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 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 INSURANCE BROKERAGE
Calculation of post-closing adjustments on the acquisition of an insurance brokerage by a private equity firm.
SHORT-TERM BRIDGE FINANCING FOR IMPORT/DISTRIBUTION COMPANY
Financial advisor to a distribution company on its short-term bridge financing, including preparation of the financing proposal and negotiations with lenders.
ACQUISITION OF KEY INSURANCE SERVICES BY WAYPOINT
Financial advisor to Waypoint Insurance on Key Insurance, advising on transaction structure, financial modelling and negotiations.
ACQUISITION OF PROJECT MANAGEMENT COMPANY
Financial advisor to a financial investor in a project management company, providing due diligence services including pricing analysis.
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.
INVESTMENT IN ONLINE RETAIL COMPANY
Financial advisor to a family office on a debt and equity investment in an online retail company, providing due diligence services including quality of earnings report.
ACQUISITION OF EXCAVATION COMPANY BY STRATEGIC PURCHASER
Financial advisor to a strategic purchaser on the acquisition of a excavation company, providing due diligence services.
SALE OF INDUSTRIAL CAMERA MANUFACTURER TO STRATEGIC PURCHASER
Financial and tax advisor to the shareholders of an industrial camera manufacturer in its sale to a strategic purchaser, including advising on transaction structuring and financial projections.
