M&A Deal Summary

Confie Acquires Wise Insurance Agency

On March 31, 2015, Confie acquired insurance company Wise Insurance Agency

Acquisition Highlights
  • This is Confie’s 59th transaction in the Insurance sector.
  • This is Confie’s 58th transaction in the United States.
  • This is Confie’s 1st transaction in South Carolina.

M&A Deal Summary
Date 2015-03-31
Target Wise Insurance Agency
Sector Insurance
Buyer(s) Confie
Deal Type Add-on Acquisition

Target

Wise Insurance Agency

Columbia, South Carolina, United States
Wise Insurance Agency, Inc. is a provider of personal lines 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 59 of 113
Sector (Insurance) 59 of 113
Type (Add-on Acquisition) 57 of 108
State (South Carolina) 1 of 1
Country (United States) 58 of 111
Year (2015) 4 of 18
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-03-31 Your Insurance Spot

Kissimmee, Florida, United States

Your Insurance Spot, Inc. is a provider of non-standard auto insurance services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-14 Able Insurance Agency

Concord, New Hampshire, United States

Able Insurance Agency LLC is a provider of insurance services.

Buy -
Mergr

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