Explore All 5492 Add-on Acquisition Insurance Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | January 12, 2021 |
| Target | Area Financial Services |
| Sector | Insurance |
| Buyer(s) | OneDigital |
| Deal Type | Add-on Acquisition |
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OneDigital is a pure-play employee-benefits broker in the United States. OneDigital delivers benefits solutions for employers of all sizes through a sophisticated combination of strategic advisory services, proprietary technology, advanced analytics, compliance support, technical innovations and HR capital management tools. OneDigital was founded in 2000 and is based in Atlanta, Georgia.
| Deal Context for Buyer | # |
|---|---|
| Overall | 49 of 92 |
| Sector: Insurance | 30 of 49 |
| Type: Add-on Acquisition | 46 of 84 |
| State: Wisconsin | 2 of 2 |
| Country: United States | 49 of 91 |
| Year: 2021 | 1 of 28 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-01 |
Tegler Benefits Group
West Chester, Pennsylvania, United States Tegler Benefits Group is a provider of consulting and brokerage services to traditionally and self-insured clients throughout the United States. Tegler Benefits Group focuses on effectively identifying the client’s needs and offering viable options to implement the most cost-effective and comprehensive plans currently available. Tegler Benefits Group is based in West Chester, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-19 |
Vertical Financial Group
Valparaiso, Indiana, United States Vertical Financial Group provides trusted advisory services and comprehensive investment planning for individuals and companies of varying sizes. Vertical understands the challenges that come with financial preparedness and is therefore equipped to assist with a myriad of financial planning needs, ranging from company retirement plan or assistance building a personal wealth plan including attention to investments, insurance, estate planning, Medicare, life transitions, and taxes. Vertical Financial Group is based in Valparaiso, Indiana. |
Buy | - |
