Choice Financial Group Acquires R. Stephens Financial, Inc.

August 23, 2022

Choice Financial Group, a PE-backed insurance agency, has acquired New Jersey-based employee benefits consultancy R. Stephens Financial, Inc. The deal is an add-on to Choice's platform as it expands its footprint in New Jersey and strengthens its employee benefits and insurance brokerage capabilities; founder Richard Yuran will continue to lead the business.

Targets
R. Stephens Financial, Inc.
Platforms
Choice Financial Group
Industry
Insurance
Location
New Jersey, United States
Transaction Type
Addon

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