M&A Deal Summary

Confie Acquires Osorio and Family

On September 12, 2016, Confie acquired insurance company Osorio and Family

Acquisition Highlights
  • This is Confie’s 83rd transaction in the Insurance sector.
  • This is Confie’s 81st transaction in the United States.
  • This is Confie’s 4th transaction in Nevada.

M&A Deal Summary
Date 2016-09-12
Target Osorio and Family
Sector Insurance
Buyer(s) Confie
Deal Type Add-on Acquisition

Target

Osorio and Family

Las Vegas, Nevada, United States
Osorio and Family LLC (dba CityWide Insurance) is an insurance and tax preparation firm specializing in auto, home, life and health insurance services.

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Buyer(S) 1

Buyer

Confie

Huntington Beach, California, United States
Category Company
Founded 2008
Sector Insurance
DESCRIPTION

Confie is a national insurance distribution company primarily focused on personal lines and small commercial insurance. Confie was formed in 2008 and is based in Huntington Beach, California.

DEAL STATS #
Overall 83 of 113
Sector (Insurance) 83 of 113
Type (Add-on Acquisition) 81 of 108
State (Nevada) 4 of 4
Country (United States) 81 of 111
Year (2016) 10 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-09-12 BMR Agency

Washington Park, Illinois, United States

BMR Agency LLC (dba First Stop Insurance) is a provider of insurance services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-10-26 Lockwood Agency

Jamestown, New York, United States

Lockwood Agency, Inc. is a provider of preferred personal lines and small commercial insurance.

Buy -
Mergr

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