OLI Insurance Services - M&A Summary and Business Overview

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OLI Insurance Services M&A Summary

OLI Insurance Services has acquired 6 companies, including 6 in the last 5 years.

OLI Insurance Services has acquired in 4 different US states. The Company’s most targeted sectors include insurance (100%).

OLI Insurance Services Business Overview

Where is OLI Insurance Services headquartered?

OLI Insurance Services is headquartered in Walnut Creek, California.

What sector is OLI Insurance Services in?

OLI Insurance Services is a business services company.

When was OLI Insurance Services founded?

OLI Insurance Services was founded in 2017.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 1
  • Total Countries Invested 1

OLI Insurance Services, Inc.

1350 Carlback Avenue,
Walnut Creek, California 94596
United States,
(925) 448-2600
www.oliins.com

OLI Insurance Services, Inc. is a provider of office support, and technology solutions for small insurance agencies, OLI Insurance Services was founded in 2017 and is based in Walnut Creek, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # - 1 5 - - - 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Rose City Associates LLC 2021-10-13 - Add-on Acquisition
Portland, Oregon · www.rosecityassociates.com
The Henkes Welsh Agency 2021-09-09 - Add-on Acquisition
Reno, Nevada · www.isuhw.com
Walton & Associates Insurance Services 2021-08-10 - Add-on Acquisition
San Jose, California · www.waltoninsurance.com
Valley General Insurance Services 2021-06-10 - Add-on Acquisition
San Jose, California
QuieTrack Insurance Services Corp. 2021-05-04 - Add-on Acquisition
Santa Rosa, California · rt.quietrack.com
Truck Writer Insurance Services, Inc. 2020-05-19 - Add-on Acquisition
Blaine, Minnesota · www.truckwriters.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 6 (100%) - - -
Total 6 - - -

By Geo

State/Country Buy Value Sell Value
United States 6 - - -
  California 3 - - -
  Oregon 1 - - -
  Nevada 1 - - -
  Minnesota 1 - - -
Total 6 - - -

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