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Gallagher acquires Massachusetts-based Agilis Partners

ReutersFeb 18, 2025 3:32 PM

By Isha Marathe

- (The Insurer) - Arthur J Gallagher has announced the acquisition of Waltham, Massachusetts-based Agilis Partners.

The financial terms of the deal were not disclosed.

Agilis is an investment and retirement plan consulting firm that offers tailored risk management services to clients in Greater Boston, New York, and Denver. Tom Cassara and his team will remain in their current locations and report to Jeff Leonard, Gallagher's global financial and retirement services business leader.

"Agilis's strong record of growth, client-focused culture and consultative approach to solving problems will enhance our retirement plan and investment consulting capabilities," said Patrick Gallagher, chairman and CEO.

In February, Gallagher acquired Syracuse, New York-based commercial and personal lines insurance agency Dominick Falcone Agency and its affiliate Falcone Associates.

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