M&A Deal Summary

AssuredPartners Acquires Baker & Associates

On June 16, 2022, AssuredPartners acquired insurance company Baker & Associates

Acquisition Highlights
  • This is AssuredPartners’ 228th transaction in the Insurance sector.
  • This is AssuredPartners’ 235th transaction in the United States.
  • This is AssuredPartners’ 10th transaction in Ohio.

M&A Deal Summary
Date 2022-06-16
Target Baker & Associates
Sector Insurance
Buyer(s) AssuredPartners
Deal Type Add-on Acquisition

Target

Baker & Associates

Hilliard, Ohio, United States
Baker & Associates is a provider of a full range of personal and business Insurance services. Baker & Associates was founded in 1999 and is based in Hilliard, Ohio.

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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 242 of 257
Sector (Insurance) 228 of 243
Type (Add-on Acquisition) 231 of 246
State (Ohio) 10 of 10
Country (United States) 235 of 249
Year (2022) 10 of 18
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-17 Duley Bolwar Pederson

Scottsdale, Arizona, United States

Duley Bolwar Pederson provides a strategic mix of plans and services that fit within the overall goal of your employee benefits program. Duley Bolwar Pederson was founded in 1970 and is based in Scottsdale, Arizona.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-22 Shepherd Agency

Fort Washington, Pennsylvania, United States

Shepherd Agency is a provider of a full range of insurance services, based in Fort Washington, Pennsylvania.

Buy -
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