M&A Deal Summary

Gallagher Acquires e3 Financial

On January 12, 2015, Gallagher acquired business services company e3 Financial

Acquisition Highlights
  • This is Gallagher’s 42nd transaction in the Business Services sector.
  • This is Gallagher’s 162nd transaction in the United States.
  • This is Gallagher’s 13th transaction in California.

M&A Deal Summary
Date 2015-01-12
Target e3 Financial
Sector Business Services
Buyer(s) Gallagher
Deal Type Add-on Acquisition

Target

e3 Financial

Newport Beach, California, United States
website
e3 Financial, Inc. is a provider of employee benefits brokerage, human resource administration and financial benefits consultation services for middle market group clients and individuals throughout the United States. They specialize in integrated organizational, executive and employee resources products for the real estate development, technology and financial services industries.

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Buyer(S) 1

Buyer

Gallagher

Rolling Meadows, Illinois, United States

website

Category Company
Founded 1927
Sector Insurance
Employees2,200
Revenue 8.2B USD (2021)
DESCRIPTION
Gallagher's headquarters in Rolling Meadows, Illinois.
Gallagher's headquarters in Rolling Meadows, Illinois.

Gallagher is an international insurance brokerage and risk management services firm. Gallagher has operations in 27 countries and offers its services in more than 140 countries around the world through a network of correspondent brokers and consultants. Gallagher was founded in 1927 and is based in Rolling Meadows, Illinois.

DEAL STATS #
Overall 195 of 482
Sector (Business Services) 42 of 68
Type (Add-on Acquisition) 182 of 456
State (California) 13 of 45
Country (United States) 162 of 364
Year (2015) 1 of 32
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-12-18 Affinity Marketing Group

Natick, Massachusetts, United States

Affinity Marketing Group (AMG) is a national program broker that provides access to products and services designed for members of affinity groups, associations and fraternal organizations throughout the United States. It specializes in developing coverage programs for its client sponsors that reach over 25 million consumers with AMG's offerings of affinity products such as life, auto, home and ancillary health insurance, identity theft protection and business service discounts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-02-02 Aequus Trade Credit

Warren, New Jersey, United States

Aequus Trade Credit is a specialist insurance broker that offers credit risk mitigation products and services. Aequus Trade Credit focuses primarily on credit and political risk insurance and accounts receivable puts for middle-market and Fortune 1000 clients throughout the United States.

Buy -
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