M&A Deal Summary |
|
|---|---|
| Date | 2025-10-28 |
| Target | Josten Financial s Employee Benefits Book of Business |
| Sector | Financial Services |
| Buyer(s) | Inszone Insurance Services |
| Sellers(s) | Josten Financial |
| Deal Type | Divestiture |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2002 |
| Sector | Insurance |
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 | 167 of 168 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 2 of 2 |
| State: Illinois M&A | 3 of 3 |
| Country: United States M&A | 167 of 168 |
| Year: 2025 M&A | 25 of 26 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-25 |
Arkansas Best Insurance Agency
Hot Springs, Arkansas, United States Arkansas Best Insurance Agency is an independent insurance agency. Arkansas Best Insurance Agency was founded in 1905 and is based in Hot Springs, Arkansas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-30 |
Western Republic Insurance Services
Huntington Beach, California, United States Western Republic Insurance Services offers insurance brokerage services for both commercial and personal lines. Western Republic Insurance Services was founded in 2009 and is headquartered in Huntington Beach, California. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1977 |
| Sector | Financial Services |
Josten Financial is a wealth and benefits advisory firm that serves individuals, families, and business owners, offering coordinated planning across retirement, insurance, benefits, and wealth strategies. Josten Financial was founded in 1977 and is based in Schaumburg, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
