M&A Deal Summary

Smith Financial Acquires Home Capital Group

On November 21, 2022, Smith Financial acquired financial services company Home Capital Group

Acquisition Highlights
  • This is Smith Financial’s 1st transaction in the Financial Services sector.
  • This is Smith Financial’s 1st transaction in Canada.
  • This is Smith Financial’s 1st transaction in Ontario.

M&A Deal Summary
Date 2022-11-21
Target Home Capital Group
Sector Financial Services
Buyer(s) Smith Financial
Deal Type Add-on Acquisition

Target

Home Capital Group

Toronto, Ontario, Canada
Home Capital Group is a holding Company and operates through its principal subsidiary, Home Trust Company. Home Trust is a federally regulated trust company offering deposit, mortgage lending, retail credit and credit card issuing services. Home Capital Group was founded in 1986 and is based in Toronto, Canada.

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Buyer(S) 1

Buyer

Smith Financial

Mooresville, North Carolina, United States
Category Company
Sector Financial Services
DESCRIPTION

Smith Financial is a financial services firm dedicated to helping clients build wealth and protect their hard-earned assets. Smith Financial serves the needs of business owners and key executives, as well as many individuals and families. Smith Financial offers a full suite of products and services to meet your wealth strategy needs and insurance protection. Smith Financial is based in Mooresville, North Carolina.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Ontario) 1 of 1
Country (Canada) 1 of 1
Year (2022) 1 of 1
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