Advised on Sale of Company

Financial Services

iA Financial Group

Insurance and wealth management Canada

Acquired 100% of Business Operations

PPI Management Inc

Insurance marketing Canada

Advised PPI on sale to iA Financial Group

iA Financial Group acquired PPI Management Inc. Founded in 1978, PPI is one of the largest managing general agencies supporting independent advisors in Canada. PPI operates 15 marketing and resource offices across Canada and has a national distribution network of over 3,000 advisors. Through PPI, advisors and their clients gain access to specialized tools and knowledge including actuarial, tax and expertise in the design and customization of insurance products.

Founded 125 years ago, iA Financial Group is one of the largest insurance and wealth management companies in Canada and has become the leading insurance brokerage distributor in Canada.

Capital West Partners acted as exclusive financial advisor to PPI on this transaction.

Experts who worked on the transaction