M&A Deal Summary

Inszone Insurance Services Acquires ISU Francis-Pinney Insurance Services

On September 26, 2024, Inszone Insurance Services acquired insurance company ISU Francis-Pinney Insurance Services

Acquisition Highlights
  • This is Inszone Insurance Services’ 125th transaction in the Insurance sector.
  • This is Inszone Insurance Services’ 125th transaction in the United States.
  • This is Inszone Insurance Services’ 60th transaction in California.

M&A Deal Summary

Date 2024-09-26
Target ISU Francis-Pinney Insurance Services
Sector Insurance
Buyer(s) Inszone Insurance Services
Deal Type Add-on Acquisition

Target

ISU Francis-Pinney Insurance Services

Roseville, California, United States
ISU Francis-Pinney Insurance Services is a full-service independent insurance brokerage and risk management consulting firm. ISU Francis-Pinney Insurance Services was formed in 1978 and is based in Roseville, California.

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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 125 of 137
Sector (Insurance) 125 of 137
Type (Add-on Acquisition) 122 of 134
State (California) 60 of 65
Country (United States) 125 of 137
Year (2024) 35 of 47
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-24 Huntington Pacific Insurance Agency

Huntington Beach, California, United States

Huntington Pacific Insurance Agency provides a full range of insurance services. Huntington Pacific Insurance Agency was formed in 1981 and is based in Huntington Beach, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-01 Dan Davis Insurance Solutions

United States

Dan Davis Insurance Solutions is a boutique agency known for its specialized services to homeowner association (HOA) Board Members, HOA Members, and Community Managers.

Buy -