M&A Deal Summary |
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|---|---|
| Date | 2020-02-10 |
| Target | Indemnis Trade Risk Management |
| Sector | Insurance |
| Buyer(s) | NFP |
| Deal Type | Add-on Acquisition |
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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. NFP is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 84 of 159 |
| Sector: Insurance M&A | 75 of 127 |
| Type: Add-on Acquisition M&A Deals | 84 of 157 |
| State: Ontario M&A | 8 of 10 |
| Country: Canada M&A | 8 of 12 |
| Year: 2020 M&A | 4 of 20 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-21 |
Koty-Leavitt Insurance Agency
Tucson, Arizona, United States Koty-Leavitt Insurance Agency, Inc. is an insurance broker and consultant providing specialized property and casualty services. Koty-Leavitt Insurance Agency is based in Tucson, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-04-01 |
Fiduciary Investment Advisors
Windsor, Connecticut, United States Fiduciary Investment Advisors LLC is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutional investment pools, non-profit organizations, and private clients. Fiduciary Investment Advisors was established in 2006 and is based in Windsor, Connecticut. |
Buy | - |