Lee Equity Partners to Acquire Insurance Services Provider K2

K2 Insurance

Lee Equity Partners, LLC (Lee Equity), a growth oriented middle market private equity firm, announced today that it has signed a definitive agreement to acquire a majority ownership interest in K2 Insurance Services, LLC (K2). K2 is a leading specialty insurance services holding company, which owns and controls a diverse group of managing general agents… Continue reading Lee Equity Partners to Acquire Insurance Services Provider K2

Hub International Acquires Maryland-Based The Insurance Exchange, Inc.

Hub International Limited (Hub), a leading global insurance brokerage, announced today that it has acquired The Insurance Exchange, Inc. (The Insurance Exchange). Terms of the transaction were not disclosed. Based in Rockville, Maryland, The Insurance Exchange is one of the largest independent insurance agencies in the Mid-Atlantic region and provides innovative solutions in the following… Continue reading Hub International Acquires Maryland-Based The Insurance Exchange, Inc.

Global M&A Forecast: Performance to Bounce Back in 2019

USI acquires Texas agency

The Global M&A market continues to struggle to add value and buyer performance has been in steady decline since a 2015 peak, according to long-term data compiled by Willis Towers Watson and Cass Business School. After 2018 saw deal makers underperform in terms of shareholder value for an unprecedented fifth consecutive quarter, and record their… Continue reading Global M&A Forecast: Performance to Bounce Back in 2019

Cigna and Express Scripts Seal $54 Billion Merger

2023 insurance M&As lowest in a decade

Cigna Corp. completed its $54 billion acquisition of Express Scripts Holding Co. , setting up a battle among giant health companies to try to cut health-care costs by managing both medical and drug benefits. The Cigna deal, which won an antitrust nod from the Justice Department without requiring divestitures, brings together a health insurer with… Continue reading Cigna and Express Scripts Seal $54 Billion Merger

Marriott’s $13.6 Billion Starwood Deal Bought Security Risk

Cyberattacks pose risk to creditworthiness

Marriott International’s $13.6 billion purchase of Starwood Hotel & Resorts was a bet that its popular loyalty program would bring more travelers to its Courtyards and Residence Inns. It turns out Marriott was also buying a massive security risk. A cyber breach in Starwood’s reservation system had allowed unauthorized access since 2014, the company said… Continue reading Marriott’s $13.6 Billion Starwood Deal Bought Security Risk

$2.6 Billion Investment in InsurTech Helps Drive Fintech Boom

Insurance technology

The Insurtech M&A Market Report from international technology mergers and acquisitions advisors, Hampleton Partners, reveals that 2018 global fundraising for insurtech start-ups has already reached an all-time high in volume with 204 deals and transaction values of $2.6bn, close to the 2015 peak of $2.7bn. Since 2016 the insurtech sector has reported 151 transactions, with… Continue reading $2.6 Billion Investment in InsurTech Helps Drive Fintech Boom

CVS-Aetna Merger Gets NY Approval, To Be Finalized This Week

2023 insurance M&As lowest in a decade

The megamerger of CVS Health Corp. and Aetna Inc. got the go-ahead Monday from New York state officials, clearing its last hurdle in a $69 billion deal that is expected to be finalized on Wednesday. The approval of New York’s Department of Financial Services comes with a boatload of conditions, including enhanced consumer and health… Continue reading CVS-Aetna Merger Gets NY Approval, To Be Finalized This Week

Walgreens, Humana Are in Preliminary Talks to Take Stakes in Each Other

MGAs insurance companies

Drugstore owner Walgreens Boots Alliance Inc. and health insurer Humana Inc. are in preliminary discussions to take equity stakes in each other, according to people familiar with the matter, as health-industry players scramble for tie-ups that will help them compete in a rapidly evolving environment. The companies, which already have a partnership focused on serving seniors… Continue reading Walgreens, Humana Are in Preliminary Talks to Take Stakes in Each Other

Insurance Deal Value Surges as Private Equity Expands Sector Holdings

2023 insurance M&As lowest in a decade

The value of M&A activity in the US insurance sector surged to $8.1 billion during the third quarter, a more than fourfold jump above the $1.9 billion during the comparable period in 2017. Two deals accounted for more than half the total value, with private equity leading the biggest transaction. Apollo Global Management announced the… Continue reading Insurance Deal Value Surges as Private Equity Expands Sector Holdings

Brown & Brown, Inc. Acquires Hays Companies

World Business teamwork puzzle pieces 3d rendering

J. Scott Penny, Chief Acquisitions Officer of Brown & Brown, Inc. and Jim Hays, on behalf of Hays Companies, today announced that Brown & Brown, Inc. has entered into an agreement to acquire the assets of the Hays Companies insurance operations. The transaction is expected to close in November 2018, subject to certain closing conditions.… Continue reading Brown & Brown, Inc. Acquires Hays Companies