Wells Fargo Insurance Services USA - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Wells Fargo Insurance Services USA M&A Summary

Wells Fargo Insurance Services USA has acquired 9 companies of its own. It has also divested 4 assets.

Wells Fargo Insurance Services USA has acquired in 6 different US states. The Company’s most targeted sectors include insurance (78%) and business services (23%).

Wells Fargo Insurance Services USA Ownership

Who owns Wells Fargo Insurance Services USA?

Wells Fargo Insurance Services USA is owned by USI Insurance Services. It was acquired on June 27, 2017.

Was Wells Fargo Insurance Services USA formerly PE-backed?

Yes. Wells Fargo Insurance Services USA was formerly owned by 3 private investors.

Wells Fargo Insurance Services USA Business Overview

Where is Wells Fargo Insurance Services USA headquartered?

Wells Fargo Insurance Services USA is headquartered in Chicago, Illinois.

What sector is Wells Fargo Insurance Services USA in?

Wells Fargo Insurance Services USA is an insurance company.

M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity9
    • M&A Sell Activity4
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Wells Fargo Insurance Services USA Inc.

150 North Michigan Avenue, Suite 3900,
Chicago, Illinois 60601
United States,
(312) 423-2500
wfis.wellsfargo.com

Wells Fargo Insurance Services USA (WFIS) is an insurance provider. The Business has a variety of product lines and services including Insurance Brokerage and Consulting, Employee Benefits and Property & Casualty, along with Safehold Special Risk, Small Business Insurance, Student Insurance, Individual Health and Private Risk Management Insurance.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 9 - - - - - 9
Sell (0.0/yr) # 4 - - - - - 4
  13

Most Recent M&A

Company Date Value Type
Wells Fargo Insurance - 40 Local Office Locations 2014-05-03 - Divestiture
, United States
Wells Fargo Insurance Brokerage Operations in Lubbock 2013-06-28 - Divestiture
Lubbock, Texas
Wells Fargo Third Party Administrators, Inc. 2011-10-19 - Divestiture
Charleston,, West Virginia · www.wfis.wellsfargo.com/tpa/Pages/default.aspx
Procomp Benefit Resources, Inc. 2011-09-01 - Add-on Acquisition
Hazlet, New Jersey
ISU Stetson-Beemer Insurance 2011-09-01 - Add-on Acquisition
Reno, Nevada · www.isusb.com
EDIFY, LLC 2011-07-07 - Add-on Acquisition
Fort Lauderdale, Florida · www.edifyusa.com
American E & S Insurance Brokers California, Inc. 2011-02-07 - Divestiture
San Francisco, California
AIM Administration, Inc. 2010-04-01 - Add-on Acquisition
Salt Lake City, Utah
iLeader Risk Management Solutions Inc. 2009-12-01 - Add-on Acquisition
Tampa, Florida · www.ileadersolutions.com
Sierra Self Insurance Services LLC 2009-10-01 - Add-on Acquisition
Grass Valley, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 7 (78%) - 4 (100%) -
Business Services 2 (22%) - - -
Total 9 - 4 -

By Geo

State/Country Buy Value Sell Value
United States 9 - 4 -
  California 2 - 1 -
  New Jersey 2 - - -
  Florida 2 - - -
  Virginia 1 - - -
  Utah 1 - - -
  Nevada 1 - - -
  West Virginia - - 1 -
  Texas - - 1 -
Total 9 - 4 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
4 (100%)

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