M&A Deal Summary |
|
|---|---|
| Date | 2024-04-09 |
| Target | GeoVera |
| Sector | Insurance |
| Buyer(s) | SageSure |
| Sellers(s) |
Flexpoint Ford
New Capital Partners |
| Deal Type | Add-on Acquisition |
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SageSure is an independent managing general underwriter focused on providing catastrophe-exposed property insurance. The Company specializes in underwriting coastal residential and commercial property insurance in areas prone to natural disaster through its online quoting and binding platform that uses proprietary risk modeling and scoring technology. SageSure distributes its products through independent agents and blue-chip brokers on behalf of multiple highly rated carriers. SageSure was founded in 2006 and is based in Jersey City, New Jersey.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Insurance M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 1 of 2 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-10 |
Gemini Financial
Worcester, Massachusetts, United States Gemini Financial is an insurance holding company engaged in underwriting and managing homeowners' insurance. Gemini Financial is based in Worcester, Massachusetts. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 7.8B USD |
| Size | Mega |
| Type | Sector Focused |
Flexpoint Ford is a private equity firm focused on investments in healthcare and financial services companies. Flexpoint prefers control based investments and looks to commit $50 to $500 million per transaction. The Firm is flexible when it comes to investment structure and asset class. Flexpoint Ford was formed in 2005 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 23 |
| Sector: Insurance M&A | 5 of 6 |
| Type: Add-on Acquisition M&A Deals | 12 of 13 |
| State: California M&A | 3 of 3 |
| Country: United States M&A | 21 of 23 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-28 |
Accuserve Solutions
Denver, Colorado, United States Accuserve Solutions is a full-service managed repair and home services platform, connecting insurance carriers, homeowners, and contractors through a unified platform that simplifies the property restoration and claims process from incident through repair. Accuserve Solutions is based in Denver, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-18 |
Apollo Care
Chicago, Illinois, United States Apollo Care develops and deploys patient access and analytics solutions through purpose-built technology to help pharmaceutical brands address commercial challenges. It delivers integrated solutions that drive growth, optimize gross-to-net costs, and improve patient outcomes. Apollo Care is based in Chicago, Illinois. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| Size | Middle-Market |
| Type | Sector Agnostic |
New Capital Partners is a private equity firm focused on investing in high-growth companies. The Firm has a preference for Southeast US-based companies looks to acquire and/or partner with businesses and management teams who are seeking to build sustainable companies. Sectors of interest include healthcare services, healthcare IT, financial services, financial technology, and business services. New Capital Partners was established in 2001 and is based in Birmingham, Alabama.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 12 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 7 of 7 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 11 of 12 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-21 |
Volly
Woburn, Massachusetts, United States Volly is a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks including one of the top three retail lenders in the nation. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer's customers, partners, and prospects. Volly was founded in 2004 and is based in Woburn, Massachusetts. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-09 |
Sprout
Charlotte, North Carolina, United States Sprout provides IT asset disposition (ITAD) and e-waste solutions using its proprietary software platform embedded within the supply chain systems. The company delivers end-to-end services that drive measurably superior data security, sustainability, and total cost-of-ownership outcomes. Sprout was founded in 2014 and is based in Charlotte, North Carolina. |
Sell | - |
