M&A Deal Summary

NFP Acquires Poulos Insurance

On August 4, 2014, NFP acquired insurance company Poulos Insurance

Acquisition Highlights
  • This is NFP’s 10th transaction in the Insurance sector.
  • This is NFP’s 10th transaction in the United States.
  • This is NFP’s 1st transaction in Vermont.

M&A Deal Summary
Date 2014-08-04
Target Poulos Insurance
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

Poulos Insurance

St. Johnsbury, Vermont, United States
Poulos Insurance, Inc. is an independent full-service property and casualty firm providing local businesses and individuals throughout New England with personal and commercial lines coverage.

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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 10 of 150
Sector (Insurance) 10 of 120
Type (Add-on Acquisition) 10 of 148
State (Vermont) 1 of 1
Country (United States) 10 of 115
Year (2014) 2 of 6
PREVIOUS 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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-08-08 Altus Specialty Group

Boston, Massachusetts, United States

Altus Specialty Group LLC is a risk management firm created to change the risk and employee benefits business. ASG is a strategic, client centric national brokerage designed to accommodate a client's needs.

Buy -
Mergr

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