M&A Deal Summary

NFP Acquires Fiduciary Investment Advisors

On April 1, 2020, NFP acquired business services company Fiduciary Investment Advisors

Acquisition Highlights
  • This is NFP’s 8th transaction in the Business Services sector.
  • This is NFP’s 75th transaction in the United States.
  • This is NFP’s 4th transaction in Connecticut.

M&A Deal Summary
Date 2020-04-01
Target Fiduciary Investment Advisors
Sector Business Services
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

Fiduciary Investment Advisors

Windsor, Connecticut, United States
Fiduciary Investment Advisors LLC is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutional investment pools, non-profit organizations, and private clients. Fiduciary Investment Advisors was established in 2006 and is based in Windsor, Connecticut.

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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 85 of 151
Sector (Business Services) 8 of 23
Type (Add-on Acquisition) 85 of 149
State (Connecticut) 4 of 5
Country (United States) 75 of 116
Year (2020) 5 of 20
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-02-10 Indemnis Trade Risk Management

Toronto, Ontario, Canada

Indemnis Trade Risk Management Ltd. is a P&C broker focused on trade credit and political risk insurance. Indemnis Trade Risk Management is based in Toronto, Ontario.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-04-17 Progressive Benefits Agency

Solon, Ohio, United States

Progressive Benefits Agency, Inc. specializes in providing comprehensive employee benefits packages to businesses both large and small. PBA has grown significantly by delivering benefits expertise and administrative service that help companies attract and retain talented employees.

Buy -
Mergr

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