M&A Deal Summary |
|
|---|---|
| Date | 2015-02-05 |
| Target | Peartree Insurance Services |
| Sector | Insurance |
| Buyer(s) |
EPIC Insurance Brokers & Consultants
Protector Holdings |
| Deal Type | Joint Venture |
SEARCH BY
| 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 | 5 of 21 |
| Sector: Insurance M&A | 5 of 20 |
| Type: Joint Venture M&A Deals | 1 of 1 |
| State: California M&A | 2 of 6 |
| Country: United States M&A | 5 of 21 |
| Year: 2015 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-11-24 |
Greyling Insurance Brokerage and Risk Consulting
Alpharetta, Georgia, United States Greyling Insurance Brokerage and Risk Consulting is a provider of specialty insurance brokerage and risk consulting services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-05-12 |
Sorci Insurance Brokerage
Los Gatos, California, United States Sorci Insurance Brokerage, Inc., is a specialist in providing comprehensive Workers’ Compensation Insurance services to New Car Auto Dealers in California. |
Buy | - |
Protector Holdings LLC is a provider of insurance and related products to the Latino community in California, Arizona, and Nevada.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 5 |
| Sector: Insurance M&A | 2 of 5 |
| Type: Joint Venture M&A Deals | 1 of 1 |
| State: California M&A | 1 of 4 |
| Country: United States M&A | 2 of 5 |
| Year: 2015 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-09-08 |
SavePro Insurance Solutions
Yuba City, Georgia, United States SavePro Insurance Solutions operates insurance agency. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-31 |
Oasis South Insurance Service
Escondido, California, United States Oasis South specializes in providing insurance services to Hispanic consumers, writing auto, motorcycle, RV, boat, homeowners and renters insurance coverage. |
Buy | - |
