M&A Deal Summary

Union Bay Risk Advisors Acquires Farrell Insurance Associates

On September 21, 2022, Union Bay Risk Advisors acquired insurance company Farrell Insurance Associates

Acquisition Highlights
  • This is Union Bay Risk Advisors’ 1st transaction in the Insurance sector.
  • This is Union Bay Risk Advisors’ 1st transaction in the United States.
  • This is Union Bay Risk Advisors’ 1st transaction in Pennsylvania.

M&A Deal Summary

Date 2022-09-21
Target Farrell Insurance Associates
Sector Insurance
Buyer(s) Union Bay Risk Advisors
Deal Type Add-on Acquisition

Target

Farrell Insurance Associates

Lansdale, Pennsylvania, United States
Farrell Insurance Associates is an independent agency providing clients with comprehensive insurance solutions, one family and business at a time. Farrell Insurance Associates was founded in 1996 and is based in Lansdale, Pennsylvania.

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Buyer(S) 1

Buyer

Union Bay Risk Advisors

Princeton, New Jersey, United States

Category Company
Sector Insurance
DESCRIPTION

Union Bay Risk Advisors is an independent agency that represents many different insurance companies that offer a wide variety of coverage options and price points. Union Bay Risk Advisors is based in Princeton, New Jersey.


DEAL STATS #
Overall 1 of 2
Sector: Insurance M&A 1 of 2
Type: Add-on Acquisition M&A Deals 1 of 2
State: Pennsylvania M&A 1 of 2
Country: United States M&A 1 of 2
Year: 2022 M&A 1 of 2
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-08 LaBrozzi Insurance Group

Bradford, Pennsylvania, United States

LaBrozzi Insurance Group provides all your insurance needs from auto, home, life, Medicare, and recreational vehicles. LaBrozzi Insurance Group is based in Bradford, Pennsylvania.

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