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 - - -

 Subscribe to unlock this and 207,390
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
  • 200K M&A Transactions
  • 203K 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.