M&A Deal Summary

Integrity Marketing Group Acquires Plan Advisors

On April 27, 2021, Integrity Marketing Group acquired insurance company Plan Advisors

Acquisition Highlights
  • This is Integrity Marketing Group’s 22nd transaction in the Insurance sector.
  • This is Integrity Marketing Group’s 28th transaction in the United States.
  • This is Integrity Marketing Group’s 1st transaction in Kentucky.

M&A Deal Summary
Date 2021-04-27
Target Plan Advisors
Sector Insurance
Buyer(s) Integrity Marketing Group
Deal Type Add-on Acquisition

Target

Plan Advisors

Prospect, Kentucky, United States
Plan Advisors, located in South Florida and Kentucky, is a national agency offering Medicare solutions through their national network of independent agents. Plan Advisors provides comprehensive support, industry-leading tools, and exclusive resources to the insurance professionals they serve. Their brokers collectively will enroll over 100,000 new clients with their healthcare and retirement decisions in 2021. For more information, visit www.myplanadvisors.com.

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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 28 of 58
Sector (Insurance) 22 of 46
Type (Add-on Acquisition) 28 of 57
State (Kentucky) 1 of 1
Country (United States) 28 of 58
Year (2021) 6 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-20 Deft Research

Minneapolis, Minnesota, United States

Deft Research, headquartered in Minneapolis, Minnesota, is a resource for timely, reliable health insurance consumer insights and market information. For over 15 years, Deft Research has helped health insurance stakeholders improve their member acquisition, member retention, product development, and quality improvement activities by providing insightful, innovative, and actionable information.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-05-18 Anthony Insurance Agency

Boca Raton, Florida, United States

Anthony Insurance Agency is an insurance agency. The Company offers life insurance, mortgage protection, fixed indexed annuities and Medicare supplements. Anthony Insurance Agency is based in Boca Raton, Florida.

Buy -
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