Alliant Insurance Services Mergers and Acquisitions Summary

Insurance Company

Alliant Insurance Services has acquired 40 companies of its own, including 25 in the last 5 years. A total of 2 acquisitions came from private equity firms.

Alliant Insurance Services’ largest acquisition to date was in 2015, when it acquired QBE Holdings for $300M. Alliant Insurance Services has acquired in 12 different US states, and 2 countries. The Company’s most targeted sectors include insurance (75%) and business services (20%).

Join Mergr and gain access to Alliant Insurance Services’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity40
    • M&A Buy Activity40
  • Total Sectors Invested 4
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3
  • M&A Advisors 3

Alliant Insurance Services, Inc.

1301 Dove Street, Suite 200,
Newport Beach, California 92660
United States,
(949) 756-0271
www.alliant.com

Alliant Insurance Services, Inc. is a retail insurance broker providing property and casualty insurance and employee benefits products to over 15,000 commercial middle market clients nationwide. Alliant Insurance Services was founded in 1925 and is based in Newport Beach, California.


M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (4.4/yr) # 18 5 4 7 4 2 40
vol $300M $300M
Sell (0.0/yr) # - - - - - - 0
  40

Most Recent M&A

Company Date Value Type
The LifeBalance Program 2020-03-04 - Add-on Acquisition
Portland, Oregon · www.sales.lifebalanceprogram.com
Pend Oreille Insurance 2020-03-03 - Add-on Acquisition
Ponderay, Idaho · www.pendoreilleinsurance.com
Invision Benefit Ltd. 2019-08-13 - Add-on Acquisition
Lake in the Hills, Illinois · www.invisionbenefit.com
Fred Daniel & Sons, Inc. 2019-08-06 - Add-on Acquisition
Tulsa, Oklahoma · www.fdands.com
Degginger McIntosh & Associates, Inc. 2019-07-08 - Add-on Acquisition
Mukilteo, Washington · www.dmainsurance.com
North County Insurance 2019-05-02 - Add-on Acquisition
Escondido, California · www.northcountyinsurance.com
Zande Group 2018-10-02 - Add-on Acquisition
Des Plaines, Illinois · www.zandeins.com
Harbor Group Consulting, Inc. 2018-09-06 - Add-on Acquisition
Miami, Florida · www.harborgroupconsulting.com
CLS Partners LLC 2018-07-09 - Add-on Acquisition
Austin, Texas · www.clspartners.com
Engel Agency, Inc. 2018-05-03 - Add-on Acquisition
Libertyville, Illinois · www.engelagency.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Tribal First    - AFN Insurance Brokers, Inc. 2019-03-07 2
San Diego, California · www.tribalfirst.com Ottawa, Ontario · www.afnib.com
Tribal First    - American Indian Health Services 2017-11-28 1
San Diego, California · www.tribalfirst.com Santa Barbara, California
Driver Alliant Insurance Services, Inc. 2001-06-05 Gaddy Ward & Co. Insurance Brokers 2004-05-17 1
San Diego, California · www.driveralliant.com/active/welcome.asp?key=1156732&page=../locations.htm Lodi, California · www.gaddyward.com

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 30 (75%) 300M (100%) - -
Business Services 8 (20%) - - -
Internet Software and Services 1 (3%) - - -
Retail 1 (3%) - - -
Total 40 $300M - -

By Geo

State/Country Buy Value Sell Value
United States 39 300M - -
  California 8 - - -
  New York 7 300M - -
  Washington 6 - - -
  Idaho 4 - - -
  Texas 3 - - -
  Oregon 3 - - -
  Illinois 3 - - -
  Virginia 1 - - -
  Pennsylvania 1 - - -
  Oklahoma 1 - - -
  New Jersey 1 - - -
  Florida 1 - - -
United Kingdom 1 - - -
  Illinois 1 - - -
Domestic 39 (98%) 300M (100%) - -
Cross-border 1 (3%) - - -
Total 40 $300M - -

Top M&A Advisors

Financial Deals
J.P. Morgan Securities LLC
1
Legal Deals
Weil Gotshal & Manges LLP
1
Kramer Levin Naftalis & Frankel LLP
1

Deal Values

buy # Total
$100M to $1B 1 $300M
TOTAL $300M
Largest QBE Holdings, Inc.
$300M (2015-01-20)

M&A Connections

Deals %
Acquired from
PE Firm(s)
67%
2 67%
Strategic(s)
33%
1 33%

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