M&A Deal Summary |
|
|---|---|
| Date | 2024-06-24 |
| Target | Roseberry Insurance Agency |
| Sector | Insurance |
| Buyer(s) | Trucordia |
| Deal Type | Add-on Acquisition |
SEARCH BY
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 | 33 of 53 |
| Sector: Insurance M&A | 30 of 49 |
| Type: Add-on Acquisition M&A Deals | 31 of 51 |
| State: Mississippi M&A | 1 of 2 |
| Country: United States M&A | 33 of 53 |
| Year: 2024 M&A | 7 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-24 |
Ignitist
Harleysville, Pennsylvania, United States Ignitist provides medicare and senior benefits, a unique and nuanced sector of insurance where clients directly benefit from the deep knowledge of an experienced insurance professional. Ignitist is based in Harleysville, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-25 |
Montalvo
Weslaco, Texas, United States Montalvo is an insurance agency that helps local small businesses endure some of the hardest situations by being prepared ahead of time through proper insurance coverage. Montalvois based in Weslaco, Texas. |
Buy | - |
