M&A Deal Summary |
|
|---|---|
| Date | 2021-01-05 |
| Target | BridgePoint Risk Management |
| Sector | Insurance |
| Buyer(s) | Alliant Insurance Services |
| Sellers(s) | Stone Point Capital |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1925 |
| Sector | Insurance |
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 Irvine, California.
| DEAL STATS | # |
|---|---|
| Overall | 45 of 72 |
| Sector: Insurance M&A | 33 of 55 |
| Type: Add-on Acquisition M&A Deals | 44 of 68 |
| State: Connecticut M&A | 1 of 2 |
| Country: United States M&A | 44 of 70 |
| Year: 2021 M&A | 1 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-23 |
L A Surety Solutions
Louisville, Kentucky, United States L A Surety Solutions LLC provides bonding solutions on a personal, local scale. The types of bonds provided include: Bid, Performance, Payment, Maintenance, Supply, Court, License & Permit and Miscellaneous bonds. L A Surety Solutions was founded in 2013 and is based in Louisville, Kentucky. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-11 |
Vertus
Bannockburn, Illinois, United States Vertus provides a diversified portfolio of services and solutions to a national client base that includes medical and RX, dental, life, disability, absence management, and voluntary benefits. Vertus was founded in 1994 and is based in Bannockburn, Illinois. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| PE ASSETS | 55.0B USD |
| Size | Mega |
| Type | Sector Focused |
Stone Point Capital is a private equity firm that targets investments in financial services sector. Specific areas of interest include insurance underwriting, outsourcing service providers to financial institutions, specialty lending and other credit opportunities, employee benefits and healthcare, asset management/retirement savings, and banking/depository institutions. Stone Point looks to commit between $75 and $750 million of equity per transaction and will consider control or substantial minority positions. Geographic areas of interest include North America and Europe. Stone Point Capital was formed in 1994 and is based in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 59 |
| Sector: Insurance M&A | 18 of 18 |
| Type: Add-on Acquisition M&A Deals | 24 of 30 |
| State: Connecticut M&A | 3 of 3 |
| Country: United States M&A | 42 of 53 |
| Year: 2021 M&A | 1 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-15 |
Enhanced Capital
New York, New York, United States Enhanced Capital is a diversified national asset management firm that provides investment capital to small businesses that are underserved by traditional sources of financing. Enhanced Capital was founded in 1999 and is based in New York, New York. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-29 |
Homepoint
Ann Arbor, Michigan, United States Homepoint is a mortgage banking business that is focused on residential mortgage origination, servicing, and asset management. Homepoint was founded in 2014 and is based in Ann Arbor, Michigan. |
Sell | - |
