Arthur J. Gallagher & Co. Acquires Agilis Partners LLC
Arthur J. Gallagher & Co. (NYSE:AJG) has announced the acquisition of Agilis Partners , a Waltham, Massachusetts-based investment and retirement plan consulting firm. Agilis specializes in providing institutional clients with tailored risk management services through offices in greater Boston, New York, and Denver.
The acquisition will strengthen Gallagher's retirement plan and investment consulting capabilities. Tom Cassara and his team will continue operating from their current locations under Jeff Leonard, Gallagher's Global Financial & Retirement Services Business leader. Financial terms of the transaction were not disclosed.
Gallagher, a global insurance brokerage, risk management and consulting services firm headquartered in Rolling Meadows, Illinois, operates in approximately 130 countries through owned operations and a network of correspondent brokers and consultants.
Arthur J. Gallagher & Co. (NYSE:AJG) ha annunciato l'acquisizione di Agilis Partners, una società di consulenza per investimenti e piani pensionistici con sede a Waltham, Massachusetts. Agilis si specializza nella fornitura di servizi di gestione del rischio personalizzati per clienti istituzionali attraverso uffici nella grande area di Boston, New York e Denver.
L'acquisizione rafforzerà le capacità di Gallagher nella consulenza per piani pensionistici e investimenti. Tom Cassara e il suo team continueranno a operare dalle loro attuali sedi sotto la guida di Jeff Leonard, leader dei Servizi Finanziari e Pensionistici Globali di Gallagher. I termini finanziari della transazione non sono stati divulgati.
Gallagher, una società globale di intermediazione assicurativa, gestione del rischio e servizi di consulenza con sede a Rolling Meadows, Illinois, opera in circa 130 paesi attraverso operazioni di proprietà e una rete di broker e consulenti corrispondenti.
Arthur J. Gallagher & Co. (NYSE:AJG) ha anunciado la adquisición de Agilis Partners, una firma de consultoría de inversiones y planes de jubilación con sede en Waltham, Massachusetts. Agilis se especializa en proporcionar a clientes institucionales servicios de gestión de riesgos personalizados a través de oficinas en el área metropolitana de Boston, Nueva York y Denver.
La adquisición fortalecerá las capacidades de Gallagher en consultoría de planes de jubilación e inversiones. Tom Cassara y su equipo seguirán operando desde sus ubicaciones actuales bajo la dirección de Jeff Leonard, líder de los Servicios Financieros y de Jubilación Globales de Gallagher. Los términos financieros de la transacción no fueron divulgados.
Gallagher, una correduría de seguros global, gestión de riesgos y firma de servicios de consultoría con sede en Rolling Meadows, Illinois, opera en aproximadamente 130 países a través de operaciones propias y una red de corredores y consultores corresponsales.
아서 J. 갤러거 & Co. (NYSE:AJG)는 매사추세츠주 월섬에 본사를 둔 투자 및 퇴직 계획 컨설팅 회사인 Agilis Partners의 인수를 발표했습니다. Agilis는 보스턴, 뉴욕, 덴버 지역에 사무소를 두고 기관 고객에게 맞춤형 위험 관리 서비스를 제공합니다.
이번 인수는 갤러거의 퇴직 계획 및 투자 컨설팅 능력을 강화할 것입니다. 톰 카사라와 그의 팀은 갤러거의 글로벌 금융 및 퇴직 서비스 비즈니스 리더인 제프 레너드의 지휘 아래 현재 위치에서 계속 운영할 것입니다. 거래의 재무 조건은 공개되지 않았습니다.
갤러거는 일리노이주 롤링 메도우즈에 본사를 둔 글로벌 보험 중개업체이자 위험 관리 및 컨설팅 서비스 회사로, 약 130개국에서 자본 운영 및 네트워크를 통해 활동하고 있습니다.
Arthur J. Gallagher & Co. (NYSE:AJG) a annoncé l'acquisition de Agilis Partners, une société de conseil en investissement et en plan de retraite basée à Waltham, Massachusetts. Agilis se spécialise dans la fourniture de services de gestion des risques sur mesure pour des clients institutionnels à travers des bureaux dans la grande région de Boston, New York et Denver.
L'acquisition renforcera les capacités de Gallagher en matière de conseil en plan de retraite et en investissement. Tom Cassara et son équipe continueront d'opérer depuis leurs sites actuels sous la direction de Jeff Leonard, responsable des Services Financiers et de Retraite Globaux de Gallagher. Les conditions financières de la transaction n'ont pas été divulguées.
Gallagher, un courtier d'assurance mondial, une entreprise de gestion des risques et de services de conseil dont le siège est à Rolling Meadows, dans l'Illinois, opère dans environ 130 pays à travers des opérations détenues et un réseau de courtiers et de consultants correspondants.
Arthur J. Gallagher & Co. (NYSE:AJG) hat die Übernahme von Agilis Partners bekannt gegeben, einer Beratungsfirma für Investitionen und Altersvorsorge mit Sitz in Waltham, Massachusetts. Agilis spezialisiert sich darauf, institutionellen Kunden maßgeschneiderte Risikomanagement-Dienstleistungen über Büros in der Metropolregion Boston, New York und Denver anzubieten.
Die Übernahme wird die Fähigkeiten von Gallagher in der Beratung zu Altersvorsorgeplänen und Investitionen stärken. Tom Cassara und sein Team werden weiterhin an ihren aktuellen Standorten unter der Leitung von Jeff Leonard, dem globalen Leiter der Finanz- und Altersvorsorgedienste von Gallagher, tätig sein. Die finanziellen Bedingungen der Transaktion wurden nicht bekannt gegeben.
Gallagher, ein globales Unternehmen für Versicherungsvermittlung, Risikomanagement und Beratungsdienste mit Sitz in Rolling Meadows, Illinois, ist in etwa 130 Ländern durch eigene Betriebe und ein Netzwerk von Korrespondenzmaklern und Beratern tätig.
- Expansion of retirement plan and investment consulting capabilities
- Geographic expansion with offices in Boston, New York, and Denver
- Retention of existing Agilis team and leadership
- Strategic enhancement of institutional client services
- None.
Insights
The acquisition of Agilis Partners marks a calculated move by AJG to strengthen its position in the lucrative institutional investment consulting and retirement services sector. This strategic expansion is particularly noteworthy as it enhances AJG's footprint in three major financial hubs - Boston, New York, and Denver - providing immediate access to sophisticated institutional clients and a broader market reach.
The retention of Tom Cassara and his team under Jeff Leonard's leadership suggests a well-planned integration strategy focused on preserving Agilis's client relationships and expertise. This approach typically results in higher client retention rates and smoother transition of business operations. The integration into Gallagher's Global Financial & Retirement Services division should create immediate cross-selling opportunities across AJG's broader service portfolio.
While transaction terms remain undisclosed, the acquisition's value lies in its potential to generate stable, recurring revenue streams through long-term institutional client relationships. The deal strengthens AJG's competitive position against rivals like Marsh McLennan and Aon in the investment consulting space, particularly as institutional investors increasingly seek integrated risk management and retirement solutions.
The timing of this acquisition is strategic, considering the growing complexity of institutional investment management and the increasing demand for sophisticated risk management services. Agilis's consultative approach and growth track record suggest strong cultural alignment with AJG's client-centric business model, which typically leads to successful post-merger integration and value creation.
Agilis is an investment and retirement plan consulting firm that offers its institutional clients tailored risk management services with offices in greater
"Agilis's strong record of growth, client-focused culture and consultative approach to solving problems will enhance our retirement plan and investment consulting capabilities," said J. Patrick Gallagher, Jr., Chairman and CEO. "I am very pleased to welcome Tom and his associates to Gallagher."
Arthur J. Gallagher & Co. (NYSE:AJG), a global insurance brokerage, risk management and consulting services firm, is headquartered in
Investors: Ray Iardella, VP - Investor Relations | Media: Paul Day, Senior Media Relations Manager | |
630-285-3661/ ray_iardella@ajg.com | 630-285-5946/ paul_day1@ajg.com |
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SOURCE Arthur J. Gallagher & Co.
FAQ
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