M&A Deal Summary |
|
|---|---|
| Date | 2025-10-30 |
| Target | Portfolio |
| Sector | Insurance |
| Buyer(s) | Protective Life |
| Sellers(s) | ABRY Partners |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Jefferies (Financial) Kirkland & Ellis (Legal) |
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| Category | Company |
|---|---|
| Founded | 1907 |
| Sector | Insurance |
| Employees | 2,402 |
| Revenue | 4.0B USD (2013) |
Protective Life Corporation provides financial services in the United States. The Company is engaged in the production, distribution, and administration of insurance and investment products. Protective Life Corp. was formed in 1907 and is headquartered in Birmingham, Alabama.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 9 |
| Sector: Insurance M&A | 5 of 5 |
| Type: Add-on Acquisition M&A Deals | 8 of 8 |
| State: California M&A | 3 of 3 |
| Country: United States M&A | 9 of 9 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-08 |
Concourse Financial Group
Birmingham, Alabama, United States Concourse Financial Group provides access to a full-range of advisory, brokerage, and insurance services. Concourse Financial Group is based in Birmingham, Alabama. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1989 |
| PE ASSETS | 12.8B USD |
| Size | Mega |
| Type | Sector Focused |
ABRY Partners is a media and communications focused private equity investment firm. Specific areas of interest include television, publishing, convention/trade shows, for-profit training, couponing, monitoring services, telephone companies, communications towers, music libraries, database providers, wireless communications, and in-store advertisers. ABRY can provide both equity and mezzanine capital, typically committing $20 to $200 million of equity or $15 to $50 million of mezzanine capital per transaction. Prospective transaction situations include buyouts, expansion financings, platform acquisitions, consolidations, and recapitalizations. ABRY Partners was formed in 1989 and is headquartered in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 104 of 104 |
| Sector: Insurance M&A | 8 of 8 |
| Type: Add-on Acquisition M&A Deals | 54 of 54 |
| State: California M&A | 14 of 14 |
| Country: United States M&A | 89 of 89 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-03 |
Oracle RMS
Concord, Ontario, Canada Oracle RMS provides independent advisory services across auto, home, business, and specialty insurance segments. Oracle RMS was founded in 2011 and is based in Concord, Ontario. |
Buy | - |
