Operating Company Financial Services

LTC Global

Fort Myers, Florida, United States

LTC Global owns and operates a national distribution network for senior market insurance and financial products and also provides capital to independent long-term care agents and agencies. Products include long-term care insurance and Medicare supplement, life, disability, and annuity offerings.

Focus Areas
Insurance Brokerage, Insurance Distribution, Life Insurance & Annuities
Website
ltcglobal.com

Tracked deals

8

8 tracked deals across 2020-2024.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Buyout

7 buyout · 1 addon

LTC Global Acquisition Volume by Year

Last 4 years

Acquisition volume by year Annual acquisition counts for the last 4 years for LTC Global. 2 2020 1 2021 2 2022 3 2024

Supporting Data

Recent Transactions

  • Buyer
    LTC Global, Inc.
    Target
    Capitas Financial Midwest (Capitas Financial of Illinois, LLC and Capitas Midwest, LLC)
    Industry
    Insurance
    Type
    Addon

    LTC Global, Inc. has acquired Capitas Financial Midwest (Capitas Financial of Illinois, LLC and Capitas Midwest, LLC), a member agency with offices in Lisle, Illinois and Milwaukee, Wisconsin. The Capitas Financial Midwest business will continue to be managed by founding member George R. Gore, Jr., and will join LTC Global's group of agency subsidiaries to expand its distribution footprint across the Northern Midwest and Mountain regions.

  • Buyer
    LTC Global, Inc.
    Target
    LTC Affinity Direct, Inc. (d/b/a Long-Term Care Resources / LTCR)
    Industry
    Insurance
    Type
    Buyout

    LTC Global, Inc. has acquired LTC Affinity Direct, Inc. (d/b/a Long-Term Care Resources or LTCR), a national leader in long-term care insurance distribution headquartered in Harper Woods, Michigan. LTCR will continue to be managed by Rick Leonard and will join LTC Global’s existing LTCi distribution businesses to expand its association distribution channel and market reach.

  • Buyer
    LTC Global, Inc.
    Target
    Michael L. Fitzgerald Insurance Services, Inc.
    Industry
    Insurance
    Type
    Buyout

    LTC Global, Inc. has acquired Michael L. Fitzgerald Insurance Services, Inc., a Capitas Financial partner agency headquartered in Walnut Creek, California. Michael Fitzgerald will remain to manage the agency as LTC Global expands its Capitas distribution presence across Northern California.

  • Buyer
    LTC Global, Inc.
    Target
    Pittsburgh Brokerage Services, Inc.
    Type
    Buyout

    LTC Global, Inc. has acquired Pittsburgh Brokerage Services, Inc. (PBS), a Capitas Financial partner headquartered in Pittsburgh. PBS Founder Thomas Hall will continue to manage the business as PBS is integrated with other Capitas partner agencies to expand distribution and share resources across LTC Global's agency network.

  • Buyer
    LTC Global, Inc.
    Target
    Westland Financial Services, Inc.
    Industry
    Insurance
    Type
    Buyout

    LTC Global, Inc. has acquired Westland Financial Services, Inc., an independent life and health insurance agency headquartered in San Diego. Westland's founder Gene Pastula and senior management will remain with the business; LTC Global said the acquisition complements its existing life, long-term care and annuity distribution capabilities, particularly in the Pacific Southwest.

  • Buyer
    LTC Global, Inc.
    Target
    NorthCoast Brokerage Agency, Inc.
    Industry
    Insurance
    Type
    Buyout

    LTC Global, Inc. has acquired NorthCoast Brokerage Agency, Inc., a Capitas Financial partner with offices in Cleveland, Ohio and Erie, Pennsylvania. The deal expands LTC Global's Capitas footprint and adjacent sales territories; NorthCoast co-founder Bill Davis Jr. will continue to manage the business while co-founder Bob Oglevee is retiring.

  • Buyer
    LTC Global, Inc.
    Target
    NJ LTC and DI Brokers Corporation (NJLTC)
    Industry
    Insurance
    Type
    Buyout

    LTC Global, Inc. (headquartered in Fort Myers, Florida) has acquired Hazlet, New Jersey-based NJ LTC and DI Brokers Corporation (NJLTC), a specialist in long-term care and disability income insurance. The deal brings nationally recognized disability income expertise and distribution relationships to LTC Global; Dennis O'Connor III will continue to manage the business.

  • Buyer
    LTC Global, Inc.
    Target
    Glenn G. Geiger Company, Inc.
    Industry
    Insurance
    Type
    Buyout

    LTC Global, Inc. has acquired Glenn G. Geiger Company, Inc., a specialist in executive benefit solutions serving banks, credit unions and corporate clients. The Geiger family will continue to manage the business as LTC Global expands its life insurance distribution capabilities and adds executive benefits expertise to its offerings.

Related Acquisition Pages

Selling a company? Get in front of buyers like LTC Global

Turn tracked acquisition activity into an outreach-ready buyer list.