M&A Deal Summary

OLI Insurance Services Acquires Henkes Welsh Agency

On September 9, 2021, OLI Insurance Services acquired insurance company Henkes Welsh Agency

Acquisition Highlights
  • This is OLI Insurance Services’ 5th transaction in the Insurance sector.
  • This is OLI Insurance Services’ 5th transaction in the United States.
  • This is OLI Insurance Services’ 1st transaction in Nevada.

M&A Deal Summary
Date 2021-09-09
Target Henkes Welsh Agency
Sector Insurance
Buyer(s) OLI Insurance Services
Deal Type Add-on Acquisition

Target

Henkes Welsh Agency

Reno, Nevada, United States
website
Henkes Welsh Agency focuses on property and casualty and employee benefits for commercial and personal clients. Henkes Welsh Agency was founded in 2006 and is based in Reno, Nevada.

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Buyer(S) 1

Buyer

OLI Insurance Services

Walnut Creek, California, United States

website

Category Company
Founded 2017
Sector Business Services
DESCRIPTION

OLI Insurance Services, Inc. is a provider of office support, and technology solutions for small insurance agencies, OLI Insurance Services was founded in 2017 and is based in Walnut Creek, California.

DEAL STATS #
Overall 5 of 6
Sector (Insurance) 5 of 6
Type (Add-on Acquisition) 5 of 6
State (Nevada) 1 of 1
Country (United States) 5 of 6
Year (2021) 4 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-10 Walton & Associates Insurance

San Jose, California, United States

Walton & Associates Insurance provides a variety of commercial lines and personal insurance products for clients in the Bay Area and Northern California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-13 Rose City Associates

Portland, Oregon, United States

Rose City Associates provides a variety of commercial lines and personal insurance products for clients in Oregon and beyond. Rose City Associates was founded in 2012 and is based in Portland, Oregon.

Buy -
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