M&A Deal Summary

Milestone Partners Acquires Insure Homes

On December 31, 2020, private equity firm Milestone Partners acquired insurance company Insure Homes

Acquisition Highlights
  • This is Milestone Partners’ 1st transaction in the Insurance sector.
  • This is Milestone Partners’ 37th transaction in the United States.
  • This is Milestone Partners’ 3rd transaction in Florida.

M&A Deal Summary
Date 2020-12-31
Target Insure Homes
Sector Insurance
Buyer(s) Milestone Partners
Deal Type Consolidation

Target

Insure Homes

Jacksonville, Florida, United States
Insure Homes is a specialty insurance holding company that has served homeowners. Insure Homes leverages proprietary data to generate stable recurring revenues through its network of independent agents and operates an asset-light model working with its reinsurance partners to limit retained risk. Insure Homes was formed in 2020 and is based in Jacksonville, Florida.

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Buyer(S) 1

Buyer

Milestone Partners

Villanova, Pennsylvania, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1995
PE ASSETS 650M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Milestone Partners is a lower middle-market private equity firm specializing in investments in manufacturing, distribution, and service companies. Milestone looks for businesses valued up to $250 million with EBITDA of $5 to $50 million. The Firm's target revenue size is $10 to $250 million. Milestone prefers companies with growth potential and proven management. The Firm will not invest in businesses in high cyclical industries, with low barriers to entry, or have a high reliance on technology. Milestone Partners was formed in 1995 and is based in Villanova, Pennsylvania.

DEAL STATS #
Overall 38 of 40
Sector (Insurance) 1 of 2
Type (Consolidation) 1 of 2
State (Florida) 3 of 3
Country (United States) 37 of 39
Year (2020) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-10-07 Pancon

Stoughton, Massachusetts, United States

Pancon is a manufacturer of connectors and capacitors. The Connector business produces a variety of standard and custom connectors and is dedicated to developing innovative connectivity solutions by partnering with key customers and distributors. Pancon was founded in 2011 and is based in Stoughton, Massachusetts.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-20 G5

Bend, Oregon, United States

G5 is a digital marketing software and services platform for multifamily properties. G5’s mission is to empower clients to outsmart and outperform their competition through smarter marketing, unmatched marketing technology, and a deep bench of talent that puts marketing performance first. G5 was founded in 2005 and is based in Bend, Oregon.

Sell -
Mergr

Product

Company

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