NFP Mergers and Acquisitions Summary

Insurance Company

NFP has acquired 93 companies of its own, including 80 in the last 5 years. It has also divested 2 assets.

NFP’s largest acquisition to date was in 2007, when it acquired Pro Financial Services for $73M. NFP has acquired in 28 different US states, and 4 countries. The Company’s most targeted sectors include insurance (89%) and business services (9%).

Join Mergr and gain access to NFP’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity95
    • M&A Buy Activity93
    • M&A Sell Activity2
  • Total Sectors Invested 4
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 2
  • M&A Advisors 1

National Financial Partners Corp. (NFP)

20th Floor, 340 Madison Avenue,
New York, New York 10173
United States,
(212) 3014000
www.nfp.com

National Financial Partners Corp. (NFP) is a provider of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. NFP's independent broker/dealers offers a wide range of choices from some of the nation’s top investment companies.


M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (13.0/yr) # 28 10 24 - 17 14 93
vol $73M $73M
Sell (0.2/yr) # 1 - - 1 - - 2
  95

Most Recent M&A

Company Date Value Type
McKinley & DiMarco Insurance Services, Inc. 2020-09-08 - Add-on Acquisition
Austin, Texas · www.mditx.com
HMP Insurance & Pension Advisors Ltd. 2020-08-18 - Add-on Acquisition
Dublin, Ireland · www.hmpfinance.ie
EFG&M Management LLC 2020-08-17 - Add-on Acquisition
Austin, Texas
Reilly Benefits, Inc. 2020-08-05 - Add-on Acquisition
Churchton, Maryland · www.reillybenefits.com
Rose & Kiernan, Inc. 2020-08-03 - Add-on Acquisition
East Greenbush, New York · www.rkinsurance.com
Leavitt Insurance Agency of San Diego, Inc. 2020-06-22 - Add-on Acquisition
San Diego, California
LFG, Inc. 2020-05-18 - Add-on Acquisition
Pittsburgh, Pennsylvania · www.teamscotti.com
Johnson Fleming Ltd. 2020-04-20 - Add-on Acquisition
Bromsgrove, United Kingdom · www.johnsonfleming.com
Progressive Benefits Agency, Inc. 2020-04-17 - Add-on Acquisition
Solon, Ohio · www.progressivebenefits.com
Fiduciary Investment Advisors LLC 2020-04-01 - Add-on Acquisition
Windsor, Connecticut · www.fiallc.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
The Meltzer Group 2001-01-01 The Coury Group, Inc. 2016-08-05 1
Bethesda, Maryland · www.meltzer.com Reston, Virginia · www.thecourygroup.com
NFP Property & Casualty Services, Inc.    - Driscoll Insurance Agency, Inc. 2012-02-27 2
White Plains, New York · www.nfppc.com Tustin, California
Dreyfuss & Birke, Ltd.    - AGS Benefits Group, LLC 2012-01-09 1
New York, New York New York, New York · www.agsbenefits.com
NFP Property & Casualty Services, Inc.    - Lapre Scali & Company Insurance Services, LLC 2011-07-06 1
White Plains, New York · www.nfppc.com Scottsdale, Arizona · www.laprescali.com

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 82 (88%) 73M (100%) - -
Business Services 8 (9%) - 1 (50%) -
Financial Services 2 (2%) - 1 (50%) -
Healthcare Services 1 (1%) - - -
Total 93 $73M 2 -

By Geo

State/Country Buy Value Sell Value
United States 81 73M 2 -
  California 17 - - -
  Arizona 8 - - -
  Maryland 6 - - -
  New York 5 - 1 -
  Florida 4 - - -
  Connecticut 4 - - -
  Texas 3 - - -
  Ohio 3 - - -
  Illinois 3 73M - -
  Washington 2 - - -
  Virginia 2 - - -
  Pennsylvania 2 - - -
  Oregon 2 - - -
  North Carolina 2 - - -
  Nevada 2 - - -
  Massachusetts 2 - - -
  Georgia 2 - - -
  Colorado 2 - - -
  Vermont 1 - - -
  Utah 1 - - -
  Tennessee 1 - - -
  South Carolina 1 - - -
  Oklahoma 1 - - -
  New Jersey 1 - - -
  Montana 1 - - -
  Minnesota 1 - - -
  Maine 1 - - -
  Alabama 1 - - -
  Kansas - - 1 -
Canada 8 - - -
  Ontario 8 - - -
United Kingdom 3 - - -
Ireland 1 - - -
Domestic 81 (87%) 73M (100%) 2 (100%) -
Cross-border 12 (13%) - - -
Total 93 $73M 2 -

Top M&A Advisors

Financial Deals
MarshBerry Capital, Inc.
1

Deal Values

buy # Total
< $100M 1 $73M
TOTAL $73M
Largest Pro Financial Services, Inc.
$73M (2007-09-11)

M&A Connections

Deals %
Divested to
Strategic(s)
100%
2 100%

 Subscribe to unlock this and 155,627
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.0K Private Equity Firms
  • 144K M&A Transactions
  • 152K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.1K M&A Advisors
    (Investment Banks and Law Firms)
  • 45K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.