M&A Deal Summary |
|
|---|---|
| Date | 2017-07-12 |
| Target | Shareowner Services |
| Sector | Financial Services |
| Buyer(s) | Equiniti Group |
| Sellers(s) | Wells Fargo |
| Deal Type | Divestiture |
| Deal Value | 227M USD |
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| Category | Company |
|---|---|
| Founded | 2007 |
| Sector | Financial Services |
| Employees | 5,288 |
| Revenue | 472M GBP (2020) |
Equiniti Group is a UK provider of share registration and associated investor services. Equiniti Group was founded in 2007 and is based in West Sussex, United Kingdom.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 13 |
| Sector (Financial Services) | 1 of 2 |
| Type (Divestiture) | 1 of 1 |
| State (Minnesota) | 1 of 1 |
| Country (United States) | 1 of 2 |
| Year (2017) | 4 of 4 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-07-06 |
Nostrum Group
Harrogate, United Kingdom Nostrum Group Ltd. is a provider of end-to-end loan management technology that helps banks, finance companies and retail brands provide innovative credit solutions to their customers. Nostrum Group Ltd. was founded in 2001 and is based in Harrogate, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-12-19 |
Boudicca Proxy Consultants
London, United Kingdom Boudicca Proxy Consultants has worked on 300 AGMs, EGMs and M&A transactions for clients in the UK, Europe, North America and cross-border since inception - including some of the most complex proxy voting cases and corporate transactions - and delivered a high rate of success. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1852 |
| Sector | Financial Services |
| Employees | 222,544 |
| Revenue | 82.6B USD (2023) |
Wells Fargo is a diversified financial services company that provides retail, commercial and corporate banking services through banking stores and offices, the internet and other distribution channels to individuals, businesses and institutions in all 50 US states, the District of Columbia and in other countries. Wells Fargo provides other financial services through subsidiaries engaged in various businesses, principally: wholesale banking, mortgage banking, consumer finance, equipment leasing, agricultural finance, commercial finance, securities brokerage and investment banking, insurance agency and brokerage services, computer and data processing services, trust services, investment advisory services, mortgage-backed securities servicing and venture capital investment. Wells Fargo was formed in 1852 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 15 |
| Sector (Financial Services) | 4 of 6 |
| Type (Divestiture) | 9 of 14 |
| State (Minnesota) | 3 of 3 |
| Country (United States) | 7 of 10 |
| Year (2017) | 2 of 2 |
| Size (of disclosed) | 7 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-27 |
Wells Fargo Insurance Services USA
Chicago, Illinois, United States Wells Fargo Insurance Services USA (WFIS) is an insurance provider. The Business has a variety of product lines and services including Insurance Brokerage and Consulting, Employee Benefits and Property & Casualty, along with Safehold Special Risk, Small Business Insurance, Student Insurance, Individual Health and Private Risk Management Insurance. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-02-14 |
Wells Fargo - Auto Finance Business
San Juan, Puerto Rico Wells Fargo & Co. - Auto Finance Business portfolio has credit characteristics that are similar to Banco Popular’s existing self-originated portfolio. Banco Popular will also acquire certain other assets and assume certain liabilities of Reliable. |
Sell | $1.7B |
