Morneau Shepell - M&A Summary and Business Overview

Business ServicesCompany

Morneau Shepell M&A Summary

Morneau Shepell has acquired 5 companies, including 1 in the last 5 years. It has also divested 2 assets.

Morneau Shepell’s largest acquisition to date was in 2019, when it acquired Mercer - Health & Defined Benefit Pension Plan Administration Business for $57M. Morneau Shepell has acquired in 3 different US states, and 3 countries. The Company’s most targeted sectors include business services (60%) and insurance (20%).

Morneau Shepell Business Overview

Where is Morneau Shepell headquartered?

Morneau Shepell is headquartered in Toronto, Ontario.

What sector is Morneau Shepell in?

Morneau Shepell is a business services company.

M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity5
    • M&A Sell Activity2
  • Total Sectors Invested 3
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 3

Morneau Shepell Ltd.

895 Don Mills Road, Tower One, Suite 700,
Toronto, Ontario M3C 1W3
Canada,
(416) 445-2700
www.morneaushepell.com

Morneau Shepell Ltd. offers industry-leading benefits and pension consulting, outsourcing, as well as health and productivity solutions.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 5 - - - - - 5
vol $57M $57M
Sell (0.2/yr) # 1 1 - - - - 2
  7

Most Recent M&A

Company Date Value Type
Morneau Shepell - Benefits Consulting Practice 2020-03-02 - Divestiture
Toronto, Ontario
Mercer LLC - Health & Defined Benefit Pension Plan Administration Business 2019-05-06 57M USD Divestiture
New York, New York
LifeWorks Corporation Ltd. 2018-07-09 - Add-on Acquisition
London, United Kingdom
Bensinger, DuPont & Associates, Inc. 2015-12-01 - Add-on Acquisition
Chicago, Illinois · www.bensingerdupont.com
Morneau Shepell Ltd. - Occupational Health Clinics Business 2014-10-14 - Divestiture
Toronto, Ontario
SBC Systems, Inc. 2012-02-01 - Add-on Acquisition
Atlanta, Georgia
Norfolk Financial Group Inc. 2005-05-12 - Add-on Acquisition
Calgary, Alberta
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 3 (60%) 57M (100%) 1 (50%) -
Insurance 1 (20%) - - -
Internet Software and Services 1 (20%) - - -
Healthcare Services - - 1 (50%) -
Total 5 $57M 2 -

By Geo

State/Country Buy Value Sell Value
Canada 1 - 2 -
  Ontario - - 2 -
  Alberta 1 - - -
United States 3 57M - -
  Georgia 1 - - -
  New York 1 57M - -
  Illinois 1 - - -
United Kingdom 1 - - -
Domestic 1 (20%) - 2 (100%) -
Cross-border 4 (80%) 57M (100%) - -
Total 5 $57M 2 -

Deal Values

buy # Total
< $100M 1 $57M
TOTAL $57M
Largest Mercer LLC - Health & Defined Benefit Pension Plan Administration Business
$57M (2019-05-06)

M&A Connections

Deals
Acquired from
Strategic(s)
20%
1 (20%)
Divested to
Strategic(s)
100%
2 (100%)

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