M&A Deal Summary |
|
|---|---|
| Date | 2023-12-18 |
| Target | Robert Alan Agency |
| 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 | 103 of 115 |
| Sector (Insurance) | 91 of 103 |
| Type (Add-on Acquisition) | 99 of 111 |
| State (New York) | 14 of 15 |
| Country (United States) | 103 of 115 |
| Year (2023) | 21 of 22 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-11-09 |
Prince Associates
Hicksville, New York, United States Prince Associates is a multi-line retail insurance agency that serves clients across 41 states in a broad array of industries including waste disposal, manufacturing, animal shelters, hospitality and real estate. Prince Associates is based in Hicksville, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-21 |
Setnor Byer Insurance and Risk
Plantation, Florida, United States Setnor Byer Insurance & Risk serves a broad range of insureds, defining the client as one that seeks quality advice, extreme service, a no-nonsense approach, and cost-cutting outcomes. Setnor Byer Insurance and Risk was founded in 1981 and is based in Plantation, Florida. |
Buy | - |
