The Institutes - M&A Summary and Business Overview

InsuranceCompany

The Institutes M&A Summary

The Institutes has acquired 2 companies, including 2 in the last 5 years.

The Institutes has acquired in 2 different US states. The Company’s most targeted sectors include digital media (50%) and insurance (50%).

The Institutes Business Overview

Where is The Institutes headquartered?

The Institutes is headquartered in Malvern, Pennsylvania.

What sector is The Institutes in?

The Institutes is an insurance company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

The Institutes

720 Providence Road, Suite 100,
Malvern, Pennsylvania 19355
United States,
(800) 644-2101
www.theinstitutes.org

The Institutes is a provider of risk and insurance knowledge solutions, offers professional designations, including the CPCUprogram. The Institutes is based in Malvern, Pennsylvania.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 1 - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Insurance Thought Leadership, Inc. - Brand & Online Publishing Assets 2020-01-28 - Divestiture
Menlo Park, California
LRP Media Group - Knowledge-Sharing Platforms 2019-11-25 - Divestiture
Palm Beach Gardens, Florida
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Digital Media 1 (50%) - - -
Insurance 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Florida 1 - - -
  California 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
100%
2 (100%)

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