M&A Deal Summary |
|
|---|---|
| Date | 2023-04-05 |
| Target | Sizeland Medicare Strategies |
| Sector | Insurance |
| Buyer(s) | Senior Market Sales |
| Deal Type | Add-on Acquisition |
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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 | 8 of 13 |
| Sector (Insurance) | 7 of 12 |
| Type (Add-on Acquisition) | 8 of 13 |
| State (Michigan) | 1 of 1 |
| Country (United States) | 8 of 13 |
| Year (2023) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-27 |
O Neill Marketing
Saint Petersburg, Florida, United States O'Neill Marketing is a comprehensive individual and group General Agency representing health and life insurance companies and products that meet the needs of individuals and employers. The company's web-based platforms offer agents easy-to-use processes for quoting and selling insurance products. It provides 24/7 access to basic health and life insurance questions, product information, quoting tools, insurance company partnerships, and easy-to-understand commission reporting. O'Neill Marketing is based in Saint Petersburg, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-06 |
ASA Group
Little Rock, Arkansas, United States ASA Group is a brokerage general agency serving insurance and financial planning professionals throughout the US. By offering life, long-term care, and disability insurance and fixed annuity products, it serves as a one-stop shop for financial professionals, licensed advisors, financial planners, and registered investment advisers. ASA Group was formed in 1977 and is based in Little Rock, Arkansas. |
Buy | - |
