M&A Deal Summary

Inszone Insurance Services Acquires Employee Benefits Advantage

On April 3, 2025, Inszone Insurance Services acquired insurance company Employee Benefits Advantage

Acquisition Highlights
  • This is Inszone Insurance Services’ 145th transaction in the Insurance sector.
  • This is Inszone Insurance Services’ 145th transaction in the United States.
  • This is Inszone Insurance Services’ 2nd transaction in Oklahoma.

M&A Deal Summary

Date 2025-04-03
Target Employee Benefits Advantage
Sector Insurance
Buyer(s) Inszone Insurance Services
Deal Type Add-on Acquisition

Target

Employee Benefits Advantage

Broken Arrow, Oklahoma, United States
Employee Benefits Advantage is an employee benefits agency that offers HR benefit specialist, financial analysis, service, sales, and management. The company works with clients including Blue Cross Blue Shield of Oklahoma, Community Care, United Healthcare, Sun Life, Delta Dental, Guardian, The Hartford, Standard, Unum, Principal, MetLife, and Vision Service Plan (VSP). Employee Benefits was formed in 2005 and is based in Broken Arrow, Oklahoma.

Search 214,239 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

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 145 of 168
Sector: Insurance M&A 145 of 167
Type: Add-on Acquisition M&A Deals 142 of 164
State: Oklahoma M&A 2 of 3
Country: United States M&A 145 of 168
Year: 2025 M&A 3 of 26
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-02-25 Kouri Insurance

Sioux Falls, South Dakota, United States

Kouri Insurance is a full-service insurance solution to protect your assets, from auto insurance to business insurance and everything in between. Kouri Insurance was founded in 1970 and is based in Sioux Falls, South Dakota.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-10 Hart Insurance

Federal Way, Washington, United States

Hart Insurance provides personal lines insurance services including including home, auto, umbrella, and boat insurance. Hart Insurance is based in Federal Way, Washington.

Buy -