M&A Deal Summary

NFP Acquires Trinity Consulting

On April 2, 2015, NFP acquired business services company Trinity Consulting

Acquisition Highlights
  • This is NFP’s 2nd transaction in the Business Services sector.
  • This is NFP’s 19th transaction in the United States.
  • This is NFP’s 2nd transaction in North Carolina.

M&A Deal Summary

Date 2015-04-02
Target Trinity Consulting
Sector Business Services
Buyer(s) NFP
Deal Type Add-on Acquisition

Target

Trinity Consulting

Charlotte, North Carolina, United States
Trinity Consulting is a large risk management and regional employee benefits firm. Trinity is a provider of consulting and brokerage services to corporate clients.

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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 19 of 159
Sector: Business Services M&A 2 of 25
Type: Add-on Acquisition M&A Deals 19 of 157
State: North Carolina M&A 2 of 2
Country: United States M&A 19 of 122
Year: 2015 M&A 5 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-04-01 Schwartz Insurance Agency

Chicago, Illinois, United States

Schwartz Insurance Agency, Inc. is a insurance broker specializing in commercial lines.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-05-12 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.

Buy -