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New Deal


Announced

Completed

Arthur J. Gallagher completed the acquisition of f3 Companies.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Domestic

Majority

Diversified Financials

Completed

Friendly

United States

Acquisition

financial planning

Private

Single Bidder

Synopsis

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Arthur J. Gallagher, an insurance brokerage, completed the acquisition of f3 Companies, a wealth management platform. Financial terms were not disclosed. "f3's highly regarded platform strengthens our retirement plan consulting services and will enhance our financial planning growth opportunities. Their practices align with our commitment to helping organizations, individuals and communities face their future with confidence with financial planning services that help better position workers for retirement success, and I am delighted to welcome this firm to our growing, global company," J. Patrick Gallagher, Chairman, President and CEO.

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