M&A Deal Summary

Risk Strategies Acquires Tanenbaum Harber

On January 26, 2023, Risk Strategies acquired insurance company Tanenbaum Harber

Acquisition Highlights
  • This is Risk Strategies’ 74th transaction in the Insurance sector.
  • This is Risk Strategies’ 83rd transaction in the United States.
  • This is Risk Strategies’ 13th transaction in Florida.

M&A Deal Summary
Date 2023-01-26
Target Tanenbaum Harber
Sector Insurance
Buyer(s) Risk Strategies
Deal Type Add-on Acquisition

Target

Tanenbaum Harber

Miramar, Florida, United States
website
Tanenbaum Harber provides a full range of insurance services. Tanenbaum Harber was founded in 1986 and is based in Miramar, Florida.

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Buyer(S) 1

Buyer

Risk Strategies

Boston, Massachusetts, United States

website

Category Company
Founded 1997
Sector Insurance
DESCRIPTION

Risk Strategies is a national brokerage firm focused on delivering risk management and insurance solutions toprivately-held and publicly-traded commercial clients and high net worth individuals. Risk Strategies focuses on client risk management challenges and delivers pragmatic, costeffective financial and business solutions. Risk Strategies was founded in 1997 and is based in Boston, Massachusetts.

DEAL STATS #
Overall 83 of 110
Sector (Insurance) 74 of 98
Type (Add-on Acquisition) 82 of 106
State (Florida) 13 of 16
Country (United States) 83 of 110
Year (2023) 1 of 22
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-13 Worldwide Assurance

MIami, Florida, United States

Worldwide Assurance is a health and benefits-focused retail agency helping businesses and individuals create health benefit coverage plans that meet their specific needs. The firm’s offerings range from medical and dental coverage plans to long-term care insurance, group term, and variable life insurance. Worldwide Assurance was formed in 2012 and is based in MIami, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-02-13 Bullen

New Hyde Park, New York, United States

Bullen is a specialty insurance brokerage and risk management firm with a primary focus on serving the insurance needs of successful families, individuals, family offices and their businesses, Bullen operates five offices in New York and Florida helping clients in all 50 states and around the world protect their valuable property and assets. Bullen was founded in 1897 and is based in New Hyde Park, New York.

Buy -
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