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  6. Johnson Insurance Services Acquires Monterey Benefits

M&A Deal Summary

Johnson Insurance Services Acquires Monterey Benefits

On October 5, 2016, Johnson Insurance Services acquired insurance company Monterey Benefits

Acquisition Highlights
  • This is Johnson Insurance Services’ 1st transaction in the Insurance sector.
  • This is Johnson Insurance Services’ 1st transaction in the United States.
  • This is Johnson Insurance Services’ 1st transaction in Arizona.

M&A Deal Summary
Date 2016-10-05
Target Monterey Benefits
Sector Insurance
Buyer(s) Johnson Insurance Services
Deal Type Add-on Acquisition

Target

Monterey Benefits

Scottsdale, Arizona, United States
Monterey Benefits LLC is a provider of evaluation, design and implementation and ongoing support of employee benefit programs.

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Buyer(S) 1

Buyer

Johnson Insurance Services

Wisconsin, United States
Category Company
Founded 1985
Sector Insurance
DESCRIPTION

Johnson Insurance Services is an independent, full-service agency offering personal insurance and life, commercial property and casualty, and group employee benefits insurance products and services to protect individuals and businesses.

DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Arizona M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2016 M&A 1 of 1
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