M&A Deal Summary

Financial Horizons Group Acquires Excel Private Wealth

On June 19, 2015, Financial Horizons Group acquired financial services company Excel Private Wealth

Acquisition Highlights
  • This is Financial Horizons Group’s 5th transaction in the Financial Services sector.
  • This is Financial Horizons Group’s 7th transaction in Canada.
  • This is Financial Horizons Group’s 2nd transaction in Quebec.

M&A Deal Summary
Date 2015-06-19
Target Excel Private Wealth
Sector Financial Services
Buyer(s) Financial Horizons Group
Deal Type Add-on Acquisition

Target

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.

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Buyer(S) 1

Buyer

Financial Horizons Group

Kitchener, Ontario, Canada
Category Company
Founded 1990
Sector Insurance
DESCRIPTION

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 7 of 7
Sector (Financial Services) 5 of 5
Type (Add-on Acquisition) 7 of 7
State (Quebec) 2 of 2
Country (Canada) 7 of 7
Year (2015) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-06-19 Certika Investments

Perth, Ontario, Canada

Certika Investments Ltd. is a mutual fund dealer registered in Ontario and Québec. The activities of Certika Investments Ltd. and its representatives are governed by a Code of Ethics and Conduct.

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