Curi - M&A Summary and Business Overview

InsuranceCompany

Curi M&A Summary

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

Curi has acquired in 2 different US states. The Company’s most targeted sectors include information technology (50%) and insurance (50%).

Curi Business Overview

Where is Curi headquartered?

Curi is headquartered in Raleigh, North Carolina.

What sector is Curi in?

Curi 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 Advisors 2

Curi

Curi Holdings, Inc.

700 Spring Forest Rd.,
Raleigh, North Carolina 27609
United States,
(800) 662-7917
www.curi.com

Curi is a provider of products, services, and experiences for physicians and those who support them. From professional liability and other lines of insurance, to wealth management and advisory services. Curi is based in Raleigh, North Carolina.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - 1 - 1 - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Constellation, Inc. 2023-02-01 - Merger
Edina, Minnesota · www.constellationmutual.com
Arrowlytics LLC 2021-04-07 - Add-on Acquisition
Charlotte, North Carolina · www.arrowlytics.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (50%) - - -
Insurance 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  North Carolina 1 - - -
  Minnesota 1 - - -
Total 2 - - -

Top M&A Advisors

Financial Deals
Piper Sandler & Co.
1
Legal Deals
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan
1

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