M&A Deal Summary |
|
|---|---|
| Date | 2022-02-24 |
| Target | Allied Partners Insurance |
| Sector | Insurance |
| Buyer(s) | World Insurance Associates |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2012 |
| Sector | Insurance |
World Insurance Associates offers comprehensive insurance coverage, risk management strategies, and benefits consulting services for businesses and individuals. The Company focuses on property and casualty lines and has built centers of excellence in specialized industries such as transportation, hospitality, self-storage facilities, non-profits, and construction. WIA operates 40 offices in 11 states and has grown through a combination of organic growth and agency acquisitions, with 53 completed to-date. World Insurance Associates was founded in 2012 and is based in Iselin, New Jersey.
| DEAL STATS | # |
|---|---|
| Overall | 107 of 149 |
| Sector (Insurance) | 103 of 141 |
| Type (Add-on Acquisition) | 107 of 148 |
| State (Maryland) | 3 of 3 |
| Country (United States) | 107 of 149 |
| Year (2022) | 11 of 27 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-02-16 |
CIA
Hamden, Connecticut, United States CIA is an independently owned and locally operated insurance agency, that offers personal insurance, vehicle, property, health, and life and business insurance solutions. CIA was founded in 1996 and is based in Hamden, Connecticut. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-16 |
Pensionmark
Santa Barbara, California, United States Pensionmark network represents more than 320 advisors and staff across 65 U.S. locations with more than 4,000 retirement plan clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit, terminal funding, not-for-profit, wealth management and executive/deferred compensation specialists. Pensionmark was founded in 1988 and is based in Santa Barbara, California. |
Buy | - |
