M&A Deal Summary |
|
|---|---|
| Date | 2017-05-19 |
| Target | Financial Horizons Group |
| Sector | Insurance |
| Buyer(s) | Great-West Life & Annuity Insurance Co. |
| Sellers(s) | Genstar Capital |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1907 |
| Sector | Insurance |
| Employees | 3,300 |
Great-West Life & Annuity Insurance Company (Great-West Financial) helps millions of Americans, their companies and employers build greater financial security. Our offerings range from retirement savings products and services to life insurance, annuities and executive benefits products.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: Ontario M&A | 1 of 1 |
| Country: Canada M&A | 1 of 1 |
| Year: 2017 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-11-26 |
Great-West Healthcare
Denver, Colorado, United States Great-West Healthcare, is the healthcare division of Great-West Life & Annuity Inc.,, a Denver, Colorado-based, indirect, wholly owned subsidiary of Great-West Lifeco Inc. and a member of the Power Financial Corporation group of companies. |
Sell | $1.5B |
| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 50.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Genstar Capital is a private equity firm that seeks investments in life science, healthcare, medical products, industrial technology, software, financial services, packaging, building materials, manufacturing, and business services companies. Genstar looks to invest between $50 and $400 million of equity capital in businesses valued up to $1 billion. Target transaction situations include control-oriented leveraged buyouts of corporate divisions, privately held businesses or public companies, minority investments in privately held businesses or public companies, ownership restructurings/recapitalizations of privately held businesses, growth equity financings, partnerships with other strategic or financial buyers, and take privates. Genstar Capital was formed in 1988 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 61 |
| Sector: Insurance M&A | 4 of 6 |
| Type: Add-on Acquisition M&A Deals | 12 of 18 |
| State: Ontario M&A | 3 of 3 |
| Country: Canada M&A | 4 of 6 |
| Year: 2017 M&A | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-09 |
Apex Group
Hamilton, Bermuda Apex Group is a global financial services provider offering fund administration, corporate solutions, and capital market services across 50+ countries. Apex Group was founded in 2003 and is based in Hamilton, Bermuda. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-09-07 |
ISS
Rockville, Maryland, United States Institutional Shareholder Services, Inc. is a provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers. ISS’ solutions include objective governance research and recommendations; RI data, analytics, advisory, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management (provided by Securities Class Action Services, LLC); and reliable global governance data and modeling tools. Clients rely on ISS’ expertise to help them make informed corporate governance and responsible investment decisions. Institutional Shareholder Services was formed in 1985 and is based in Rockville, Maryland. |
Buy | $720M |
