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.
Pemberton Insurance Brokers Acquired by Acera Insurance
Smythe Advisory acted as the exclusive divestiture advisors to Pemberton Insurance Brokers, in the sale to Acera Insurance. Pemberton Insurance Brokers is a full-service insurance brokerage in BC, providing commercial and personal coverage solutions to clients across diverse industries.
Brownridge & Company Insurance Services Inc. Acquired by Navacord Corp.
Smythe Advisory acted as the exclusive divestiture advisors to Brownridge & Company Insurance Inc. in its sale to Navacord Corp. Brownridge Insurance is a leading commercial property and casualty brokerage in Northern BC, serving a broad range of clients and industries.
Staples & Company Employee Benefits Consultants Inc. Acquired by People Corporation
Smythe Advisory acted as the transaction and tax advisors to Staples & Company Employee Benefits Consultants Inc., in its sale to People Corporation.
Jim Kelly Insurance Brokers Acquired by Stoneridge Insurance Brokers
Smythe Advisory acted as the exclusive divestiture advisors to Jim Kelly Insurance Brokers, an Ontario-based insurance brokerage providing personalized insurance solutions and risk management services for individuals and businesses, in its sale to Stoneridge Insurance Brokers.
Fuse Insurance Acquired by Axis Insurance Managers Inc.
Smythe Advisory acted as the exclusive divestiture advisors to Fuse Insurance in its sale to Axis Insurance Managers Inc. Fuse Insurance is a Calgary-based digital commercial insurance brokerage providing risk management and insurance solutions to businesses across Canada, with specialized expertise in sectors such as e-commerce, and healthcare.
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.
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.
