M&A Deal Summary

Highland Capital Brokerage Acquires Hallett Financial Group

On January 10, 2022, Highland Capital Brokerage acquired insurance company Hallett Financial Group

Acquisition Highlights
  • This is Highland Capital Brokerage’s 2nd transaction in the Insurance sector.
  • This is Highland Capital Brokerage’s 2nd transaction in the United States.
  • This is Highland Capital Brokerage’s 2nd transaction in Minnesota.

M&A Deal Summary
Date 2022-01-10
Target Hallett Financial Group
Sector Insurance
Buyer(s) Highland Capital Brokerage
Deal Type Add-on Acquisition

Target

Hallett Financial Group

Minneapolis, Minnesota, United States
Hallett Financial Group is an independent insurance brokerage agency helping licensed insurance advisors protect individuals and families. Hallett Financial Group was founded in 1990 and is based in Minneapolis, Minnesota.

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Buyer(S) 1

Buyer

Highland Capital Brokerage

Birmingham, Alabama, United States
Category Company
Sector Insurance
DESCRIPTION

Highland Capital Brokerage, Inc. is a provider of an insurance solutions to independent producers and financial institutions.

DEAL STATS #
Overall 2 of 2
Sector (Insurance) 2 of 2
Type (Add-on Acquisition) 2 of 2
State (Minnesota) 2 of 2
Country (United States) 2 of 2
Year (2022) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-10 Quotacy

Minneapolis, Minnesota, United States

Quotacy provides consumers with an easy online shopping experience for term life insurance. Quotacy platform also provides consumers with access to more complex solutions such as whole life and disability insurance, as well as educational materials to assist them in choosing the best product for their needs. Quotacy was founded in 2014 and is based in Minneapolis, Minnesota.

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