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  6. Independent Insurance Agents of Texas Acquires LevelFirst

M&A Deal Summary

Independent Insurance Agents of Texas Acquires LevelFirst

On November 13, 2014, Independent Insurance Agents of Texas acquired insurance company LevelFirst

Acquisition Highlights
  • This is Independent Insurance Agents of Texas’ 1st transaction in the Insurance sector.
  • This is Independent Insurance Agents of Texas’ 1st transaction in the United States.
  • This is Independent Insurance Agents of Texas’ 1st transaction in Texas.

M&A Deal Summary
Date 2014-11-13
Target LevelFirst
Sector Insurance
Buyer(s) Independent Insurance Agents of Texas
Deal Type Add-on Acquisition

Target

LevelFirst

Dallas,, Texas, United States
LevelFirst LLC, is a diversified wholesale broker and managing general agency with more than 70 admitted and non-admitted carriers including more than ten who provide LevelFirst authority to quote and bind business in-house.

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Buyer(S) 1

Buyer

Independent Insurance Agents of Texas

Austin,, Texas, United States
Category Company
Sector Insurance
DESCRIPTION

The Independent Insurance Agents of Texas (IIAT) is the major state association of Trusted Choice agencies. IIAT represents approximately 1,700 agencies and more than 16,000 agents and insurance professionals. Trusted Choice independent agents represent multiple insurance companies.

DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Texas M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2014 M&A 1 of 1
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