M&A Deal Summary |
|
|---|---|
| Date | 2014-05-03 |
| Target | Wells Fargo Insurance - 40 Local Office Locations |
| Sector | Insurance |
| Buyer(s) | USI Insurance Services |
| Sellers(s) | Wells Fargo Insurance Services USA |
| Deal Type | Divestiture |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1994 |
| Sector | Insurance |
USI Insurance Services is a provider of a fully integrated distribution of general and specialty property and casualty insurance and financial services such as employee benefits outsourcing and related consulting. USI Insurance Services was founded in 1994 and is based in Valhalla, New York.
| DEAL STATS | # |
|---|---|
| Overall | 47 of 94 |
| Sector: Insurance M&A | 41 of 83 |
| Type: Divestiture M&A Deals | 10 of 22 |
| Country: United States M&A | 47 of 94 |
| Year: 2014 M&A | 5 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-16 |
Webb & Greer Insurance Agency
Tempe,, Arizona, United States Webb & Greer provides personalized, value-added commercial property and liability insurance programs in the Phoenix metropolitan area and throughout the United States. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-21 |
BHB Insurance Services
Toms River,, New Jersey, United States BHB Insurance Services is one of the major and most respected independent insurance agencies in New Jersey. the agency has been protecting clients with complete and comprehensive insurance programs for more than 45 years. BHB specializes in business insurance, community associations, construction insurance and personal lines insurance. |
Buy | - |
| Category | Company |
|---|---|
| Sector | Insurance |
Wells Fargo Insurance Services USA (WFIS) is an insurance provider. The Business has a variety of product lines and services including Insurance Brokerage and Consulting, Employee Benefits and Property & Casualty, along with Safehold Special Risk, Small Business Insurance, Student Insurance, Individual Health and Private Risk Management Insurance.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Insurance M&A | 4 of 4 |
| Type: Divestiture M&A Deals | 4 of 4 |
| Country: United States M&A | 4 of 4 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-06-28 |
Wells Fargo Insurance Brokerage Operations in Lubbock
Lubbock, Texas, United States Wells Fargo Insurance Brokerage Operations in Lubbock comprises the insurance brokerage business operations. |
Sell | - |
