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Refreshing Insights

Menasha, WI – January 10, 2013 – Two of Wisconsin’s most respected independent insurance agencies have joined forces with the acquisition of Burkart-Heisdorf Insurance Agency Inc. by McClone. The acquisition was completed December 31, 2012.

The cultural similarities of the agencies made the acquisition a natural fit, according to Mike McClone, CEO of McClone. “When we started looking at the synergy between our organizations, the similarities were uncanny. If you look at the organizations’ values and guiding principles, it is easy to see how this deal could be described as a ‘perfect fit.'"

Andrew Burkart, President of Burkart-Heisdorf, shared the sentiment. “We saw the opportunity to be acquired by McClone as a real win for both organizations. We obviously shared many markets while having very little geographic overlap. But more importantly, the overall vision and alignment of helping our mutual customers with the finest in professional and ethically-guided risk-management services was paramount in making this deal work."

The bottom line, according to Mike McClone: “This is a strategic acquisition that will allow our customers and combined organizations access to expanded carrier relationships, special market focus programs and, most importantly, the resources of a very talented group of people.”
Burkart-Heisdorf Insurance will continue to operate under its current name and locations. Its agency ownership group and employees are all continuing on as employees of the newly combined organization.

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