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Mergers & Acquisitions

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M&A Deal Type 
Government Assisted Deals

Target
Seller
StateIndustry
Type
Date SoldTarget Total
Assets ($000)
Target Assets
Sold ($000)
Target Total
Deposits ($000)
Waterford Village BankNYBank7/24/200947,20061,40058,000
 
Financial Technology Deals

Target
Seller
SectorAnnounce
Date
StatusDeal Value
($M)
Target
Total
Assets
($000)
Suchak Data Systems, Inc.Banking Technology12/31/2008Completed on 12/31/2008NANA
 
Insurance Broker Deals

Target
Seller
Announce
Date
Status Deal Value
($M)
LTM
Revenue
($000)
Fitzgerald Insurance Agency8/31/2008Completed on 8/31/2008NANA
L.R. Frank & Associates, Inc.7/25/2007Completed on 7/25/20070.9NA
Fire Service Agency, Inc.6/01/2006Completed on 6/1/2006NANA
Federspiel & Truax Agency, Inc.7/31/2005Completed on 7/31/2005NANA
Ulrich & Company Inc.10/01/2004Completed on 10/1/20046.8NA
Ellwood Agency, Inc.1/02/2004Completed on 1/2/2004NANA
Easy PA Agency, Inc.1/02/2004Completed on 1/2/2004NANA
Tarbox Insurance Agency9/15/2003Completed on 9/15/2003NANA
Gutekunst Insurance Agency1/01/2003Completed on 1/1/2003NANA
Eden Agency, Inc.1/01/2002Completed on 1/1/2002NANA
M&W Group, Inc.10/01/1999Completed on 9/1/20002.3NA
portfolio of insurance accounts
Undisclosed seller
12/31/2006Completed on 12/31/2006NANA
 
Specialty Finance Company Deals

Target
Seller
Announce
Date
Status Deal Value
($M)
Target Total
Assets ($000)
M&C Leasing Co. Inc.12/31/2004Completed on 12/31/2004NANA
 
Other Deals
Target SellerAnnounce DateStatusDeal Value ($M)
Frontier Claim Services, Inc.1/01/2003Completed on 1/1/2003NA
 

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