M&A Deal Summary

AssuredPartners Acquires Platinum Planning

On April 15, 2015, AssuredPartners acquired insurance company Platinum Planning

Acquisition Highlights
  • This is AssuredPartners’ 45th transaction in the Insurance sector.
  • This is AssuredPartners’ 47th transaction in the United States.
  • This is AssuredPartners’ 7th transaction in New Jersey.

M&A Deal Summary
Date 2015-04-15
Target Platinum Planning
Sector Insurance
Buyer(s) AssuredPartners
Deal Type Add-on Acquisition

Target

Platinum Planning

Fair Haven, New Jersey, United States
Walsh Benefits is a full service employee benefits broker specializing in group and voluntary benefit product offerings, including medical, dental, 401k and more. Walsh Benefits also provides HR workplace services, such as HR consulting and payroll management.

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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 49 of 257
Sector (Insurance) 45 of 243
Type (Add-on Acquisition) 46 of 246
State (New Jersey) 7 of 12
Country (United States) 47 of 249
Year (2015) 10 of 29
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-02-18 Amtech Insurance Brokers

Latham, New York, United States

Amtech Insurance Brokers, Inc. is a provider of full-service commercial insurance and risk management solutions for businesses. Its industry specialties include construction, welding supply and compressed gas. In addition, the agency has a custom-tailored Drillers Insurance Program for a variety of contractor clients, from water well to environmental to geothermal drillers.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-22 Advanced Benefits Advisors

Centennial, Colorado, United States

Advanced Benefits Advisors, is an insurance brokerage and consulting firm that offers a complete range of employee benefits, and property and casualty insurance services to businesses throughout the country.

Buy -
Mergr

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Company

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