OMAHA, Neb., Jan. 31, 2022 /PRNewswire/ — Lutz Mergers & Acquisitions recently announced that he was the exclusive financial advisor to Brokers Clearing House Ltd. (“BHC”) in connection with its recent acquisition by Integrity Marketing Group (“Integrity”). Integrity is an Insurtech company that innovates insurance with one goal in mind: to help people protect their lives, health and wealth. They strive to make the process of securing health and financial well-being simpler, beneficial and humane. Since their founding in 2006, they have become the leading independent distributor of life and health insurance products in the country. Integrity operates out of Dallas, Texas.
BHC helps clients find the best underwriters, accountants, sales experts and legal professionals to suit their needs. In 1955, BHC became a founding member of LifeMark Partners, a national insurance marketing organization, enabling them to combine the talents and resources of more than 50 of the top brokerages in the United States. BHC operates out of West Des Moines, Iowa.
“We really enjoyed working with Bill Kenedy and the Lutz M&A team,” said Dan Allison, managing partner at Brokers Clearing House. “They were able to help us navigate the deal from due diligence to final closing. We are very pleased with the results of the transaction. Mergers and acquisitions can be a long and confusing process and we are grateful to have a partner like Lutz by our side.”
Commenting on the transaction for Lutz M&A, Bill Kenedy said: “We appreciated the opportunity to work with Dan Allison and the BCH team on this transaction. Integrity made perfect sense as a buyer as they shared the same goal of connecting customers with the best opportunities for ensure their financial well-being. We believe that the combination of BCH and Integrity will produce excellent solutions for their clients nationwide.”
About Lutz M&A, LLC: Lutz M&A is a Nebraska-based mergers and acquisitions advisory firm serving lower-middle-market businesses in the Midwest across a range of industries. Lutz M&A is committed to providing its clients with a comprehensive, qualified and professional marketing process not typically available to small businesses. For more information, visit www.lutz.us.
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SOURCE Lutz Mergers & Acquisitions
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