Add-on Acquisition • Insurance

R-T Specialty Acquires Hartan Brokerage

On March 23, 2016, R-T Specialty acquired insurance company Hartan Brokerage

Acquisition Context

This is R-T Specialty’s 11th transaction in the Insurance sector.
This is R-T Specialty’s 11th transaction in the United States.
This is R-T Specialty’s 2nd transaction in New York.

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M&A Deal Summary
Date	March 23, 2016
Target	Hartan Brokerage
Sector	Insurance
Buyer(s)	R-T Specialty
Deal Type	Add-on Acquisition

Target Company

Hartan Brokerage

New York, New York, United States

Hartan Brokerage is a premium wholesale broker and Managing Underwriting Agent and has been assisting the agency and broker retail community with carrier solutions and proprietary products since its inception. Hartan is a nimble, service-oriented organization with regional focus that maximizes national leverage for their clients.

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Buyer Overview 1

Buyer

R-T Specialty

Chicago, Illinois, United States

Category	Company
Founded	2010
Sector	Insurance

DESCRIPTION

R-T Specialty, LLC (RT) provides a broad array of wholesale brokerage services to agents and brokers worldwide.

Deal Context for Buyer	#
Overall	11 of 11
Sector: Insurance	11 of 11
Type: Add-on Acquisition	10 of 10
State: New York	2 of 2
Country: United States	11 of 11
Year: 2016	1 of 1

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2014-02-13	Blais Excess & Surplus Agency of Texas Dallas, Texas, United States Blais Excess & Surplus Agency of Texas, Ltd. is an independent, specialty wholesale broker dedicated to providing financial service products to a variety of businesses. Blais works exclusively with agents and brokers, representing all domestic executive line markets, including access to the Bermuda and London markets.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2014-02-13

Blais Excess & Surplus Agency of Texas

Dallas, Texas, United States

Blais Excess & Surplus Agency of Texas, Ltd. is an independent, specialty wholesale broker dedicated to providing financial service products to a variety of businesses. Blais works exclusively with agents and brokers, representing all domestic executive line markets, including access to the Bermuda and London markets.

Buy

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