Marsh & McLennan Agency Mergers and Acquisitions Summary

InsuranceCompany

Marsh & McLennan Agency has acquired 60 companies, including 26 in the last 5 years. It has also divested 1 asset.

Marsh & McLennan Agency has acquired in 29 different US states, and 2 countries. The Company’s most targeted sectors include insurance (95%) and business services (5%).

Join Mergr and gain access to Marsh & McLennan Agency’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity61
    • M&A Buy Activity60
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 2

Marsh & McLennan Agency LLC

360 Hamilton Avenue Suite 930,
White Plains, New York 10601
United States,
(914)397-1600
www.marshmclennanagency.com

Marsh & McLennan Agency LLC is a subsidiary of Marsh serve as a platform for the middle market. MMA offers commercial property, casualty, personal lines, and employee benefits to clients across the US.


M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (4.2/yr) # 39 6 4 4 5 2 60
Sell (0.0/yr) # 1 - - - - - 1
  61

Most Recent M&A

Company Date Value Type
Steinberg & Associates, Inc. 2022-09-01 - Add-on Acquisition
Spartanburg, South Carolina · www.steinberg-associates.com
CS Insurance Strategies, Inc. 2022-07-05 - Add-on Acquisition
Chicago, Illinois · www.csstrategy.com
InSource Insurance Group LLC 2021-12-01 - Add-on Acquisition
Odessa, Texas · www.insourceins.com
Pelnik Insurance 2021-11-05 - Add-on Acquisition
Cary, North Carolina · www.pelnik.com
Vaaler Insurance, Inc. 2021-09-02 - Add-on Acquisition
Grand Forks, North Dakota · www.vaaler.com
PayneWest Insurance 2021-04-02 - Add-on Acquisition
Missoula, Montana · www.paynewest.com
Compass Financial Partners 2021-01-05 - Add-on Acquisition
Greensboro, North Carolina · www.compassfp.com
INSPRO, Inc. 2020-12-03 - Add-on Acquisition
Lincoln, Nebraska · www.insproins.com
Heritage Insurance Service, Inc. 2020-12-02 - Add-on Acquisition
Louisville, Kentucky · www.heritageinsuranceservice.com
Assurance Holdings, Inc. 2020-04-01 - Add-on Acquisition
Schaumburg, Illinois
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Rosenfeld-Einstein & Associates Insurance Agency, Inc. 2012-09-10 Capstone Insurance Services LLC 2015-12-08 1
Greenville, South Carolina · www.rosenfeldeinstein.com Greenville, South Carolina · www.capstoneinsurance.com
Prescott Pailet Benefits LP 2011-07-11 Independent Insurance Group Benefits, Inc. 2012-12-20 1
Dallas,, Texas · www.prescottpailet.com , United States

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 57 (95%) - 1 (100%) -
Business Services 3 (5%) - - -
Total 60 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 59 - 1 -
  Texas 9 - - -
  North Carolina 7 - 1 -
  Minnesota 6 - - -
  Florida 5 - - -
  California 3 - - -
  Missouri 2 - - -
  Michigan 2 - - -
  Illinois 2 - - -
  South Carolina 2 - - -
  Ohio 2 - - -
  North Dakota 1 - - -
  New York 1 - - -
  New Jersey 1 - - -
  Nebraska 1 - - -
  Montana 1 - - -
  Massachusetts 1 - - -
  Maryland 1 - - -
  Maine 1 - - -
  Louisiana 1 - - -
  Kentucky 1 - - -
  Kansas 1 - - -
  Georgia 1 - - -
  Connecticut 1 - - -
  Arizona 1 - - -
  Alabama 1 - - -
  Washington 1 - - -
  Virginia 1 - - -
  Pennsylvania 1 - - -
Canada 1 - - -
  Quebec 1 - - -
Domestic 59 (98%) - 1 (100%) -
Cross-border 1 (2%) - - -
Total 60 - 1 -

M&A Connections

Deals
Acquired from
Strategic(s)
2%
1 (2%)
Divested to
Strategic(s)
100%
1 (100%)

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