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.
SALE OF WAYPOINT INSURANCE SERVICES INC. TO NAVACORD CORP.
Smythe Advisory acted as the exclusive financial advisors to Waypoint Insurance Services Inc. in the divestiture of their business to Navacord Corp.
SALE OF DEL FISHER INSURANCE INC. TO HUB INTERNATIONAL CANADA WEST ULC
Smythe Advisory acted as the exclusive divestiture advisors for Del Fisher Insurance Inc., a Calgary-based P&C brokerage, for its sale to HUB International Canada West ULC.
SALE OF SELECT BMS CANADA RISK SERVICES LTD. ASSETS TO WYLIE-CRUMP LTD.
Exclusive financial advisors to BMS Canada Risk Services Ltd. in the divestiture of their Vancouver-based specialized book of business to Wylie-Crump Ltd.
SALE OF WILFRED LEONG INSURANCE AGENCIES LTD. TO MURRICK GROUP
Exclusive financial advisors to the shareholders of Wilfred Leong Insurance Agencies Ltd. in the sale of their business to Murrick Group.
SALE OF SHUSWAP INSURANCE BROKERS TO SASCU FINANCIAL GROUP
Financial advisors to Shuswap Insurance Brokers in the sale of their business to SASCU Financial Group.
ACQUISITION OF DMW INSURANCE LTD. BY WESTERN FINANCIAL GROUP
Exclusive financial advisors to the shareholders of DMW Insurance Ltd. in the sale of their business to Western Financial Group.
SALE OF WYATT DOWLING INSURANCE BROKERS TO WAWANESA INSURANCE
Transaction advisor to the shareholders of Wyatt Dowling Insurance Brokers in its sale to Wawanesa Insurance, providing full sell-side advisory services.
ACQUISITION OF KEY INSURANCE SERVICES BY WAYPOINT
Financial advisor to Waypoint Insurance on Key Insurance, advising on transaction structure, financial modelling and negotiations.
BMG Aviation Ltd. Acquired by Axis Insurance Managers Inc.
Smythe Advisory acted as the exclusive divestiture advisors to BMG Aviation Ltd., a western-Canada based commercial insurance brokerage specializing in aviation and aerospace insurance, in its sale to Axis Insurance Managers Inc.
REFINANCING OF INSURANCE BROKERAGE FOR SHAREHOLDER BUYOUT
Financial advisor to an insurance brokerage on its financing for shareholder buyouts and acquisitions, including preparation of the financing proposal and negotiations with lenders.
SALE OF AXIS INSURANCE MANAGERS INC. TO VERTICAL INSURANCE GROUP
Transaction advisor to the shareholders of Axis Insurance Manager in its sale to the Vertical Insurance Group, providing full sell-side advisory services.
