Alliant Insurance Services Mergers and Acquisitions Summary

Insurance Company

Alliant Insurance Services has acquired 46 companies of its own, including 28 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 16 different US states, and 3 countries. The Company’s most targeted sectors include insurance (72%) 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 Activity46
    • M&A Buy Activity46
  • Total Sectors Invested 6
  • Total Countries Invested 3
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (4.6/yr) # 23 4 7 4 4 4 46
vol $300M $300M
Sell (0.0/yr) # - - - - - - 0
  46

Most Recent M&A

Company Date Value Type
Seafax, Inc. 2021-01-15 - Add-on Acquisition
Portland, Maine · www.seafax.com
One Source Risk Management Canada, Inc. 2021-01-14 - Add-on Acquisition
Calgary, Alberta · www.onesourcerm.com
EBCG LLC 2021-01-11 - Add-on Acquisition
Bannockburn, Illinois · www.vertusbenefits.com
BridgePoint Risk Management LLC 2021-01-05 - Add-on Acquisition
Greenwich, Connecticut · www.bridgepointrm.com
L A Surety Solutions LLC 2020-12-23 - Add-on Acquisition
Louisville, Kentucky · www.lasurety.net
Senior Market Sales, Inc. 2020-07-29 - Add-on Acquisition
Omaha, Nebraska · www.seniormarketsales.com
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
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 33 (72%) 300M (100%) - -
Business Services 9 (20%) - - -
Financial Services 1 (2%) - - -
Internet Software and Services 1 (2%) - - -
Marketing 1 (2%) - - -
Retail 1 (2%) - - -
Total 46 $300M - -

By Geo

State/Country Buy Value Sell Value
United States 44 300M - -
  California 8 - - -
  New York 7 300M - -
  Washington 6 - - -
  Illinois 4 - - -
  Idaho 4 - - -
  Texas 3 - - -
  Oregon 3 - - -
  Virginia 1 - - -
  Pennsylvania 1 - - -
  Oklahoma 1 - - -
  New Jersey 1 - - -
  Nebraska 1 - - -
  Maine 1 - - -
  Kentucky 1 - - -
  Florida 1 - - -
  Connecticut 1 - - -
Canada 1 - - -
  Alberta 1 - - -
United Kingdom 1 - - -
  Illinois 1 - - -
Domestic 44 (96%) 300M (100%) - -
Cross-border 2 (4%) - - -
Total 46 $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
Investor(s)
67%
2 (67%)
Strategic(s)
33%
1 (33%)

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