Recent Transactions
Snapshot of transactions that Smythe’s advisory team has recently consulted on, and has helped close successfully. If you have similar needs, reach out to our advisors today.
Western Associated Insurance Brokers Ltd. Acquired by AMC Insurance Service
Smythe Advisory acted as the exclusive divestiture advisors to Western Associated Insurance Brokers Ltd., a Vancouver-based property and casualty insurance brokerage providing insurance brokering services to B.C. based commercial and personal lines clients, in its sale to AMC Insurance Service.
Baker Insurance Acquired by Axis Insurance Managers Inc.
Smythe Advisory acted as the exclusive divestiture advisors to Baker Insurance, a Calgary-based property and casualty insurance brokerage providing risk management and insurance brokering services to businesses and high-net-worth private clients, in its sale to Axis Insurance Managers Inc.
Owl First Dive LLP Acquired by Agile Underwriting Solutions Inc.
Smythe Advisory acted as the exclusive divestiture advisors to Owl First Dive LLP, a Vancouver-based managing general agency specializing in scuba diving insurance, in its sale to Agile Underwriting Solutions Inc.
A BC-Based Private Equity Firm Has Acquired Micon Productions Ltd., Which Subsequently Acquired Occidental International Trading Corp.
Acting as the exclusive divestiture and tax advisors to Micon Products Ltd. and Occidental International Trading Corp., the Smythe Advisory team is pleased to announce a BC-based private equity firm has acquired Micon Productions Ltd., which subsequently acquired Occidental International Trading Corp.
The Magnes Group Acquired by Axis Insurance Managers Inc.
Smythe Advisory acted as the exclusive buy-side and tax advisors to Axis Insurance, one of the fastest-growing independent brokerages, in its acquisition of The Magnes Group.
Axis Insurance Received Strategic Growth Investment From Lee Equity Partners.
Acting as the exclusive financial and tax advisors to Axis Insurance, the Smythe Advisory team is pleased to announce that it has received a significant growth investment from funds managed by Lee Equity Partners, LLC.
Janzen Insurance Acquired by Acera Insurance
Smythe Advisory acted as the exclusive divestiture advisors to Janzen Insurance, a retail insurance broker specializing in commercial lines, with a focus on manufacturing, construction and agriculture, in its sale to Acera Insurance.
The Dupuis Langen Group Acquired by Westland Insurance Group Ltd.
Smythe Advisory acted as the exclusive divestiture and tax advisors to The Dupuis Langen Group, a B.C.-based firm that specializes in providing employee benefit solutions, in its sale to Westland Insurance Group Ltd.
Optimum Strategies Inc. Acquired by Navacord Corp.
Smythe Advisory acted as the exclusive divestiture and tax advisors to Optimum Strategies Inc., a B.C.-based brokerage that specializes in providing group benefits and private health service plans, in its sale to Navacord Corp.
Shephard Ashmore Insurance Inc. Acquired by Westland Insurance Group Ltd.
Smythe Advisory acted as the exclusive divestiture advisors to Shephard Ashmore Insurance Inc., one of Canada’s leading music and entertainment specialty insurance brokerages, in its sale to Westland Insurance Group Ltd.
Bedrock Insurance Brokers Inc. Acquired by Axis Insurance Managers Inc.
Smythe Advisory acted as the exclusive divestiture advisors to Bedrock Insurance Brokers Inc, a North York, Ontario based commercial lines focused insurance brokerage, in its sale to Axis Insurance Managers Inc
