M&A Deal Summary |
|
|---|---|
| Date | 2023-08-29 |
| Target | Benefit Design Group |
| Sector | Insurance |
| Buyer(s) | Risk Strategies |
| Deal Type | Add-on Acquisition |
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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 | 97 of 115 |
| Sector (Insurance) | 86 of 103 |
| Type (Add-on Acquisition) | 94 of 111 |
| State (Oregon) | 3 of 3 |
| Country (United States) | 97 of 115 |
| Year (2023) | 15 of 22 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-08-24 |
Mahorsky Group
Blue Bell, Pennsylvania, United States Mahorsky Group is a surety bond agency, operating nationally, that supports all types of construction with a unique knowledge in federal contracting. Mahorsky Group was founded in 2011 and is based in Blue Bell, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-09-20 |
OrchestrateHR
Addison, Texas, United States OrchestrateHR is a provider of holistic employee benefits solutions. In conjunction with its associated operating groups, it offers a broad range of services, including human resources and technology consulting, third-party administration (TPA), and payroll and associated administrative outsourcing services. OrchestrateHR is based in Addison, Texas. |
Buy | - |
