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Wells Fargo Insurance

Wells Fargo Insurance?uq=UG6efJS6
1903 FOUNDED
M&A STATUS
1K-5K EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
3 FINANCING ROUNDS
58 INVESTMENTS
Description

Operator of a bank-owned insurance brokerage company in the United States. The company's services include insurance brokerage and administrative services, as well as various financial and consulting services offering property and casualty, professional risk and life products to employee benefits, private risk consulting services to its employees.

Website
Formerly Known As
Acordia Management Services, Acordia, Acordia International
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Other Insurance
Other Industries
Consulting Services (B2B)
Insurance Brokers
Primary Office
  • 10 South Wacker Drive
  • Suite 1700
  • Chicago, IL 60606
  • United States

+1 (312) 000-0000

Wells Fargo Insurance Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Wells Fargo Insurance Investments & Acquisitions (58)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 0000000-000000 01-Sep-2011 000000000000000000 Commercial/Professional Insurance 0000 000 0000
0000000 0000000 00 01-Sep-2011 000000000000000000 Consulting Services (B2B) 00000 0000000000
00000000 000000000 01-Dec-2010 000000000000000000 Insurance Brokers
000 0000000000 000 29-Nov-2010 000000000000000000 Insurance Brokers 00000 000000000
Kinney Agency 01-Jul-2010 Merger/Acquisition Insurance Brokers 0000 0000000
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Wells Fargo Insurance Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 00000000 01-Jul-2007 000000000000000000 Completed
  • 2 buyers
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Wells Fargo Insurance Subsidiaries (4)

Company Name Industry Location Founded
The Jacobs Company Brokerage Columbia, MD 1989
00000000 000000000 Insurance Brokers Seattle, WA 0000
0000000 0. 00000 0 Multi-line Insurance Mineola, NY 0000
000000 000000 Accounting/Auditor Troy, MI 0000
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Wells Fargo Insurance Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Wells Fargo Insurance Executive Team (59)

Name Title Board
Seat
Contact
Info
Dan Goldapp Managing Director
Patricia Woo Managing Director
David Wood JD Regional Managing Director of Business Development and Operations
Jon Ecker Partner & Head of Employee Benefits
Kim Mattes Sales Executive

44 Former Executives

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