M&A Deal Summary

LTC Global Acquires Fitzgerald Insurance Services

On August 22, 2024, LTC Global acquired insurance company Fitzgerald Insurance Services

Acquisition Highlights
  • This is LTC Global’s 10th transaction in the Insurance sector.
  • This is LTC Global’s 12th transaction in the United States.
  • This is LTC Global’s 2nd transaction in California.

M&A Deal Summary
Date 2024-08-22
Target Fitzgerald Insurance Services
Sector Insurance
Buyer(s) LTC Global
Deal Type Add-on Acquisition

Target

Fitzgerald Insurance Services

Walnut Creek, California, United States
Fitzgerald Insurance Services is a life and health insurance brokerage firm that provides specialized insurance services. Fitzgerald Insurance Services was founded in 1993 and is based in Walnut Creek, California.

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Buyer(S) 1

Buyer

LTC Global

Fort Myers, Florida, United States
Category Company
Founded 2002
Sector Insurance
DESCRIPTION

LTC Global, Inc. is a provider of long-term care insurance products.

DEAL STATS #
Overall 12 of 14
Sector (Insurance) 10 of 12
Type (Add-on Acquisition) 12 of 14
State (California) 2 of 2
Country (United States) 12 of 14
Year (2024) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-31 PB

Carnegie, Pennsylvania, United States

PB operates a life and health insurance brokerage serving brokers and clients throughout Pennsylvania, West Virginia and Eastern Ohio. PB is based in Carnegie, Pennsylvania.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-08 Long-Term Care Resources

Harper Woods, Michigan, United States

Long-Term Care Resources specializes in marketing LTC insurance through partnering with organizations such as professional associations, alumni groups, and small businesses. Long-Term Care Resources was founded in 1997 and is based in Harper Woods, Michigan.

Buy -
Mergr

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