M&A Deal Summary

Jenesis Software Acquires The Agency Advantage

On August 3, 2021, Jenesis Software acquired software company The Agency Advantage

Acquisition Highlights
  • This is Jenesis Software’s 1st transaction in the Software sector.
  • This is Jenesis Software’s 1st transaction in the United States.
  • This is Jenesis Software’s 1st transaction in Georgia.

M&A Deal Summary
Date 2021-08-03
Target The Agency Advantage
Sector Software
Buyer(s) Jenesis Software
Deal Type Add-on Acquisition

Target

The Agency Advantage

Dacula, Georgia, United States
The Agency Advantage is an agency management system focused on independent insurance agents in providing insurance agency automation, agency management system, and CRM services. The Agency Advantage was formed in 1990 and is based in Dacula, Georgia.

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Buyer(S) 1

Buyer

Jenesis Software

Elon, North Carolina, United States
Category Company
Founded 1999
Sector Software
DESCRIPTION

Jenesis Software provides a web-based insurance agency management system, JenesisNow. It is an intelligent tool to make running an insurance agency easier and more efficient with features like credit card processing, electronic signature, auto-filling Acord forms, smart task list reminders, calendar, and email integration, time clock, built-in marketing tools, company downloads, and more. Jenesis Software was formed in 1999 and is based in Elon, North Carolina.

DEAL STATS #
Overall 1 of 2
Sector (Software) 1 of 1
Type (Add-on Acquisition) 1 of 2
State (Georgia) 1 of 1
Country (United States) 1 of 2
Year (2021) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-30 SM Resource

Elon, North Carolina, United States

SM Resource provides website graphic design services and online marketing solutions for thousands of businesses nationwide, and in every major vertical market including business-to-business, industrial, consumer-based, and retail-based companies. SM Resource was founded in 2008 and is based in Elon, North Carolina.

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