M&A Deal Summary

McClone Agency Acquires Burkart-Heisdorf Insurance Agency

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2013-02-04
Target Burkart-Heisdorf Insurance Agency
Sector Insurance
Buyer(s) McClone Agency
Deal Type Add-on Acquisition

Target

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(S) 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 STATS #
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
Mergr

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