M&A Deal Summary

AssuredPartners Acquires Preferred Guardian Insurance

On May 9, 2017, AssuredPartners acquired insurance company Preferred Guardian Insurance

Acquisition Highlights
  • This is AssuredPartners’ 93rd transaction in the Insurance sector.
  • This is AssuredPartners’ 98th transaction in the United States.
  • This is AssuredPartners’ 4th transaction in Texas.

M&A Deal Summary
Date 2017-05-09
Target Preferred Guardian Insurance
Sector Insurance
Buyer(s) AssuredPartners
Deal Type Add-on Acquisition

Target

Preferred Guardian Insurance

Dallas, Texas, United States
Preferred Guardian Insurance is an insurance agency that provides personal, business, life, health, errors and omissions and real estate insurance products. Preferred Guardian Insurance was established in 2003 and is headquartered in Dallas, Texas.

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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 100 of 257
Sector (Insurance) 93 of 243
Type (Add-on Acquisition) 93 of 246
State (Texas) 4 of 17
Country (United States) 98 of 249
Year (2017) 7 of 22
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-03-29 Fleet Risk Management

St. Simons Island, Georgia, United States

Fleet Risk Management, Inc. is a provider in the planning and execution of risk management strategies specific to the trucking industry. Fleet Risk Management, Inc. was established in 2005 and is headquartered in St. Simons Island, Georgia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-31 Craft Insurance Center

Greensboro, North Carolina, United States

Craft Insurance Center, Inc. is an independent full-service agency providing coverage for families and businesses, including auto, life, health, and employee benefits. Craft Insurance Center, Inc. was formed in 1934 and is based in Greensboro, North Carolina.

Buy -
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