M&A Deal Summary

PCF Insurance Acquires Milz Health Group

On November 14, 2022, PCF Insurance acquired insurance company Milz Health Group

Acquisition Highlights
  • This is PCF Insurance’s 18th transaction in the Insurance sector.
  • This is PCF Insurance’s 19th transaction in the United States.
  • This is PCF Insurance’s 1st transaction in Wisconsin.

M&A Deal Summary
Date 2022-11-14
Target Milz Health Group
Sector Insurance
Buyer(s) PCF Insurance
Deal Type Add-on Acquisition

Target

Milz Health Group

Milwaukee, Wisconsin, United States
Milz Health Group is a full-service health insurance agency providing affordable health insurance plans to those just turning 65 and other Wisconsin Medicare-eligible individuals. Milz Health Group was founded in 2003 and is based in Milwaukee, Wisconsin.

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Buyer(S) 1

Buyer

PCF Insurance

Woodland Hills, California, United States
Category Company
Founded 1987
Sector Insurance
DESCRIPTION

PCF Insurance is a full-service insurance brokerage firm that provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits, and workers' compensation insurance products. PCF was formed in 1987 and is based in Woodland Hills, California.

DEAL STATS #
Overall 19 of 20
Sector (Insurance) 18 of 19
Type (Add-on Acquisition) 18 of 19
State (Wisconsin) 1 of 1
Country (United States) 19 of 20
Year (2022) 12 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-04 Lawrence Victoria

Solon, Ohio, United States

Lawrence Victoria provides fully customizable lender-placed insurance solutions to banks, thrifts, credit unions, mortgage loan servicers and investors. Lawrence Victoria utilizes best-in-class service, the latest technology, and one-of-a-kind hybrid coverage options to provide trusted compliance protection to each and every client. Lawrence Victoria was founded in 1976 and is based in Solon, Ohio.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-02-01 Oak Point Risk Advisors

Thibodaux, Louisiana, United States

Oak Point Risk Advisors is a niche risk management and insurance agency focusing on commercial insurance for the maritime, oil and gas, and construction industries. Oak Point Risk Advisors is based in Thibodaux, Louisiana.

Buy -
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