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Joe Sessa

Associate at Keefe Bruyette & Woods

Financial Advisor

Deal Bio

Total Deals13

Valued Deals5

Total Value£2,610M

Avg. Deal Size£522M

Market Context

Expertise (13)

Key Relationships

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United States

Insurance Brokers

DomesticAcquisitionPrivateMajority

target

La Familia Agency

bidder

Fiesta Insurance

value n/a

11 dealmakers

United States

Life Insurance

MajorityCross BorderPrivateAcquisitionPrivate Equity

target

Ohio National

bidder

Caisse De Depot Et Placement Du Quebec (cdpq)

£721m

46 dealmakers

United States

Health Care Services

AcquisitionPrivateCross BorderMajority

target

PINNACLECARE

bidder

Sun Life Financial

£61m

13 dealmakers

United States

Full Line Insurance

PrivateMajorityDomesticAcquisition

target

Northwest Bancshares (insurance Business)

bidder

Usi Insurance Services

value n/a

6 dealmakers

United States

Life Insurance

MajorityPrivateAcquisitionCross BorderPrivate Equity

target

Columbian Mutual Life Insurance Company

bidder

Constellation Insurance Holdings

£72m

22 dealmakers

United States

Full Line Insurance

AcquisitionDomesticMajorityPublic

target

State Auto Group

bidder

Liberty Mutual Group

£1,646m

32 dealmakers

Puerto RicoUruguay

Diversified Financials

PrivateAcquisitionMajorityCross Border

target

Citi International Financial Services

bidder

Insigneo Financial Group

value n/a

20 dealmakers

United States

Outsourced HR and Staffing

MajorityAcquisitionPrivatePrivate EquityDomestic

target

Warner Pacific Insurance Services

bidder

Lovell Minnick Partners

value n/a

6 dealmakers

United States

Digital Services

AcquisitionPrivateMajorityDomestic

target

TOWERIQ

bidder

Resource Pro

value n/a

8 dealmakers

United States

IT Services: Other

DomesticPrivateAcquisitionMajority

target

Enterprise Business Solutions

bidder

Eis

value n/a

17 dealmakers

Bermuda

Reinsurance

AcquisitionMajorityCross BorderPrivate

target

Argo (lloyd’s Syndicate 1200)

bidder

Enstar Group

£107m

24 dealmakers

United States

Insurance Brokers

AcquisitionDomesticMajorityPrivate

target

Attune Insurance

bidder

Pinnacol Assurance

value n/a

9 dealmakers

Mexico

Investment Banking

MajorityDomesticAcquisitionPrivate

target

Pnc (latin American Brokerage And Investment Operations)

bidder

Insigneo Financial Group

value n/a

9 dealmakers

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.