M&A Deal Summary

Financial Horizons Group Acquires Force Financière Excel

On February 29, 2012, Financial Horizons Group acquired financial services company Force Financière Excel

Acquisition Highlights
  • This is Financial Horizons Group’s 1st transaction in the Financial Services sector.
  • This is Financial Horizons Group’s 1st transaction in Canada.
  • This is Financial Horizons Group’s 1st transaction in Quebec.

M&A Deal Summary
Date 2012-02-29
Target Force Financière Excel
Sector Financial Services
Buyer(s) Financial Horizons Group
Deal Type Add-on Acquisition

Target

Force Financière Excel

Sherbrooke, Quebec, Canada
Force Financiere Excel is a Quebec based Managing General Agency that offers a complete and competitive range of financial services through its independent advisors.

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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 1 of 7
Sector (Financial Services) 1 of 5
Type (Add-on Acquisition) 1 of 7
State (Quebec) 1 of 2
Country (Canada) 1 of 7
Year (2012) 1 of 3
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2012-09-05 Audis Canada

Winnipeg, Manitoba, Canada

Audis Canada Ltd. is a Managing General Agency (MGA) that provides independent insurance and financial advisors access to Canada’s major insurance companies.

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