M&A Deal Summary

Charles Taylor Acquires Aegis

On January 5, 2021, Charles Taylor acquired insurance company Aegis

Acquisition Highlights
  • This is Charles Taylor’s 8th transaction in the Insurance sector.
  • This is Charles Taylor’s 5th transaction in the United States.
  • This is Charles Taylor’s 1st transaction in Wisconsin.

M&A Deal Summary
Date 2021-01-05
Target Aegis
Sector Insurance
Buyer(s) Charles Taylor
Deal Type Add-on Acquisition
Advisor(s) Evolve Capital Partners (Financial)

Target

Aegis

Brookfield, Wisconsin, United States
Aegis Corp. is a mutual management and third-party claims administration. Aegis was founded in 1992 and is based in Brookfield, Wisconsin.

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Buyer(S) 1

Buyer

Charles Taylor

London, United Kingdom
Category Company
Founded 1996
Sector Business Services
Employees3,086
Revenue 264M GBP (2018)
DESCRIPTION

Charles Taylor is an international provider of professional services and technology solutions to the global insurance market, providing loss adjusting, claims management, insurance management, and insurance technology. Charles Taylor was founded in 1996 and is based in London, England.

DEAL STATS #
Overall 13 of 16
Sector (Insurance) 8 of 8
Type (Add-on Acquisition) 9 of 12
State (Wisconsin) 1 of 1
Country (United States) 5 of 8
Year (2021) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-09-18 SBSA

Golden, Colorado, United States

SBSA, Inc. is a full-service engineering and architectural firm. SBSA is based in Golden, Colorado.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-01 Syndicate

Indianapolis, Indiana, United States

Syndicate is an independent adjusting and claims services business that provides trusted services to insurance clients looking for high-quality loss adjusting, claims, and catastrophe services throughout the United States. The company provides tailored claims services and appraisal, umpire, dispute resolution, and litigation support services to a variety of commercial and residential property and liability/casualty insurers, TPAs, and self-insured entities. It provides both daily claim and catastrophe services for commercial, industrial, retail, and specialty commercial markets, as well as residential insurance markets, including condominium, farm, and ranch properties. Syndicate was formed in 2006 and is based in Indianapolis, Indiana.

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