M&A Deal Summary |
|
|---|---|
| Date | 2021-04-15 |
| Target | Dacey Insurance Agency |
| Sector | Insurance |
| Buyer(s) | World Insurance Associates |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Partridge Snow & Hahn LLP (Legal) |
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| Category | Company |
|---|---|
| Founded | 2012 |
| Sector | Insurance |
World Insurance Associates offers comprehensive insurance coverage, risk management strategies, and benefits consulting services for businesses and individuals. The Company focuses on property and casualty lines and has built centers of excellence in specialized industries such as transportation, hospitality, self-storage facilities, non-profits, and construction. WIA operates 40 offices in 11 states and has grown through a combination of organic growth and agency acquisitions, with 53 completed to-date. World Insurance Associates was founded in 2012 and is based in Iselin, New Jersey.
| DEAL STATS | # |
|---|---|
| Overall | 76 of 137 |
| Sector (Insurance) | 73 of 129 |
| Type (Add-on Acquisition) | 76 of 137 |
| State (Rhode Island) | 4 of 5 |
| Country (United States) | 76 of 137 |
| Year (2021) | 11 of 31 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-05 |
LB Insurance
Anderson, South Carolina, United States LB Insurance is an independent, multi-line insurance agency. LB Insurance was founded in 1912 and is based in Anderson, South Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-01 |
McFarlin Insurance
Columbia, Maryland, United States McFarlin Insurance is an independent retail insurance agency. McFarlin Insurance was founded in 1939 and is based in Columbia, Maryland. |
Buy | - |
