Tracked deals
5
5 tracked deals across 2022-2024.
Operating Company
Financial Services
Union Bay Acquisition
Lancaster, Pennsylvania, United States
Union Bay Acquisition LLC is an insurance-agency roll-up/aggregator that acquires small property-casualty insurance agencies and operates the Union Bay Risk Advisors platform, focused on growing in the Northeast and Midwest.
- Focus Areas
- Property-casualty insurance agency, Independent insurance agency, Insurance brokerage
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
5 addon
Union Bay Acquisition Acquisition Volume by Year
Last 2 years
Supporting Data
Recent Transactions
-
December 12, 2024
- Buyer
- Union Bay Acquisition LLC
- Target
- Loyalhanna Insurance Group
- Seller
- Loyalhanna Insurance Group, Tim Fennell
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Addon
Union Bay Acquisition LLC, an aggregator of property-casualty insurance agencies, has acquired the assets of Loyalhanna Insurance Group of Latrobe, Pennsylvania. The deal — Union Bay's sixteenth acquisition and seventh in Pennsylvania — expands the buyer's reach into the Pittsburgh and greater Western Pennsylvania insurance markets; terms were not disclosed.
-
August 11, 2024
- Buyer
- Union Bay Acquisition LLC
- Target
- Brookside Insurance (commercial insurance business)
- Seller
- Brookside Insurance
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Union Bay Acquisition LLC has acquired the commercial insurance business of Brookside Insurance, an Allentown, Pennsylvania-based insurance agency. The terms were not disclosed; Union Bay said this is its fourteenth acquisition as it continues to consolidate regional property-casualty agencies to expand its platform and capabilities.
-
- Buyer
- Union Bay Acquisition LLC
- Target
- Cornerstone Insurance Services
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
Union Bay Acquisition LLC, an aggregator of property-casualty insurance agencies based in Lansdale, Pennsylvania, has acquired Cornerstone Insurance Services of Elkins Park, Pennsylvania. The acquisition will augment Union Bay's portfolio and expand its expertise and presence servicing clients in New Jersey and Pennsylvania; terms were not disclosed.
-
November 8, 2022
- Buyer
- Union Bay Acquisition LLC
- Target
- LaBrozzi Insurance Group, Inc.
- Seller
- LaBrozzi Insurance Group, Inc. (founder Debra LaBrozzi)
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Addon
Union Bay Acquisition LLC, an aggregator of property-casualty insurance agencies, has acquired LaBrozzi Insurance Group, Inc., a Bradford, Pennsylvania-based independent insurance agency. The transaction expands Union Bay's Northeast footprint and adds local P&C insurance expertise to its Union Bay Risk Advisors portfolio; terms were not disclosed.
-
September 21, 2022
- Buyer
- Union Bay Acquisition LLC
- Target
- Farrell Insurance Associates Inc.
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Addon
Union Bay Acquisition LLC, an aggregator of property-casualty insurance agencies, has acquired Farrell Insurance Associates Inc., an independent insurance agency based in Lansdale, Pennsylvania. Terms were not disclosed; the deal expands Union Bay's presence and expertise in the greater Philadelphia area as part of its strategy to acquire small regional insurance agencies.
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