Acquiring Company
Marsh McLennan Agency
Acquired Company
Excel Insurance
White Plains
City Of LloydminsterOtherProfessional ServicesHealth CareAdministrative ServicesFinanceEmployee BenefitsInsurtechInsuranceDescription
Marsh McLennan Agency has announced its acquisition of Excel Insurance, enhancing its service capabilities in South Florida. Founded in 2020, Excel provides specialized property/casualty insurance solutions. All employees of Excel, including President Jacob Pared, will join MMA's existing operations in Doral.
Quick answer
Marsh McLennan Agency is acquiring Excel Insurance, announced July 2, 2025. Marsh McLennan Agency is based in White Plains, New York, United States.
- How much did Marsh McLennan Agency pay for Excel Insurance?
- The deal value was not disclosed.
- What does Marsh McLennan Agency do?
- Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
- Where are Marsh McLennan Agency and Excel Insurance based?
- Marsh McLennan Agency is based in White Plains, New York, United States. Excel Insurance is based in City Of Lloydminster, Alberta, Canada.
- Who are the decision-makers at Marsh McLennan Agency?
- Fundz holds 1 contact at Marsh McLennan Agency. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Professional Services and Administrative Services
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Marsh McLennan Agency acquires Olympic Insurance Agency (August 1, 2025)
- StoneRidge acquires four brokerages in Ontario (July 8, 2025)
- Medi Assist acquires Paramount TPA for growth (July 2, 2025)
- Medi Assist acquires Paramount Health Services (July 1, 2025)
- Edme Insurance Brokers acquires UIB Insurance (August 11, 2025)
- The Clear Group acquires Surrey insurance broker (June 19, 2025)
Who to call at Marsh McLennan Agency, and when
When Marsh McLennan Agency changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Excel Insurance?
Excel Insurance was acquired by Marsh McLennan Agency, based in White Plains. The deal was reported on July 2, 2025. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. Marsh McLennan Agency is privately held and operates in Other.
When did Marsh McLennan Agency acquire Excel Insurance?
Marsh McLennan Agency's acquisition of Excel Insurance was reported on July 2, 2025. Marsh McLennan Agency has announced its acquisition of Excel Insurance, enhancing its service capabilities in South Florida. Founded in 2020, Excel provides specialized property/casualty insurance solutions. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Excel Insurance do?
Excel Insurance, formerly known as Wilson Insurance and later merged with Phoenix Insurance, has been a significant player in the Lloydminster insurance market since 2011. It is privately held, operating in Employee Benefits, and is based in City Of Lloydminster.
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