Tracked deals
3
3 tracked deals across 2022-2023.
Operating Company
Financial Services
Evertree Insurance Services
New York, New York, United States
Technology-enabled independent insurance agency and brokerage focused on personal lines (home/auto and related products) and acquiring/rolling up independent agencies onto a national platform.
- Focus Areas
- Insurance brokerage, Personal lines insurance, Property & Casualty distribution
- Website
- evertreeinsurance.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
3 addon
Evertree Insurance Services Acquisition Volume by Year
Last 2 years
Supporting Data
Recent Transactions
-
July 18, 2023
- Buyer
- Evertree Insurance Services, LLC
- Target
- 1st American Insurance, Alliance Insurance Services, The Banks Agency
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Addon
Evertree Insurance Services, a tech-enabled independent insurance brokerage, closed acquisitions of 1st American Insurance (Longmont, CO), Alliance Insurance Services (Arvada, CO) and The Banks Agency (Golden, CO) on July 7, 2023 to establish its Mountain Region. The transactions expand Evertree's regional footprint in Colorado and add experienced agency teams to its national, technology-enabled brokerage platform.
-
January 17, 2023
- Buyer
- Evertree Insurance
- Target
- Provision Insurance Group
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Addon
Evertree Insurance, a technology-enabled property & casualty insurance distribution platform, has acquired Provision Insurance Group, a Michigan-based independent brokerage that serves primarily personal lines and small commercial clients. The deal brings Provision's 44 employees (including 20 producers) and its offices in Bingham Farms and Grand Rapids onto the Evertree platform as part of the company's roll-up strategy.
-
December 15, 2022
- Buyer
- Evertree Insurance
- Target
- Gnade Insurance Group
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Addon
Evertree Insurance, a technology-enabled personal lines insurance distribution platform backed by Integrum Holdings, has acquired Gnade Insurance Group, a 27-person independent agency based in Frankfort, Illinois. The acquisition brings Gnade's ~4,600 clients and 20+ carrier appointments onto the Evertree platform as an add-on to expand distribution and deploy Evertree's tools and technology.
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