Add-on Acquisition • Insurance

McClone Agency Acquires Burkart-Heisdorf Insurance Agency

On February 4, 2013, McClone Agency acquired insurance company Burkart-Heisdorf Insurance Agency

Acquisition Context

This is McClone Agency’s 1st transaction in the Insurance sector.
This is McClone Agency’s 1st transaction in the United States.
This is McClone Agency’s 1st transaction in Wisconsin.

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M&A Deal Summary
Date	February 4, 2013
Target	Burkart-Heisdorf Insurance Agency
Sector	Insurance
Buyer(s)	McClone Agency
Deal Type	Add-on Acquisition

Target Company

Burkart-Heisdorf Insurance Agency

Sheboygan, Wisconsin, United States

Burkart-Heisdorf Insurance Agency is a provider of advice and insurance plans.

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Buyer Overview 1

Buyer

McClone Agency

Menasha, Wisconsin, United States

Category	Company
Founded	1949
Sector	Business Services

DESCRIPTION

McClone Agency help families and organizations drive down risk and help protect themselves in the most efficient ways. It offers solutions ranging from traditional insurance products to HR services to recommendations and strategies for process improvements.

Deal Context for Buyer	#
Overall	1 of 1
Sector: Insurance	1 of 1
Type: Add-on Acquisition	1 of 1
State: Wisconsin	1 of 1
Country: United States	1 of 1
Year: 2013	1 of 1

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