Shepherd Insurance Acquires Pair of Indiana Agencies
Shepherd Insurance→Capitol Insurance Group; Cox & Kimball Insurance
May 28, 2026
An out-of-state company has acquired a South Florida accounting CPA firm, a financial services business in Florida, for an undisclosed amount. The target provides accounting and tax services to local clients across South Florida, supporting compliance and advisory needs. The strategic acquisition expands the buyer’s accounting cpa acquisition footprint within FL acquisitions and financial services deals FL. The add on acquisition is categorized as an add on acquisition and bolt-on style add on acquisition, driven by a strategic acquisition approach to grow recurring client relationships. Deal terms, advisors, and an expected close date were not disclosed.
Shepherd Insurance→Capitol Insurance Group; Cox & Kimball Insurance
May 28, 2026
World Insurance Associates→Lock Insurance
May 28, 2026
World Insurance Associates→Agency West Insurance
May 27, 2026
JPMorgan Chase
May 27, 2026
Xactus→Mortgage Credit Link
May 27, 2026