1. 2019 - Westwinds Insurance sale to Alpine Insurance 

2. 2020 - Diamond Insurance sale to Westland Insurance Group 

3. 2021 - Nickels & Dimes Insurance sale to Westland Insurance Group

4. 2021 - Blue Circle Insurance sale to Brokerlink

5. 2021 - 6 Degrees Finance sale to Brokerlink 

6. 2022 - Asset Insurance sale to Stoneridge 

7. 2023 - Haggett & Rogers Insurance sale to Westland Insurance Group                                               

8. 2024 - Advisor on sale of Baker Insurance to Axis Insurance                                     

​9. 2025 - Northgate Insurance sale to Brokerlink

10. 2025 - Collis Insurance sale to Axis