M&A Deal Summary

Integrity Marketing Group Acquires Carolina Senior Marketing

On June 29, 2021, Integrity Marketing Group acquired marketing company Carolina Senior Marketing

Acquisition Highlights
  • This is Integrity Marketing Group’s 3rd transaction in the Marketing sector.
  • This is Integrity Marketing Group’s 31st transaction in the United States.
  • This is Integrity Marketing Group’s 5th transaction in North Carolina.

M&A Deal Summary
Date 2021-06-29
Target Carolina Senior Marketing
Sector Marketing
Buyer(s) Integrity Marketing Group
Deal Type Add-on Acquisition

Target

Carolina Senior Marketing

Cary, North Carolina, United States
Carolina Senior Marketing is a full-service FMO that provides creative marketing, innovative opportunities and exceptional service to independent agents. Partnering with hundreds of agents and agencies across the U.S. and with more than 75 insurance carriers, Carolina Senior Marketing helps service more than 85,000 Americans annually. Carolina Senior Marketing was formed in 2008 and is based in Cary, North Carolina.

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Buyer(S) 1

Buyer

Integrity Marketing Group

Dallas, Texas, United States
Category Company
Founded 2006
Sector Insurance
Employees5,500
DESCRIPTION

Integrity Marketing Group is a distributor of life and health insurance products focused on serving the senior market. Integrity Marketing Group was founded in 2006 and headquartered in Dallas, Texas.

DEAL STATS #
Overall 31 of 58
Sector (Marketing) 3 of 4
Type (Add-on Acquisition) 31 of 57
State (North Carolina) 5 of 6
Country (United States) 31 of 58
Year (2021) 9 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-06-15 Theodore Group

Kissimmee, Florida, United States

Theodore Group is a distributor of life insurance providing exceptional service and support to agents. In 2021, the company expects to place more than $15 million in annual paid premium, meeting the life insurance needs of thousands of Americans. Theodore Group was founded in 2009 and is based in Kissimmee, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-10 Star Benefit Associates

Indianapolis, Indiana, United States

Star Benefit Associates is a field marketing organization. The specialized boutique agency guides agents through the complexities of helping the senior market by focusing on relationship-building and service. With an all-female ownership and staff, Star Benefit Associates emphasizes mentorship and advancement opportunities in the industry for its team. Star Benefit Associates serves hundreds of agents in the Indiana market, meeting the insurance needs of more than 10,000 Americans annually. Star Benefit Associates was founded in 1987 and is based in Indianapolis, Indiana.

Buy -
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