Business Transaction: NFP Acquires Levine Group LLC
In a move aimed at bolstering its presence in the Nashville area, NFP, an Aon company, has announced the acquisition of Levine Group, LLC. This financial services firm, based in Brentwood, TN, has been serving Nashville and the surrounding area for over 60 years.
Mike Levine, who leads Levine Group, will join NFP, working closely with Mike Schneider, president of NFP's Central and West regions. The acquisition was not disclosed for its financial terms.
The Levine Group team, including Michael Levine and other leaders, will join NFP to enhance service delivery and business growth in the region. This acquisition strengthens NFP’s local presence in Nashville while adding expertise to their wealth and retirement business.
Founded in 1963, Levine Group has been serving individuals, families, and businesses with a personal, hands-on approach. The services offered by Levine Group include investment management, retirement plan consulting, employee benefits, and insurance.
NFP is a leading property and casualty (P&C) broker, benefits consultant, wealth manager, and retirement plan advisor. The company's acquisition of Levine Group is another example of its growth and expansion in the insurance industry.
This is not the first deal for NFP. Previously, they have also acquired EBA Services LLC dba AnchorGroup. The acquisition of Capstone Strategies, LLC, a P&C and benefits broker located in the US, expands NFP's presence in the US market.
The impact of this acquisition on NFP's wealth and retirement business is significant. It expands their capacity to serve individual, family, and business clients with a personal, hands-on approach. This acquisition supports NFP’s broader strategy of expanding its middle-market and wealth management footprint through integrated, high-value offerings.
The acquisition by Aon has been a major booster to Aon’s overall business. In Q2 2025, Aon reported strong financial performance partly attributable to the NFP acquisition, including an 11% total revenue increase and a 15% revenue boost in the Human Capital segment, which includes wealth and retirement solutions.
In summary, the Levine Group acquisition enhances NFP’s depth in wealth and retirement services, supporting Aon’s broader strategy of expanding its middle-market and wealth management footprint through integrated, high-value offerings. This acquisition is a testament to NFP's commitment to growth and its mission of helping even more people with its expanded tools and support.
References:
- Aon Q2 2025 Earnings Release
- NFP Announces Acquisition of Levine Group, LLC
- NFP Acquires Capstone Strategies, LLC
- Aon's Acquisition of NFP Boosts Revenue Growth
Events: NFP, an Aon company, has announced the acquisition of Levine Group, LLC.
Investing and Business: The acquisition strengthens NFP’s local presence in Nashville while adding expertise to their wealth and retirement business, supporting Aon’s broader strategy of expanding its middle-market and wealth management footprint through integrated, high-value offerings.
