M&A Deal Summary

Alliant Insurance Services Acquires Burkhardt Consulting

On March 13, 2017, Alliant Insurance Services acquired business services company Burkhardt Consulting

Acquisition Highlights
  • This is Alliant Insurance Services’ 5th transaction in the Business Services sector.
  • This is Alliant Insurance Services’ 26th transaction in the United States.
  • This is Alliant Insurance Services’ 2nd transaction in Idaho.

M&A Deal Summary
Date 2017-03-13
Target Burkhardt Consulting
Sector Business Services
Buyer(s) Alliant Insurance Services
Deal Type Add-on Acquisition

Target

Burkhardt Consulting

Coeur d’ Alene, Idaho, United States
Burkhardt Consulting LLC is a provider of employee benefit consulting services. The company is focused on helping employers creatively manage their programs and costs through a high level of service and day-to-day plan administration.

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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 26 of 69
Sector (Business Services) 5 of 11
Type (Add-on Acquisition) 25 of 65
State (Idaho) 2 of 4
Country (United States) 26 of 67
Year (2017) 1 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-10-03 The Hecht Group

Portland, Oregon, United States

The Hecht Group is a provider of employee benefits, financial planning, and insurance services. The Hecht Group develops customized benefit plans to meet the financial goals of businesses, employees and individuals.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-04-05 SES Insurance Brokerage Services

Tustin, California, United States

SES Insurance Brokerage Services, Inc. is a provider of a full range of forward-thinking solutions to the financial and real estate communities. SES Insurance Brokerage Services is based in Tustin, California.

Buy -
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