Navacord Corp Merges With Acera Insurance Services (Clairvest exits)

Clairvest Sponsors Merger and Recapitalization of Rogers Insurance and CapriCMW to Form Acera Insurance

September 21, 2022

Insurance

Clairvest Group Inc. (through its fund CEP VI) made a C$100 million minority equity investment to support the merger and recapitalization of Alberta-based Rogers Insurance and British Columbia-based CapriCMW, creating Acera Insurance Services Ltd. The investment will keep the business independent and employee-owned while providing capital to invest in people, technology and future acquisitions to grow the new national insurance brokerage platform.

Acera Insurance Partners with Merit Insurance Services Ltd. in Edmonton

September 1, 2025

Insurance

Acera Insurance Services Ltd. announced a partnership deal with Merit Insurance Services Ltd. of Edmonton, Alberta, which closed on Sept. 1, 2025. The arrangement expands Acera’s Edmonton footprint and enables Merit to expand its personal lines offering while adding commercial insurance and employee group benefits support under Acera’s employee‑owner model.

Solventum Completes Acquisition of Acera Surgical

December 23, 2025

Healthcare Services

Solventum completed its acquisition of Acera Surgical, a privately held bioscience company focused on regenerative wound care. The deal includes $725 million in upfront cash plus up to $125 million in contingent cash payments tied to future milestones.

Navacord Partners with Medi-Quote Insurance Brokers

July 4, 2023

Insurance

Navacord Corp. announced a partnership with Medi-Quote Insurance Brokers, effective July 4, 2023, bringing Medi-Quote's travel, medical, health and dental insurance expertise into Navacord's national brokerage network. The deal expands Navacord's presence in Manitoba and strengthens its capabilities in the niche travel insurance market, including services for snowbird customers.

Cerity Partners Merges With Verus Investments

February 11, 2026

Wealth Management

Cerity Partners, an independent U.S. wealth and investment management firm, announced it will merge with institutional investment consulting and advisory firm Verus Investments. The combined organization will operate under the Cerity Partners brand and is expected to expand Cerity’s institutional research and advisory capabilities, with the deal slated to close at the end of Q1 2026 subject to regulatory approvals.

Vestwell Completes Accrue 401k Acquisition

January 30, 2026

Financial Services

Vestwell completed its acquisition of Accrue 401k, an entity formed to support Guideline 401(k) plans that were not part of the Gusto acquisition. Effective January 30, 2026, nearly 30,000 retirement plans serving about 350,000 savers will transition to Vestwell’s payroll-integrated savings platform.