Capital West Advises JT Insurance on sale to Axis Insurance
JT Insurance Services (Canada) Inc. (“JT”) is a leading, Vancouver, BC-based specialty insurance brokerage founded in 1969. Known for its expertise and superior customer service, JT’s product offerings include commercial insurance, personal lines insurance, and risk management consulting. James and Sheri Clay will continue with Axis Insurance in key leadership roles and retain an ownership interest in the combined entity.
Based in Vancouver, BC, Axis Insurance (“Axis”) is a full-service brokerage firm specializing in personal insurance, commercial insurance, life and employee benefits, as well as wealth advisory service. Axis is backed by Lee Equity Partners, a New York-based private equity firm.
Capital West acted as exclusive financial advisor to JT on the transaction.
For additional information contact:
About Capital West Partners
Capital West Partners is a leading independent transaction advisory firm based in Vancouver, BC. As mid-market M&A specialists, we deliver focused financial advice and transaction expertise to Western Canadian companies across a range of transaction situations, including:
- Divestitures
- Mergers & Acquisitions
- Strategic Financings
- Valuations & Fairness Opinions
- Financial Advisory Assignments
Capital West has a proven track record of 30+ years of completing transactions that maximize value for our clients. Since inception, we have completed deals worth over $11 billion in total value.
Capital West is also a proud partner in IMAP (International Mergers and Acquisitions Partnership), a global organization of highly experienced mid-market advisory firms in over 40 countries with a track record of 50 years. Through IMAP, we maximize our global reach to bring industry and country expertise to every one of our assignments, and to find our clients the best buyers and investors in North America and beyond. www.imap.com