M&A Deal Summary

Inszone Insurance Services Acquires Southerland and Associates

On December 11, 2024, Inszone Insurance Services acquired insurance company Southerland and Associates

Acquisition Highlights
  • This is Inszone Insurance Services’ 138th transaction in the Insurance sector.
  • This is Inszone Insurance Services’ 138th transaction in the United States.
  • This is Inszone Insurance Services’ 16th transaction in Texas.

M&A Deal Summary
Date 2024-12-11
Target Southerland and Associates
Sector Insurance
Buyer(s) Inszone Insurance Services
Deal Type Add-on Acquisition

Target

Southerland and Associates

Austin, Texas, United States
Southerland and Associates is focus on both property & casualty and life & health insurance, the agency has specialized in serving small to medium-sized businesses. Southerland and Associates was founded in 1983 and is based in Austin, Texas.

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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 138 of 138
Sector (Insurance) 138 of 138
Type (Add-on Acquisition) 135 of 135
State (Texas) 16 of 16
Country (United States) 138 of 138
Year (2024) 48 of 48
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-10 Commercial Insurance of Texas Agency Services

Texas, United States

Commercial Insurance of Texas Agency Services provides comprehensive insurance solutions tailored to the automotive and contractors equipment industry. Commercial Insurance of Texas Agency Services was founded in 2019 and is based in Texas.

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