M&A Deal Summary

Canada Life Acquires Value Partners

On June 13, 2023, Canada Life acquired financial services company Value Partners

Acquisition Highlights
  • This is Canada Life’s 1st transaction in the Financial Services sector.
  • This is Canada Life’s 1st transaction in Canada.
  • This is Canada Life’s 1st transaction in Manitoba.

M&A Deal Summary
Date 2023-06-13
Target Value Partners
Sector Financial Services
Buyer(s) Canada Life
Deal Type Add-on Acquisition

Target

Value Partners

Winnipeg, Manitoba, Canada
Value Partners is an investment firm dedicated to improving the lives of its clients. Since its inception, Value Partners has grown the collective wealth of their clients by more than $1.45 billion* - but more importantly, has helped Canadians achieve their financial goals and retire comfortably without the need to worry about money. Value Partners was formed in 2005 and is based in Winnipeg, Manitoba.

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Buyer(S) 1

Buyer

Canada Life

Toronto, Ontario, Canada
Category Company
Founded 1847
Sector Insurance
DESCRIPTION

Canada Life is an international company providing insurance, wealth management, and healthcare benefit products and services in Canada, the United Kingdom, Isle of Man and Germany, and in Ireland through Irish Life. Canada Life also provides reinsurance products, though Canada Life Reinsurance, primarily in the U.S., Barbados, Bermuda and Ireland.

DEAL STATS #
Overall 3 of 3
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Manitoba) 1 of 1
Country (Canada) 1 of 1
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-03-10 Equitable Life Annuity Business

United Kingdom

Equitable Life Assurance Society, Annuity Business comprises annuity policies business. The business comprises approximately 31,000 policies, representing the bulk of Equitable Life's remaining annuity business.

Buy £875M
Mergr

Product

Company

Legal