Alliant Insurance Services - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Alliant Insurance Services M&A Summary

Alliant Insurance Services has acquired 67 companies of its own, including 31 in the last 5 years. A total of 3 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 20 different US states, and 3 countries. The Company’s most targeted sectors include insurance (75%) and business services (17%).

Alliant Insurance Services Ownership

Who owns Alliant Insurance Services?

Alliant Insurance Services is owned by PSP Investments and Stone Point Capital. It was acquired on June 23, 2015.

Is Alliant Insurance Services PE-backed?

Yes. Alliant Insurance Services is owned by private equity investors PSP Investments and Stone Point Capital.

Was Alliant Insurance Services formerly PE-backed?

Yes. Alliant Insurance Services was formerly owned by 5 private investors.

Alliant Insurance Services Business Overview

Where is Alliant Insurance Services headquartered?

Alliant Insurance Services is headquartered in Newport Beach, California.

What sector is Alliant Insurance Services in?

Alliant Insurance Services is an insurance company.

When was Alliant Insurance Services founded?

Alliant Insurance Services was founded in 1925.

M&A Summary

  • M&A Total Activity67
    • M&A Buy Activity67
  • Total Sectors Invested 8
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 7
  • M&A Advisors 3

Alliant Insurance Services

Alliant Insurance Services, Inc.

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

Alliant Insurance Services 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (5.4/yr) # 40 4 9 4 7 3 67
vol $300M $300M
Sell (0.0/yr) # - - - - - - 0
  67

Most Recent M&A

Company Date Value Type
Vinsa Insurance Associates 2024-04-09 - Add-on Acquisition
Lancaster, California
Property Owners Protection Insurance Company LLC 2024-04-08 - Add-on Acquisition
Costa Mesa, California · www.popicllc.com
PBC Insurance - Employee Benefits Division 2024-01-03 - Divestiture
Eugene, Oregon
FJC & Associates 2023-12-05 - Add-on Acquisition
Newtown, Connecticut · www.fjcpensions.com
Commercial Risk Group, Inc. 2023-10-31 - Add-on Acquisition
Broken Arrow, Oklahoma · www.crgins.com
3000 Insurance Group 2023-10-31 - Add-on Acquisition
Oklahoma City, Oklahoma · www.3000insurancegroup.com
The Arrow Group 2023-10-31 - Add-on Acquisition
Broken Arrow, Oklahoma · www.arrow-group.com
McAnally Wilkins LLC 2023-05-08 - Add-on Acquisition
Odessa, Texas · www.mcanallywilkins.com
Windmark Insurance Agency, Inc. 2023-04-04 - Divestiture
Lubbock, Texas · www.windmarkcrop.com
KnowledgeVine LLC 2023-03-30 - Add-on Acquisition
Zachary, Louisiana · www.knowledgevine.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Confie Holding II Co. 2021-04-21 Acceptance Insurance - Retail Division 2023-12-04 6
Huntington Beach, California · www.confie.com Nashville, Tennessee

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 50 (75%) 300M (100%) - -
Business Services 11 (16%) - - -
Financial Services 1 (1%) - - -
Information Technology 1 (1%) - - -
Internet Software and Services 1 (1%) - - -
Marketing 1 (1%) - - -
Retail 1 (1%) - - -
Staffing 1 (1%) - - -
Total 67 $300M - -

By Geo

State/Country Buy Value Sell Value
United States 65 300M - -
  California 14 - - -
  Washington 7 - - -
  New York 7 300M - -
  Texas 6 - - -
  Illinois 4 - - -
  Idaho 4 - - -
  Oregon 4 - - -
  Oklahoma 4 - - -
  Louisiana 2 - - -
  Connecticut 2 - - -
  New Jersey 2 - - -
  Michigan 1 - - -
  Maryland 1 - - -
  Maine 1 - - -
  Kentucky 1 - - -
  Florida 1 - - -
  Wisconsin 1 - - -
  Virginia 1 - - -
  Pennsylvania 1 - - -
  Nebraska 1 - - -
Canada 1 - - -
  Alberta 1 - - -
United Kingdom 1 - - -
  Illinois 1 - - -
Domestic 65 (97%) 300M (100%) - -
Cross-border 2 (3%) - - -
Total 67 $300M - -

Top M&A Advisors

Financial Deals
J.P. Morgan Securities
1
Legal Deals
Weil Gotshal & Manges
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)
4%
3 (4%)
Strategic(s)
6%
4 (6%)

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