Divestiture • Financial Services

Inszone Insurance Services Acquires Josten Financial s Employee Benefits Book of Business

On October 28, 2025, Inszone Insurance Services acquired financial services company Josten Financial s Employee Benefits Book of Business from Josten Financial

Acquisition Context
  • This is Inszone Insurance Services’ 1st transaction in the Financial Services sector.
  • This is Inszone Insurance Services’ 167th transaction in the United States.
  • This is Inszone Insurance Services’ 3rd transaction in Illinois.

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M&A Deal Summary

Date October 28, 2025
Target Josten Financial s Employee Benefits Book of Business
Sector Financial Services
Buyer(s) Inszone Insurance Services
Sellers(s) Josten Financial
Deal Type Divestiture

Target Company

Josten Financial s Employee Benefits Book of Business

Schaumburg, Illinois, United States
Josten Financial's Employee Benefits Book of Business comprises the employee benefits clients and associated staff. Josten Financial's Employee Benefits Book of Business is based in Schaumburg, Illinois.
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Buyer Overview 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 Context for Buyer #
Overall 167 of 175
Sector: Financial Services 1 of 1
Type: Divestiture 2 of 2
State: Illinois 3 of 4
Country: United States 167 of 175
Year: 2025 25 of 33
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -

Seller Profile 1

SELLER

Josten Financial

Schaumburg, Illinois, United States

Category Company
Founded 1977
Sector Financial Services
DESCRIPTION

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 Context for Seller #
Overall 1 of 1
Sector: Financial Services 1 of 1
Type: Divestiture 1 of 1
State: Illinois 1 of 1
Country: United States 1 of 1
Year: 2025 1 of 1