M&A Deal Summary

NFP Acquires First West Brokerage Services

On June 1, 2016, NFP acquired insurance company First West Brokerage Services

Acquisition Highlights
  • This is NFP’s 29th transaction in the Insurance sector.
  • This is NFP’s 33rd transaction in the United States.
  • This is NFP’s 1st transaction in Utah.

M&A Deal Summary
Date 2016-06-01
Target First West Brokerage Services
Sector Insurance
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

First West Brokerage Services

Orem, Utah, United States
First West Brokerage Services, Inc. is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management.

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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 35 of 151
Sector (Insurance) 29 of 121
Type (Add-on Acquisition) 35 of 149
State (Utah) 1 of 2
Country (United States) 33 of 116
Year (2016) 6 of 10
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-06-01 ERISA Fiduciary Advisors

Weston, Florida, United States

ERISA Fiduciary Advisors, Inc. is an independent, fee-based registered Investment advisory & retirement plan consulting firm that focuses on mid-sized institutional retirement plans.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-09-06 SST Benefits

El Dorado Hills, California, United States

SST Benefits, Inc. is an independent, fee-based registered investment advisory and retirement plan consulting firm that specializes in defined contribution plans for public sector employers.

Buy -
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