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Cover Image Joe Sessa

Joe Sessa

‎Vice President at Keefe Bruyette & Woods

Financial Advisor

Deal Bio

Total Deals15

Valued Deals5

Total Value£ 2.61 B

Avg. Deal Size£ 522 M

Market Context

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MergerLinks - Joe Sessa

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04 Feb 2021|United States|Insurance Brokers

Target: LA FAMILIA AGENCY LLC

Bidder: FIESTA INSURANCE

3 Service Providers

2 Target | 1 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

23 Mar 2021|United States|Life Insurance

Target: OHIO NATIONAL

Bidder: CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (CDPQ)

11 Service Providers

6 Target | 5 Bidder

46 Dealmakers

23 Target | 23 Bidder

£ 721 M

Value

23 Apr 2021|United States|Health Care Services

Target: PINNACLECARE

Bidder: SUN LIFE FINANCIAL INC

6 Service Providers

4 Target | 2 Bidder

13 Dealmakers

5 Target | 8 Bidder

£ 61 M

Value

01 Apr 2021|United States|Full Line Insurance

Target: NORTHWEST BANCSHARES INC (INSURANCE BUSINESS)

Bidder: USI INSURANCE SERVICES

4 Service Providers

1 Bidder | 3 Vendor

6 Dealmakers

1 Bidder | 5 Vendor

n/a

Value

29 Jun 2021|United States|Life Insurance

Target: COLUMBIAN MUTUAL LIFE INSURANCE COMPANY

Bidder: CONSTELLATION INSURANCE HOLDINGS

8 Service Providers

3 Target | 5 Bidder

22 Dealmakers

8 Target | 14 Bidder

£ 72 M

Value

12 Jul 2021|United States|Full Line Insurance

Target: STATE AUTO GROUP

Bidder: LIBERTY MUTUAL GROUP INC

12 Service Providers

8 Target | 4 Bidder

32 Dealmakers

22 Target | 10 Bidder

£ 1.65 B

Value

16 Dec 2021|Puerto Rico|Diversified Financials

Target: CITI INTERNATIONAL FINANCIAL SERVICES

Bidder: INSIGNEO FINANCIAL GROUP

6 Service Providers

4 Bidder | 2 Vendor

20 Dealmakers

6 Bidder | 14 Vendor

n/a

Value

11 Jan 2022|United States|Outsourced HR and Staffing

Target: WARNER PACIFIC INSURANCE SERVICES

Bidder: LOVELL MINNICK PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

30 Jun 2022|United States|Digital Services

Target: TOWERIQ

Bidder: RESOURCE PRO

5 Service Providers

3 Target | 2 Bidder

8 Dealmakers

5 Target | 3 Bidder

n/a

Value

01 Aug 2022|United States|IT Services: Other

Target: ENTERPRISE BUSINESS SOLUTIONS INC

Bidder: EIS LTD

6 Service Providers

1 Target | 2 Bidder | 3 Vendor

17 Dealmakers

2 Target | 5 Bidder | 10 Vendor

n/a

Value

08 Sep 2022|Bermuda|Reinsurance

Target: ARGO (LLOYD’S SYNDICATE 1200)

Bidder: ENSTAR GROUP LIMITED

9 Service Providers

5 Bidder | 4 Vendor

24 Dealmakers

9 Bidder | 15 Vendor

£ 107 M

Value

13 Jan 2023|United States|Insurance Brokers

Target: ATTUNE INSURANCE

Bidder: PINNACOL ASSURANCE

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

9 Dealmakers

1 Target | 6 Bidder | 2 Vendor

n/a

Value

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