M&A Deal Summary

NFP Acquires Hafetz & Associates

On August 9, 2023, NFP acquired insurance company Hafetz & Associates

Acquisition Highlights
  • This is NFP’s 110th transaction in the Insurance sector.
  • This is NFP’s 106th transaction in the United States.
  • This is NFP’s 4th transaction in New Jersey.

M&A Deal Summary
Date 2023-08-09
Target Hafetz & Associates
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

Hafetz & Associates

Linwood, New Jersey, United States
Hafetz & Associates is a general agent specializing in providing health benefits, products and services to businesses and individuals. Hafetz & Associates was founded in 1986 and is based in Linwood, New Jersey.

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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 132 of 151
Sector (Insurance) 110 of 121
Type (Add-on Acquisition) 130 of 149
State (New Jersey) 4 of 4
Country (United States) 106 of 116
Year (2023) 9 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-06-28 Presidio

Westlake Village, California, United States

Presidio is an independent insurance brokerage that provides an extensive range of products and solutions tailored specifically for physicians, hospitals, healthcare facilities, and healthcare professionals. Presidio was founded in 2002 and is based in Westlake Village, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-09-20 Divergent

South Jordan, Utah, United States

Divergent is an independent registered investment advisor that focuses on holistic wealth management solutions and retirement planning. Divergent was founded in 2017 and is based in South Jordan, Utah.

Buy -
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