M&A Deal Summary

OLI Insurance Services Acquires Rose City Associates

On October 13, 2021, OLI Insurance Services acquired insurance company Rose City Associates

Acquisition Highlights
  • This is OLI Insurance Services’ 6th transaction in the Insurance sector.
  • This is OLI Insurance Services’ 6th transaction in the United States.
  • This is OLI Insurance Services’ 1st transaction in Oregon.

M&A Deal Summary
Date 2021-10-13
Target Rose City Associates
Sector Insurance
Buyer(s) OLI Insurance Services
Deal Type Add-on Acquisition

Target

Rose City Associates

Portland, Oregon, United States
Rose City Associates provides a variety of commercial lines and personal insurance products for clients in Oregon and beyond. Rose City Associates was founded in 2012 and is based in Portland, Oregon.

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Buyer(S) 1

Buyer

OLI Insurance Services

Walnut Creek, California, United States
Category Company
Founded 2017
Sector Business Services
DESCRIPTION

OLI Insurance Services, Inc. is a provider of office support, and technology solutions for small insurance agencies, OLI Insurance Services was founded in 2017 and is based in Walnut Creek, California.

DEAL STATS #
Overall 6 of 6
Sector (Insurance) 6 of 6
Type (Add-on Acquisition) 6 of 6
State (Oregon) 1 of 1
Country (United States) 6 of 6
Year (2021) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-09 Henkes Welsh Agency

Reno, Nevada, United States

Henkes Welsh Agency focuses on property and casualty and employee benefits for commercial and personal clients. Henkes Welsh Agency was founded in 2006 and is based in Reno, Nevada.

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