Business Advisory
How to Increase Profitability: The Customer Sales Mix
August 27, 2019
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 Rhodes Wellness College to Private Purchaser
Smythe Advisory acted as the exclusive divestiture advisors to Rhodes Wellness College in the sale of their business to a private purchaser.
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 Double Trouble Brewing to Old Tomorrow
Advisor to the vendor on the sale of Double Trouble Brewing, including preparation of all sale materials, seeking buyers, controlling the auction process, negotiating the purchase price and final terms of the agreement.
Sale of trade school to financial purchaser
Financial and tax advisor to the shareholders of a trade school in its sale to a private equity firm, including advising on transaction structuring, financial projections and review of agreements.
Sale of beverage distributor to financial purchaser
Transaction and tax advisor to the shareholders of a beverage distribution company in its sale to a financial purchaser.
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.
