M&A Deal Summary

Trucordia Acquires Milz Health Group

On November 14, 2022, Trucordia acquired insurance company Milz Health Group

Acquisition Highlights
  • This is Trucordia’s 19th transaction in the Insurance sector.
  • This is Trucordia’s 21st transaction in the United States.
  • This is Trucordia’s 1st transaction in Wisconsin.

M&A Deal Summary

Date 2022-11-14
Target Milz Health Group
Sector Insurance
Buyer(s) Trucordia
Deal Type Add-on Acquisition

Target

Milz Health Group

Milwaukee, Wisconsin, United States
Milz Health Group is a full-service health insurance agency providing affordable health insurance plans to those just turning 65 and other Wisconsin Medicare-eligible individuals. Milz Health Group was founded in 2003 and is based in Milwaukee, Wisconsin.

Search 214,107 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Trucordia

Lindon, Utah, United States

Category Company
Founded 1987
Sector Insurance
DESCRIPTION

Trucordia is a full-service insurance brokerage firm that provides complete risk management solutions with a broad array of property & casualty, life and health, employee benefits, and workers' compensation insurance products. Trucordia was formed in 1987 and is based in Lindon, Utah.


DEAL STATS #
Overall 21 of 52
Sector: Insurance M&A 19 of 49
Type: Add-on Acquisition M&A Deals 20 of 50
State: Wisconsin M&A 1 of 1
Country: United States M&A 21 of 52
Year: 2022 M&A 14 of 17
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-11 Infuse Insurance

Beckley, West Virginia, United States

Infuse Insurance is an independent, community-based agency offering a comprehensive suite of home, auto, business, and life insurance solutions. Infuse Insurance was founded in 2006 and is based in Beckley, West Virginia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-28 VB@Work

Marietta, Georgia, United States

VB@Work is an insurance brokerage group that designs and implements voluntary employee benefits solutions. The company combines state-of-the-art benefits analysis, communication, enrollment, billing, and support services, providing a strategic competitive advantage for the company across the benefits industry. It provides best-in-class employee benefits solutions to employers who want to stay on the cutting edge of employee care. VB@Work is based in Marietta, Georgia.

Buy -