M&A Deal Summary

Alliant Insurance Services Acquires Pend Oreille Insurance

On March 3, 2020, Alliant Insurance Services acquired insurance company Pend Oreille Insurance

Acquisition Highlights
  • This is Alliant Insurance Services’ 32nd transaction in the Insurance sector.
  • This is Alliant Insurance Services’ 40th transaction in the United States.
  • This is Alliant Insurance Services’ 4th transaction in Idaho.

M&A Deal Summary
Date 2020-03-03
Target Pend Oreille Insurance
Sector Insurance
Buyer(s) Alliant Insurance Services
Deal Type Add-on Acquisition

Target

Pend Oreille Insurance

Ponderay, Idaho, United States
Pend Oreille Insurance provides a broad array of regionally focused insurance solutions to a diverse list of clients. Pend Oreille’s diverse product offerings include commercial insurance, personal insurance, and health and life insurance services. Pend Oreille Insurance was established in 2000 and is based in Ponderay, Idaho.

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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 41 of 70
Sector (Insurance) 32 of 53
Type (Add-on Acquisition) 40 of 66
State (Idaho) 4 of 4
Country (United States) 40 of 68
Year (2020) 1 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-08-13 Invision Benefit

Lake in the Hills, Illinois, United States

Invision Benefit Ltd. is an independent firm consulting from corporate benefits to strategic alliances. InvisionBenefit serves as a broker, consultant, and administrator, offering a full range of employee benefits, human resources consulting, enrollment, and advisory services. Invision Benefit Ltd. was founded in 2000 and is based in Lake in the Hills, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-03-04 The LifeBalance Program

Portland, Oregon, United States

The LifeBalance Program is a savings platform that offers member-exclusive discounts on healthy, fun, and fulfilling activities and purchases. LifeBalance services health plans, employers, and associations. The LifeBalance Program was established in 1996 and is based in Portland, Oregon.

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