M&A Deal Summary

Risk Strategies Acquires Bisnett Insurance

On August 16, 2023, Risk Strategies acquired insurance company Bisnett Insurance

Acquisition Highlights
  • This is Risk Strategies’ 85th transaction in the Insurance sector.
  • This is Risk Strategies’ 95th transaction in the United States.
  • This is Risk Strategies’ 2nd transaction in Oregon.

M&A Deal Summary
Date 2023-08-16
Target Bisnett Insurance
Sector Insurance
Buyer(s) Risk Strategies
Deal Type Add-on Acquisition

Target

Bisnett Insurance

West Linn, Oregon, United States
Bisnett Insurance is a full-service retail agency that offers commercial lines, personal lines, and employee benefits products to clients. Bisnett Insurance was founded in 1982 and is based in West Linn, Oregon.

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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 95 of 115
Sector (Insurance) 85 of 103
Type (Add-on Acquisition) 92 of 111
State (Oregon) 2 of 3
Country (United States) 95 of 115
Year (2023) 13 of 22
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-08-08 IZALE Financial Group

Elgin, Illinois, United States

IZALE Financial Group is an executive benefit and financial services advisory firm. The Company provides insurance-based executive compensation solutions, asset protection strategies and wealth liquidity programs for banks, credit unions, businesses and families. IZALE was formed in 2010 and is based in Elgin, Illinois.

Buy -
FOLLOWING DEAL
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 -
Mergr

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