M&A Deal Summary

Tompkins Insurance Agencies Acquires Shepard Maxwell & Hale

On January 6, 2016, Tompkins Insurance Agencies acquired insurance company Shepard Maxwell & Hale

Acquisition Highlights
  • This is Tompkins Insurance Agencies’ 11th transaction in the Insurance sector.
  • This is Tompkins Insurance Agencies’ 11th transaction in the United States.
  • This is Tompkins Insurance Agencies’ 10th transaction in New York.

M&A Deal Summary

Date 2016-01-06
Target Shepard Maxwell & Hale
Sector Insurance
Buyer(s) Tompkins Insurance Agencies
Deal Type Add-on Acquisition

Target

Shepard Maxwell & Hale

Batavia, New York, United States
Shepard, Maxwell & Hale is an independently owned insurance agency.

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Buyer(S) 1

Buyer

Tompkins Insurance Agencies

Attica, New York, United States

Category Company
Founded 1875
Sector Insurance
Revenue 40M USD (2025)
DESCRIPTION

Tompkins Insurance Agencies is a provider of insurance solutions and products for commercial and individual clients. Tompkins Insurance Agencies was founded in 1875 and is based in Attica, New York.


DEAL STATS #
Overall 11 of 11
Sector: Insurance M&A 11 of 11
Type: Add-on Acquisition M&A Deals 10 of 10
State: New York M&A 10 of 10
Country: United States M&A 11 of 11
Year: 2016 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-10-01 Aigen Financial Group - Employee Benefits Business

United States

Aigen’s individual insurance is a investment advisory services and fee-based financial planning business.

Buy $210K