M&A Deal Summary

Westland Insurance Acquires Montridge Advisory Group

On September 12, 2022, Westland Insurance acquired business services company Montridge Advisory Group

Acquisition Highlights
  • This is Westland Insurance’s 2nd transaction in the Business Services sector.
  • This is Westland Insurance’s 28th transaction in Canada.
  • This is Westland Insurance’s 4th transaction in British Columbia.

M&A Deal Summary
Date 2022-09-12
Target Montridge Advisory Group
Sector Business Services
Buyer(s) Westland Insurance
Deal Type Add-on Acquisition

Target

Montridge Advisory Group

Vancouver, British Columbia, Canada
Montridge Advisory Group is an employee benefits advisor that provides employee benefits solutions, group retirement, and executive solutions. Montridge Advisory Group is based in Vancouver, British Columbia.

Search 201,292 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Westland Insurance

Surrey, British Columbia, Canada
Category Company
Founded 1980
Sector Insurance
DESCRIPTION

Westland Insurance is an innovator, engages in personal and commercial insurance products. Westland Insurance was founded in 1980 and is based in Surrey, British Columbia.

DEAL STATS #
Overall 28 of 61
Sector (Business Services) 2 of 2
Type (Add-on Acquisition) 27 of 60
State (British Columbia) 4 of 8
Country (Canada) 28 of 61
Year (2022) 8 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-12 BST Insurance

Pickering, Ontario, Canada

BST Insurance is a full-service, completely independent insurance brokerage that offers you a wide range of products and services. BST Insurance is based in Pickering, Ontario.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-01 Arrow Insurance

Fort St. John, British Columbia, Canada

Arrow Insurance is a provider of a full range of insurance services. Arrow Insurance was founded in 1981 and is based in Fort St. John, British Columbia.

Buy -
Mergr

Product

Company

Legal