M&A Deal Summary

Inszone Insurance Services Acquires American Heritage Agency

On January 23, 2024, Inszone Insurance Services acquired insurance company American Heritage Agency

Acquisition Highlights
  • This is Inszone Insurance Services’ 95th transaction in the Insurance sector.
  • This is Inszone Insurance Services’ 95th transaction in the United States.
  • This is Inszone Insurance Services’ 1st transaction in Kansas.

M&A Deal Summary
Date 2024-01-23
Target American Heritage Agency
Sector Insurance
Buyer(s) Inszone Insurance Services
Deal Type Add-on Acquisition

Target

American Heritage Agency

Kansas, United States
American Heritage Agency is an insurance agency, that served clients in various sectors, including oil and gas, farms, personal lines, and small construction.

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Buyer(S) 1

Buyer

Inszone Insurance Services

Rancho Cordova, California, United States
Category Company
Founded 2002
Sector Insurance
DESCRIPTION

Inszone Insurance Services is a full-service insurance brokerage firm that provides a broad array of property & casualty and employee benefits solutions. Inszone Insurance Services was founded in 2002 and is based in Rancho Cordova, California.

DEAL STATS #
Overall 95 of 139
Sector (Insurance) 95 of 139
Type (Add-on Acquisition) 94 of 136
State (Kansas) 1 of 1
Country (United States) 95 of 139
Year (2024) 5 of 49
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-18 Point Insurance Services

Downey, California, United States

Point Insurance Services provides a wide range of insurance products and services. Point Insurance Services was founded in 1994 and is based in Downey, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-25 High Desert Insurance

Pueblo, Colorado, United States

High Desert Insurance provides a full range of insurance services.

Buy -
Mergr

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