Winged Keel Group - M&A Summary and Business Overview

InsuranceCompany

Winged Keel Group M&A Summary

Winged Keel Group has acquired 3 companies, including 3 in the last 5 years.

Winged Keel Group has acquired in 3 different US states. The Company’s most targeted sectors include insurance (100%).

Winged Keel Group Business Overview

Where is Winged Keel Group headquartered?

Winged Keel Group is headquartered in New York,, New York.

What sector is Winged Keel Group in?

Winged Keel Group is an insurance company.

When was Winged Keel Group founded?

Winged Keel Group was founded in 1989.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 1

Winged Keel Group, Inc.

1700 Broadway, 34th Floor,
New York,, New York 10019
United States,
(212) 527.8000
www.wingedkeel.com

Winged Keel Group, Inc. is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families. With offices in Boston, New York, and San Francisco, and a new presence in the Mid-Atlantic region, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Life Insurance and Annuities.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 1 - 1 - 1 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
The Madison Group, Inc. 2023-06-01 - Add-on Acquisition
Greenwood Village, Colorado · www.themadisongroup.com
Knight Planning Corp. 2021-01-12 - Add-on Acquisition
Houston, Texas · www.knightplanning.com
BCG Companies 2019-01-30 - Add-on Acquisition
Richmond, Virginia · www.bcgco.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 3 (100%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Virginia 1 - - -
  Texas 1 - - -
  Colorado 1 - - -
Total 3 - - -

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