M&A Deal Summary

LTC Global Acquires Capitas Financial

On November 18, 2024, LTC Global acquired insurance company Capitas Financial

Acquisition Highlights
  • This is LTC Global’s 12th transaction in the Insurance sector.
  • This is LTC Global’s 14th transaction in the United States.
  • This is LTC Global’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2024-11-18
Target Capitas Financial
Sector Insurance
Buyer(s) LTC Global
Deal Type Add-on Acquisition

Target

Capitas Financial

Minneapolis, Minnesota, United States
Capitas Financial is an independent brokerage organization that supports firms and financial advisor relationships across the United States to provide sophisticated and unbiased insurance and wealth management planning solutions. Capitas Financial is based in Minneapolis, Minnesota.

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Buyer(S) 1

Buyer

LTC Global

Fort Myers, Florida, United States
Category Company
Founded 2002
Sector Insurance
DESCRIPTION

LTC Global, Inc. is a provider of long-term care insurance products.

DEAL STATS #
Overall 14 of 14
Sector (Insurance) 12 of 12
Type (Add-on Acquisition) 14 of 14
State (Minnesota) 1 of 1
Country (United States) 14 of 14
Year (2024) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-08 Long-Term Care Resources

Harper Woods, Michigan, United States

Long-Term Care Resources specializes in marketing LTC insurance through partnering with organizations such as professional associations, alumni groups, and small businesses. Long-Term Care Resources was founded in 1997 and is based in Harper Woods, Michigan.

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