Risk Strategies - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Risk Strategies M&A Summary

Risk Strategies has acquired 112 companies of its own, including 71 in the last 5 years.

Risk Strategies has acquired in 31 different US states. The Company’s most targeted sectors include insurance (90%) and business services (10%).

Risk Strategies Ownership

Who owns Risk Strategies?

Risk Strategies is owned by HarbourVest Partners and Kelso. It was acquired on October 20, 2015.

Is Risk Strategies PE-backed?

Yes. Risk Strategies is owned by private equity investors HarbourVest Partners and Kelso.

Was Risk Strategies formerly PE-backed?

Yes. Risk Strategies was formerly owned by 1 private investor.

Risk Strategies Business Overview

Where is Risk Strategies headquartered?

Risk Strategies is headquartered in Boston, Massachusetts.

What sector is Risk Strategies in?

Risk Strategies is an insurance company.

When was Risk Strategies founded?

Risk Strategies was founded in 1997.

M&A Summary

  • M&A Total Activity112
    • M&A Buy Activity112
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (13.0/yr) # 47 9 11 15 22 8 112
Sell (0.0/yr) # - - - - - - 0
  112

Most Recent M&A

Company Date Value Type
The Baker Benefit Group LLC 2024-06-20 - Add-on Acquisition
Falmouth, Maine · www.tbbgroup.net
Silveus Insurance Group, Inc. 2024-05-21 - Add-on Acquisition
Warsaw, Indiana · www.silveuscropins.com
Robert C. Williams Insurance Agency, Inc. 2024-04-02 - Add-on Acquisition
Wilkes-Barre, Pennsylvania · www.rcwinsurance.com
Pace Professional Services Ltd. 2024-03-26 - Add-on Acquisition
Garden City, New York
Ralph C. Wilson Agency 2024-02-01 - Add-on Acquisition
Southfield, Michigan · www.ralphwilsonagency.com
Professional Risk Associates 2024-01-25 - Add-on Acquisition
Midlothian, Virginia · www.profrisk.com
Stone Insurance Agency 2024-01-17 - Add-on Acquisition
Guilford, Connecticut · www.stoneinsagency.com
Hooper, Hayes & Rogan 2024-01-09 - Add-on Acquisition
Fort Lauderdale, Florida · www.hhr-insurance.com
Setnor Byer Insurance and Risk 2023-12-21 - Add-on Acquisition
Plantation, Florida · www.setnorbyer.com
Robert Alan Agency 2023-12-18 - Add-on Acquisition
New City, New York · www.robertalanagency.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 100 (89%) - - -
Business Services 11 (10%) - - -
Financial Services 1 (1%) - - -
Total 112 - - -

By Geo

State/Country Buy Value Sell Value
United States 112 - - -
  Florida 16 - - -
  New York 15 - - -
  Texas 9 - - -
  Pennsylvania 8 - - -
  California 7 - - -
  New Jersey 7 - - -
  Massachusetts 6 - - -
  Maryland 6 - - -
  Connecticut 5 - - -
  Illinois 3 - - -
  Oregon 3 - - -
  Ohio 3 - - -
  Kansas 2 - - -
  Indiana 2 - - -
  Georgia 2 - - -
  Virginia 2 - - -
  Maine 1 - - -
  Louisiana 1 - - -
  Kentucky 1 - - -
  Colorado 1 - - -
  Wisconsin 1 - - -
  Tennessee 1 - - -
  South Carolina 1 - - -
  Oklahoma 1 - - -
  North Carolina 1 - - -
  New Mexico 1 - - -
  New Hampshire 1 - - -
  Missouri 1 - - -
  Minnesota 1 - - -
  Michigan 1 - - -
Total 112 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
4%
4 (4%)

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