Tracked deals
7
7 tracked deals across 2018-2020.
Operating Company
Financial Services
Worldwide Facilities
Los Angeles, California, United States
Established in 1970, Worldwide Facilities is a national wholesale insurance broker, managing general agent (MGA) and program underwriter. It offers property, casualty, professional and personal lines products as well as specialty programs to insurance agents and brokers nationwide.
- Focus Areas
- Wholesale insurance brokerage, Managing general agent (MGA), Program underwriting
- Website
- wwfi.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
7 buyout
Worldwide Facilities Acquisition Volume by Year
Last 3 years
Supporting Data
Recent Transactions
-
October 2, 2020
- Buyer
- Worldwide Facilities, LLC
- Target
- Hunt Jorgensen, LLC
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
Worldwide Facilities, a national wholesale insurance broker and program underwriter, has acquired Hunt Jorgensen, LLC, a Maywood, New Jersey-based managing general underwriter specializing in professional liability insurance programs (CPAGold™, LawGold™, AdvisersGold™, Firemark™). The acquisition expands Worldwide Facilities' professional liability product offering and brings Hunt Jorgensen's programs, clients and team into Worldwide Facilities' platform; Marsh, Berry & Company served as financial advisor to Worldwide Facilities.
-
August 4, 2020
- Buyer
- Worldwide Facilities, LLC
- Target
- Clearwater Underwriters, Inc.
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Worldwide Facilities, a national wholesale insurance broker and managing general agent, has acquired Clearwater Underwriters, Inc., a surplus lines MGA based in Clearwater, Florida. The acquisition expands Worldwide Facilities' specialty programs offering—adding Clearwater's flood, professional liability and other personal and commercial lines expertise to its suite of program underwriting capabilities.
-
- Buyer
- Worldwide Facilities, LLC
- Target
- Strategic Underwriting Solutions, LLC
- Industry
- Insurance
- Location
- Wisconsin, United States
- Type
- Buyout
Worldwide Facilities, a national wholesale insurance broker and managing general agent, has acquired Strategic Underwriting Solutions, LLC (SUS), a medical stop-loss focused managing general underwriter. The acquisition brings stop-loss underwriting, program risk management and product development capabilities into Worldwide Facilities’ offering and marks its expansion into the Life & Health space from its core property & casualty business.
-
- Buyer
- Worldwide Facilities, LLC
- Target
- Royal Oak Underwriters, Inc.
- Industry
- Insurance
- Location
- Virginia, United States
- Type
- Buyout
Worldwide Facilities, a national wholesale insurance broker and program underwriter, acquired Royal Oak Underwriters, an excess and surplus lines insurance wholesaler based in Richmond, Virginia. The deal expands Worldwide Facilities’ geographic footprint and specialty product offerings across several East Coast states, strengthening its MGA/MGA distribution capabilities.
-
December 4, 2019
- Buyer
- Worldwide Facilities, LLC
- Target
- Risk Management Advisory Group
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Worldwide Facilities, a national wholesale insurance broker and managing general agent, has acquired Risk Management Advisory Group (RMAG), a managing wholesale broker focused on specialty personal and commercial lines in the U.S. Southeast. The deal expands Worldwide Facilities' geographic footprint and product offering, particularly in high-net-worth personal lines; financial advisor Marsh, Berry & Company served on the transaction.
-
- Buyer
- Worldwide Facilities, LLC
- Target
- Benchmark Management Group, Inc.
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Buyout
Worldwide Facilities, a national wholesale insurance broker and MGA, has acquired Benchmark Management Group, a managing general agent and wholesale insurance broker with operations in the Chicago and Milwaukee metro areas. The deal expands Worldwide Facilities' MGA platform by broadening its geographic footprint and specialty product offering; Benchmark principals Tim and Shawn Makowski joined Worldwide Facilities. Marsh, Berry & Company served as financial advisor to Benchmark.
-
September 18, 2018
- Buyer
- Worldwide Facilities, LLC
- Target
- McClelland and Hine, Inc., McClelland & Hine Trucking Underwriters LLC
- Seller
- Gil Hine, Amicia Hine
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Worldwide Facilities, a national wholesale insurance broker and managing general agent, announced a Letter of Intent to acquire the assets of McClelland and Hine, Inc. and McClelland & Hine Trucking Underwriters LLC (collectively MHI). The deal is intended to expand Worldwide Facilities' geographic footprint and product underwriting capabilities, and MHI leadership (including Gil and Amicia Hine) will join the combined company and participate in an equity ownership plan.
Related Acquisition Pages
Insurance Buyers & Acquisitions
5 tracked deals by Worldwide Facilities.
Financial Services Buyers & Acquisitions
2 tracked deals by Worldwide Facilities.
Acquisitions in Florida
2 tracked deals by Worldwide Facilities.
Acquisitions in Illinois
1 tracked deal by Worldwide Facilities.
Acquisitions in New Jersey
1 tracked deal by Worldwide Facilities.
Acquisitions in Texas
1 tracked deal by Worldwide Facilities.
Selling a company? Get in front of buyers like Worldwide Facilities
Turn tracked acquisition activity into an outreach-ready buyer list.