/working-companies-owned-well-heeled-private-equity-firms-can-mean-n1281146259972195
Strategic Insights: Warburg Pincus’ Possible Sale of McGill and Partnershttps://insnerds.com/insights/strategic-implications-warburg-pincus-sale-mcgill-partners-specialty-insurance-brokers214951094
Flatiron Search Partners Acquires Bigfoot Searchhttps://huntscanlon.com/flatiron-search-partners-acquires-bigfoot-search/224951895
Private Equity Health Care Acquisitions – January 2022https://pestakeholder.org/news/private-equity-health-care-acquisitions-january-2022/219951495
Insurance Broker Valuations: The Elephant in the Roomhttps://www.insurancejournal.com/magazines/mag-features/2026/04/13/865247.htm24096294
EQT, Main Capital ride the HR tech wave; Triton carves out BSCT from Bosch Grouphttps://www.pehub.com/eqt-main-capital-ride-the-hr-tech-wave-triton-carves-out-bsct-from-bosch-group/23295194
Vets fret as private equity snaps up clinics, pet care companieshttps://stateline.org/2024/03/29/vets-fret-as-private-equity-snaps-up-clinics-pet-care-companies/233962695
PE-backed Finnish firm acquires fellow employee benefits tech providerhttps://www.insidermedia.com/news/south-east/pe-backed-finnish-firm-acquires-fellow-employee-benefits-tech-provider23196094
ER Doctors Call Private Equity Staffing Practices Illegal and Seek to Ban Themhttps://kffhealthnews.org/courts/er-doctors-call-private-equity-staffing-practices-illegal-and-seek-to-ban-them/241963595
Oak Hill, and New Mountain Back IMA Financial Recapitalizationhttps://www.themiddlemarket.com/latest-news/oak-hill-and-new-mountain-back-ima-financial-recapitalization22595093
Two more acquisitions for leading PE-backed grouphttps://www.legalfutures.co.uk/?p=14880622795094
Acrisure to Cut 2,250 Employees, Citing Advances in Technology and AIhttps://www.insurancejournal.com/news/national/2026/05/22/871138.htm24096294
View from the top: Jim Blue, Alerahttps://www.businessinsurance.com/view-from-the-top-jim-blue-alera/23296494
Renovo Home Partners Collapse Heads to Liquidation as States Move to Protect Homeownershttps://www.qualifiedremodeler.com/renovo-home-services-reportedly-shutters-operations-ownership-brands-and-financial-status-unclear/22195093
Apax-Backed CohnReznick Acquires Ham, Langston & Brezinahttps://www.themiddlemarket.com/latest-news/apax-backed-cohnreznick-acquires-ham-langston-brezina22595093
RSM US-UK is doing something rivals aren’t: Avoiding Private Equityhttps://thefinancestory.com/rsm-us-uk-transatlantic-partnership-without-private-equity2995694
Private Equity Gets Boot From Top Plumbing and HVAC Trade Grouphttps://www.forbes.com/sites/brandonkochkodin/2025/09/16/a-group-for-small-building-trade-businesses-tells-private-equity-to-get-lost/268973295
Doctors sue Envision Healthcare, say private equity-backed firm shouldn’t run ERs in Californiahttps://www.nbcnews.com/health/health-news/doctors-sue-envision-healthcare-say-private-equity-backed-firm-shouldn-rcna9276259972195
Howden expands US Natural Resources practice, deepening expertise across energy, power and industrial sectorshttps://www.howdengroup.com/us-en/news/howden-expands-us-natural-resources-practice-deepening-expertise-across-energy-power-and-industrial-sectors23395594
Mercer offloads pensions admin business to PE-backed MBOhttps://corporate-adviser.com/mercer-offloads-pensions-admin-business-to-pe-backed-mbo/239951495
Training provider acquired by PE-backed learning grouphttps://www.business-sale.com/news/business-sale/training-provider-acquired-by-pebacked-learning-group-22890521295294
April Deals Day – PE-backed group leads way with new additionhttps://www.legalfutures.co.uk/latest-news/april-deals-day-law-firms-unveil-acquisitons-across-country22795094
Canadian pensions feel the strain as private equity stumbleshttps://www.benefitsandpensionsmonitor.com/investments/alternative-investments/canadian-pensions-feel-the-strain-as-private-equity-stumbles/39323922195094
PE-backed Activate Group moves for collision repair specialisthttps://www.insidermedia.com/news/yorkshire/pe-backed-activate-group-moves-for-collision-repair-specialist23196094
PE-backed Lawfront expands to South-East with latest acquisitionhttps://www.legalfutures.co.uk/latest-news/pe-backed-lawfront-expands-to-south-east-with-latest-acquisition22795094
Pensions group issues EBC independence warninghttps://citywire.com/new-model-adviser/news/pensions-group-issues-ebc-independence-warning/a611092233953095
PE-backed law firm deals in Midlands, Manchester – and Reykjavíkhttps://www.legalfutures.co.uk/latest-news/pe-backed-law-firm-deals-in-midlands-manchester-and-reykjavik22795094
Howden to remain private but IPO not ruled out in futurehttps://www.insuranceage.co.uk/insight/7955061/howden-to-remain-private-but-ipo-not-ruled-out-in-future21995093
How private equity took over your kid’s nurseryhttps://www.the-londoner.co.uk/private-equity-nurseries/21295093
PE-backed Samson Resources files for bankruptcyhttps://www.financierworldwide.com/pe-backed-samson-resources-files-for-bankruptcy22996094
U.S. News Reviews SoFi Invest in 2025https://money.usnews.com/investing/best-brokers/sofi-invest256974195
HGGC Closes Fund IV At Over $2.5 Billionhttps://www.businesswire.com/news/home/20220615006076/en/HGGC-Closes-Fund-IV-At-Over-%242.5-Billion261972895
KKR nears 2.3b euro deal for CVC’s insurance broker Aprilhttps://www.businesstimes.com.sg/companies-markets/banking-finance/kkr-nears-23b-euro-deal-cvcs-insurance-broker-april24596594