M&A Deal Summary |
|
|---|---|
| Date | 2023-12-15 |
| Target | Calhoun Agency |
| Sector | Insurance |
| Buyer(s) | World Insurance Associates |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Hagner & Zohlman (Legal) |
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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 | 134 of 149 |
| Sector (Insurance) | 126 of 141 |
| Type (Add-on Acquisition) | 134 of 148 |
| State (New Jersey) | 39 of 42 |
| Country (United States) | 134 of 149 |
| Year (2023) | 11 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-13 |
Exchange Underwriters
Washington, Pennsylvania, United States Exchange Underwriters provides personal and commercial lines insurance exclusively in the Washington County area. Exchange Underwriters was founded in 1952 and is based in Washington, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-31 |
TW Group
Westmont, Illinois, United States TW Group provides insurance to individuals and businesses. TW specializes in business, personal, life, and health insurance. TW Group was founded in 1946 and is based in Westmont, Illinois. |
Buy | - |
