M&A Deal Summary |
|
|---|---|
| Date | 2022-07-07 |
| Target | Milliman’s San Francisco Investment Consulting Practice |
| Sector | Business Services |
| Buyer(s) | Segal Advisors |
| Sellers(s) | Milliman |
| Deal Type | Divestiture |
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Segal Rogerscasey is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. We provide objective, independent investment advice and build implemented platforms without the conflicts associated with directly managing money.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 3 of 3 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2022 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-08 |
Bayview Insurance Group
Traverse City, Michigan, United States Bayview Insurance Group is an insurance brokerage firm focused on serving the insurance needs of labor organizations, multiemployer funds and public sector entities. Bayview Insurance Group is based in Traverse City, Michigan. |
Buy | - |
Milliman is a provider of actuarial and related products and services.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Divestiture M&A Deals | 2 of 2 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2022 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-02 |
Ruark
Simsbury, Connecticut, United States Ruark is an operator of a platform for principles-based insurance data analytics and risk management. Ruark publishes experience studies that are the benchmark for life insurers, with data contributed each year from companies comprising over $1.1 trillion of current annuity account values. Ruark was founded in 1998 and is based in Simsbury, Connecticut. |
Buy | - |
