Leon Dreff

CFO

Alex Meier

President and CEO

7 past transactions

Fuse Insurance

Acquisition in 2025
Fuse Insurance is a digital commercial insurance company that provides online commercial insurance brokerage services.

Baker Insurance

Acquisition in 2024
Baker Insurance is a property and casualty brokerage firm that provides insurance services.

O'Neill Group

Acquisition in 2024
O'Neill Group Global provides comprehensive benefits, life, and wealth advising services. The company provides various services, including individual insurance, corporate insurance, employee benefit programs, will planning, group retirement plans, and other wealth management services, allowing clients to achieve their financial objectives fully.

The Magnes Group

Acquisition in 2024
The Magnes Group is an insurance brokerage firm based in Oakville, Canada, specializing in a range of insurance services. The company provides personalized aviation, commercial, and personal insurance coverages, along with risk management solutions tailored to meet clients' specific needs. Its offerings include global risk placement services, campsite insurance, group health insurance, and various specialty insurance programs. With a focus on delivering comprehensive risk management advice, The Magnes Group aims to support individuals and businesses in navigating their insurance requirements effectively.

BeniPlus

Corporate Round in 2024
BeniPlus Inc. is a Canadian insurtech company founded in 2017 and headquartered in Toronto. It specializes in providing cloud-based delivery wallets for group benefits and insurance brokerage services. The company offers the BeniPlus Wallet, a flexible spending account that allows small business owners and SMEs to provide customizable employee benefits. This digital wallet encompasses various categories, including Healthcare Spending Accounts, Wellness Spending Accounts, Registered Retirement Savings Plans, personal insurance, and charitable contributions. Employers can select from these options to create a benefits package tailored to their employees' needs while maintaining a fixed cost. Additionally, BeniPlus offers group insurance products such as life, disability, and critical illness insurance, ensuring that companies can enhance their employees' well-being affordably and effectively. This innovative approach allows employees to personalize their benefits, covering medical expenses, improving wellness, securing financial futures, and supporting charitable causes.

Goose Insurance Services

Series A in 2023
Goose Insurance Services Inc. is a Vancouver-based company that specializes in travel medical insurance through its innovative mobile application, launched in 2017. The app allows users to select from single-day or multi-day travel policies and provides essential features such as reminders when approaching airports or borders and an in-app emergency service locator. Additionally, Goose Insurance aims to simplify the insurance purchasing process by offering a range of affordable products, including life, critical illness, income protection, smartphone, renters, and pet insurance. As a direct-to-consumer managing general agency and underwriter, Goose focuses on reaching underserved consumers with a user-friendly platform that promotes self-service for various insurance needs.

BMG Insurance Brokers

Acquisition in 2022
BMG Insurance Brokers is a privately held insurance brokerage company with a western base that specializes in aviation and aerospace risks, BMG is renowned both nationally and worldwide for providing a high level of knowledge, service, and support to both its clients and the industry at large.
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