M&A Deal Summary |
|
|---|---|
| Date | 2023-06-08 |
| Target | Rhodes & Williams |
| 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 | 129 of 159 |
| Sector: Insurance M&A | 108 of 127 |
| Type: Add-on Acquisition M&A Deals | 128 of 157 |
| State: Ontario M&A | 10 of 10 |
| Country: Canada M&A | 12 of 12 |
| Year: 2023 M&A | 6 of 14 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-21 |
DBS
Minneapolis, Minnesota, United States DBS is a multi-carrier brokerage general agency specializing in life insurance. DBS supports financial professionals nationwide as they look to secure life insurance, long-term care, linked benefits, disability insurance and annuities for their clients. DBS was founded in 1968 and is based in Minneapolis, Minnesota. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-27 |
FinTrust Insurance & Benefits - Employee Benefits Solutions Business
United States FinTrust Insurance & Benefits' Employee Benefits Solutions Business provides a full range of insurance services. |
Buy | - |
