M&A Deal Summary |
|
|---|---|
| Date | 2024-01-03 |
| Target | PBC Insurance - Employee Benefits Division |
| Sector | Insurance |
| Buyer(s) | Alliant Insurance Services |
| Sellers(s) | PBC Insurance |
| Deal Type | Divestiture |
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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 Newport Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 65 of 70 |
| Sector (Insurance) | 48 of 53 |
| Type (Divestiture) | 4 of 4 |
| State (Oregon) | 4 of 4 |
| Country (United States) | 63 of 68 |
| Year (2024) | 1 of 6 |
| 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. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-08 |
POPIC
Costa Mesa, California, United States POPIC is a national captive program manager serving owners and managers of multifamily and single-family residential portfolios. POPIC is based in Costa Mesa, California. |
Buy | - |
PBC Insurance provides a full range of insurance services. PBC Insurance was founded in 1993 and is based in Eugene, Oregon.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Insurance) | 1 of 1 |
| Type (Divestiture) | 1 of 1 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2024) | 1 of 1 |
