M&A Deal Summary

Old Harbor Insurance Services Acquires BWF Insurance

On June 3, 2025, Old Harbor Insurance Services acquired insurance company BWF Insurance

Acquisition Highlights
  • This is Old Harbor Insurance Services’ 1st transaction in the Insurance sector.
  • This is Old Harbor Insurance Services’ 1st transaction in the United States.
  • This is Old Harbor Insurance Services’ 1st transaction in California.

M&A Deal Summary

Date 2025-06-03
Target BWF Insurance
Sector Insurance
Buyer(s) Old Harbor Insurance Services
Deal Type Add-on Acquisition

Target

BWF Insurance

Upland, California, United States
BWF Insurance is a full‑service independent agency specializing in auto, homeowners, business, health, life, and surety bonds. BWF Insurance is based in Upland, California.

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Buyer(S) 1

Buyer

Old Harbor Insurance Services

Temecula, California, United States

Category Company
Sector Insurance
DESCRIPTION

Old Harbor Insurance Services is an independent insurance agency dedicated to delivering concierge?level advice for personal, commercial and life insurance clients. Old Harbor Insurance Services is based in Temecula, California.


DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1