Arthur J. Gallagher & Co. Acquires Bernard Benefits and Bernard Healthcare Financial Planning

May 30, 2023

Arthur J. Gallagher & Co. acquired Nashville-based Bernard Benefits and Bernard Healthcare Financial Planning, subsidiaries of Bernard Health. The acquisition adds small-group health and employee benefits brokerage and individual health insurance financial planning capabilities to Gallagher’s South Central region operations; terms were not disclosed.

Buyers
Arthur J. Gallagher & Co.
Targets
Bernard Benefits, Bernard Healthcare Financial Planning
Sellers
Bernard Health
Industry
Insurance
Location
Tennessee, United States
Transaction Type
Buyout

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