M&A Deal Summary

Pavilion Financial Acquires Jeffrey Slocum & Associates

On September 13, 2016, Pavilion Financial acquired business services company Jeffrey Slocum & Associates

Acquisition Highlights
  • This is Pavilion Financial’s 1st transaction in the Business Services sector.
  • This is Pavilion Financial’s 1st transaction in the United States.
  • This is Pavilion Financial’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2016-09-13
Target Jeffrey Slocum & Associates
Sector Business Services
Buyer(s) Pavilion Financial
Deal Type Add-on Acquisition

Target

Jeffrey Slocum & Associates

Minneapolis, Minnesota, United States
Jeffrey Slocum & Associates, Inc. is a provider of advisory services to healthcare systems, endowments and foundations, retirement plans (defined contribution and defined benefit), insurance companies, religious organizations and Native American tribal communities.

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Buyer(S) 1

Buyer

Pavilion Financial

Winnipeg, Manitoba, Canada
Category Company
Founded 2005
Sector Financial Services
DESCRIPTION

Pavilion Financial Corp. is a provider of integrated services such as investment consulting, implemented consulting, transition management, securities trading, research and wealth management. Pavilion Financial was founded in 2005 and is based in Winnipeg, Manitoba.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Minnesota) 1 of 1
Country (United States) 1 of 1
Year (2016) 1 of 1
Mergr

Product

Company

Legal