M&A Deal Summary

Gallagher Acquires f3 Companies

On October 31, 2022, Gallagher acquired financial services company f3 Companies

Acquisition Highlights
  • This is Gallagher’s 1st transaction in the Financial Services sector.
  • This is Gallagher’s 354th transaction in the United States.
  • This is Gallagher’s 12th transaction in Minnesota.

M&A Deal Summary
Date 2022-10-31
Target f3 Companies
Sector Financial Services
Buyer(s) Gallagher
Deal Type Add-on Acquisition

Target

f3 Companies

Burnsville, Minnesota, United States
f3 Companies is an technology and asset management platform and an investment suite of offerings, the f3 Companies provide retirement planning and financial advisory services to individuals, individual advisors and registered investment advisory firms. f3 Companies is based in Burnsville, Minnesota.

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Buyer(S) 1

Buyer

Gallagher

Rolling Meadows, Illinois, United States
Category Company
Founded 1927
Sector Insurance
Employees44,000
Revenue 10.1B USD (2023)
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 STATS #
Overall 466 of 549
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 440 of 519
State (Minnesota) 12 of 13
Country (United States) 354 of 411
Year (2022) 21 of 33
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-20 Cason Huff & Schlueter Insurance

Quincy, Illinois, United States

Cason, Huff & Schlueter Insurance is a retail insurance agency specializing in personal and commercial insurance as well as life, health and disability insurance to clients in Illinois and Missouri. Cason, Huff & Schlueter Insurance was founded in 1923 and is based in Quincy, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-02 TAGA

Cedar Park, Texas, United States

Tejas American General Agency (TAGA) operates as a wholesale insurance agency providing commercial and personal insurance products to independent agents throughout the state of Texas. TAGA was formed in 1997 and is based in Cedar Park, Texas.

Buy -
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