M&A Deal Summary

Woodruff-Sawyer Co. Acquires Capstone Insurance Services

On December 8, 2015, Woodruff-Sawyer Co. acquired insurance company Capstone Insurance Services from Rosenfeld-Einstein & Associates Insurance Agency

Acquisition Highlights
  • This is Woodruff-Sawyer Co.’s 1st transaction in the Insurance sector.
  • This is Woodruff-Sawyer Co.’s 1st transaction in the United States.
  • This is Woodruff-Sawyer Co.’s 1st transaction in South Carolina.

M&A Deal Summary

Date 2015-12-08
Target Capstone Insurance Services
Sector Insurance
Buyer(s) Woodruff-Sawyer Co.
Sellers(s) Rosenfeld-Einstein & Associates Insurance Agency
Deal Type Divestiture

Target

Capstone Insurance Services

Greenville, South Carolina, United States
Capstone Insurance Services LLC is a provider of property/casualty insurance and risk management solutions to businesses and individuals across South Carolina.

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Buyer(S) 1

Buyer

Woodruff-Sawyer Co.

San Francisco, California, United States

Category Company
Founded 1918
Sector Insurance
DESCRIPTION

Woodruff-Sawyer Co., Inc. is an independent insurance brokerage firm.


DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: South Carolina M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2015 M&A 1 of 1

Seller(S) 1

SELLER

Rosenfeld-Einstein & Associates Insurance Agency

Greenville, South Carolina, United States

Category Company
Founded 1933
Sector Insurance
DESCRIPTION

Rosenfeld Einstein offers a wide range of property/casualty and employee benefit services to clients in the Southeast and mid-Atlantic regions.


DEAL STATS #
Overall 1 of 1
Sector: Insurance M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: South Carolina M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2015 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-04-04 Capstone Insurance Services

Greenville, South Carolina, United States

Capstone Insurance Services LLC is a provider of property/casualty insurance and risk management solutions to businesses and individuals across South Carolina.

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