M&A Deal Summary

NFP Acquires Orca Financial Group

On August 13, 2024, NFP acquired financial services company Orca Financial Group

Acquisition Highlights
  • This is NFP’s 4th transaction in the Financial Services sector.
  • This is NFP’s 8th transaction in Ireland.

M&A Deal Summary

Date 2024-08-13
Target Orca Financial Group
Sector Financial Services
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

Orca Financial Group

Dublin, Ireland
Orca Financial Group is a specialist financial brokerage. Orca Financial Group was formed in 2004 and is based in Dublin, Ireland.

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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 146 of 150
Sector (Financial Services) 4 of 4
Type (Add-on Acquisition) 144 of 148
Country (Ireland) 8 of 10
Year (2024) 9 of 13
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-08-12 Harabedian Hall

Los Angeles, California, United States

Harabedian, Hall is a business management consultant, based in Los Angeles, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-05 Scott Litman Insurance Agency

Woodland Hills, California, United States

Scott Litman Insurance Agency is a P&C insurance broker specializing in habitational risk for HOAs, commercial buildings, commercial earthquake, property, Director and Officer Liability, General Liability, workers comp, umbrella, home, auto, and life. Scott Litman Insurance Agency is based in Woodland Hills, California.

Buy -