Insurance deals wrap: World Insurance buys Baldon; M4I acquires Swann Insurance
World Insurance Associates→Baldon Insurance Group
Apr 23, 2026

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A private equity acquisition has acquired Affinia, a accounting cpa business in the financial services sector in the United States. Affinia provides accounting and CPA services to clients, supporting compliance, reporting, and advisory needs across its practice footprint. The private equity acquisition is positioned as a platform acquisition to expand a roll-up strategy, with Affinia acquisition adding scale after integrating 15 firms to date. The financial services M&A transaction is announced and structured as a platform acquisition, with deal value undisclosed and terms not publicly specified.
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