M&A Deal Summary

Integrity Marketing Group Acquires J. Helbig

On February 22, 2022, Integrity Marketing Group acquired insurance company J. Helbig

Acquisition Highlights
  • This is Integrity Marketing Group’s 37th transaction in the Insurance sector.
  • This is Integrity Marketing Group’s 46th transaction in the United States.
  • This is Integrity Marketing Group’s 2nd transaction in Missouri.

M&A Deal Summary
Date 2022-02-22
Target J. Helbig
Sector Insurance
Buyer(s) Integrity Marketing Group
Deal Type Add-on Acquisition

Target

J. Helbig

St. Louis, Missouri, United States
J. Helbig is a distributor of life insurance and fixed indexed annuities in the federal employee market across the United States. J. Helbig helps thousands of federal employees with their life insurance and retirement planning needs, assisting them in person, over the phone, and online. J. Helbig is headquartered in St. Louis, Missouri.

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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 46 of 58
Sector (Insurance) 37 of 46
Type (Add-on Acquisition) 46 of 57
State (Missouri) 2 of 3
Country (United States) 46 of 58
Year (2022) 10 of 20
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-02-15 Trusted Senior Specialists

Houston, Texas, United States

Trusted Senior Specialists is an independent marketing organization with the goal of serving Medicare beneficiaries. Trusted Senior Specialists delivers old-fashioned customer service of yesterday, using the advanced technology of today. Throughout their growth, their 5,000 agents have remained focused on helping over 82,000 Americans protect their most valuable assets: health, wealth, and wellbeing. Trusted Senior Specialists was founded in 2005 and is based in Houston, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-03 Carothers Insurance Agency

Las Vegas, Nevada, United States

Carothers Insurance Agency provides a variety of insurance products to meet their needs. The company is committed to ushering in a new era of insurance with better education, updated technology and innovative resources that will ensure the ongoing success of their brokers and community. Carothers Insurance Agency was founded in 1969 and is based in Las Vegas, Nevada.

Buy -
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