M&A Deal Summary

Inszone Insurance Services Acquires Coe Agency

On December 24, 2024, Inszone Insurance Services acquired insurance company Coe Agency

Acquisition Highlights
  • This is Inszone Insurance Services’ 141st transaction in the Insurance sector.
  • This is Inszone Insurance Services’ 141st transaction in the United States.
  • This is Inszone Insurance Services’ 4th transaction in New Mexico.

M&A Deal Summary

Date 2024-12-24
Target Coe Agency
Sector Insurance
Buyer(s) Inszone Insurance Services
Deal Type Add-on Acquisition

Target

Coe Agency

Rio Rancho, New Mexico, United States
Coe Agency is an independent insurance agency specializing in health and benefits solutions for individuals and businesses. Coe Agency was founded in 2006 and is based in Rio Rancho, New Mexico.

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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 141 of 146
Sector: Insurance M&A 141 of 146
Type: Add-on Acquisition M&A Deals 138 of 143
State: New Mexico M&A 4 of 4
Country: United States M&A 141 of 146
Year: 2024 M&A 51 of 52
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-23 Esquire Insurance

Blairsville, Georgia, United States

Esquire Insurance provides comprehensive personal and commercial insurance services, including auto, home, life, property, liability, and workers' compensation coverage. Esquire Insurance was founded in 2007 and is based in Blairsville, Georgia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-26 Roten & Company

San Antonio, Texas, United States

Roten & Company offers a comprehensive range of insurance products and services, including business and personal coverage. Roten & Company is based in San Antonio, Texas.

Buy -