M&A Deal Summary

Trillium Management Services Acquires Geneva Insurance Co.

On January 5, 2009, Trillium Management Services acquired insurance company Geneva Insurance Co.

Acquisition Highlights
  • This is Trillium Management Services’ 1st transaction in the Insurance sector.
  • This is Trillium Management Services’ 1st transaction in the United States.
  • This is Trillium Management Services’ 1st transaction in Indiana.

M&A Deal Summary

Date 2009-01-05
Target Geneva Insurance Co.
Sector Insurance
Buyer(s) Trillium Management Services
Deal Type Add-on Acquisition
Advisor(s) Mitchell Dick McNelis (Legal)

Target

Geneva Insurance Co.

Indianapolis,, Indiana, United States
Geneva Insurance, provides personal automobile insurance with a concentration on nonstandard auto insurance in Indiana. Products include insurance coverage for liability to others for bodily injury and property damage, and for physical damage to an insured’s vehicle. It distributes products primarily through a network of independent agencies.

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Buyer(S) 1

Buyer

Trillium Management Services

Sun Lakes,, Arizona, United States

Category Company
Founded 2010
Sector Business Services
DESCRIPTION

Trillium Management Services Inc. is a small, fairly new business management company in Sun Lakes, Arizona.


DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Indiana M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2009 M&A 1 of 1