M&A Deal Summary

Affinity Insurance Services Acquires Access Plans

On June 1, 2012, Affinity Insurance Services acquired insurance company Access Plans for 55M USD

Acquisition Highlights
  • This is Affinity Insurance Services’ 2nd transaction in the Insurance sector.
  • This is Affinity Insurance Services’ largest (disclosed) transaction.
  • This is Affinity Insurance Services’ 2nd transaction in the United States.
  • This is Affinity Insurance Services’ 1st transaction in Oklahoma.

M&A Deal Summary
Date 2012-06-01
Target Access Plans
Sector Insurance
Buyer(s) Affinity Insurance Services
Deal Type Add-on Acquisition
Deal Value 55M USD
Advisor(s) SWS Group, Inc. (Financial)

Target

Access Plans

Norman, Oklahoma, United States
Access Plans is a membership benefits marketing company. Benefit Marketing Solutions, its wholesale distribution channel, and Access Plans USA, its retail distribution channel, specialize in turnkey, private-label membership benefit plans that provide discount products and services, protection benefits and retail services to more than 1 million customers in the United States and Canada.

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Buyer(S) 1

Buyer

Affinity Insurance Services

Hatboro, Pennsylvania, United States
Category Company
Sector Insurance
DESCRIPTION

Aon Affinity is a trade name for Affinity Insurance Services, Inc. Aon Affinity combines the specialized knowledge of affinity program management with the extensive resources of a global company to bring an everyday commitment to helping clients achieve their goals. Affinity offers full service capabilities; technical expertise and industry knowledge that adds value through an innovative approach to program strategy, from the design of products and services to the delivery of the marketing message

DEAL STATS #
Overall 2 of 2
Sector (Insurance) 2 of 2
Type (Add-on Acquisition) 2 of 2
State (Oklahoma) 1 of 1
Country (United States) 2 of 2
Year (2012) 1 of 1
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-01-05 WedSafe

Herndon, Virginia, United States

WedSafe, a provider of wedding and private event insurance offering liability & property damage and event cancellation products direct to consumers.

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