M&A Deal Summary

Zywave Acquires Partner Platform

On June 9, 2022, Zywave acquired internet software and services company Partner Platform

Acquisition Highlights
  • This is Zywave’s 2nd transaction in the Internet Software and Services sector.
  • This is Zywave’s 7th transaction in the United States.
  • This is Zywave’s 1st transaction in Ohio.

M&A Deal Summary

Date 2022-06-09
Target Partner Platform
Sector Internet Software and Services
Buyer(s) Zywave
Deal Type Add-on Acquisition
Advisor(s) Sherman & Company Holdings LLC (Financial)

Target

Partner Platform

Columbus, Ohio, United States
Partner Platform is a provider of web-based agency management systems (AMS) and customer relationship management (CRM) solutions for P&C insurance agencies. Partner Platform was founded in 1995 and is based in Columbus, Ohio.

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Buyer(S) 1

Buyer

Zywave

Milwaukee, Wisconsin, United States

Category Company
Sector Internet Software and Services
DESCRIPTION

Zywave is a provider of SaaS solutions that drive improved performance in sales, marketing and customer retention for commercial insurance and benefits brokerages. The company’s products deliver more initial prospect meetings, better close rates, shorter selling cycles and higher customer retention in the intensely competitive brokerage market. Zywave serves the vast majority of the leading brokerages in the U.S. including both large and small- to medium-sized brokers in all 50 states. Zywave is based in Milwaukee, Wisconsin.


DEAL STATS #
Overall 7 of 7
Sector (Internet Software and Services) 2 of 2
Type (Add-on Acquisition) 6 of 6
State (Ohio) 1 of 1
Country (United States) 7 of 7
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-30 ClarionDoor

Santa Barbara, California, United States

ClarionDoor is a provider of insurance product distribution software available to the property and casualty (P&C) market. ClarionDoor was founded in 2010 and is based in Santa Barbara, California.

Buy -