Add-on Acquisition • Insurance

Oswald Company Acquires The Hoffman Group

On June 1, 2016, Oswald Company acquired insurance company The Hoffman Group

Acquisition Context

This is Oswald Company’s 5th transaction in the Insurance sector.
This is Oswald Company’s 5th transaction in the United States.
This is Oswald Company’s 3rd transaction in Ohio.

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M&A Deal Summary
Date	June 1, 2016
Target	The Hoffman Group
Sector	Insurance
Buyer(s)	Oswald Company
Deal Type	Add-on Acquisition

Target Company

The Hoffman Group

Berea, Ohio, United States

The Hoffman Group is an insurance agency that offers risk management for individual, commercial, industrial and professional clients.

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Buyer Overview 1

Buyer

Oswald Company

Cleveland, Ohio, United States

Category	Company
Sector	Insurance

DESCRIPTION

Oswald is one of the nation’s largest independent insurance brokerage and risk management firms.

Deal Context for Buyer	#
Overall	5 of 5
Sector: Insurance	5 of 5
Type: Add-on Acquisition	5 of 5
State: Ohio	3 of 3
Country: United States	5 of 5
Year: 2016	1 of 1

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2013-05-28	McManamon Financial Services United States McManamon Financial Services is a provider of group benefits insurance services.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2013-05-28

McManamon Financial Services

United States

McManamon Financial Services is a provider of group benefits insurance services.

Buy

Explore Related M&A Activity

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