M&A Deal Summary

Alliant Insurance Services Acquires Senior Market Sales

On July 29, 2020, Alliant Insurance Services acquired marketing company Senior Market Sales

Acquisition Highlights
  • This is Alliant Insurance Services’ 1st transaction in the Marketing sector.
  • This is Alliant Insurance Services’ 42nd transaction in the United States.
  • This is Alliant Insurance Services’ 1st transaction in Nebraska.

M&A Deal Summary
Date 2020-07-29
Target Senior Market Sales
Sector Marketing
Buyer(s) Alliant Insurance Services
Deal Type Add-on Acquisition

Target

Senior Market Sales

Omaha, Nebraska, United States
Senior Market Sales, Inc. is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money and put their business in a position of distinction. Senior Market Sales is based in Omaha, Nebraska.

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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 43 of 69
Sector (Marketing) 1 of 1
Type (Add-on Acquisition) 42 of 65
State (Nebraska) 1 of 1
Country (United States) 42 of 67
Year (2020) 3 of 4
PREVIOUS 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.

Buy -
FOLLOWING DEAL
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 -
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