Like Insurance Digital Assistant

closed 10/28/2011 via Market Wire

NASE Marketing, Inc., acquired Insurance Digital Assistant

synopsis: NASE Marketing, Inc. announced that it has acquired the Insurance Digital Assistant platform, a leading mobile client relation management system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry since it was first introduced as a Beta project to automate tasks of sales professionals.
buyer: NASE Marketing, Inc.
NaseCare is a national sales and insurance agency based in Grapevine, Texas offering products in all 50 states. Its top health insurance carrier options include UnitedHealthOne, Assurant, Cigna, Aetna, Anthem Blue Cross, HumanaOne and others. "
target: Insurance Digital Assistant
Insurance Digital Assistant, is a leading mobile client relation management (CRM) system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry throughout the country since it was introduced as a Beta project to automate tasks of sales professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/26/2006 via

The Innovation Group plc, acquired First Notice Systems, Inc.

synopsis: The Innovation Group, a global provider of technology-enabled outsourcing and technology solutions to the P&C industry, announced that the company has reached an agreement to acquire First Notice Systems, Inc. from Concentra Operating Corporation for (US)$51.55 million in cash.
buyer: The Innovation Group plc
Innovation Group provides outsourcing services and software solutions to insurers and other risk carriers through its international network of offices. The Group has assembled a portfolio of important assets comprising a set of software-led business processes. "
target parent: Concentra Inc.
target: First Notice Systems, Inc.
A leading provider of claim reporting outsourcing services and software to the property and casualty insurance market in the U.S. First Notice’s principal focus is on handling – on behalf of its clients – the first notice of loss made by an insurance company customer of a claim or a potential claim.
price ($mm)
$50
rev ($mm)
$20
EBITDA ($mm)
EV / rev
2.5x
EV / EBITDA
announced 8/8/2019 via GlobeNewswire

Roper Technologies, Inc., will acquire iPipeline, Inc.

synopsis: Roper Technologies Inc. will acquire iPipeline in an all-cash transaction. iPipeline’s cloud-based software delivers solutions for the life insurance and annuity industries. iPipeline's suite of Software as a Service-based applications provide workflow automation and seamless integration across a broad network of carriers, distributors, and agents.
buyer: Roper Technologies, Inc. (ROP:$5,777.80)
Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets. "
target parent: Thoma Bravo, LLC
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industries. Through its SSG Digital, end-to-end platform, iPipeline accelerates and simplifies sales, compliance, operations, and support.
price ($mm)
$1,625
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/11/2018 via BNC Analysis

Equisoft, acquired Kronos Technologies

synopsis: Equisoft, a provider of digital business solutions for the insurance and wealth industries, has acquired Kronos Technologies, a company that develops web and mobile applications for the investment and insurance sectors.
buyer: Equisoft
Equisoft provides advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. "
target: Kronos Technologies
Kronos Technologies is a company that develops web and mobile applications for the investment and insurance sectors. Kronos Technologies is particularly known for its customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/5/2015 via BusinessWire

Thoma Bravo, LLC, acquired iPipeline, Inc.

synopsis: Thoma Bravo, LLC, a leading private equity investment firm, announced the acquisition of iPipeline, a leading technology provider of cloud-based software solutions to the life insurance industry. iPipeline leads the information technology and services industry in providing web-based software tools for the insurance and financial services markets.
buyer: Thoma Bravo, LLC
Thoma Bravo is a leading private equity investment firm building on a 30+ year history of providing equity and strategic support to experienced management teams and growing companies. "
target: iPipeline, Inc.
iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through its SaaS solutions, it accelerates and simplifies insurance sales, compliance, operations and support.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/11/2009 via GlobeNewswire

Blue Frog Solutions, Inc., acquired Prospect9, LLC

synopsis: Blue Frog Solutions, announced that it has entered into a definitive agreement to acquire Salt Lake City, Utah-based Prospect9 client management and marketing solutions provider to the financial services and insurance industries.
buyer: Blue Frog Solutions, Inc.
Blue Frog is a leading technology and service provider of order management and compliance solutions for the life and annuity industry. Blue Frog's compliance and order management platform, AFFIRM™, is used by some of the largest and most well respected companies in the insurance industry. "
target: Prospect9, LLC
Prospect9, LLC provides client management and marketing solutions to the insurance and financial industry. It offers I-Relay, a Web-based client relationship management and marketing platform that provides a range of tools necessary to market and manage various clients, and other relationships.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/10/2006 via PR Newswire

ChoicePoint, Inc., acquired Steel Card, LLC

synopsis: ChoicePoint,announced the acquisition of California-based Steel Card, LLC and its award-winning Apogee product line. Terms of the acquisition were not disclosed. Steel Card and its products will be integrated into ChoicePoint's insurance software and process outsourcing business, Insurity, based in Hartford, Connecticut.
buyer: ChoicePoint, Inc. (CPS:$0.00)
ChoicePoint helps businesses, government agencies and nonprofit organizations make better decisions through information and technology solutions. "
target: Steel Card, LLC
Steel Card is a privately held software company focused on creating solutions for the Property & Casualty insurance marketplace.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/9/2022 via PR Newswire

Zywave, Inc, acquired Partner Platform

synopsis: Insurtech leader Zywave, backed by Clearlake Capital Group L.P. and Aurora Capital, has acquired Strategic Insurance Software (SIS), the team behind Partner Platform and a provider of web-based agency management systems (AMS) and customer relationship management (CRM) solutions for Property & Casualty insurance agencies.
buyer parent: Clearlake Capital Group, L.P.
buyer: Zywave, Inc
Zywave leads the insurance tech industry, fueling business growth for its partners with cloud-based sales management, client delivery, content, and analytics solutions. Zywave offers a technology platform embedded with robust data and the most comprehensive content portfolio available. "
target parent: NuGrowth Solutions, LLC
target: Partner Platform
Strategic Insurance Software is the team behind Partner Platform – the agency management system that sets independent agents free from the status quo of over-paying and under-utilizing their agency software.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/9/2022 via BNC Analysis

Gefen Technologies, will acquire Roeto Ltd

synopsis: Gefen Technologies, an Israeli company that transforms agent-based networks, will acquire Roeto, a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to simplify their work. Their platform provides a customer portal that allows agents to keep up to date with their customers.
buyer: Gefen Technologies
Gefen Technologies is an Israeli company that transforms agent-based networks. Gefen offers a SaaS platform that empowers insurance agents and financial advisors to thrive in a digital-first world. Their platform provides solutions for marketing, compliance, reporting, upselling, and more. "
target: Roeto Ltd
Roeto is a SaaS based CRM platform for life insurers and financial planners in Israel. Roeto provides an advanced CRM that helps agents to save time and simplify their work. Their platform provides a customer portal that allows agents to easily keep up to date with their customers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2021 via PR Newswire

Vertafore, Inc., acquired AgencyZoom

synopsis: Vertafore®, the leader in modern insurance technology, announced it acquired AgencyZoom™, a cloud-based sales automation platform for insurance agents. Modern agencies count on software and technology solutions to create more efficient processes, automate workflows, empower employees and better serve their clients.
buyer parent: Roper Technologies, Inc.
buyer: Vertafore, Inc.
Vertafore, a leader in modern insurance technology, builds and supports InsurTech solutions to connect every point of the distribution channel. Vertafore's agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity. "
target: AgencyZoom
AgencyZoom is a Columbus, OH based InsurTech company. AgencyZoom provides insurance agents with powerful sales analytics and customer engagement automation. AgencyZoom solutions help users manage leads with ease, oversee sales in real-time, and better track monthly goals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/26/2019 via BNC Analysis

AutoProtect, acquired DealTrak Ltd

synopsis: AutoProtect, a company that provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK, has acquired DealTrak, a UK platform that brings Finance and Insurance transactions to life.
buyer: AutoProtect
AutoProtect provides insurance products and dealer warranties to vehicle manufacturers and retailers in the UK. After a consultation, AutoProtect creates customized business development programs. From sales training to smooth integration with full FCA-compliance, AutoProtect assists at every stage. "
target parent: CV6 Limited
target: DealTrak Ltd
Headquartered in the UK, DealTrak platform brings Finance and Insurance transactions to life. They are committed to increasing efficiencies for everyone involved, allowing them to focus on creating a positive experience for their customers and ultimately sell more finance and insurance products.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/10/2019 via BNC Analysis

Applied Systems Inc., acquired TechCanary

synopsis: Applied Systems, a global insurance software company, has acquired TechCanary, a software company focused on the insurance industry. TechCanary provides the insurance industry with new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
buyer parent: Hellman & Friedman LLC
buyer: Applied Systems Inc.
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, Ireland and the United Kingdom. "
target: TechCanary
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The company’s mission is to provide the insurance industry new and innovative alternatives to legacy agency management systems and generic CRM and call center solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/18/2016 via BusinessWire

Veronis Suhler Stevenson, purchased a minority stake in Connexion Point

synopsis: VSS, a private investment firm focused on the information, tech-enabled business services, healthcare IT, and education industries, announced its investment in Connexion Point, LLC. Connexion Point is a leading provider of technology-enabled healthcare services, specializing in communication lifecycle services for the healthcare industry.
buyer: Veronis Suhler Stevenson
Veronis Suhler Stevenson (VSS) is a leading private investment firm that invests in the information, business services, healthcare IT, education, media and marketing services industries in North America and Europe. "
target: Connexion Point
Connexion Point is a leading provider of technology-enabled healthcare services, specializing in communication lifecycle services for the healthcare industry. Connexion Point facilitates communication, throughout the lifecycle of the consumer, that connects the healthcare industry to their consumer.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/19/2022 via BusinessWire

Socotra, Inc., acquired Avolanta

synopsis: Socotra, the partner of choice for innovative insurers, announced the acquisition of Avolanta, a software startup offering the only unified portal purpose-built for the insurance industry.
buyer: Socotra, Inc.
Socotra is focused on delivering agility to the trillion-dollar global insurance industry. Socotra works with global insurers to modernize their technology, making it easier for them to focus on creating innovative products to grow their business. "
target: Avolanta
Avolanta is a software provider that helps insurance companies drive revenue by providing a better agent, broker and customer experience.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/5/2021 via BusinessWire

Fineos, will acquire Spraoi

synopsis: FINEOS Corporation, the global leader in core systems for life, accident and health insurance, will acquire Spraoi, a Group Benefits, and Life and Annuities focused technology firm. Spraoi helps carriers to optimize results. Their SaaS-based machine learning platform provides solutions for claims management and customer experience infrastructure.
buyer: Fineos (:$121.48)
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health. "
target: Spraoi
Spraoi is a Group Benefits, and Life and Annuities focused technology firm. Spraoi helps carriers to optimize results and deliver improved customer experiences. Their SaaS-based machine learning platform provides solutions for claims management and customer experience infrastructure.
price ($mm)
$4.00
rev ($mm)
$6
EBITDA ($mm)
EV / rev
1.8x
EV / EBITDA
closed 3/9/2020 via BusinessWire

Tinubu Square SAS, acquired eSurety

synopsis: Paris-based Tinubu Square, the market leader for enterprise software solutions to Credit and Surety Insurers, has acquired eSURETY, a cloud-based specialty software provider, enabling carriers, brokers, and Managing General Agents to securely apply, quote, bond, issue, and support every form of surety.
buyer: Tinubu Square SAS
Paris-based Tinubu Square is a leading SaaS platform vendor, enabling Credit Insurance & Surety digital transformation. The company provides Credit & Surety insurers with software and services that allow them to reduce their exposure to risk and their financial, operational, and technical costs. "
target: eSurety
eSURETY is a cloud-based specialty software provider, enabling carriers, brokers, and Managing General Agents to securely apply, quote, bond, issue, and support every form of surety. The company also offers a direct-to-the-consumer experience on any device or browser from anywhere in the world.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/25/2018 via Company Press Release

We are you., acquired Virtual Affairs

synopsis: We are you., a collaboration of three leading dutch digital agencies, has acquired Virtual Affairs, an international software and services company. Virtual Affairs' BankingRight and InsuranceRight solutions allows banks and insurance companies to use multiple channels and data to continually improve their customer experience.
buyer: We are you.
We are you. is a collaboration of three leading dutch digital agencies. The company is comprised of Colours, Mangrove, and Redhotminute. We are you. designs and develops websites, apps, and e-commerce platforms for customers in all industries. "
target: Virtual Affairs
Virtual Affairs is an international software and services company. Their BankingRight and InsuranceRight solutions allows banks and insurance companies to continually improve their customer experience. They also offer InvestmentRight, a feature-rich Robo-advice and wealth management solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2011 via BusinessWire

Applied Systems, Inc., acquired Artizan Internet Services, LLC.

synopsis: Insurance technology company Applied Systems has announced that it has acquired Artizan Internet Services, the leading provider of Web-based and outsourced customer service solutions for the insurance industry, expanding capabilities around agency and broker management systems.
buyer parent: Bain Capital
buyer: Applied Systems, Inc.
Applied Systems, Inc., develops, sells and supports insurance agency and broker management systems and provides services for accounting, customer, policy, claims management, and all related agent and broker functions. "
target: Artizan Internet Services, LLC.
Artizan Internet Services is the leading provider of Web-based and outsourced customer service solutions for the insurance industry. Artizan’s unique suite of programs enables insurance professionals to leverage their existing sales and service processes to deliver greater results.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/21/2016 via PE Hub

j2 Global, Inc., acquired Callstream

synopsis: YFM Equity Partners (YFM) and Octopus Investments (Octopus) have sold their stake in Callstream Group Limited (“Callstream”) for an undisclosed sum to J2 Global, Inc. Callstream is a leading national provider of cloud-based call management technology to the UK insurance, travel and retail markets.
buyer: j2 Global, Inc. (JCOM:$1,740.72)
j2 Global, Inc. provides Internet services through two divisions: Business Cloud Services, which offers Internet fax, virtual phone, hosted email, email marketing, online backup, unified communications and CRM solutions, and Digital Media, which offers technology, gaming and lifestyle content. "
target: Callstream
UK-based Callstream provides cloud-based call management technology to the insurance, travel and retail markets. Callstream's specialist services and tailored solutions enable organisations to handle large volumes of customer phone calls more efficiently, to improve performance and profitability.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2021 via BusinessWire

Majesco, acquired Loss Control 360

synopsis: Majesco, a global provider of cloud insurance platform software, announced the acquisition of Utilant, a U.S. based InsurTech company providing the industry-leading survey management SaaS product suite for Loss Control and Premium Audit surveys and artificial intelligence (AI)/machine learning (ML) data and analytics.
buyer: Majesco (:$146.45)
Majesco provides technology, expertise, and leadership that helps insurers modernize, innovate, and connect to build the future of their business at speed and scale. The company's platforms connect people and businesses to insurance in innovative, hyper-relevant, compelling, and personal ways. "
target: Loss Control 360
Utilant’s Loss Control 360 is the “best-in-class” Loss Control Survey Management SaaS Platform for Loss Control and Premium Audit surveys, driving predictive risk insights for Property & Casualty Insurance Carriers and Top Risk Engineering Companies.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/28/2011 via Market Wire

NASE Marketing, Inc., acquired Insurance Digital Assistant

synopsis: NASE Marketing, Inc. announced that it has acquired the Insurance Digital Assistant platform, a leading mobile client relation management system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry since it was first introduced as a Beta project to automate tasks of sales professionals.
buyer: NASE Marketing, Inc.
NaseCare is a national sales and insurance agency based in Grapevine, Texas offering products in all 50 states. Its top health insurance carrier options include UnitedHealthOne, Assurant, Cigna, Aetna, Anthem Blue Cross, HumanaOne and others. "
target: Insurance Digital Assistant
Insurance Digital Assistant, is a leading mobile client relation management (CRM) system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry throughout the country since it was introduced as a Beta project to automate tasks of sales professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/28/2011 via Market Wire

NASE Marketing, Inc., acquired Insurance Digital Assistant

synopsis: NASE Marketing, Inc. announced that it has acquired the Insurance Digital Assistant platform, a leading mobile client relation management system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry since it was first introduced as a Beta project to automate tasks of sales professionals.
buyer: NASE Marketing, Inc.
NaseCare is a national sales and insurance agency based in Grapevine, Texas offering products in all 50 states. Its top health insurance carrier options include UnitedHealthOne, Assurant, Cigna, Aetna, Anthem Blue Cross, HumanaOne and others. "
target: Insurance Digital Assistant
Insurance Digital Assistant, is a leading mobile client relation management (CRM) system geared for insurance professionals. The IDA Assistant platform has been used in the insurance industry throughout the country since it was introduced as a Beta project to automate tasks of sales professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/26/2013 via GlobeNewswire

Dovetail Insurance, acquired NetComp Insurance

synopsis: Dovetail Insurance, the leading supplier of cloud-based insurance product delivery services for property-casualty carriers, MGAs and brokers, announced that it has acquired NetComp Insurance, a growing web-based distributor of workers compensation insurance.
buyer: Dovetail Insurance
Dovetail Insurance is a leading provider of cloud-based insurance product delivery services for property-casualty insurance carriers, MGAs and brokers. "
target: NetComp Insurance
NetComp Insurance Corp. is a privately held company formed to use state-of-the-art technology to write workers compensation insurance via the web. NetComp manages a mono-line program which targets small to mid-sized workers compensation insurance risks, distributed via the web to independent agents.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/6/2015 via BNC Analysis

Beecken Petty O'Keefe & Company, acquired Examination Management Services Inc.

synopsis: Beecken Petty O'Keefe & Company has acquired Examination Management Services (EMSI). Based in Scottsdale, Arizona, EMSI is a provider of medical information, risk adjustment and comprehensive investigative services to insurance companies, health insurers and employers.
buyer: Beecken Petty O'Keefe & Company
Beecken Petty O'Keefe & Company ("BPOC") is a Chicago-based private equity firm founded in 1996 to invest in middle-market buyout transactions, recapitalizations and growth platforms in the health care industry. The firm manages over $1 billion of capital. "
target parent: CM Equity Partners, L.P.
target: Examination Management Services Inc.
Examination Management Services, Inc. is a medical information services provider serving health plans, life and property/casualty insurers and employers. They utilize proprietary networks of professionals with technology-enhanced processes to collect and deliver powerful information to clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/2/2021 via GlobeNewswire

Millennial Specialty Insurance, LLC, acquired FounderShield LLC

synopsis: BRP Group, Inc. has announced that Millennial Specialty Insurance, an indirect subsidiary of BRP Group, has acquired substantially all the assets of FounderShield, a New York-based, tech-enabled insurance distribution platform with a specialized focus on providing commercial insurance services for clients in various high growth industries.
buyer parent: BRP Group, Inc.
buyer: Millennial Specialty Insurance, LLC
Millennial Specialty Insurance delivers comprehensive renters insurance products for multifamily technology companies. Streamline all aspects of digital insurance sales and service with a best-in-class technology stack that features tools designed for each phase of the insurance lifecycle. "
target: FounderShield LLC
Headquartered in New York, New York, Founder Shield is a tech-enabled, digital insurance platform dedicated to creating the most seamless, intuitive and responsive experience to protect clients’ growth at every stage.
price ($mm)
rev ($mm)
$10
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
announced 1/7/2014 via PR Newswire

Insureon, will acquire InsuranceNoodle, Inc.

synopsis: Insureon, the leading online insurance delivery platform for small-business owners, announced that it has entered into an agreement to acquire Insurance Noodle. Insurance Noodle, an online wholesale insurance broker, is a subsidiary of Willis Group Holdings.
buyer: Insureon
Insureon, the nation's leading online small commercial insurance agency, specializes in serving the fast-growing micro-business sector, which includes the self-employed and companies with 10 or fewer employees. "
target parent: Willis Group Holdings
target: InsuranceNoodle, Inc.
Insurance Noodle established itself as a pioneer in online quoting in 2001. Since then, it has provided independent agents with online access to insurance products and services through a single-entry, multi-carrier, multi-line, web-based portal.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/20/2019 via Company Press Release

PIB Group, acquired Optis Insurances Limited

synopsis: PIB Group (PIB), a dynamic insurance intermediary group in the UK, has acquired Optis Insurances Limited (Optis), an innovative insurance intermediary in Ireland servicing the Irish SME sector. Optis' unique technology platform enables the cost-effective distribution of insurance products on behalf of insurers.
buyer: PIB Group
PIB Group is a dynamic insurance intermediary group aiming to create a leading position in the provision of specialist insurance solutions across the UK market and beyond. The group operates from a growing network of offices in London, the Midlands, Scotland, East Anglia and the South West. "
target: Optis Insurances Limited
Optis is an innovative insurance intermediary in Ireland. Their unique technology platform enables the cost-effective distribution of insurance products on behalf of insurers. Optis is focused on the broker community servicing the SME sector in Ireland.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/31/2013 via GlobeNewswire

BOLT Solutions Inc., acquired Superior Access Insurance Services, Inc.

synopsis: BOLT Solutions, a leading independent provider of SaaS insurance distribution solutions to the property and casualty insurance industry, announced the acquisition of online insurance aggregator Superior Access Insurance Services(SAIS). The addition of SAIS demonstrates Bolt's continued commitment to providing agents a superior user experience.
buyer parent: ICG Group, Inc.
buyer: BOLT Solutions Inc.
BOLT Solutions offers the leading online sales and client service platform for anyone who wants to sell or buy insurance online. The Bolt Platform supports all of the insurance needs of its customers, while driving market share, retention and increased revenue for its insurance industry partners. "
target: Superior Access Insurance Services, Inc.
Superior Access (SAIS) is an established online insurance wholesaler and distributor, providing fast access to a variety of insurance products. Superior Access provides online insurance quotes and wholesale brokerage services to more than 2,100 retail insurance agents across the nation.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/11/2016 via BusinessWire

Aquiline Capital Partners, will acquire Simply Business

synopsis: Aquiline Capital Partners LLC, a New York-based private equity firm investing in financial services, announced that it has entered into a definitive agreement to acquire Simply Business, the leading online provider of small business insurance in the United Kingdom.
buyer: Aquiline Capital Partners
Aquiline Capital Partners is a private equity firm based in New York investing in middle-market businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services. "
target: Simply Business
Simply Business is the U.K.’s biggest business insurance provider. Simply Business provides an online brokerage service delivering policies tailored to individual business requirements. It has a team of U.K. based insurance specialists and employs almost 350 people.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/27/2020 via PR Newswire

DigitalBGA, acquired FEGLI Exchange Program

synopsis: DigitalBGA, one of the nation's fastest-growing direct-to-consumer distributors of life insurance, has acquired the FEGLI Exchange Program, a technology-based insurance agency focused on helping federal employees navigate their life insurance options through retirement.
buyer: DigitalBGA
DigitalBGA is one of the nation's fastest-growing direct-to-consumer distributors of life insurance. The company is dedicated to building technology and processes to facilitate the most efficient experience for life insurance consumers and agents alike. "
target: FEGLI Exchange Program
The FEGLI Exchange Program is a technology-based insurance agency focused on helping federal employees navigate their life insurance options through retirement. FEGLI is the largest group life insurance program in the world, with over 4 million employees covered.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/27/2020 via PR Newswire

DigitalBGA, acquired FEGLI Exchange Program

synopsis: DigitalBGA, one of the nation's fastest-growing direct-to-consumer distributors of life insurance, has acquired the FEGLI Exchange Program, a technology-based insurance agency focused on helping federal employees navigate their life insurance options through retirement.
buyer: DigitalBGA
DigitalBGA is one of the nation's fastest-growing direct-to-consumer distributors of life insurance. The company is dedicated to building technology and processes to facilitate the most efficient experience for life insurance consumers and agents alike. "
target: FEGLI Exchange Program
The FEGLI Exchange Program is a technology-based insurance agency focused on helping federal employees navigate their life insurance options through retirement. FEGLI is the largest group life insurance program in the world, with over 4 million employees covered.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/1/2013 via BusinessWire

Monsanto, acquired The Climate Corporation

synopsis: Monsanto Company announced that it has completed the previously announced acquisition of The Climate Corporation. The acquisition combines Climate Corporation’s expertise in agriculture analytics and risk-management with Monsanto’s R&D capabilities, and will provide farmers access to information about factors that affect the success of their crops.
buyer: Monsanto (MON:$14,475.00)
Monsanto is a sustainable agriculture company. They deliver agricultural products that support farmers all around the world. They are focused on empowering farmers—large and small—to produce more from their land while conserving more of world's natural resources such as water and energy. "
target: The Climate Corporation
The Climate Corporation helps people and businesses manage and adapt to climate change. The company’s unique technology platform enables the real-time pricing and purchasing of customizable weather insurance using proprietary global weather simulation modeling and local weather monitoring systems.
price ($mm)
$930
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like Insurance Digital Assistant


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Insurance Digital Assistant

First Notice Systems, Inc.

iPipeline, Inc.

Kronos Technologies

iPipeline, Inc.

Prospect9, LLC

Steel Card, LLC

Partner Platform

Roeto Ltd

AgencyZoom

DealTrak Ltd

TechCanary

Connexion Point

Avolanta

Spraoi

eSurety

Virtual Affairs

Artizan Internet Services, LLC.

Callstream

Loss Control 360

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Insurance Digital Assistant

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Insurance Digital Assistant

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NetComp Insurance

Examination Management Services Inc.

FounderShield LLC

InsuranceNoodle, Inc.

Optis Insurances Limited

Superior Access Insurance Services, Inc.

Simply Business

FEGLI Exchange Program

FEGLI Exchange Program

The Climate Corporation

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Ailleron S.A.
Ailleron S.A.
Ailleron is a Polish technology company that delivers innovative solutions. Ailleron's flagship products include iLumio; a state-of-the-art system the provides hotel services at every stage of a guest's stay, and Livebank; a virtual bank branch solution that lets banks better engage with customers.
year
2020
rev ($mm)
$38.04
EBITDA ($mm)
$2.96
EBIT ($mm)
$1.05
Net Income ($mm)
$0.18
Employees
0
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Ticker: CDLX
 
 
 
 
 
 
 
 
Cardlytics, Inc.
Cardlytics is a digital advertising platform. The company partners with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships.
year
2020
rev ($mm)
$186.89
EBITDA ($mm)
($44.11)
EBIT ($mm)
($50.94)
Net Income ($mm)
Employees
471
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Ticker:
 
 
 
 
 
 
 
 
Fineos
Fineos
Ireland-based FINEOS is a market leader in core systems for life, accident, and health insurance carriers globally. The FINEOS Platform, powered by Amazon Web Services, provides customers full end to end core administration for group, voluntary, and individual across life, accident, and health.
year
2020
rev ($mm)
$121.48
EBITDA ($mm)
($8.38)
EBIT ($mm)
($3.72)
Net Income ($mm)
Employees
1000
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Ticker: ASX:RKN
 
 
 
 
 
 
 
 
Reckon Limited
Reckon Limited
Reckon Limited (RKN) is an Australian publicly listed company well known as a leading provider of software solutions for accounting and bookkeeping professionals, as well as small to medium sized businesses, small office/home office users and personal wealth management.
year
2020
rev ($mm)
$54.95
EBITDA ($mm)
$9.52
EBIT ($mm)
$8.47
Net Income ($mm)
$5.93
Employees
118
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Ticker: XTRA:TLX
 
 
 
 
 
 
 
 
Talanx
Talanx
Talanx is Germany’s third-largest and one of the major European insurance groups by premium income. The Hannover-based Group is active in more than 150 countries. Talanx operates as a multi-brand provider with a focus on B2B insurance.
year
2019
rev ($mm)
$40,138.68
EBITDA ($mm)
$3,021.62
EBIT ($mm)
$2,698.41
Net Income ($mm)
$1,044.99
Employees
21342
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Ticker: FNF
 
 
 
 
 
 
 
 
Fidelity National Financial
Fidelity National Financial
Fidelity National Financial is organized into two groups, FNF Group and FNFV Group. FNF provides title insurance and technology and transaction services to the real estate and mortgage industries. FNFV holds majority and minority equity investment stakes in a number of entities.
year
2022
rev ($mm)
$15,086.00
EBITDA ($mm)
$3,638.00
EBIT ($mm)
$2,994.00
Net Income ($mm)
Employees
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Ticker: MMC
 
 
 
 
 
 
 
 
Marsh & McLennan Companies, Inc.
Marsh & McLennan Companies, Inc.
Marsh & McLennan Companies is a global professional services firm offering clients advice and solutions in the areas of risk, strategy and people. Marsh & McLennan has 57,000 employees worldwide and annual revenue exceeding $13 billion.
year
2019
rev ($mm)
$15,021.00
EBITDA ($mm)
$3,518.00
EBIT ($mm)
$3,024.00
Net Income ($mm)
$1,676.00
Employees
65000
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Ticker: NYSE:AON
 
 
 
 
 
 
 
 
Aon plc
Aon plc
Aon plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Their 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
year
2022
rev ($mm)
$12,193.00
EBITDA ($mm)
$2,579.00
EBIT ($mm)
$2,253.00
Net Income ($mm)
Employees
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Ticker: MKL
 
 
 
 
 
 
 
 
Markel Corporation
Markel Corporation markets and underwrites specialty insurance products and programs to a variety of niche markets. In each of these markets, the Company seeks to provide quality products and excellent customer service so that it can be a market leader.
year
2015
rev ($mm)
$5,285.28
EBITDA ($mm)
$1,008.31
EBIT ($mm)
$789.75
Net Income ($mm)
$502.48
Employees
8600
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Ticker:
 
 
 
 
 
 
 
 
Steadfast Group Limited
Steadfast is the largest general insurance broker network and the biggest underwriting agency group in Australia and New Zealand. Their network of 300+ brokers, across 700+ offices, and 22 underwriting agencies generate billings of over $6 billion.
year
2020
rev ($mm)
$682.56
EBITDA ($mm)
$198.66
EBIT ($mm)
$173.99
Net Income ($mm)
$69.33
Employees
27
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Ticker: TSE:7148
 
 
 
 
 
 
 
 
Financial Products Group Co., Ltd.
Financial Products Group Co., Ltd.
Financial Products Group (FPG) is a Japanese provider of financial services. FPG provides various financial products to high revenue generating companies and high net worth individuals. FPG offers lease arrangement, real estate investment, M&A, and insurance brokerage services.
year
2019
rev ($mm)
$250.14
EBITDA ($mm)
$137.63
EBIT ($mm)
$136.00
Net Income ($mm)
$96.76
Employees
262
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Ticker: BRP
 
 
 
 
 
 
 
 
BRP Group, Inc.
BRP Group, Inc.
BRP Group, Inc. is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give their clients the peace of mind to pursue their purpose, passion and dreams.
year
2019
rev ($mm)
$137.84
EBITDA ($mm)
$20.41
EBIT ($mm)
$9.86
Net Income ($mm)
Employees
650
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Ticker: RE
 
 
 
 
 
 
 
 
Everest Re Group, Ltd.
Everest is a leading global provider of reinsurance and insurance, operating through subsidiaries in the U.S., Europe, Bermuda, and other territories. Everest offers property, casualty, and specialty products through its various operating affiliates located in key markets around the world.
year
2019
rev ($mm)
$7,743.07
EBITDA ($mm)
EBIT ($mm)
$343.36
Net Income ($mm)
$515.09
Employees
1415
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Ticker: ACGL
 
 
 
 
 
 
 
 
Arch Capital Group Ltd.
Arch Capital Group Ltd.
Arch Capital Group Ltd., a Bermuda-based company, provides insurance, reinsurance and mortgage insurance on a worldwide basis through its wholly owned subsidiaries. Arch Worldwide Reinsurance Group, a part of Arch Capital Group Ltd., provides reinsurance to its clients around the globe.
year
2019
rev ($mm)
$6,928.20
EBITDA ($mm)
$2,087.14
EBIT ($mm)
$2,005.04
Net Income ($mm)
$1,636.32
Employees
3642
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Ticker: FRF
 
 
 
 
 
 
 
 
Fortegra Financial Corporation
Fortegra Financial Corporation
Fortegra Financial Corporation is an insurance services company that provides distribution and administration services and insurance-related products to insurance companies, insurance brokers and agents and other financial services companies in the United States.
year
2009
rev ($mm)
$186.11
EBITDA ($mm)
EBIT ($mm)
Net Income ($mm)
$11.56
Employees
447
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Ticker: ASX:HIQ
 
 
 
 
 
 
 
 
HITIQ Limited
HITIQ Limited
HITIQ Limited operates in the healthcare equipment sector, providing and further developing a transformative, end-to-end concussion management technology platform. This platform aims to support the identification, monitoring and management of sport related brain injury.
year
2021
rev ($mm)
$0.29
EBITDA ($mm)
($3.93)
EBIT ($mm)
($3.97)
Net Income ($mm)
Employees
25
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Ticker: TITL
 
 
 
 
 
 
 
 
Title Consulting Services Inc.
Title Consulting Services Inc.
Title Consulting Services, Inc. is an Accu Title Agency that does real estate closing, escrow services, and title insurance agency in Florida. Title Consulting Services provides real estate closing services and issues property title insurance policies that serve the real estate industry.
year
2011
rev ($mm)
$1.50
EBITDA ($mm)
$0.10
EBIT ($mm)
Net Income ($mm)
Employees
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Ticker: DB:MUV2
 
 
 
 
 
 
 
 
Munich Re Group
Munich Re Group
The Munich Re Group is one of the world’s leading risk carriers, turning risk into value. The Group operates in all lines of business, with around 37,000 employees at over 50 locations and is characterised by particularly pronounced diversification, client focus and earnings stability.
year
2021
rev ($mm)
$68,880.36
EBITDA ($mm)
$4,239.71
EBIT ($mm)
$3,959.80
Net Income ($mm)
$3,169.78
Employees
39281
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