Westaim Contributes US$350 Million to Fund Ceres Life Insurance Company

S. USA Life (Prosperity Life Group) Acquires National Western Life Group for $1.9 Billion

July 9, 2024

Insurance

S. USA Life Insurance Company, Inc. (a Prosperity Life Group company) completed an all-cash merger to acquire National Western Life Group, Inc. for approximately $1.9 billion, with each National Western share converted into $500 in cash. The deal brings National Western into Prosperity's insurance platform to scale distribution, expand capabilities, and integrate institutional expertise.

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.

Capitala Group, Gladstone Investment Corporation and KCM Capital Partners Invest in Mason West

October 22, 2020

Building Products

Capitala Group, alongside Gladstone Investment Corporation and KCM Capital Partners, has made a debt and equity growth investment in Mason West to support the company's ongoing expansion. Mason West, based in Placentia, California, is an industry leader in engineered seismic restraint and vibration isolation products serving MEP contractors across healthcare, technology, education and government construction markets.

Confie Acquires CoWest Insurance Group

October 3, 2022

Financial Services

Confie, the U.S. personal-lines insurance distribution company, has acquired Colorado-based CoWest Insurance Group and its network of 30 independent agencies. CoWest will continue to operate under its current brand in Colorado and Confie will retain CoWest employees as it expands its InsureOne agency-network strategy.

Wealthspire's Ground Control Acquires Ceres Financial Management

January 6, 2026

Financial Services

Wealthspire’s Ground Control Business Management has acquired Los Angeles-based Ceres Financial Management, LLC. The acquisition will fold Ceres into Ground Control’s operations and expand the firm’s business-management and wealth services footprint in Southern California for high-net-worth clients, with Ceres founder Craig Shenkler joining as a managing director.

Cerity Partners Acquires West Coast Financial

April 1, 2025

Wealth Management

Cerity Partners, a national independent wealth management firm, announced it is merging with West Coast Financial of Santa Barbara, California. The deal brings West Coast Financial's advisory team and client relationships onto the Cerity Partners platform to expand capabilities and deepen Cerity's presence in Southern California.