M&A Deal Summary

R-T Specialty Acquires Blais Excess & Surplus Agency of Texas

On February 13, 2014, R-T Specialty acquired insurance company Blais Excess & Surplus Agency of Texas

Acquisition Highlights
  • This is R-T Specialty’s 10th transaction in the Insurance sector.
  • This is R-T Specialty’s 10th transaction in the United States.
  • This is R-T Specialty’s 1st transaction in Texas.

M&A Deal Summary
Date 2014-02-13
Target Blais Excess & Surplus Agency of Texas
Sector Insurance
Buyer(s) R-T Specialty
Deal Type Add-on Acquisition

Target

Blais Excess & Surplus Agency of Texas

Dallas, Texas, United States
website
Blais Excess & Surplus Agency of Texas, Ltd. is an independent, specialty wholesale broker dedicated to providing financial service products to a variety of businesses. Blais works exclusively with agents and brokers, representing all domestic executive line markets, including access to the Bermuda and London markets.

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Buyer(S) 1

Buyer

R-T Specialty

Chicago, Illinois, United States

website

Category Company
Founded 2010
Sector Insurance
DESCRIPTION

R-T Specialty, LLC (RT) provides a broad array of wholesale brokerage services to agents and brokers worldwide.

DEAL STATS #
Overall 10 of 11
Sector (Insurance) 10 of 11
Type (Add-on Acquisition) 9 of 10
State (Texas) 1 of 1
Country (United States) 10 of 11
Year (2014) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-12-02 WESTROPE

Kansas City, Missouri, United States

Westrope & Associates operates as a commercial wholesale insurance brokerage company.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-03-23 Hartan Brokerage

New York, New York, United States

Hartan Brokerage is a premium wholesale broker and Managing Underwriting Agent and has been assisting the agency and broker retail community with carrier solutions and proprietary products since its inception. Hartan is a nimble, service-oriented organization with regional focus that maximizes national leverage for their clients.

Buy -
Mergr

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