Add-on Acquisition • Insurance

Gallagher Acquires Burkwald & Associates

On October 2, 2015, Gallagher acquired insurance company Burkwald & Associates

Acquisition Context
  • This is Gallagher’s 167th transaction in the Insurance sector.
  • This is Gallagher’s 177th transaction in the United States.
  • This is Gallagher’s 4th transaction in Wisconsin.

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M&A Deal Summary

Date October 2, 2015
Target Burkwald & Associates
Sector Insurance
Buyer(s) Gallagher
Deal Type Add-on Acquisition

Target Company

Burkwald & Associates

Pewaukee, Wisconsin, United States
Burkwald & Associates, Inc. is a management and employee benefits consulting firm that offers a full range of group employee benefits products and consulting services to their commercial and public entity clients throughout the Midwest.
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Buyer Overview 1

Buyer

Gallagher

Rolling Meadows, Illinois, United States

Category Company
Founded 1927
Sector Insurance
Employees56,000
Revenue 11.6B USD (2024)
DESCRIPTION
Gallagher's headquarters in Rolling Meadows, Illinois.
Gallagher's headquarters in Rolling Meadows, Illinois.

Gallagher is an international insurance brokerage and risk management services firm. Gallagher has operations in 27 countries and offers its services in more than 140 countries around the world through a network of correspondent brokers and consultants. Gallagher was incorporated in 1927 and is based in Rolling Meadows, Illinois.


Deal Context for Buyer #
Overall 216 of 581
Sector: Insurance 167 of 483
Type: Add-on Acquisition 202 of 549
State: Wisconsin 4 of 6
Country: United States 177 of 431
Year: 2015 22 of 32
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-09-18 North Alabama Insurance

Florence, Alabama, United States

North Alabama Insurance, Inc. is a managing general agent and wholesale insurance broker which provides property/casualty, commercial auto/garage and other specialty insurance placements to their independent retail insurance broker clients throughout the south central United States.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-10-23 Sigma II Insurance Agency

Independence, Ohio, United States

Sigma II Insurance Agency is an employee benefits consultant that offers a full range of employee benefits products and consulting services to their commercial and individual clients throughout the Midwest.

Buy -