M&A Deal Summary |
|
|---|---|
| Date | 2022-04-05 |
| Target | PayFlex |
| Sector | Business Services |
| Buyer(s) | Inspira Financial |
| Sellers(s) | Aetna |
| Deal Type | Divestiture |
SEARCH BY
Try For Free 7-Day Free Trial
| Category | Company |
|---|---|
| Founded | 2000 |
| Sector | Financial Services |
Inspira Financial is a provider of retirement and custody services, empowering clients with unmatched service, access to a wide range of custody solutions and expertise they can count on. Whether it’s the custody of alternative assets, investment accounts or retirement funds, Millennium Trust is uniquely qualified to support our clients’ success. Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice. Inspira Financial was founded in 2000 and is based in Oak Brook, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 5 |
| Sector (Business Services) | 2 of 3 |
| Type (Divestiture) | 1 of 1 |
| State (Nebraska) | 1 of 1 |
| Country (United States) | 3 of 5 |
| Year (2022) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-03 |
Liberty Trust
Dallas, Texas, United States Liberty Trust Co. is a provider of custody and administration services for specialized individual retirement accounts (“IRAs”). Liberty Trust was founded in 2005 and is based in Dallas, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-04 |
Accruit
Denver, Colorado, United States Accruit is an exchange service provider and Qualified Intermediary. Accruit is a qualified intermediary for personal property in the United States and the only qualified intermediary to have a patented process and online exchange management system. Accruit was founded in 2000 and is based in Denver, Colorado. |
Buy | - |
Aetna, Inc. is a diversified health care benefits company. Aetna offers medical, pharmaceutical, dental, behavioral health, long-term care, and disability health-care plans. Aetna was founded in 1853 and is based in Hartford, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 7 |
| Sector (Business Services) | 1 of 1 |
| Type (Divestiture) | 5 of 6 |
| State (Nebraska) | 1 of 1 |
| Country (United States) | 6 of 6 |
| Year (2022) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-27 |
Aetna - Medicare Part D Business
Hartford, Connecticut, United States Aetna, Inc. - Medicare Part D Business drug is available in one of two ways. You can get Aetna Medicare Part D coverage through a stand-alone Medicare Prescription Drug Plan to supplement your Original Medicare (Part A and Part B) benefits or included in an Aetna Medicare Advantage plan (also known as a Medicare Advantage Prescription Drug plan). |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-09 |
vHealth
New Delhi, India vHealth is an innovative primary healthcare service provider that offers subscription-based primary healthcare services such as telehealth consultations, an extensive outpatient network, pharmacy, diagnostics, and dental among other benefits to customers. vHealth is based in New Delhi, India. |
Sell | - |
