M&A Deal Summary |
|
|---|---|
| Date | 2019-10-15 |
| Target | Prime Risk Partners |
| Sector | Insurance |
| Buyer(s) | EPIC Insurance Brokers & Consultants |
| Sellers(s) | Thomas H. Lee Partners |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2007 |
| Sector | Insurance |
| Employees | 1,000 |
EPIC Insurance Brokers & Consultants is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC's expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance, and private client services. EPIC Insurance Brokers & Consultants was founded in 2007 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 19 |
| Sector (Insurance) | 15 of 18 |
| Type (Add-on Acquisition) | 12 of 15 |
| State (Georgia) | 3 of 3 |
| Country (United States) | 15 of 19 |
| Year (2019) | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-08 |
Trumark Insurance & Financial Services
Pleasanton, California, United States Trumark Insurance & Financial Services, Inc. provides Financial Advisors, Accountants, Attorneys, Insurance Brokers, and Trust Officers expertise in risk management paralleling the professionalism which these valued advisors provide for their clients in the development and execution of comprehensive financial strategies. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-04 |
Integro USA
New York, New York, United States Integro USA is a large and respected insurance brokerage and risk management firm. Clients credit Integro’s superior technical abilities and creative, collaborative work style for securing superior program results and pricing. The firm’s acknowledged capabilities in brokerage, risk analytics and claims are rewriting industry standards for service and quality. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1974 |
| PE ASSETS | 35.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Thomas H. Lee Partners (THL) is a private equity firm that seeks buyout, expansion, consolidation, distressed, and recapitalization investments across various industries. Sectors of interest include business and information services, consumer products/retail, financial services, healthcare, industrial, and media/communications. THL looks to invest $100 to $400 million in companies valued up to $2.5 billion. THL was formed in 1974 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 42 of 54 |
| Sector (Insurance) | 6 of 6 |
| Type (Add-on Acquisition) | 15 of 18 |
| State (Georgia) | 3 of 4 |
| Country (United States) | 34 of 45 |
| Year (2019) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-26 |
NexTech
Tampa, Florida, United States NexTech is a fully-integrated, specialty specific, certified EMR, practice management, and marketing software that covers a wide array of specialty practice needs. NexTech was founded in 1997 and is based in Tampa, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-09 |
Centria Healthcare
Farmington Hills, Michigan, United States Centria Healthcare is a provider of Applied Behavior Analysis (“ABA”) therapy for children. Centria Healthcare is also a provider of specialized home-based healthcare services including catastrophic injury and rehabilitation care, private duty nursing, and supportive living services. Centria Healthcare was founded in 2009 and is based in Farmington Hills, Michigan. |
Buy | - |
