A national record of lower middle market ownership transitions, the verified independent sponsors that have bought companies like them, and the capital observed financing those deals. Facts, inferences and estimates are labelled as such, with the source and the date, on every row.

Company

Pellechio Family Agency

Formerly Pellechio
Parsippany, NJ·Business services
Last verified Sep 3, 2026
1 source · 4 observations · 0 events
Scored not yet
Dealability
n/a
not scored
Sponsor fit
n/a
not scored
Transition readiness
n/a
not scored
Urgency
n/a
not scored
Data confidence
n/a
not scored
Opportunity
n/a
ranking only
What is it

commercial and personal lines insurance agency

Why does it fit
no components
Why now

No dated ownership-transition signal has been observed for this company. The transition score below rests on tenure and market pull only, which is not evidence of a sale. Do not read it as one.

no components
How large is it

No size estimate: no workforce proxy on file.

How certain are we
no components
What changed
Ownership and transition activity
How the four classes are defined
  1. May 1, 2026closedConfirmed transactionFactAdd-on acquisitionconfidence 90%
    Add on by World Insurance Associates LLC; the plan sponsor of record was Pellechio
    Buyer: World Insurance Associates LLC (Iselin, NJ)
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com · last verified Sep 13, 2026
Announced transactions
  1. Sep 3, 2026Add onconfidence 90%
    World Insurance Associates LLC acquired Pellechio Family Agency (Parsippany, NJ)
    World Insurance Associates LLC announced that it acquired the business of Pellechio Family Agency of Parsippany, NJ; as part of World, the agency can offer additional products and services to its customers.
    DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com

No dated events on file.

Sponsors for this company

DFX does not pair this company with sponsors. In two blind audits of the pairs this site used to show, about a quarter to a third were judged a good fit, so a list here would mostly be wrong. Each verified sponsor's deal history is published instead, deal by deal, with the announcement behind it, so you can judge the fit yourself. Verified sponsors and their deals · Why there are no pairs

Profile
Founded
unknown
Ownership
not observed
Plans on file
n/a
What is the evidence

Every observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.

PredicateValueClassEffectiveSourceEvidence
Descriptioncommercial and personal lines insurance agencyFact2026-09-03DFX analyst research (General-assisted, every claim URL-cited)
Hq locationParsippany, NJFact2026-09-03DFX analyst research (General-assisted, every claim URL-cited)
Record statusunfiledInference2026-09-03DFX analyst research (General-assisted, every claim URL-cited)no Form 5500 under the announced or former name, any size, 2022 to 2024; the company exists on the announcement
Verticalbusiness_servicesFact2026-09-03DFX analyst research (General-assisted, every claim URL-cited)commercial and personal lines insurance agency
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