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Cover Image Joe Sessa
Joe SessaKeefe Bruyette & Woods

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

Key Relationships (13)

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United States
Insurance Brokers
DomesticAcquisitionPrivateMajority
La Familia Agency

target

La Familia Agency

Fiesta Insurance

bidder

Fiesta Insurance

value n/a

11 dealmakers

United States
Life Insurance
MajorityCross BorderPrivateAcquisitionPrivate Equity
Ohio National

target

Ohio National

Caisse De Depot Et Placement Du Quebec (cdpq)

bidder

Caisse De Depot Et Placement Du Quebec (cdpq)

£721m

46 dealmakers

United States
Health Care Services
AcquisitionPrivateCross BorderMajority
PINNACLECARE

target

PINNACLECARE

Sun Life Financial

bidder

Sun Life Financial

£61m

13 dealmakers

United States
Full Line Insurance
PrivateMajorityDomesticAcquisition
Northwest Bancshares (insurance Business)

target

Northwest Bancshares (insurance Business)

Usi Insurance Services

bidder

Usi Insurance Services

value n/a

6 dealmakers

United States
Life Insurance
MajorityPrivateAcquisitionCross BorderPrivate Equity
Columbian Mutual Life Insurance Company

target

Columbian Mutual Life Insurance Company

Constellation Insurance Holdings

bidder

Constellation Insurance Holdings

£72m

22 dealmakers

United States
Full Line Insurance
AcquisitionDomesticMajorityPublic
State Auto Group

target

State Auto Group

Liberty Mutual Group

bidder

Liberty Mutual Group

£1,646m

32 dealmakers

Puerto RicoUruguay
Diversified Financials
PrivateAcquisitionMajorityCross Border
Citi International Financial Services

target

Citi International Financial Services

Insigneo Financial Group

bidder

Insigneo Financial Group

value n/a

20 dealmakers

United States
Outsourced HR and Staffing
MajorityAcquisitionPrivatePrivate EquityDomestic
Warner Pacific Insurance Services

target

Warner Pacific Insurance Services

Lovell Minnick Partners

bidder

Lovell Minnick Partners

value n/a

6 dealmakers

United States
Digital Services
AcquisitionPrivateMajorityDomestic
TOWERIQ

target

TOWERIQ

Resource Pro

bidder

Resource Pro

value n/a

8 dealmakers

United States
IT Services: Other
DomesticPrivateAcquisitionMajority
Enterprise Business Solutions

target

Enterprise Business Solutions

Eis

bidder

Eis

value n/a

17 dealmakers

Bermuda
Reinsurance
AcquisitionMajorityCross BorderPrivate
Argo (lloyd’s Syndicate 1200)

target

Argo (lloyd’s Syndicate 1200)

Enstar Group

bidder

Enstar Group

£107m

24 dealmakers

United States
Insurance Brokers
AcquisitionDomesticMajorityPrivate
Attune Insurance

target

Attune Insurance

Pinnacol Assurance

bidder

Pinnacol Assurance

value n/a

9 dealmakers

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