PCF Insurance Services Acquires Insurance Business of Montalvo Insurance Agency

July 25, 2024

PCF Insurance Services, a top-20 U.S. insurance brokerage headquartered in Lehi, Utah, has acquired the insurance business of the Montalvo Insurance Agency, a long-standing agency serving southern Texas for more than 65 years. The deal brings Montalvo's public-entity client relationships and local team into PCF's platform, providing expanded market access, enhanced coverage solutions, and shared-services support.

Buyers
PCF Insurance Services (PCF Insurance Services of the West, LLC)
Targets
Montalvo Insurance Agency (insurance business)
Sellers
Montalvo Insurance Agency
Industry
Insurance
Location
Texas, United States
Transaction Type
Divestiture

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