M&A Deal Summary

Financial Horizons Group Acquires Optio Financial Facilitators

On December 11, 2012, Financial Horizons Group acquired financial services company Optio Financial Facilitators

Acquisition Highlights
  • This is Financial Horizons Group’s 2nd transaction in the Financial Services sector.
  • This is Financial Horizons Group’s 3rd transaction in Canada.
  • This is Financial Horizons Group’s 1st transaction in Alberta.

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

Target

Optio Financial Facilitators

Calgary, Alberta, Canada
Optio Financial Facilitators Inc. is a Managing General Agency (MGA) operating primarily in Alberta. Optio operates offices in Calgary and Edmonton providing service to 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 3 of 7
Sector (Financial Services) 2 of 5
Type (Add-on Acquisition) 3 of 7
State (Alberta) 1 of 2
Country (Canada) 3 of 7
Year (2012) 3 of 3
PREVIOUS 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.

Buy -
FOLLOWING DEAL
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 -
Mergr

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