M&A Deal Summary

AssuredPartners Acquires Benefit Resource Group

On June 20, 2017, AssuredPartners acquired insurance company Benefit Resource Group

Acquisition Highlights
  • This is AssuredPartners’ 95th transaction in the Insurance sector.
  • This is AssuredPartners’ 100th transaction in the United States.
  • This is AssuredPartners’ 1st transaction in Nevada.

M&A Deal Summary
Date 2017-06-20
Target Benefit Resource Group
Sector Insurance
Buyer(s) AssuredPartners
Deal Type Add-on Acquisition

Target

Benefit Resource Group

Reno, Nevada, United States
website
Benefit Resource Group is a provider of employee benefits and consulting solutions that includes carrier research, online enrollment, financial analysis and wellness programs. Benefit Resource Group was established in 2003 and is headquartered in Reno, Nevada.

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Buyer(S) 1

Buyer

AssuredPartners

Lake Mary, Florida, United States

website

Category Company
Founded 2011
Sector Insurance
DESCRIPTION

AssuredPartners is a full-service insurance broker, offering property and casualty and employee benefits insurance products and services to middle-market businesses, public institutions, and high-net-worth individuals. AssuredPartners was founded in 2011 and is based in Lake Mary, Florida.

DEAL STATS #
Overall 102 of 254
Sector (Insurance) 95 of 240
Type (Add-on Acquisition) 95 of 243
State (Nevada) 1 of 6
Country (United States) 100 of 246
Year (2017) 9 of 22
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-31 Craft Insurance Center

Greensboro, North Carolina, United States

Craft Insurance Center, Inc. is an independent full-service agency providing coverage for families and businesses, including auto, life, health, and employee benefits. Craft Insurance Center, Inc. was formed in 1934 and is based in Greensboro, North Carolina.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-06-22 Alkali

Plano, Texas, United States

Alkali LLC (Alkali Benefits & Insurance Services) is an independent insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance. Alkali LLC was established in 2005 and is headquartered in Plano, Texas.

Buy -
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