Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | June 19, 2015 |
| Target | Excel Private Wealth |
| Sector | Financial Services |
| Buyer(s) | Financial Horizons Group |
| Deal Type | Add-on Acquisition |
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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 Context for Buyer | # |
|---|---|
| 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 |
| 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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