M&A Deal Summary

PCF Insurance Acquires Oak Point Risk Advisors

On February 1, 2023, PCF Insurance acquired insurance company Oak Point Risk Advisors

Acquisition Highlights
  • This is PCF Insurance’s 19th transaction in the Insurance sector.
  • This is PCF Insurance’s 20th transaction in the United States.
  • This is PCF Insurance’s 1st transaction in Louisiana.

M&A Deal Summary
Date 2023-02-01
Target Oak Point Risk Advisors
Sector Insurance
Buyer(s) PCF Insurance
Deal Type Add-on Acquisition

Target

Oak Point Risk Advisors

Thibodaux, Louisiana, United States
website
Oak Point Risk Advisors is a niche risk management and insurance agency focusing on commercial insurance for the maritime, oil and gas, and construction industries. Oak Point Risk Advisors is based in Thibodaux, Louisiana.

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Buyer(S) 1

Buyer

PCF Insurance

Woodland Hills, California, United States

website

Category Company
Founded 1987
Sector Insurance
DESCRIPTION

PCF Insurance is a full-service insurance brokerage firm that provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits, and workers' compensation insurance products. PCF was formed in 1987 and is based in Woodland Hills, California.

DEAL STATS #
Overall 20 of 20
Sector (Insurance) 19 of 19
Type (Add-on Acquisition) 19 of 19
State (Louisiana) 1 of 1
Country (United States) 20 of 20
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-14 Milz Health Group

Milwaukee, Wisconsin, United States

Milz Health Group is a full-service health insurance agency providing affordable health insurance plans to those just turning 65 and other Wisconsin Medicare-eligible individuals. Milz Health Group was founded in 2003 and is based in Milwaukee, Wisconsin.

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