Risk Strategies Acquires Robert Alan Agency

December 18, 2023

Risk Strategies, a national specialty insurance brokerage, has acquired Robert Alan Agency, a New City, New York–based full-service retail insurance agency. The acquisition (terms undisclosed) expands Risk Strategies’ presence in Rockland County and the upstate New York region and enhances its personal and commercial lines capabilities.

Targets
Robert Alan Agency
Sellers
Robert Alan Agency (owners led by Bob Carlucci)
Industry
Insurance
Location
New York, United States
Transaction Type
Buyout

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