M&A Deal Summary |
|
|---|---|
| Date | 2025-01-07 |
| Target | Velocity Risk |
| Sector | Insurance |
| Buyer(s) | Ryan Specialty Group |
| Sellers(s) | Oaktree Capital Management |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Insurance Advisory Partners (Financial) Debevoise & Plimpton (Legal) |
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| Category | Company |
|---|---|
| Founded | 2010 |
| Sector | Insurance |
| Employees | 4,401 |
| Revenue | 2.5B USD (2024) |
Ryan Specialty Group is an international specialty insurance organization, which includes a wholesale brokerage firm (RT Specialty) and an underwriting management organization (RSG Underwriting Managers), comprised of 22 individual underwriting companies. Ryan Specialty Group was formed in 2010 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 25 of 27 |
| Sector: Insurance M&A | 23 of 24 |
| Type: Add-on Acquisition M&A Deals | 20 of 22 |
| State: Tennessee M&A | 1 of 1 |
| Country: United States M&A | 18 of 18 |
| Year: 2025 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-30 |
Innovisk
London , United Kingdom Innovisk seeds develops and grows MGAs using data and analytics to aid product development and pricing, as well as improving efficiencies in underwriting operations and distribution. Innovisk was founded in 2017 and is based in London, England. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-20 |
360 Degree Underwriting
Loughrea, Ireland 360 Degree Underwriting is a managing general underwriter specializing in commercial construction that offers products such as latent defects insurance, mechanical and electrical warranties, and construction project insurance, including OCIP. 360 Degree Underwriting was founded in 2017 and is based in Loughrea, Ireland. |
Buy | - |
| Category | Asset Manager |
|---|---|
| Founded | 1995 |
| PE ASSETS | 26.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Oaktree Capital Management LLP is a global alternative investment firm with a variety of investment strategies spanning corporate debt, convertible securities, distressed debt, control investing, real estate, and public investing. The Firm's control investing group is spread across several disciplines, including Global Principal, European Principal, Power, and Infrastructure. Oaktree was formed in 1995 and is based in Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 86 of 90 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 38 of 39 |
| State: Tennessee M&A | 2 of 2 |
| Country: United States M&A | 58 of 59 |
| Year: 2025 M&A | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-03 |
atomos wealth
London, United Kingdom atomos wealth is a wealth management firm offering a variety of services including investment management and financial planning advice. atomos wealth was formerly Sanlam Wealth and is based in London, United Kingdom. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-02-12 |
Richards Manufacturing
Irvington, New Jersey, United States Richards Manufacturing is a manufacturer of overhead and underground electrical and gas distribution products. Richards Manufacturing is based in Irvington, New Jersey. |
Sell | $2.3B |
