Marsh & McLennan Companies

Marsh & McLennan Companies is a global professional services firm based in New York, specializing in providing advice and solutions in risk, strategy, and human capital. The company operates through two main segments: Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers comprehensive risk management solutions, including risk advice, transfer, and mitigation, as well as insurance and reinsurance broking and program management services. This segment caters to a diverse clientele, including businesses, public entities, and private clients. The Consulting segment focuses on health, wealth, and career services, alongside specialized management and economic consulting. Founded in 1871, Marsh & McLennan Companies employs professionals in over 100 countries, assisting clients in navigating critical business challenges and risks.

23 past transactions

Eustis Insurance & Benefits

Acquisition in 2018
Eustis Insurance & Benefits is an insurance agency based in Metairie, Louisiana, with a history dating back to its founding in 1946. The company specializes in providing insurance services, risk management, and financial solutions to its clients. As of October 2018, Eustis Insurance & Benefits operates as a subsidiary of Marsh & McLennan Agency LLC, enhancing its ability to deliver comprehensive insurance and benefits solutions.

Jardine Lloyd Thompson Group

Acquisition in 2018
JLT is one of the world's largest providers of insurance, reinsurance and employee benefits related advice, brokerage and associated services. Their client proposition is built upon their deep specialist knowledge, client advocacy, tailored advice and service excellence. Together, they place their clients first, champion independent thinking and expect to be judged on the results they deliver. JLT owns offices in 40 territories with some 9,500 employees, supported by the JLT International Network, enabling us to offer risk management and employee benefit solutions in 135 countries.

Marsh Wortham

Acquisition in 2018
Wortham was founded in Texas with a client service-based philosophy. Their goal is to provide innovative insurance solutions and excellence in client service. Wortham ranks as one of the largest independent insurance brokers headquartered in Texas. Wortham has over 500 insurance professionals.Wortham has expanded through the State of Texas and now has offices in Houston (headquarters), Austin, Dallas, Fort Worth, and San Antonio.Wortham is an independent firm owned by over 100 managing directors. Their independence allows us to seek the best possible insurance and risk management solutions for their clients, with no ownership in ancillary service providers, nor tied to the short-term needs of shareholders.

AD Corretora de Seguros

Acquisition in 2016
AD Corretora de Seguros is a reputed insurance broker and highly specialized in the market of medium and small companies with great experience in sectors such as Sugarcane and Infrastructure, as well as others. Based in Bauru, AD also has offices in Ribeirão Preto, Araçatuba and São Paulo.

Bluefin

Acquisition in 2016
Bluefin is an independent insurance brokers, providing specialist insurance and risk management services to individuals and businesses. It provides market leading insurance solutions delivered locally through a network of over 40 offices and over 1400 staff. As a top ten independent UK insurance broker, Bluefin provides specialist advice across all classes of business including property, employers liability, public and products liability, professional indemnity, contractors all risks, motor and engineering. Bluefin is proud to have been awarded Chartered Insurance Brokers status by the Chartered Insurance Institute in 2012.

Jelf

Acquisition in 2015
Jelf is an independent insurance broker and financial consultancy. It provides expert advice to both businesses and individuals on matters relating to insurance, healthcare, employee benefits and financial planning.

Dawson Insurance

Acquisition in 2015
Dawson Insurance, founded in 1917 and based in Fargo, North Dakota, offers a wide range of insurance and financial services. The company provides both commercial and personal insurance, including property, casualty, general liability, and professional liability coverage. It also specializes in employee benefits and safety programs, with a particular focus on the construction and real estate industries. Additionally, Dawson Insurance offers surety bonds, retirement plans, and endorsed programs to its clients throughout North Dakota and Minnesota. As of October 2015, Dawson Insurance operates as a subsidiary of Marsh & McLennan Agency LLC.

Dovetail Insurance

Acquisition in 2015
Dovetail develops an an advanced cloud-based technology platform that enables independent insurance agents, on behalf of their small business clients, to obtain online quotes from multiple insurance providers and bind insurance policies in real time.

Sylvite Financial Services

Acquisition in 2015
Sylvite Financial Services, Inc., a Canada-based insurance consulting firm. Sylvite Financial Services, Inc operates as a subsidiary of Marsh & McLennan Companies, Inc.

Sumitomo Life Insurance Agency America, Inc.

Acquisition in 2015
Sumitomo Life Insurance Agency America, Inc. is a privately held company provides an insurance brokerage and consulting services for employee benefit plans and group health insurance products.

Ingeseg S. A.

Acquisition in 2015
Ingeseg S. A. is a privately held company provides an insurance brokerage services.

Torrent Technologies

Acquisition in 2014
Founded in February 2005, Torrent Technologies ("Torrent") specializes in providing business services to Write Your Own (WYO) companies within the National Flood Insurance Program (NFIP). Combining extensive experience, flexible service options and contemporary technology, Torrent supports customers with the easiest-to-use, most compliance-oriented administration capabilities in the industry. The company is headquartered in Seattle, WA with its flood vendor operations based in Kalispell, MT and it's government contracting business located near Washington, D.C.

Kroll

Acquisition in 2004
Kroll, Inc. is a global provider of risk solutions, offering a wide range of services including investigations, cyber security, due diligence, compliance, and security management. Established in 1972 and headquartered in New York, the company assists clients in various industries such as financial services, healthcare, and manufacturing in making informed risk management decisions regarding people, assets, and operations. Kroll's services encompass business intelligence, compliance risk, cyber risk management, identity theft solutions, disputes, corporate finance, and regulatory consulting. With over 40 years of expertise, Kroll aids organizations in preventing, responding to, and remediating risks, thereby enhancing their operational security and compliance posture. The company operates as a subsidiary of Duff & Phelps Corporation and has additional offices both in the United States and internationally.

DWL

Series C in 2001
DWL is a company specializing in customer data integration solutions, primarily serving clients in the United States. Founded in 1996 and headquartered in Atlanta, Georgia, DWL focuses on providing comprehensive strategies for customer data management and customer relationship management. Its flagship product, DWL Customer, is designed to help enterprises effectively integrate and manage customer data across their operations. In addition to its Atlanta headquarters, the company has established offices in major cities such as Toronto, New York, Boston, Chicago, St. Louis, London, Kuala Lumpur, and São Paulo, enabling it to serve a diverse range of clients on a global scale.

GlobeRanger

Series A in 2000
GlobeRanger Corp. is an RFID software and solutions company founded in 1999 that has pioneered the creation of an information processing infrastructure at the edge of the enterprise. This enables companies to harness data that is generated outside traditional IT environments to improve their business processes and move closer to being real-time organizations. GlobeRanger products include the iMotion(tm) Platform which provides the software infrastructure that connects the physical world of automated data collection using RFID technology with enterprise software systems. GlobeRanger has created a suite of solution accelerators and configurable applications atop the iMotion platform to quickly develop custom RFID solutions. The applications include asset tracking, supply chain shipping and receiving, and perishables supply chain.

CashEdge

Series A in 2000
CashEdge(R) provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Online Money Movement and Advanced Account Aggregation platforms that power specialized retail banking and advisor applications. These proven solutions enable CashEdge's clients to create compelling online offerings that attract customers, generate revenues, and reduce costs. CashEdge serves top-tier financial institutions around the world. Clients and partners include Vanguard, RBC Financial Group, CIBC, Yahoo! Finance, Digital Insight, First Data, TD Canada Trust, NYCE, Laurentian Bank, Financial Fusion and Corillian. CashEdge has offices in New York and Silicon Valley.

Rivio

Series C in 2000
Rivio is a prominent provider of integrated, web-based business services aimed at small businesses and small offices and home offices (SOHOs). By collaborating with industry-leading partners, Rivio focuses on enhancing operational efficiency and improving outcomes for its clients. The company streamlines workflows, facilitates the exchange of ideas, and optimizes information management within small businesses. Rivio's initiatives are supported by notable organizations, reflecting its commitment to driving positive change in the small business sector.

ZonaFinanciera

Venture Round in 2000
ZonaFinanciera.com, an online supermarket of financial products and services for Spanish and Portuguese speakers worldwide

Infoglide Software

Venture Round in 2000
Infoglide develops software to detect and investigate fraud, risk, and compliance issues across industry segments. The company’s Identity Resolution Engine™ (IRE) is used to perform: 1. Federated Search across internal and external third-party data sources without the need for moving or cleaning data. 2. Intelligent Identity Resolution which solves for variations in dozens of attribute types. 3. Protected Data Search, whereby only a patented match probability score is returned without revealing personally identifiable information. 4. Social Link Discovery detects hidden relationships between entities across data sources. Unlike traditional link tools which require hours of investigation and input from analysts, IRE actually ‘discovers’ those hidden groups of connected entities instantly. 5. Link Analysis and Visualization ‘draws’ up the matches and relationships that are discovered, or alternately delivers them into existing applications, so that the analyst can spend more time resolving the crime, and less time preparing the data. 6. IRE Rules provides organizations with an automated means by which to adjudicate the results of the matches and social links discovered in various data sources. Accounting for ‘where’ the results were found and ‘what’ the results imply, IRE automatically takes appropriate actions in real time. Founded in 1996, Infoglide Software is a privately held company headquartered in Austin, Texas.

CompuBank

Series A in 2000
CompuBank brings together a wide range of banking and financial services for consumers and businesses.

LoanCity.com

Series B in 1999
LoanCity.com, a large source of online residential mortgage loans for brokers.

Sedgwick Group

Acquisition in 1998
Sedgwick Group is a privately held company provides an insurance and reinsurance broking services, risk consulting, employee benefits consulting, and related financial services.
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