M&A Deal Summary |
|
|---|---|
| Date | 2022-07-20 |
| Target | PHP Agency |
| Sector | Insurance |
| Buyer(s) | Integrity Marketing Group |
| Sellers(s) | Ambina Partners |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2006 |
| Sector | Insurance |
| Employees | 5,500 |
Integrity Marketing Group is a distributor of life and health insurance products focused on serving the senior market. Integrity Marketing Group was founded in 2006 and headquartered in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 53 of 59 |
| Sector: Insurance M&A | 42 of 46 |
| Type: Add-on Acquisition M&A Deals | 53 of 58 |
| State: Texas M&A | 6 of 6 |
| Country: United States M&A | 53 of 59 |
| Year: 2022 M&A | 17 of 20 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-31 |
The Valdez Group
Galion , Ohio, United States The Valdez Group is an independent marketing organization special focus on Insurance products. The Valdez Group is based in Galion, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-03 |
Gladstone
Boca Raton, Florida, United States Gladstone is a wealth management firm and registered independent advisor (RIA). Gladstone was founded in 2012 and is based in Boca Raton, Florida. |
Buy | - |
Ambina Partners is a private equity firm focused on growth equity and debt investments in middle-market, US-based companies. The Firm looks to commit $40 to $100 million per transaction and seeks to partner with companies in the enterprise software, financial service, insurance, and technology-enabled sectors. Ambina Partners is headquartered in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Insurance M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2022 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-07 |
InvestorFlow
Menlo Park, California, United States InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow was founded in 2009 and is based in Menlo Park, California. |
Buy | - |