Independent Sponsor Intelligence

1. 30RTC Partnersfund or capital provider2019 to 2026 · 13 in 12 months
2. 16World Insurance Associates LLCoperating company or platform2025 to 2026 · 16 in 12 months
3. 9Apriooperating company or platform2025 to 2026 · 6 in 12 months
4. 7Patriot Growth Insurance Services, LLCoperating company or platform2025 to 2026 · 2 in 12 months
5. 6Citrin Cooperman Advisors LLCoperating company or platform2024 to 2026 · 3 in 12 months
6. 4Keyes Coverage, Inc.operating company or platform2024 to 2026 · 2 in 12 months
7. 3Hub International Limitedoperating company or platform2025 to 2025
8. 3Six Pillars Partnersverified independent sponsor2020 to 2023
9. 3Allied Universaloperating company or platform2022 to 2022
10. 3Akoya Capital Partnersverified independent sponsor2018 to 2022

Deals DFX has read in this sector only. A buyer active in several sectors counts once here per sector, and its own page carries the whole chronology with the announcement behind each row.

1. Sep 3, 2026Add onconfidence 90%
   World Insurance Associates LLC acquired Pellechio Family Agency (Parsippany, NJ)

   World Insurance Associates LLC announced that it acquired the business of Pellechio Family Agency of Parsippany, NJ; as part of World, the agency can offer additional products and services to its customers.

   DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
2. Aug 7, 2026Add onconfidence 70%
   Crunch Fitness acquired BAY Area Crunchers (San Lorenzo, CA)

   Crunch Fitness announced the acquisition of eight Bay Area Crunch Fitness locations from franchise group Bay Area Crunchers, closed August 1, 2026; operating partner Brian Calegari said the transaction marks an exciting new chapter for the Bay Area and the Crunch brand.

   DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
3. Jul 28, 2026Add onconfidence 90%
   RTC Partners acquired Metacontrol Ingeniería (Santiago)

   Consertus, Inc., a portfolio company of RTC Partners, today announced that Metacontrol Ingeniería

   DFX analyst research (General-assisted, every claim URL-cited) consertus.com
4. Jul 15, 2026Add onconfidence 90%
   RTC Partners acquired Program Controls, Inc. (PCI) (Miami, FL)

   Consertus, Inc., a portfolio company of RTC Partners, announced that Program Controls, Inc. (PCI) has officially joined the Consertus family

   DFX analyst research (General-assisted, every claim URL-cited) consertus.com
5. Jul 7, 2026Add onconfidence 90%
   Citrin Cooperman Advisors LLC acquired LGA, LLP (Boston, MA)

   Citrin Cooperman announced the acquisition of LGA, LLP, a Boston-area accounting and business advisory firm; the acquisition expands Citrin Cooperman's deep New England presence, adding approximately 150 professionals.

   DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
6. Jul 1, 2026Add onconfidence 90%
   World Insurance Associates LLC acquired Still Creek Insurance (Rockville, MD)

   World announced it acquired the business of Still Creek Insurance of Rockville, MD on March 1, 2026; the addition further expands World's presence in the Maryland area.

   DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
7. Jun 30, 2026Add onconfidence 90%
   World Insurance Associates LLC acquired Clarke Insurance Inc. (Mount Holly, NJ)

   World announced it acquired the business of Clarke Insurance Inc. of Mount Holly, NJ on March 1, 2026; Clarke has a strong reputation and will strengthen World's presence in New Jersey.

   DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
8. Jun 29, 2026Add onconfidence 90%
   World Insurance Associates LLC acquired Fillmore Insurance Agency (Brooklyn, NY)

   World Insurance Associates LLC, a Top 50 Insurance Brokerage, announced today that it acquired the business of Fillmore Insurance Agency of Brooklyn, NY on March 1, 2026.

   DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
9. Jun 17, 2026Add onconfidence 90%
   World Insurance Associates LLC acquired Wolpert Insurance Agency, Inc. (Worcester, MA)

   World announced it acquired the business of Wolpert Insurance Agency of Worcester, MA on October 1, 2025; the addition of Wolpert further increases World's presence in Massachusetts and Rhode Island.

   DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
10. Jun 16, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired ML Ruberton Agency (Hammonton, NJ)

    World announced it acquired the business of ML Ruberton Agency and MLR Risk Management of Hammonton, NJ on March 1, 2026.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
11. Jun 4, 2026Add onconfidence 90%
    Aprio acquired Waldron H. Rand & Company, P.C. (Dedham, MA)

    Aprio announced the acquisition of Waldron H. Rand & Company, a Dedham, Massachusetts accounting, tax and advisory firm founded in 1912 with more than 70 professionals and 12 partners, effective June 1, 2026.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
12. Jun 2, 2026Add onconfidence 90%
    Aprio acquired Isdaner & Company, LLC (Bala Cynwyd, PA)

    Aprio announced the acquisition of Philadelphia-area Isdaner & Company, a full-service accounting and advisory firm founded in 1967 with more than 70 professionals and a 10-partner team, effective June 1, 2026.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
13. May 27, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Lock Insurance (Lakeland, FL)

    World announced it acquired the business of Lock Insurance of Lakeland, FL on February 1, 2026; Lock provides personal and commercial insurance products to clients in Florida.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
14. May 26, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Agency West Insurance (Olathe, KS)

    World announced it acquired the business of Agency West Insurance of Olathe, KS on February 1, 2026; Agency West provides coverage for families, individuals and businesses in Kansas.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
15. May 12, 2026Add onconfidence 90%
    Citrin Cooperman Advisors LLC acquired Sharff, Wittmer, Kurtz, Jackson & Diaz PC (Coral Gables, FL)

    Citrin Cooperman announced the acquisition of SWKJD, a Coral Gables, Florida accounting and advisory firm; the addition of SWKJD strengthens Citrin Cooperman's Florida presence and expands its ability to serve clients in the Miami market.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
16. May 6, 2026Add onconfidence 90%
    Aprio acquired Price Kong (Phoenix, AZ)

    Aprio announced the acquisition of Phoenix-based Price Kong, a 1967-founded accounting and advisory firm with more than 40 professionals, effective June 1, 2026; the acquisition also marks Aprio's entry into serving the cannabis industry.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
17. May 5, 2026Platform acquisitionconfidence 90%
    Catchment Capital, L.P. acquired Vertech Industrial Systems LLC (Phoenix, AZ)

    Stellus provided senior debt financing and an equity co-investment to support Catchment Capital's investment in Phoenix-based Vertech Industrial Systems.

    DFX analyst research (General-assisted, every claim URL-cited) stelluscapital.com
18. Apr 28, 2026Add onconfidence 90%
    RTC Partners acquired Laceco (Beirut)

    Consertus, Inc., a portfolio company of RTC Partners, today announced the acquisition of Laceco

    DFX analyst research (General-assisted, every claim URL-cited) consertus.com
19. Apr 28, 2026Add onconfidence 90%
    Keystone Agency Partners LLC acquired Titan Risk Solutions (Overland Park, KS)

    Keystone Agency Partners acquired Titan Risk Solutions of Overland Park, Kansas; Titan Risk Solutions is a best-in-class trucking broker and the ideal partner to anchor Keystone's Transportation Vertical.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
20. Apr 22, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Baldon Insurance Group (Patchogue, NY)

    World Insurance Associates LLC, a Top 50 Insurance Brokerage, announced today that it acquired the business of Baldon Insurance Group of Patchogue, NY on January 1, 2026.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
21. Apr 20, 2026Add onconfidence 90%
    Keyes Coverage, Inc. acquired Seibert Insurance Agency, Inc. (Tampa, FL)

    Keyes Coverage, a Keystone Agency Partners platform, acquired Seibert Insurance Agency, an 18-employee independent agency in Tampa; CEO Karyn S. Roeling said joining Keyes Coverage is the right next step for the agency, its employees and its clients.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
22. Apr 15, 2026Add onconfidence 90%
    RTC Partners acquired CCS International, Inc. (Oakbrook Terrace, IL)

    Consertus, Inc., a portfolio company of RTC Partners, today announced

    DFX analyst research (General-assisted, every claim URL-cited) consertus.com
23. Apr 14, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Heuring Crop Insurance (Boonville, IN)

    World announced it acquired the business of Heuring Crop Insurance of Boonville, IN on November 1, 2025; Heuring provides federal multi-peril and private product crop insurance to farmers and ranchers.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
24. Apr 13, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired C&A Insurance Agency (New York, NY)

    World announced it acquired the business of C&A Insurance Agency of New York, NY on December 31, 2025; C&A serves individuals, families and businesses throughout New York and New Jersey with multilingual support.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com
25. Apr 1, 2026Add onconfidence 90%
    Aprio acquired CAVU Advisors (Columbia, MD)

    Aprio announced the acquisition of CAVU Advisors, a Columbia, Maryland federal contractor advisory and accounting firm founded in 2005 with expertise in Unanet and Deltek systems.

    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com

The names under each deal are the parties the announcement itself printed, in the role it gave them. Most announcements name the buyer and not the lenders, which is why 45 of 189 deals here carry capital.