M&A Deal Summary

Risk Strategies Acquires Beattie & Associates

On September 15, 2022, Risk Strategies acquired insurance company Beattie & Associates

Acquisition Highlights
  • This is Risk Strategies’ 70th transaction in the Insurance sector.
  • This is Risk Strategies’ 77th transaction in the United States.
  • This is Risk Strategies’ 1st transaction in Missouri.

M&A Deal Summary
Date 2022-09-15
Target Beattie & Associates
Sector Insurance
Buyer(s) Risk Strategies
Deal Type Add-on Acquisition

Target

Beattie & Associates

Chesterfield, Missouri, United States
Beattie & Associates is a retail agency, focused on helping both individuals and businesses across a range of industries, create effective and affordable employee benefits coverages that meet their specific needs. Beattie & Associates is based in Chesterfield, Missouri.

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Buyer(S) 1

Buyer

Risk Strategies

Boston, Massachusetts, United States
Category Company
Founded 1997
Sector Insurance
DESCRIPTION

Risk Strategies is a national brokerage firm focused on delivering risk management and insurance solutions toprivately-held and publicly-traded commercial clients and high net worth individuals. Risk Strategies focuses on client risk management challenges and delivers pragmatic, costeffective financial and business solutions. Risk Strategies was founded in 1997 and is based in Boston, Massachusetts.

DEAL STATS #
Overall 77 of 115
Sector (Insurance) 70 of 103
Type (Add-on Acquisition) 77 of 111
State (Missouri) 1 of 1
Country (United States) 77 of 115
Year (2022) 10 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-24 Dickstein Associates Agency

Tinton Falls, New Jersey, United States

Dickstein Associates Agency provides comprehensive risk management solutions, including property and casualty insurance coverages to individuals and businesses. Dickstein Associates Agency was founded in 1965 and is based in Tinton Falls, New Jersey.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-19 Standard Pension Services

Garden City, New York, United States

Standard Pension Services is a full-service employee and corporate benefits and retirement planning firm. Standard Pension Services was founded in 1950 and is based in Garden City, New York.

Buy -
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