M&A Deal Summary

NFP Acquires 401k Management Group

On May 12, 2015, NFP acquired insurance company 401k Management Group

Acquisition Highlights
  • This is NFP’s 19th transaction in the Insurance sector.
  • This is NFP’s 21st transaction in the United States.
  • This is NFP’s 5th transaction in California.

M&A Deal Summary

Date 2015-05-12
Target 401k Management Group
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

401k Management Group

Santa Ana, California, United States
401k Management Group, Inc. is a provider of comprehensive benefit and benefit plan administrative and consulting services.

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Buyer(S) 1

Buyer

NFP

Austin, Texas, United States

Category Company
Sector Insurance
Revenue 1.1B USD (2013)
DESCRIPTION

NFP is a provider of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. NFP's independent broker/dealers offers a wide range of choices from some of the nation’s top investment companies. NFP is based in Austin, Texas.


DEAL STATS #
Overall 21 of 150
Sector (Insurance) 19 of 120
Type (Add-on Acquisition) 21 of 148
State (California) 5 of 23
Country (United States) 21 of 115
Year (2015) 7 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-12 Campbells Administration

Santa Ana, California, United States

Campbells Administration, Inc. is a designer, implements and administers qualified retirement programs for corporations, sole proprietorships and partnerships and has earned recognition for detailed knowledge and high-quality work.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-19 Harvest Volatility Management

New York, New York, United States

Harvest Volatility Management LLC t is one of the world’s major derivative asset management firms with approximately $12 billion in assets under management as of July 31, 2018. Harvest is comprised of an expert team with many decades of experience advising on, structuring, and managing volatility and option related strategies.

Buy -