Fundz

Higginbotham strengthens life insurance planning expertise with acquisition of Cassidy & Company

PRIVATEAug 28, 2024

Acquiring Company

Higginbotham

Acquired Company

Cassidy & Company

Fort WorthTampaFinancial ServicesEmployee BenefitsInsuranceFinancial ServicesConsulting

Description

Fort Worth-based Higginbotham has acquired Cassidy & Company of Tampa, Florida, to enhance their specialty life insurance planning expertise and provide additional support to partner offices in Florida, Tennessee, Mississippi, and beyond. The acquisition further expands Higginbotham's strategic growth in the Southeast region, reinforcing their position as a leading multi-line insurance broker.

Quick answer

Higginbotham is acquiring Cassidy & Company, announced August 28, 2024. Higginbotham is based in Fort Worth, Texas, United States.

How much did Higginbotham pay for Cassidy & Company?
The deal value was not disclosed.
What does Higginbotham do?
Higginbotham is the largest independent insurance, financial and HR services firm headquartered in Texas and one of the top firms in the country.
Where are Higginbotham and Cassidy & Company based?
Higginbotham is based in Fort Worth, Texas, United States. Cassidy & Company is based in Tampa, Florida, United States.
Who are the decision-makers at Higginbotham?
Fundz holds 3 contacts at Higginbotham. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Other recent acquisitions in Financial Services and Employee Benefits

Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.

Who to call at Higginbotham, and when

When Higginbotham changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day Higginbotham raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Higginbotham, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Higginbotham. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Higginbotham

Location

Fort Worth, Texas, United States

About

Higginbotham is the largest independent insurance, financial and HR services firm headquartered in Texas and one of the top firms in the country. The company has a platform of strategic growth and a commitment to people-first service, team support, and community involvement. Higginbotham has built relationships with agencies across the country that share the same values.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Higginbotham makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Mary
Likely contact at this company
••••••••@••••••••

See Mary's verified email →

Tom
Senior decision-maker at this company
••••••••@••••••••

See Tom's verified email →

John
Likely contact at this company
••••••••@••••••••

See John's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Higginbotham's next move

Learn about Strategic plan

Frequently asked

Who acquired Cassidy & Company?

Cassidy & Company was acquired by Higginbotham, based in Fort Worth. The deal was reported on August 28, 2024. Higginbotham is the largest independent insurance, financial and HR services firm headquartered in Texas and one of the top firms in the country. Higginbotham is privately held and operates in Financial Services.

When did Higginbotham acquire Cassidy & Company?

Higginbotham's acquisition of Cassidy & Company was reported on August 28, 2024. Fort Worth-based Higginbotham has acquired Cassidy & Company of Tampa, Florida, to enhance their specialty life insurance planning expertise and provide additional support to partner offices in Florida, Tennessee, Mississippi, and beyond. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Cassidy & Company do?

Cassidy & Company, founded by William A. Cassidy in 2011, is a member firm of Lion Street, a national network of independent life insurance and wealth planning firms. It is privately held, operating in Financial Services, and is based in Tampa.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.