M&A Deal Summary |
|
|---|---|
| Date | 2012-12-11 |
| Target | Optio Financial Facilitators |
| 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 STATS | # |
|---|---|
| Overall | 3 of 7 |
| Sector: Financial Services M&A | 2 of 5 |
| Type: Add-on Acquisition M&A Deals | 3 of 7 |
| State: Alberta M&A | 1 of 2 |
| Country: Canada M&A | 3 of 7 |
| Year: 2012 M&A | 3 of 3 |
| 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. |
Buy | - |
| 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 | - |
