M&A Deal Summary

MyPlanAdvocate Acquires Eversurance

On August 16, 2023, MyPlanAdvocate acquired insurance company Eversurance

Acquisition Highlights
  • This is MyPlanAdvocate’s 1st transaction in the Insurance sector.
  • This is MyPlanAdvocate’s 1st transaction in the United States.
  • This is MyPlanAdvocate’s 1st transaction in Indiana.

M&A Deal Summary
Date 2023-08-16
Target Eversurance
Sector Insurance
Buyer(s) MyPlanAdvocate
Deal Type Add-on Acquisition

Target

Eversurance

Evansville, Indiana, United States
Eversurance is an independent insurance agency that operates 200+ talented agents nationwide. Eversurance was formed in 2010 and is based in Evansville, Indiana.

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Buyer(S) 1

Buyer

MyPlanAdvocate

Salt Lake City, Utah, United States
Category Company
Founded 2021
Sector Insurance
DESCRIPTION

MPA is a National (licensed in all 50 states and DC) Medicare Agency that provides a free, no-obligation service to people on Medicare, people who will soon be on Medicare, and their caregivers. MPA was formed in 2021 and is based in Salt Lake City, Utah.

DEAL STATS #
Overall 1 of 1
Sector (Insurance) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Indiana) 1 of 1
Country (United States) 1 of 1
Year (2023) 1 of 1
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