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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.

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

Mountainside Support Services Ltd. Acquired by WJS Canada

Acting as the exclusive divestiture advisors to Mountainside Support Services Ltd., the Smythe Advisory team is pleased to announce the sale to WJS Canada.

Arrow Insurance Agency Acquired by Westland Insurance Group Ltd.

Smythe Advisory acted as the exclusive divestiture advisors to Arrow Insurance Agency, a Fort St. John-based insurance brokerage in its sale to Westland Insurance Group Ltd.

Emsland Insurance Acquired by Westland Insurance Group Ltd.

Smythe Advisory acted as the exclusive divestiture advisors to Emsland Insurance, a Kamloops-based insurance brokerage in its sale to Westland Insurance Group Ltd.

Internal Succession Planning for Penfolds Roofing & Solar

Smythe Advisory has advised on the negotiating, structuring and facilitation of the internal succession plan to transition the business to the next generation for Penfolds Roofing & Solar. Penfolds Roofing & Solar is a Vancouver-based roofing company and is one of the largest roofing and solar companies in British Columbia.