Transactions

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.

PenSam Pension agreed to divest its subsidiary PenSam Forsikring, a Danish P&C insurance provider, to Gjensidige Forsikring, a leading Nordic insurance group.

Fram Insurance Brokers, the largest independent marine insurance broker in Norway, sold a majority stake to Söderberg & Partners, a leading provider of wealth management and corporate insurance services in the Nordic region and the Netherlands.

NFP, a US-headquartered, private equity owned insurance broker and consultant, acquired KGJ Insurance Services Group.

Ord Minnett, a leading private wealth management group with AU$35 billion of funds under advice, acquired E.L. & C. Baillieu Limited, a large private wealth management group.

Te Creemos Holding, S.A.P.I. de C.V., a PC Capital investment portfolio company, acquired the loan portfolio and certain operating assets of Financiera Finsol.

Adelis Equity, a private-equity firm focused on the Nordic middle market, acquired all the affiliated offices of Säkra AB, thus forming a leading brokerage firm with a focus on property & casualty insurance, life insurance, pensions, and savings.

M3 Self Storage, an operator of storage locations in the Netherlands, was sold to Safestore Holdings and Carlyle European Real Estate Fund, which formed a joint venture to complete the acquisition.

Foresters Community Finance Pty Ltd, an Australia-based not-for-profit micro-loan organization providing emergency finance, was acquired by CUFA Limited, an Australia-based international aid and development not-for-profit organization.