M&A Deal Summary

Alliant Insurance Services Acquires 3000 Insurance Group

On October 31, 2023, Alliant Insurance Services acquired insurance company 3000 Insurance Group

Acquisition Highlights
  • This is Alliant Insurance Services’ 46th transaction in the Insurance sector.
  • This is Alliant Insurance Services’ 61st transaction in the United States.
  • This is Alliant Insurance Services’ 4th transaction in Oklahoma.

M&A Deal Summary
Date 2023-10-31
Target 3000 Insurance Group
Sector Insurance
Buyer(s) Alliant Insurance Services
Deal Type Add-on Acquisition

Target

3000 Insurance Group

Oklahoma City, Oklahoma, United States
3000 Insurance Group is a retail property and casualty (P&C) insurance and employee benefits firm. 3000 Insurance Group was formed in 2013 and is based in Oklahoma City.

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Buyer(S) 1

Buyer

Alliant Insurance Services

Irvine, California, United States
Category Company
Founded 1925
Sector Insurance
DESCRIPTION

Alliant Insurance Services is a retail insurance broker providing property and casualty insurance and employee benefits products to over 15,000 commercial middle market clients nationwide. Alliant Insurance Services was founded in 1925 and is based in Newport Beach, California.

DEAL STATS #
Overall 63 of 69
Sector (Insurance) 46 of 52
Type (Add-on Acquisition) 60 of 65
State (Oklahoma) 4 of 4
Country (United States) 61 of 67
Year (2023) 6 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-10-31 Commercial Risk Group

Broken Arrow, Oklahoma, United States

Commercial Risk Group is a retail property and casualty (P&C) insurance agency. CRG offers all lines of insurance coverages and specializes in mid-sized to large commercial accounts and specialty programs, including general liability, commercial auto, workers’ compensation, and commercial property insurance coverages. CRG is based in Broken Arrow, Oklahoma.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-12-05 FJC

Newtown, Connecticut, United States

FJC provides retirement planning and TPA services, including discrimination testing, preparing Form 5500 and Summary Annual Report, tracking vesting percentages, profit sharing, and meeting IRS regulations. FJC was founded in 2003 and is based in Newtown, Connecticut.

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