Acquisition: Napoli Financial Partners (NFP) Purchases Levine Group LLC
In a strategic move to bolster its presence in the middle-market segment of the U.S., particularly in the areas of health and benefits, wealth management, and property & casualty (P&C) distribution, NFP, an Aon company, has announced the acquisition of Levine Group, a Tennessee-based firm specializing in wealth and retirement services.
The Levine Group, which has been serving Nashville and the surrounding area for over 60 years, offers a full range of services, including investment management, retirement plan consulting, employee benefits, and insurance. The acquisition aims to strengthen NFP’s footprint in the Nashville area’s wealth and retirement services sector, enhancing its capabilities in these areas.
Michael Levine, who leads Levine Group, will join NFP, along with Trevor Coe and Zach Levine. They will continue to serve clients and grow the business, with Mike Schneider, NFP’s president of Central and West regions, working closely with Michael Levine.
This acquisition is part of NFP’s ongoing strategy to expand its presence in the U.S. market. The acquisition of Capstone Strategies, a P&C and benefits broker, was another notable example of this strategy. The financial terms of both acquisitions were not disclosed.
The acquisition of AnchorGroup assets, an employee benefits brokerage and consultancy located in Skaneateles, NY, will further expand NFP’s capabilities in the employee benefits sector.
The acquisitions are subject to customary closing conditions and regulatory approvals. The moves are projected to create value at over $2.8 billion net of costs for NFP, as it continues to leverage increased client access, broader product offerings, and enhanced data and analytics to create value.
NFP, under the umbrella of Aon, has been operating as a distinct but connected platform, and these acquisitions align with Aon’s broader growth and integration objectives. This approach has already been reflected in Aon’s improved revenue and income metrics, with NFP's integration as a significant contributor.
[1] Aon plc, (2024). Aon completes acquisition of NFP. [online] Available at: https://www.aon.com/media-center/press-releases/2024/aon-completes-acquisition-of-nfp/
[2] NFP, (2025). NFP acquires Levine Group, LLC. [online] Available at: https://www.nfp.com/news/nfp-acquires-levine-group-llc
[3] NFP, (2025). NFP acquires Capstone Strategies, LLC. [online] Available at: https://www.nfp.com/news/nfp-acquires-capstone-strategies-llc
[4] NFP, (2025). NFP acquires AnchorGroup assets. [online] Available at: https://www.nfp.com/news/nfp-acquires-anchorgroup-assets
[5] Aon plc, (2025). Aon reports second quarter 2025 results. [online] Available at: https://www.aon.com/media-center/press-releases/2025/aon-reports-second-quarter-2025-results/
- The acquisition of Levine Group, a Tennessee-based firm specializing in wealth and retirement services, is a strategic move by NFP, an Aon company, to strengthen its footing in the Nashville area's wealth and retirement services sector, providing expanded capabilities in investment management and employee benefits.
- The acquisition of Capstone Strategies, a P&C and benefits broker, aligns with NFP's ongoing strategy to expand its presence in the U.S. market, enlarging its offerings in property & casualty (P&C) distribution and diversifying its business operations.
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