M&A Deal Summary

Inszone Insurance Services Acquires James Kelly Insurance

On April 16, 2024, Inszone Insurance Services acquired insurance company James Kelly Insurance

Acquisition Highlights
  • This is Inszone Insurance Services’ 102nd transaction in the Insurance sector.
  • This is Inszone Insurance Services’ 102nd transaction in the United States.

M&A Deal Summary
Date 2024-04-16
Target James Kelly Insurance
Sector Insurance
Buyer(s) Inszone Insurance Services
Deal Type Add-on Acquisition

Target

James Kelly Insurance

United States
James Kelly Insurance provides a full range of insurance services.

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Buyer(S) 1

Buyer

Inszone Insurance Services

Rancho Cordova, California, United States

website

Category Company
Founded 2002
Sector Insurance
DESCRIPTION

Inszone Insurance Services is a full-service insurance brokerage firm that provides a broad array of property & casualty and employee benefits solutions. Inszone Insurance Services was founded in 2002 and is based in Rancho Cordova, California.

DEAL STATS #
Overall 102 of 107
Sector (Insurance) 102 of 107
Type (Add-on Acquisition) 101 of 105
Country (United States) 102 of 107
Year (2024) 12 of 17
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-02-22 Lambert & Lambert Insurance

Portola, California, United States

Lambert & Lambert Insurance is a provider of personal and commercial insurance services. Lambert & Lambert Insurance was founded in 1953 and is based in Portola, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-18 Talerity

Sacramento, California, United States

Talerity is a specialized insurance agency focusing on professional liability for medical providers. Talerity was founded in 2008 and is based in Sacramento, California.

Buy -
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