M&A Deal Summary |
|
|---|---|
| Date | 2021-09-09 |
| Target | Henkes Welsh Agency |
| Sector | Insurance |
| Buyer(s) | OLI Insurance Services |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2017 |
| Sector | Business Services |
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 | 5 of 6 |
| Sector: Insurance M&A | 5 of 6 |
| Type: Add-on Acquisition M&A Deals | 5 of 6 |
| State: Nevada M&A | 1 of 1 |
| Country: United States M&A | 5 of 6 |
| Year: 2021 M&A | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-10 |
Walton & Associates Insurance
San Jose, California, United States Walton & Associates Insurance provides a variety of commercial lines and personal insurance products for clients in the Bay Area and Northern California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-13 |
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. |
Buy | - |
