M&A Deal Summary

Risk Strategies Acquires Fournier Group

On December 9, 2021, Risk Strategies acquired insurance company Fournier Group

Acquisition Highlights
  • This is Risk Strategies’ 61st transaction in the Insurance sector.
  • This is Risk Strategies’ 67th transaction in the United States.
  • This is Risk Strategies’ 1st transaction in Oregon.

M&A Deal Summary
Date 2021-12-09
Target Fournier Group
Sector Insurance
Buyer(s) Risk Strategies
Deal Type Add-on Acquisition

Target

Fournier Group

Portland, Oregon, United States
Fournier Group is a full-service commercial and personal lines retail insurance agency. Fournier Group’s accomplished management team, comprised of insurance veterans, has guided dynamic growth both geographically and by industry, with specialty expertise in hospitality, restaurants, entertainment, and aviation. Fournier Group is based in Portland, 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 67 of 115
Sector (Insurance) 61 of 103
Type (Add-on Acquisition) 67 of 111
State (Oregon) 1 of 3
Country (United States) 67 of 115
Year (2021) 11 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-07 Meeker Sharkey & Hurley

Liberty Corner, New Jersey, United States

Meeker Sharkey & Hurley provides consultative risk management and insurance services across all lines of business with specialties in non-profit organizations, financial institutions, manufacturing and distribution, public entities, higher education, and high-net-worth individuals, among others. Meeker Sharkey & Hurley is based in Liberty Corner, New Jersey.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-19 Burke Insurance Group

Las Cruces, New Mexico, United States

Burke Insurance Group is a commercial retail insurance agency. Burke Insurance Group is based in Las Cruces, New Mexico.

Buy -
Mergr

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