M&A Deal Summary |
|
|---|---|
| Date | 2014-09-22 |
| Target | Belec & Co. |
| Sector | Insurance |
| Buyer(s) | Financial Horizons Group |
| Deal Type | Add-on Acquisition |
SEARCH BY
Financial Horizons Group is a distributor of insurance products and other financial services in Canada. The Company consists of two business segments: Financial Horizons and Henderson Structured Settlements. Financial Horizons is a Managing General Agent that serves as the key conduit for independent insurance brokers to access a multitude of life insurance and financial investment products from various providers. Henderson Structured Settlements is an independent distributor of structured settlements, including tax-free, guaranteed annuities made available from five government-approved life insurance companies relating to compensatory damages for personal injury or death.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 7 |
| Sector: Insurance M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 5 of 7 |
| State: Alberta M&A | 2 of 2 |
| Country: Canada M&A | 5 of 7 |
| Year: 2014 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-09-22 |
Performance Financial Services
Saskatoon, Saskatchewan, Canada Performance Financial Services Inc. is a Canadian financial services firm provides consultants a unique family of mutual funds and a comprehensive range of other investment products and financial services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-19 |
Excel Private Wealth
Sherbrooke, Quebec, Canada Excel Private Wealth is a financial services firm. They are registered with the Autorité des marchés financiers (AMF) for group savings plans, scholarships and financial planning and exempt market. |
Buy | - |
