M&A Deal Summary

Winged Keel Group Acquires The Madison Group

On June 1, 2023, Winged Keel Group acquired insurance company The Madison Group

Acquisition Highlights
  • This is Winged Keel Group’s 3rd transaction in the Insurance sector.
  • This is Winged Keel Group’s 3rd transaction in the United States.
  • This is Winged Keel Group’s 1st transaction in Colorado.

M&A Deal Summary
Date 2023-06-01
Target The Madison Group
Sector Insurance
Buyer(s) Winged Keel Group
Deal Type Add-on Acquisition

Target

The Madison Group

Greenwood Village, Colorado, United States
The Madison Group is a life insurance brokerage firm that provides affluent families, family offices, business owners, and key executives with tax-efficient wealth transfer and business continuity strategies. The Madison Group was formed in 1968 and is based in Greenwood Village, Colorado.

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Buyer(S) 1

Buyer

Winged Keel Group

New York,, New York, United States
Category Company
Founded 1989
Sector Insurance
DESCRIPTION

Winged Keel Group, Inc. is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families. With offices in Boston, New York, and San Francisco, and a new presence in the Mid-Atlantic region, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Life Insurance and Annuities.

DEAL STATS #
Overall 3 of 3
Sector (Insurance) 3 of 3
Type (Add-on Acquisition) 3 of 3
State (Colorado) 1 of 1
Country (United States) 3 of 3
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-12 Knight Planning

Houston, Texas, United States

Knight Planning Corp. is a comprehensive estate and executive compensation planning firm providing sophisticated, tax-efficient, life insurance solutions to the accredited investor. The company's mission is to assist in protecting, preserving, and enhancing one’s personal and business financial assets. Knight Planning Corp. is based in Houston, Texas.

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