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M&A Deal Summary

Segal Advisors Acquires Rogerscasey Canada

On February 3, 2012, Segal Advisors acquired financial services company Rogerscasey Canada from Rogerscasey

Acquisition Highlights
  • This is Segal Advisors’ 2nd transaction in the Financial Services sector.
  • This is Segal Advisors’ 1st transaction in Canada.
  • This is Segal Advisors’ 1st transaction in Ontario.

M&A Deal Summary
Date 2012-02-03
Target Rogerscasey Canada
Sector Financial Services
Buyer(s) Segal Advisors
Sellers(s) Rogerscasey
Deal Type Divestiture

Target

Rogerscasey Canada

Toronto, Ontario, Canada
Rogerscasey Canada, Inc. (Formerly Perimeter Capital Management LLC) was formed as a de novo investment management firm. offering small and smid cap growth equity products to an institutional client base. The Perimeter team had worked together at a previous firm where they were responsible for creating the small cap growth product and for all portfolio management and research, sales, marketing and trading activities related to that product and others. Rosemont assisted with the formation and organization of Perimeter and provided start-up and operating capital.

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Buyer(S) 1

Buyer

Segal Advisors

Boston, Massachusetts, United States
Category Company
Sector Financial Services
DESCRIPTION

Segal Rogerscasey is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. We provide objective, independent investment advice and build implemented platforms without the conflicts associated with directly managing money.

DEAL STATS #
Overall 2 of 4
Sector: Financial Services M&A 2 of 2
Type: Divestiture M&A Deals 2 of 3
State: Ontario M&A 1 of 1
Country: Canada M&A 1 of 1
Year: 2012 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2012-02-03 Rogerscasey

Darien, Connecticut, United States

Investment research and pension consulting $20 million expansion and incremental acquisition financing.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-08 Bayview Insurance Group

Traverse City, Michigan, United States

Bayview Insurance Group is an insurance brokerage firm focused on serving the insurance needs of labor organizations, multiemployer funds and public sector entities. Bayview Insurance Group is based in Traverse City, Michigan.

Buy -

Seller(S) 1

SELLER

Rogerscasey

Darien, Connecticut, United States
Category Company
Sector Financial Services
DESCRIPTION

Investment research and pension consulting $20 million expansion and incremental acquisition financing.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: Ontario M&A 1 of 1
Country: Canada M&A 1 of 1
Year: 2012 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2008-07-02 Rogerscasey Canada

Toronto, Ontario, Canada

Rogerscasey Canada, Inc. (Formerly Perimeter Capital Management LLC) was formed as a de novo investment management firm. offering small and smid cap growth equity products to an institutional client base. The Perimeter team had worked together at a previous firm where they were responsible for creating the small cap growth product and for all portfolio management and research, sales, marketing and trading activities related to that product and others. Rosemont assisted with the formation and organization of Perimeter and provided start-up and operating capital.

Buy -
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