Financial Horizons Group - M&A Summary, Ownership, and Business Overview

InsuranceCompany

Financial Horizons Group M&A Summary

Financial Horizons Group has acquired 7 companies of its own.

The Company’s most targeted sectors include financial services (72%) and insurance (29%).

Financial Horizons Group Ownership

Who owns Financial Horizons Group?

Financial Horizons Group is owned by Great-West Life & Annuity Insurance. It was acquired on May 19, 2017.

Was Financial Horizons Group formerly PE-backed?

Yes. Financial Horizons Group was formerly owned by 1 private investor.

Financial Horizons Group Business Overview

Where is Financial Horizons Group headquartered?

Financial Horizons Group is headquartered in Kitchener, Ontario.

What sector is Financial Horizons Group in?

Financial Horizons Group is an insurance company.

When was Financial Horizons Group founded?

Financial Horizons Group was founded in 1990.

M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity7
  • Total Sectors Invested 2
  • Total Countries Invested 1

Financial Horizons Group

22 Frederick Street Suite 112,
Kitchener, Ontario N2H 6M6
Canada,
(519) 742-4474
www.financialhorizons.com

Financial Horizons Group is a distributor of insurance products and other financial services in Canada. The Company consists of two business segments: Financial Horizons and Henderson Structured Settlements. Financial Horizons is a Managing General Agent that serves as the key conduit for independent insurance brokers to access a multitude of life insurance and financial investment products from various providers. Henderson Structured Settlements is an independent distributor of structured settlements, including tax-free, guaranteed annuities made available from five government-approved life insurance companies relating to compensatory damages for personal injury or death.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 7 - - - - - 7
Sell (0.0/yr) # - - - - - - 0
  7

Most Recent M&A

Company Date Value Type
Excel Private Wealth 2015-06-19 - Add-on Acquisition
Sherbrooke, Quebec · www.excelprivatewealth.com
Certika Investments Ltd. 2015-06-19 - Add-on Acquisition
Perth, Ontario · www.certikainvestments.com
Performance Financial Services Inc. 2014-09-22 - Add-on Acquisition
Saskatoon, Saskatchewan · www.performancefinancial.ca
Belec & Co., Ltd. 2014-09-22 - Add-on Acquisition
Edmonton, Alberta · www.belecandcompany.com
Optio Financial Facilitators Inc. 2012-12-11 - Add-on Acquisition
Calgary, Alberta · www.optiofinancial.com
Audis Canada Ltd. 2012-09-05 - Add-on Acquisition
Winnipeg, Manitoba · www.audiscanada.com
Force Financière Excel Inc. 2012-02-29 - Add-on Acquisition
Sherbrooke, Quebec · www.groupexcel.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 5 (71%) - - -
Insurance 2 (29%) - - -
Total 7 - - -

By Geo

State/Country Buy Value Sell Value
Canada 7 - - -
  Quebec 2 - - -
  Alberta 2 - - -
  Saskatchewan 1 - - -
  Ontario 1 - - -
  Manitoba 1 - - -
Total 7 - - -

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