M&A Deal Summary |
|
|---|---|
| Date | 2023-10-31 |
| Target | The Arrow Group |
| Sector | Insurance |
| Buyer(s) | Alliant Insurance Services |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 | 63 of 72 |
| Sector: Insurance M&A | 46 of 55 |
| Type: Add-on Acquisition M&A Deals | 60 of 68 |
| State: Oklahoma M&A | 4 of 4 |
| Country: United States M&A | 61 of 70 |
| Year: 2023 M&A | 6 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-31 |
Commercial Risk Group
Broken Arrow, Oklahoma, United States Commercial Risk Group is a retail property and casualty (P&C) insurance agency. CRG offers all lines of insurance coverages and specializes in mid-sized to large commercial accounts and specialty programs, including general liability, commercial auto, workers’ compensation, and commercial property insurance coverages. CRG is based in Broken Arrow, Oklahoma. |
Buy | - |
| 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 | - |
