M&A Deal Summary |
|
|---|---|
| Date | 2025-05-22 |
| Target | Cashion Company Insurance and Bonds |
| Sector | Insurance |
| Buyer(s) | Patriot Growth Partners |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2019 |
| Sector | Insurance |
Patriot Growth Partners is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. The company's collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. It creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. Patriot Growth Partners was founded in 2019 and is based in Ft. Washington, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 14 |
| Sector: Insurance M&A | 12 of 14 |
| Type: Add-on Acquisition M&A Deals | 12 of 14 |
| State: Arkansas M&A | 1 of 1 |
| Country: United States M&A | 12 of 14 |
| Year: 2025 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-26 |
BBG
Fairfax, Virginia, United States BBG is a provider of employee benefits, HR consulting, and business insurance. BBG was founded in 1995 and is based in Fairfax, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-11 |
Clauss & Co
Buffalo, New York, United States Clauss & Co. is an independent insurance agency offering personal and business insurance services. Clauss & Co. was founded in 1919 and is based in Buffalo, New York. |
Buy | - |
