M&A Deal Summary

AssuredPartners Acquires Alan James Insurance

On April 10, 2013, AssuredPartners acquired insurance company Alan James Insurance

Acquisition Highlights
  • This is AssuredPartners’ 11th transaction in the Insurance sector.
  • This is AssuredPartners’ 10th transaction in the United States.
  • This is AssuredPartners’ 1st transaction in Florida.

M&A Deal Summary

Date 2013-04-10
Target Alan James Insurance
Sector Insurance
Buyer(s) AssuredPartners
Deal Type Add-on Acquisition

Target

Alan James Insurance

Sunrise, Florida, United States
Alan James Insurance provides property/casualty insurance to building owners, condominium associations, and homeowners associations throughout south Florida.

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Buyer(S) 1

Buyer

AssuredPartners

Orlando, Florida, United States

Category Company
Founded 2011
Sector Insurance
Revenue 2.9B USD (2024)
DESCRIPTION

AssuredPartners is a full-service insurance broker, offering property and casualty and employee benefits insurance products and services to middle-market businesses, public institutions, and high-net-worth individuals. AssuredPartners was founded in 2011 and is based in Orlando, Florida.


DEAL STATS #
Overall 12 of 257
Sector (Insurance) 11 of 243
Type (Add-on Acquisition) 12 of 246
State (Florida) 1 of 25
Country (United States) 10 of 249
Year (2013) 3 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-01-11 Tobias Insurance Group

Indianapolis, Indiana, United States

Tobias offers a comprehensive mix of insurance products and services, including property and casualty, surety, and employee benefits. Tobias works with a wide array of industries, with a strong focus on construction.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2013-07-17 Donald F. LaPenna Associates

Clark, New Jersey, United States

Donald F. LaPenna, specializes in providing personal and commercial property and casualty insurance coverage, life, health and disability insurance products and a broad array of risk management services to corporations and businesses along with a nich market for Transportation business.

Buy -