M&A Deal Summary

Risk Strategies Acquires Johnson Insurance Services

On April 26, 2023, Risk Strategies acquired insurance company Johnson Insurance Services from Johnson Financial Group

Acquisition Highlights
  • This is Risk Strategies’ 80th transaction in the Insurance sector.
  • This is Risk Strategies’ 89th transaction in the United States.
  • This is Risk Strategies’ 1st transaction in Wisconsin.

M&A Deal Summary
Date 2023-04-26
Target Johnson Insurance Services
Sector Insurance
Buyer(s) Risk Strategies
Sellers(s) Johnson Financial Group
Deal Type Divestiture

Target

Johnson Insurance Services

Wisconsin, United States
Johnson Insurance Services is an independent, full-service agency offering personal insurance and life, commercial property and casualty, and group employee benefits insurance products and services to protect individuals and businesses.

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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 89 of 115
Sector (Insurance) 80 of 103
Type (Divestiture) 2 of 4
State (Wisconsin) 1 of 1
Country (United States) 89 of 115
Year (2023) 7 of 22
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-24 JW Surety Bonds

Pipersville, Pennsylvania, United States

JW Surety Bonds provides employee benefits services. JW Surety Bonds was founded in 2003 and is based in Pipersville, Pennsylvania.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-02 International Insurance Brokers

Tulsa, Oklahoma, United States

International Insurance Brokers is a full-service retail agency-focused brokerage firm with a strong regional brand principally focused on providing property & casualty and employee group benefits products. IIB was formed in 1979 and is based in Tulsa, Oklahoma.

Buy -

Seller(S) 1

SELLER

Johnson Financial Group

Racine, Wisconsin, United States
Category Company
Founded 1970
Sector Financial Services
DESCRIPTION

Johnson Financial Group is a financial services company offering banking, wealth and insurance solutions through its subsidiaries, Johnson Bank, Johnson Wealth, and Johnson Insurance Services. Johnson Financial Group was founded in 1970 and is based in Racine, Wisconsin.

DEAL STATS #
Overall 1 of 1
Sector (Insurance) 1 of 1
Type (Divestiture) 1 of 1
State (Wisconsin) 1 of 1
Country (United States) 1 of 1
Year (2023) 1 of 1
Mergr

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