M&A Deal Summary |
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Date | 2024-07-25 |
Target | Montalvo |
Sector | Insurance |
Buyer(s) | PCF Insurance Services |
Deal Type | Add-on Acquisition |
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PCF Insurance Services is a full-service consultant and insurance brokerage firm offering a broad array of commercial, life, and health, employee benefits, and workers' compensation solutions. PCF Insurance Services is based in Lehi, Utah.
DEAL STATS | # |
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Overall | 14 of 18 |
Sector (Insurance) | 12 of 16 |
Type (Add-on Acquisition) | 13 of 17 |
State (Texas) | 2 of 2 |
Country (United States) | 14 of 18 |
Year (2024) | 8 of 12 |
DATE | TARGET | DEAL TYPE | VALUE |
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2024-06-24 |
Ignitist
Harleysville, Pennsylvania, United States Ignitist provides medicare and senior benefits, a unique and nuanced sector of insurance where clients directly benefit from the deep knowledge of an experienced insurance professional. Ignitist is based in Harleysville, Pennsylvania. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
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2024-08-08 |
DLD Insurance Brokers
Irvine, California, United States DLD Insurance Brokers specializes in serving companies with multibillion-dollar portfolios in the construction, real estate, manufacturing, medical device and technology sectors as an extension of their risk management departments. DLD Insurance Brokers was founded in 1989 and is based in Irvine, California. |
Buy | - |