Risk Strategies - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Risk Strategies M&A Summary

Risk Strategies has acquired 115 companies of its own, including 74 in the last 5 years.

Risk Strategies has acquired in 31 different US states. The Company’s most targeted sectors include insurance (90%) and business services (10%).

Risk Strategies Ownership

Who owns Risk Strategies?

Risk Strategies is owned by HarbourVest Partners and Kelso. It was acquired on October 20, 2015.

Is Risk Strategies PE-backed?

Yes. Risk Strategies is owned by private equity investors HarbourVest Partners and Kelso.

Was Risk Strategies formerly PE-backed?

Yes. Risk Strategies was formerly owned by 1 private investor.

Risk Strategies Business Overview

Where is Risk Strategies headquartered?

Risk Strategies is headquartered in Boston, Massachusetts.

What sector is Risk Strategies in?

Risk Strategies is an insurance company.

When was Risk Strategies founded?

Risk Strategies was founded in 1997.

M&A Summary

  • M&A Total Activity115
    • M&A Buy Activity115
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Risk Strategies

Risk Strategies Co., Inc.

160 Federal Street,
Boston, Massachusetts 02110
United States,
(617) 330-5700
www.risk-strategies.com

Risk Strategies is a national brokerage firm focused on delivering risk management and insurance solutions toprivately-held and publicly-traded commercial clients and high net worth individuals. Risk Strategies focuses on client risk management challenges and delivers pragmatic, costeffective financial and business solutions. Risk Strategies was founded in 1997 and is based in Boston, Massachusetts.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (13.6/yr) # 47 9 11 15 22 11 115
Sell (0.0/yr) # - - - - - - 0
  115

Most Recent M&A

Company Date Value Type
Cornerstone Broker Insurance Services Agency, Inc. 2024-11-21 - Add-on Acquisition
Cincinnati, Ohio · www.crnstone.com
Felsen Insurance Services, Inc. 2024-10-30 - Add-on Acquisition
Denville, New Jersey · www.felsen.com
George W. Blaisdell Insurance 2024-10-22 - Add-on Acquisition
Hampton Falls, New Hampshire
The Baker Benefit Group LLC 2024-06-20 - Add-on Acquisition
Falmouth, Maine · www.tbbgroup.net
Silveus Insurance Group, Inc. 2024-05-21 - Add-on Acquisition
Warsaw, Indiana · www.silveuscropins.com
Robert C. Williams Insurance Agency, Inc. 2024-04-02 - Add-on Acquisition
Wilkes-Barre, Pennsylvania · www.rcwinsurance.com
Pace Professional Services Ltd. 2024-03-26 - Add-on Acquisition
Garden City, New York
Ralph C. Wilson Agency 2024-02-01 - Add-on Acquisition
Southfield, Michigan · www.ralphwilsonagency.com
Professional Risk Associates 2024-01-25 - Add-on Acquisition
Midlothian, Virginia · www.profrisk.com
Stone Insurance Agency 2024-01-17 - Add-on Acquisition
Guilford, Connecticut · www.stoneinsagency.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 103 (90%) - - -
Business Services 11 (10%) - - -
Financial Services 1 (1%) - - -
Total 115 - - -

By Geo

State/Country Buy Value Sell Value
United States 115 - - -
  Florida 16 - - -
  New York 15 - - -
  Texas 9 - - -
  Pennsylvania 8 - - -
  New Jersey 8 - - -
  California 7 - - -
  Massachusetts 6 - - -
  Maryland 6 - - -
  Connecticut 5 - - -
  Ohio 4 - - -
  Oregon 3 - - -
  Illinois 3 - - -
  Virginia 2 - - -
  New Hampshire 2 - - -
  Kansas 2 - - -
  Indiana 2 - - -
  Georgia 2 - - -
  Colorado 1 - - -
  Wisconsin 1 - - -
  Tennessee 1 - - -
  South Carolina 1 - - -
  Oklahoma 1 - - -
  North Carolina 1 - - -
  New Mexico 1 - - -
  Missouri 1 - - -
  Minnesota 1 - - -
  Michigan 1 - - -
  Maine 1 - - -
  Louisiana 1 - - -
  Kentucky 1 - - -
Total 115 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
3%
4 (3%)

 Subscribe to unlock this and 209,130
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 202K M&A Transactions
  • 205K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.