Transactions
Countries
Services
Sectors
Harbourfront Wealth Holdings Inc., a Canadian leading independent wealth advisory and investment management firm, acquired K.J. Harrison & Partners Inc.
Financial Institutions
Acquisition
Advisor to the buyer
PenSam Pension entered into an agreement to divest its subsidiary PenSam Bank to Arbejdernes Landbank, one of the six largest banks in Denmark and the most preferred amongst the Danes for the last 16 years.
Financial Institutions
Denmark
Sale
Advisor to the seller
Growthpoint Properties Ltd announced the disposal of its entire shareholding in Capital & Regional plc to NewRiver REIT plc.
Financial Institutions
Sale
Advisor to the seller
Harbourfront Wealth Holdings, a leading Canadian independent wealth advisory and investment management firm, acquired Rothenberg Wealth Management.
Financial Institutions
Acquisition
Circles Group was sold to Optio Group, a leading global managing general agency (MGA) specialising in specialty insurance solutions, backed by Preservation Capital Partners.
Financial Institutions
Sale
Advisor to the seller
BCOH was sold to Optio Group, a leading global managing general agency (MGA) specialising in specialty insurance solutions, backed by Preservation Capital Partners.
Financial Institutions
Sale
Advisor to the seller
AXA Italy, part of the insurance and asset management leader AXA Group, announces the acquisition of Gruppo Nobis, a retail P&C insurance company active in Italy reporting about EUR 0.5 billion written gross premiums in 2023.
Financial Institutions
Acquisition
Advisor to the buyer
Harbourfront Wealth Holdings, an independent wealth advisory and investment management firm, acquired Cornerstone Investment Counsel.
Financial Institutions
Acquisition
Advisor to the buyer
PS-Pension Solutions GmbH (“Pension Solutions Group”), a Germany-based specialist broker and a leading solution provider of occupational pension schemes, occupational disability insurance, and company health insurance plans, was sold to Ecclesia Holding GmbH (“Ecclesia Group”), Germany’s leading insurance broker and partner for insurance, risk consulting, and contract support.
Financial Institutions
Sale
Advisor to the seller