M&A Deal Summary

NFP Acquires David Marcus

On March 21, 2023, NFP acquired insurance company David Marcus

Acquisition Highlights
  • This is NFP’s 105th transaction in the Insurance sector.
  • This is NFP’s 102nd transaction in the United States.
  • This is NFP’s 5th transaction in Illinois.

M&A Deal Summary

Date 2023-03-21
Target David Marcus
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

David Marcus

Deerfield, Illinois, United States
David Marcus is a multidisciplinary insurance broker and consultant that provides a wide range of financial products and services to individuals and business owners. David Marcus is based in Deerfield, Illinois.

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Buyer(S) 1

Buyer

NFP

Austin, Texas, United States

Category Company
Sector Insurance
Revenue 1.1B USD (2013)
DESCRIPTION

NFP is a provider of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. NFP's independent broker/dealers offers a wide range of choices from some of the nation’s top investment companies. NFP is based in Austin, Texas.


DEAL STATS #
Overall 126 of 159
Sector: Insurance M&A 105 of 127
Type: Add-on Acquisition M&A Deals 125 of 157
State: Illinois M&A 5 of 5
Country: United States M&A 102 of 122
Year: 2023 M&A 3 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-01-23 Direct Safety Solutions

Hagley, United Kingdom

Direct Safety Solutions is a health and safety consultancy that serves employers in a wide variety of industry sectors, providing audits, provision of policies and management systems, risk assessments, training, and ongoing support packages. Direct Safety Solutions was founded in 2009 and is based in Hagley, England.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-12 Gravity Risk Services

Stourbridge, United Kingdom

Gravity Risk Services is an independent business insurance broker and risk advisor. Gravity Risk Services was founded in 2013 and is based in Stourbridge, England.

Buy -