M&A Deal Summary

Inszone Insurance Services Acquires Schaefer Agency

On December 15, 2020, Inszone Insurance Services acquired insurance company Schaefer Agency

Acquisition Highlights
  • This is Inszone Insurance Services’ 15th transaction in the Insurance sector.
  • This is Inszone Insurance Services’ 15th transaction in the United States.
  • This is Inszone Insurance Services’ 1st transaction in Colorado.

M&A Deal Summary
Date 2020-12-15
Target Schaefer Agency
Sector Insurance
Buyer(s) Inszone Insurance Services
Deal Type Add-on Acquisition

Target

Schaefer Agency

Colorado Springs, Colorado, United States
Schaefer Agency, Inc. is an independently owned and locally operated insurance agency. Schaefer Agency was founded in 1952 and is based in Colorado Springs, Colorado.,

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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 15 of 136
Sector (Insurance) 15 of 136
Type (Add-on Acquisition) 14 of 133
State (Colorado) 1 of 11
Country (United States) 15 of 136
Year (2020) 7 of 8
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-15 Golden Ocean Insurance Center

Los Angeles, California, United States

Golden Ocean Insurance Center is a provider of a full range of insurance services. Golden Ocean Insurance Center was founded in 1979 and is based in Los Angeles, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-23 CBIA Insurance Agency

Canoga Park, California, United States

CBIA Insurance Agency LLC specializes in helping construction industry professionals choose the insurance that best fits their unique needs. CBIA Insurance Agency was founded in 2007 and is based in Canoga Park, California.

Buy -
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