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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.

Property & Casualty Insurance

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.

Property & Casualty Insurance

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.

Property & Casualty Insurance

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

Property & Casualty Insurance

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.

Property & Casualty Insurance

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.

Property & Casualty Insurance

Sale of Reider Insurance to Westland Insurance Group Ltd.

Smythe Advisory acted as the exclusive divestiture advisors to Reider Insurance, an Winnipeg-based insurance brokerage in its sale to Westland Insurance Group Ltd.

Property & Casualty Insurance

Sale of Riverstone Insurance to Westland Insurance Group Ltd.

Smythe Advisory acted as the exclusive divestiture advisors to Riverstone Insurance, an Albertan-based insurance brokerage in its sale to Westland Insurance Group Ltd.

Property & Casualty Insurance

Sale of Lambert Insurance Agencies Ltd. to Westland Insurance Group Ltd.

Smythe Advisory acted as the exclusive divestiture advisors to Lambert Insurance Agencies Ltd., a British Columbia-based insurance brokerage in its sale to Westland Insurance Group Ltd.

Property & Casualty Insurance

FX Insurance Brokers Acquired by Navacord Corp.

Smythe Advisory acted as the exclusive financial advisor for the shareholders of FX Insurance Brokers Ltd. in the divestiture of their business to Navacord Corp.

Property & Casualty Insurance

Sale of Cain Insurance Services Ltd. to Arthur J. Gallagher Canada Ltd.

Smythe Advisory acted as the exclusive divestiture advisors to the shareholders of Cain Insurance Services Ltd., a New Brunswick-based insurance brokerage, in its sale to Arthur J. Gallagher Canada Ltd.

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Property & Casualty Insurance

Sale of King Insurance Ltd. to Westland Insurance Group Ltd.

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

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Property & Casualty Insurance

Sale of Elevate Insurance Brokers to Hub International Canada West ULC

Smythe Advisory acted as the exclusive divestiture advisors for Elevate Insurance Brokers, an Alberta-based insurance brokerage, for its sale to HUB International Canada West ULC.