M&A Deal Summary

Mercer Acquires Pavilion Financial

On August 14, 2018, Mercer acquired financial services company Pavilion Financial

Acquisition Highlights
  • This is Mercer’s 2nd transaction in the Financial Services sector.
  • This is Mercer’s 2nd transaction in Canada.
  • This is Mercer’s 1st transaction in Manitoba.

M&A Deal Summary
Date 2018-08-14
Target Pavilion Financial
Sector Financial Services
Buyer(s) Mercer
Deal Type Add-on Acquisition

Target

Pavilion Financial

Winnipeg, Manitoba, Canada
Pavilion Financial Corp. is a provider of integrated services such as investment consulting, implemented consulting, transition management, securities trading, research and wealth management. Pavilion Financial was founded in 2005 and is based in Winnipeg, Manitoba.

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Buyer(S) 1

Buyer

Mercer

New York, New York, United States
Category Company
Sector Staffing
DESCRIPTION

Mercer is engaged in talent, health, retirement, and investments. Mercer helps clients around the world advance the health, wealth, and performance of their most vital asset – their people. Mercer's more than 20,000 employees are based in 42 countries and the firm operates in over 130 countries

DEAL STATS #
Overall 25 of 27
Sector (Financial Services) 2 of 3
Type (Add-on Acquisition) 24 of 25
State (Manitoba) 1 of 1
Country (Canada) 2 of 2
Year (2018) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-08-14 Summit Strategies Group

St. Louis, Missouri, United States

Summit Strategies Group is an investment consultants focused on consulting, defined contribution and outsourced CIO services. Summit Strategies Group was founded in 1995 and is based in St. Louis, Missouri.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-05-06 Mercer - Health & Defined Benefit Pension Plan Administration Business

New York, New York, United States

Mercer LLC - Business includes stand-alone, large market, health, and defined benefit (DB) pension plan administration business. For employers, defined contribution retirement plans represent freedom from financial volatility, traditional pension risk, market volatility, and long-term financial uncertainty.

Sell $57M
Mergr

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