M&A Deal Summary

Senior Market Sales Acquires Seniors Advisory Services

On March 6, 2024, Senior Market Sales acquired insurance company Seniors Advisory Services

Acquisition Highlights
  • This is Senior Market Sales’ 11th transaction in the Insurance sector.
  • This is Senior Market Sales’ 12th transaction in the United States.
  • This is Senior Market Sales’ 1st transaction in Louisiana.

M&A Deal Summary
Date 2024-03-06
Target Seniors Advisory Services
Sector Insurance
Buyer(s) Senior Market Sales
Deal Type Add-on Acquisition

Target

Seniors Advisory Services

Baton Rouge, Louisiana, United States
Seniors Advisory Services is a senior health and life insurance brokerage agency, provides support to hundreds of brokers across Louisiana. Seniors Advisory Services is based in Baton Rouge.

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Buyer(S) 1

Buyer

Senior Market Sales

Omaha, Nebraska, United States
Category Company
Sector Marketing
DESCRIPTION

Senior Market Sales, Inc. is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money and put their business in a position of distinction. Senior Market Sales is based in Omaha, Nebraska.

DEAL STATS #
Overall 12 of 13
Sector (Insurance) 11 of 12
Type (Add-on Acquisition) 12 of 13
State (Louisiana) 1 of 1
Country (United States) 12 of 13
Year (2024) 2 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-02-06 Pro Insurance Resources

Gretna, Nevada, United States

Pro Insurance Resources is a field marketing organization (FMO) focused on supporting independent insurance agents in the Medicare market who serve clients mainly in Nebraska, Iowa, and South Dakota. Pro Insurance Resources is based in Gretna, Nevada.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-12-10 Centurion Senior Services

Pittsburgh, Pennsylvania, United States

Centurion Senior Services is an independent insurance agency providing healthcare consultations to Pennsylvania and Florida residents. Centurion Senior Services is based in Pittsburgh, Pennsylvania.

Buy -
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