Preferred Concepts - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Preferred Concepts M&A Summary

Preferred Concepts has acquired 2 companies of its own. A total of 1 acquisition came from private equity firms. It has also divested 3 assets.

Preferred Concepts has acquired in 2 different US states. The Company’s most targeted sectors include insurance (100%).

Preferred Concepts Ownership

Who owns Preferred Concepts?

Preferred Concepts is owned by Alliant Insurance Services. It was acquired on July 2, 2015.

Was Preferred Concepts formerly PE-backed?

Yes. Preferred Concepts was formerly owned by 1 private investor.

Preferred Concepts Business Overview

Where is Preferred Concepts headquartered?

Preferred Concepts is headquartered in New York, New York.

What sector is Preferred Concepts in?

Preferred Concepts is an insurance company.

When was Preferred Concepts founded?

Preferred Concepts was founded in 1989.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity2
    • M&A Sell Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Preferred Concepts LLC

14 Wall Street, 18th Floor,
New York, New York 10005
United States,
(212) 608-9400
www.preferredconcepts.com

Preferred Concepts LLC is an insurance program underwriter and wholesale broker. The company’s operating divisions include Preferred Concepts, a program administrator; Preferred Underwriting, a program underwriter; Preferred Brokerage, a wholesale broker; and ezumbrella.com, an online umbrella liability program.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # 3 - - - - - 3
  5

Most Recent M&A

Company Date Value Type
SeaFire Insurance Services LLC 2014-12-01 - Divestiture
Overland Park, Kansas · www.seafireinsurance.com
Mercator Risk Services, Inc. 2014-01-09 - Divestiture
New York, New York · www.mercatorrisk.com
Preferred Advantage Branch in Hartford 2013-10-09 - Divestiture
Hartford, Connecticut
Metro Insurance Services, Inc. 2012-11-16 - Add-on Acquisition
Springfield, New Jersey · www.metroins.com
Mercator Risk Services, Inc. 2010-06-08 - Add-on Acquisition
New York, New York · www.mercatorrisk.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 2 (100%) - 3 (100%) -
Total 2 - 3 -

By Geo

State/Country Buy Value Sell Value
United States 2 - 3 -
  New York 1 - 1 -
  New Jersey 1 - - -
  Kansas - - 1 -
  Connecticut - - 1 -
Total 2 - 3 -

M&A Connections

Deals
Acquired from
Investor(s)
50%
1 (50%)
Divested to
Strategic(s)
100%
3 (100%)

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