M&A Deal Summary |
|
|---|---|
| Date | 2023-11-09 |
| Target | Insurance Allies |
| Sector | Insurance |
| Buyer(s) | Specialty Program Group |
| Deal Type | Add-on Acquisition |
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Specialty Program Group is a provider of underwriting and specialty businesses.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 19 |
| Sector (Insurance) | 16 of 19 |
| Type (Add-on Acquisition) | 15 of 18 |
| State (Illinois) | 2 of 2 |
| Country (United States) | 16 of 19 |
| Year (2023) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-19 |
AgencyONE
Rockville, Maryland, United States AgencyONE is a brokerage general agency (BGA) specializing in empowering financial advisors to deliver responsible wealth and risk management solutions through insurance life, annuities, disability, and long-term care. It enables advisors to prioritize the client experience while delivering tailored solutions for financial security and wealth transition by offering full-service, highly personalized back-office support. AgencyONE is based in Rockville, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-09 |
Disaster Recovery Services
Houston, Texas, United States Disaster Recovery Services is a provider of disaster response and recovery solutions, specializing in helping organizations prepare for and navigate the aftermath of disasters like fires, floods, and hurricanes. They offer a range of services including customized disaster preparedness planning and mitigation, real-time coordination during crises, and post-loss insurance and FEMA recovery guidance. DRS is committed to partnering with clients for effective recovery, helping to ensure organizations are well-prepared and resilient in the face of unforeseen disasters. Disaster Recovery Services is based in Houston, Texas. |
Buy | - |
