M&A Deal Summary

AssuredPartners Acquires Schifman Remley and Associates

On December 13, 2012, AssuredPartners acquired insurance company Schifman Remley and Associates

Acquisition Highlights
  • This is AssuredPartners’ 8th transaction in the Insurance sector.
  • This is AssuredPartners’ 7th transaction in the United States.
  • This is AssuredPartners’ 1st transaction in Kansas.

M&A Deal Summary

Date 2012-12-13
Target Schifman Remley and Associates
Sector Insurance
Buyer(s) AssuredPartners
Deal Type Add-on Acquisition

Target

Schifman Remley and Associates

Shawnee Mission, Kansas, United States
website
Schifman Remley and Associates, Inc. is a provider of insurance services.

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Buyer(S) 1

Buyer

AssuredPartners

Lake Mary, Florida, United States

website


Category Company
Founded 2011
Sector Insurance
DESCRIPTION

AssuredPartners is a full-service insurance broker in the United States, offering property and casualty and employee benefits insurance products and services to middle-market businesses, public institutions, and high-net-worth individuals. The company serves over 400,000 clients and offers an extensive portfolio of more than 250 products and services from more than 1,700 insurance carriers. AssuredPartners was founded in 2011 and is based in Lake Mary, Florida.


DEAL STATS #
Overall 9 of 251
Sector (Insurance) 8 of 237
Type (Add-on Acquisition) 9 of 240
State (Kansas) 1 of 4
Country (United States) 7 of 243
Year (2012) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2012-11-29 Paul Napier

London, United Kingdom

Paul Napier Ltd. is a provider of insurance services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2013-01-03 Wade & Egbert Insurance Partners

Nashville, Tennessee, United States

Wade & Egbert Insurance Partners operates as an insurance agency, provides various insurance services and products.

Buy -