M&A Deal Summary

Hilb Group Acquires Compass Planners

On March 9, 2021, Hilb Group acquired business services company Compass Planners

Acquisition Highlights
  • This is Hilb Group’s 5th transaction in the Business Services sector.
  • This is Hilb Group’s 89th transaction in the United States.
  • This is Hilb Group’s 7th transaction in Rhode Island.

M&A Deal Summary
Date 2021-03-09
Target Compass Planners
Sector Business Services
Buyer(s) Hilb Group
Deal Type Add-on Acquisition

Target

Compass Planners

West Greenwich, Rhode Island, United States
Compass Planners is a specialized Medicare Advantage business, based in West Greenwich, Rhode Island.

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Buyer(S) 1

Buyer

Hilb Group

Richmond, Virginia, United States
Category Company
Founded 2009
Sector Insurance
Employees900
DESCRIPTION

Hilb Group is a middle-market insurance agency. Hilb Group seeks to grow through targeted acquisitions in the middle market insurance brokerage space. Hilb Group was founded in 2009 and is based in Richmond, Virginia.

DEAL STATS #
Overall 89 of 126
Sector (Business Services) 5 of 6
Type (Add-on Acquisition) 78 of 115
State (Rhode Island) 7 of 8
Country (United States) 89 of 126
Year (2021) 4 of 21
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-02 Rampart Insurance Services

Lake Success, New York, United States

Rampart Brokerage Corp. is a broker for upper middle-market commercial lines, high net worth personal lines, individual life and group benefits. Rampart Brokerage is based in Lake Success, New York.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-06 Andrews Benefits

Farmington, Connecticut, United States

Andrews Benefits is specialize in employee benefits and have clients ranging from small employers to national accounts. Andrews Benefits is based in Farmington, Connecticut.

Buy -
Mergr

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