M&A Deal Summary |
|
|---|---|
| Date | 2024-12-09 |
| Target | AssuredPartners |
| Sector | Insurance |
| Buyer(s) | Gallagher |
| Sellers(s) |
GTCR
Apax HarbourVest Partners |
| Deal Type | Add-on Acquisition |
| Deal Value | 13.5B USD |
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Gallagher is an international insurance brokerage and risk management services firm. Gallagher has operations in 27 countries and offers its services in more than 140 countries around the world through a network of correspondent brokers and consultants. Gallagher was incorporated in 1927 and is based in Rolling Meadows, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 549 of 553 |
| Sector (Insurance) | 455 of 459 |
| Type (Add-on Acquisition) | 519 of 523 |
| State (Florida) | 20 of 20 |
| Country (United States) | 411 of 415 |
| Year (2024) | 33 of 37 |
| Size (of disclosed) | 1 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-03 |
Dawson & Keenan Insurance
Sault Ste. Marie, Ontario, Canada Dawson & Keenan Insurance is a retail insurance brokerage serving personal and commercial lines and is headquartered in Sault Ste. Marie, Ontario. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-11 |
Sheila J. Butler
Carrollton, Georgia, United States Sheila J. Butler is an employee benefits brokerage firm serving groups of all sizes in western Georgia, including greater Atlanta. The company's offerings include HR support, group health insurance, life insurance, medicare consulting, and medicare consulting. Sheila J. Butler is based in Carrollton, Georgia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1980 |
| PE ASSETS | 15.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
GTCR is a private equity firm that typically partners with management when pursuing acquisitions. The Firm looks to grow companies through build-on acquisitions, consolidations, and internal growth. GTCR will consider both equity and mezzanine capital commitments and concentrates its investment activity in consumer products & services, healthcare services, outsourced business services, technology, transaction processing, and pharma/medical products. GTCR was formed in 1980 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 85 of 85 |
| Sector (Insurance) | 5 of 5 |
| Type (Add-on Acquisition) | 41 of 41 |
| State (Florida) | 7 of 7 |
| Country (United States) | 82 of 82 |
| Year (2024) | 2 of 2 |
| Size (of disclosed) | 1 of 34 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-26 |
Tricentis
Austin, Texas, United States Tricentis provides all aspects of software testing and software quality assurance. The flagship product TOSCA Testsuite enables companies to test and assess business-critical enterprise applications with unprecedented effectiveness and efficiency. It has a global presence in Austria, Australia, Belgium, Denmark, Germany, India, Netherlands, Singapore, Switzerland, Poland, United States, and the UK. Tricentis was founded in 1997 and is based in Austin, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 77.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Apax Partners is a mega-sized private equity investment group, operating across the United States, Europe, Israel and Asia. Broad industry sectors of interest include tech & telecom, media, retail & consumer, healthcare, financial services, and business services. Apax will consider both minority and majority investment positions and prefers companies with strong market positions and growth potential. The Firm generally pursues platform acquisitions valued from $1 to $5 billion. Apax Partners was formed in 1981 and is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 172 of 172 |
| Sector (Insurance) | 5 of 5 |
| Type (Add-on Acquisition) | 60 of 60 |
| State (Florida) | 4 of 4 |
| Country (United States) | 64 of 64 |
| Year (2024) | 4 of 4 |
| Size (of disclosed) | 2 of 51 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-25 |
S&W
London, United Kingdom S&W is a professional services firm, it's broad range of services span business and private client tax advice, assurance and business services and a suite of advisory and digital services that include recovery and restructuring, forensic services, and transactions. S&W is based in London, United Kingdom. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1978 |
| PE ASSETS | 86.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
HarbourVest Partners, LLC is an investment firm that makes investments in new private equity partnerships, acquires secondary interests, and makes direct investments in operating companies. HarbourVest's largest investment area is investments in private equity funds, comprising of approximately 2/3 of HarbourVest's assets. HarbourVest's direct investment group looks for investments in growth oriented businesses at a variety of stages. The Group generally targets co-investments of $5 to $100 million, growth capital financings of $5 to $40 million, or mezzanine commitments of $5 to $20 million. Sectors of interest include software, hardware, data communications, telecommunications, and financial services. HarbourVest was formed in 1997 to assume the business of Hancock Venture Partners which was formed in 1982. HarbourVest Partners is based in Boston, Massachusetts, with additional offices in London, Tokyo, and Hong Kong.
| DEAL STATS | # |
|---|---|
| Overall | 134 of 134 |
| Sector (Insurance) | 4 of 4 |
| Type (Add-on Acquisition) | 58 of 58 |
| State (Florida) | 7 of 7 |
| Country (United States) | 85 of 85 |
| Year (2024) | 6 of 6 |
| Size (of disclosed) | 1 of 40 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-18 |
NSi Industries
Huntersville, North Carolina, United States NSi Industries is a provider of a wide variety of electrical connectors including insulated connectors and mechanical, digital time controls, time switches, wire management products, and related electrical components for construction, maintenance, and repair applications. NSi Industries was established in 1975 and is based in Huntersville, North Carolina. |
Sell | - |
