Add-on Acquisition • Insurance

Milz Health Group Acquires Gunderson & Associates

On April 21, 2021, Milz Health Group acquired insurance company Gunderson & Associates

Acquisition Context

This is Milz Health Group’s 1st transaction in the Insurance sector.
This is Milz Health Group’s 1st transaction in the United States.
This is Milz Health Group’s 1st transaction in Wisconsin.

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M&A Deal Summary
Date	April 21, 2021
Target	Gunderson & Associates
Sector	Insurance
Buyer(s)	Milz Health Group
Deal Type	Add-on Acquisition

Target Company

Gunderson & Associates

Eau Claire, Wisconsin, United States

Gunderson & Associates an independent insurance consulting agency that is contracted with multiple companies and providers of health insurance, life insurance, and estate planning. Gunderson & Associates was founded in 2006 and is based in Eau Claire, Wisconsin.

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Buyer Overview 1

Buyer

Milz Health Group

Milwaukee, Wisconsin, United States

Category	Company
Founded	2003
Sector	Insurance

DESCRIPTION

Milz Health Group is a full-service health insurance agency providing affordable health insurance plans to those just turning 65 and other Wisconsin Medicare-eligible individuals. Milz Health Group was founded in 2003 and is based in Milwaukee, Wisconsin.

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: 2021	1 of 1

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