Katz/Pierz Joins World Insurance Associates LLC

World Insurance Associates LLC (“World”), a Top 50 Insurance Brokerage, announced today that it acquired the business of Katz/Pierz of Cherry Hill, NJ  on December  1, 2022. Terms of the transaction were not disclosed. Katz/Pierz was founded in 1987 by Aaron Katz and Donald Pierz to help professionals and business owners with their personal insurance needs, focusing on income replacement, estate liquidity and business succession planning. Lenny Katz, Aaron’s son, joined six months later. He...

Charlesbank Completes Growth Investment in World Insurance Associates

World Insurance Associates LLC (“WIA”, “World”, or the “Company”), a leading full-service insurance brokerage, today announced that it has closed the previously announced majority investment from funds affiliated with Charlesbank Capital Partners (“Charlesbank”), a middle-market private equity firm based in Boston and New York. As part of the transaction, the WIA management team and employee shareholders remain major shareholders alongside Charlesbank. The financial terms of the growth investment were not disclosed Founded in 2012, WIA...


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