Socius - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Socius M&A Summary

Socius has acquired 1 company of its own, including 1 in the last 5 years.

Socius has acquired in 1 US state. The Company’s most targeted sectors include insurance (100%).

Socius Ownership

Who owns Socius?

Socius is owned by Ryan Specialty Holdings. It was acquired on May 23, 2023.

Was Socius formerly PE-backed?

Yes. Socius was formerly owned by 1 private investor.

Socius Business Overview

Where is Socius headquartered?

Socius is headquartered in San Francisco, California.

How many employees does Socius have?

Socius has 90 employees.

What sector is Socius in?

Socius is an insurance company.

When was Socius founded?

Socius was founded in 1997.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Socius

Socius Insurance Services, Inc.

301 Howard Street, Suite 1030,
San Francisco, California 94105
United States,
www.sociusinsurance.com

Socius is a property/casualty and management liability wholesale broker based in San Francisco, with regional offices in Los Angeles; Elgin, IL; Birmingham, AL; Austin, TX; Tampa and Miami, FL; Philadelphia; and Summit, NJ. Socius specializes in D&O, E&O, EPL, Cyber, Property & Casualty, and Umbrella coverages. Socius was founded in 1997 and is based in San Francisco, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Kelly Underwriting Services LLC 2023-01-18 - Add-on Acquisition
Farmingdale, New York · www.kellyunderwriting.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  New York 1 - - -
Total 1 - - -

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