Risk Strategies Mergers and Acquisitions Summary

InsuranceCompany

Risk Strategies has acquired 85 companies of its own, including 53 in the last 5 years.

Risk Strategies has acquired in 26 different US states. The Company’s most targeted sectors include insurance (90%) and business services (11%).

Join Mergr and gain access to Risk Strategies’ 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 Activity85
    • M&A Buy Activity85
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Risk Strategies

Risk Strategies Co., Inc.

160 Federal Street,
Boston, Massachusetts 02110
United States,
(617) 330-5700
www.risk-strategies.com

Risk Strategies is a national brokerage firm focused on delivering risk management and insurance solutions toprivately-held and publicly-traded commercial clients and high net worth individuals. Risk Strategies focuses on client risk management challenges and delivers pragmatic, costeffective financial and business solutions. Risk Strategies was founded in 1997 and is based in Boston, Massachusetts.


M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (8.8/yr) # 41 6 9 11 15 3 85
Sell (0.0/yr) # - - - - - - 0
  85

Most Recent M&A

Company Date Value Type
Insurance Center of North Jersey 2023-03-29 - Add-on Acquisition
Maywood, New Jersey · www.icnj.com
Bullen Insurance Group 2023-02-13 - Add-on Acquisition
New Hyde Park, New York · www.gvbullen.com
Tanenbaum Harber Insurance Group 2023-01-26 - Add-on Acquisition
Miramar, Florida · www.thflorida.com
Worldwide Assurance, Inc. 2022-12-13 - Add-on Acquisition
MIami, Florida · www.wwassurance.com
Wallace Specialty Insurance Group 2022-11-17 - Add-on Acquisition
Richardson, Texas
Aquarius Capital Solutions Group 2022-10-26 - Add-on Acquisition
Port Chester, New York · www.aquariuscapital.com
Relation Education Services 2022-10-17 - Divestiture
Walnut Creek, California
Standard Pension Services LLC 2022-09-19 - Add-on Acquisition
Garden City, New York · www.standardpensionservices.com
Beattie & Associates 2022-09-15 - Add-on Acquisition
Chesterfield, Missouri · www.beattieandassociates.com
Dickstein Associates Agency LLC 2022-08-24 - Add-on Acquisition
Tinton Falls, New Jersey · www.dicksteininsurance.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 76 (89%) - - -
Business Services 9 (11%) - - -
Total 85 - - -

By Geo

State/Country Buy Value Sell Value
United States 85 - - -
  Florida 13 - - -
  New York 11 - - -
  Texas 8 - - -
  New Jersey 7 - - -
  California 7 - - -
  Maryland 6 - - -
  Massachusetts 5 - - -
  Pennsylvania 4 - - -
  Connecticut 3 - - -
  Ohio 2 - - -
  Kansas 2 - - -
  Illinois 2 - - -
  Georgia 2 - - -
  Virginia 1 - - -
  Tennessee 1 - - -
  South Carolina 1 - - -
  Oregon 1 - - -
  North Carolina 1 - - -
  New Mexico 1 - - -
  New Hampshire 1 - - -
  Missouri 1 - - -
  Minnesota 1 - - -
  Louisiana 1 - - -
  Indiana 1 - - -
  Colorado 1 - - -
Total 85 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
1%
1 (1%)

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