Acquisition: NFP Secures Levine Group LLC
NFP Strengthens Presence in Southeast U.S. with Acquisition of Levine Group
NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor, announced the acquisition of Levine Group, LLC, a financial services firm based in Brentwood, Tennessee, in July 2025. This acquisition aims to strengthen NFP’s presence and expertise in wealth and retirement services in the Southeast U.S.
Levine Group, a well-established firm serving Nashville and surrounding communities for over 60 years, has built its reputation on a personal, hands-on approach to serving clients. Key leadership from Levine Group—Michael Levine, Trevor Coe, and Zach Levine—will join NFP, ensuring continuity in client relationships and business development while integrating with NFP’s regional leadership.
Mike Schneider, president of NFP’s Central and West regions, emphasized that Levine Group’s experience and local relationships would significantly enhance NFP’s ability to serve clients and grow its wealth and retirement business in that region.
Trevor Coe expressed that the acquisition provides an opportunity to stay true to their mission of serving clients while growing in new and exciting ways. Zach Levine also stated that the acquisition provides access to amazing resources and expertise while still maintaining relationships and service.
In a broader context, this acquisition is part of Aon’s ongoing strategic efforts through NFP to strengthen local market reach and broaden service offerings in wealth management, retirement planning, commercial surety, and business management. Other recent announcements related to NFP include leadership appointments aimed at capital solutions growth and international consultancy expansion.
The acquisition of Levine Group is not the only move by NFP in the U.S. market. The company also recently announced the acquisition of Capstone Strategies, a property and casualty (P&C) and benefits broker, and the acquisition of AnchorGroup assets, an employee benefits brokerage and consultancy located in Skaneateles, NY. These acquisitions aim to better serve clients and grow NFP’s wealth and retirement business in various regions.
Since 1963, Levine Group has offered a full range of services, including investment management, retirement plan consulting, employee benefits, and insurance. The acquisition will allow NFP to leverage Levine Group’s expertise to expand its own offerings and better serve clients in the Nashville area.
[1] NFP Press Release, "NFP Acquires Levine Group, LLC," link
[2] Business Wire, "NFP Acquires Capstone Strategies, LLC," link
[3] Insurance Business America, "NFP Acquires Levine Group, LLC," link
[4] Business Insurance, "NFP expands leadership roles to reinforce growth strategies," link
- This acquisition of Levine Group by NFP will undoubtedly broaden NFP's investment ventures in the realm of wealth and retirement services, particularly in the Southeast U.S.
- With the integration of Levine Group's financial expertise into NFP's business, there are opportunities for both parties to grow,not only in terms of clientele but also in offering comprehensive services in the field of business management.
