M&A Deal Summary |
|
|---|---|
| Date | 2022-03-03 |
| Target | Westwood Insurance Agency |
| Sector | Insurance |
| Buyer(s) | Baldwin Group |
| Sellers(s) | ZC Sterling Insurance Agency |
| Deal Type | Divestiture |
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| Category | Company |
|---|---|
| Founded | 2011 |
| Sector | Insurance |
| Employees | 3,802 |
| Revenue | 1.2B USD (2023) |
Baldwin Group is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give our clients the peace of mind to pursue their purpose, passion, and dreams. Baldwin Group was incorporated in 2011 and is based in Tampa, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 21 |
| Sector (Insurance) | 18 of 19 |
| Type (Divestiture) | 1 of 1 |
| State (California) | 2 of 2 |
| Country (United States) | 20 of 21 |
| Year (2022) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-07 |
Arcana Insurance
Dallas, Texas, United States Arcana Insurance is a national insurance agency and program administrator focused on better serving the real estate investor and property management markets. Arcana Insurance was founded in 2005 and is based in Dallas, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-08-01 |
National Health Plans & Benefits Agency
Fraser, Michigan, United States National Health Plans & Benefits Agency is a provider of individual health insurance products, predominantly for individuals under 65. National Health Plans & Benefits Agency is based in Fraser, Michigan. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1991 |
| Sector | Insurance |
ZC Sterling Insurance Agency is an underwriting agency specializing in providing specialty insurance solutions through customized technology-enabled business process services to mortgage originators, homebuilders, banks and real estate agents across the United States.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Insurance) | 1 of 1 |
| Type (Divestiture) | 1 of 1 |
| State (California) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2022) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-09-30 |
Westwood Insurance Agency
West Hills, California, United States Westwood Insurance Agency is a full-service personal lines agency specializing in builder-sourced homeowners insurance. Licensed in all 50 states, Westwood represents over 400,000 homeowners through partnerships with leading U.S. homebuilders and top insurance companies. Westwood Insurance Agency was founded in 1952 and is based in West Hills, California. |
Buy | - |
