M&A Deal Summary |
|
|---|---|
| Date | 2024-10-30 |
| Target | Felsen Insurance Services |
| 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 | 114 of 115 |
| Sector (Insurance) | 102 of 103 |
| Type (Add-on Acquisition) | 110 of 111 |
| State (New Jersey) | 8 of 8 |
| Country (United States) | 114 of 115 |
| Year (2024) | 10 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-22 |
George W. Blaisdell Insurance
Hampton Falls, New Hampshire, United States George W. Blaisdell Insurance is a provider of employee benefits insurance and related services to clients across the New England region. The agency primarily specializes in designing and delivering group benefit plans to employers of all sizes. George W. Blaisdell Insurance is based in Hampton Falls, New Hampshire. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-21 |
Cornerstone
Cincinnati, Ohio, United States Cornerstone is a brokerage general agency (BGA) providing wholesale health insurance purchasing and general agency services to independent brokers across group, individual, and ancillary benefits. Cornerstone also provides its independent broker clients with a variety of back-office support and administrative services, including quoting, enrollment, renewals, onboarding, carrier/broker advocacy, and succession planning. Cornerstone was founded in 1985 and is based in Cincinnati, Ohio. |
Buy | - |
