Add-on Acquisition • Insurance

NFP Acquires Insurance West

On September 9, 2013, NFP acquired insurance company Insurance West

Acquisition Context
  • This is NFP’s 8th transaction in the Insurance sector.
  • This is NFP’s 8th transaction in the United States.
  • This is NFP’s 3rd transaction in California.

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M&A Deal Summary

Date September 9, 2013
Target Insurance West
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target Company

Insurance West

Simi Valley, California, United States
Insurance West Corp. is an independent insurance agency provides P&C insurance in the entertainment industry.
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Buyer Overview 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 Context for Buyer #
Overall 8 of 159
Sector: Insurance 8 of 127
Type: Add-on Acquisition 8 of 157
State: California 3 of 23
Country: United States 8 of 122
Year: 2013 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-08-08 The Wood Insurance Group

Scottsdale, Arizona, United States

The Wood Insurance Group, Inc. is a provider of professional liability insurance services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-04-18 Schwartz Brothers Insurance Agency

Chicago, Illinois, United States

Schwartz Brothers Insurance Agency LLC is a management strategies to provide customized risk management, insurance and corporate benefit solutions.

Buy -