M&A Deal Summary |
|
|---|---|
| Date | 2024-06-24 |
| Target | The Brady Agency |
| Sector | Insurance |
| Buyer(s) | Trucordia |
| Deal Type | Add-on Acquisition |
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Trucordia is a full-service consultant and insurance brokerage firm offering a broad array of commercial, life, and health, employee benefits, and workers' compensation solutions. Trucordia is based in Lindon, Utah.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 20 |
| Sector (Insurance) | 11 of 18 |
| Type (Add-on Acquisition) | 12 of 19 |
| State (North Carolina) | 1 of 1 |
| Country (United States) | 13 of 20 |
| Year (2024) | 7 of 14 |
| 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 | - |
