secwatch / observer
8-K filed April 1, 2024, 7:59 PM ET ticker FISI CIK 0000862831
M&A confidence high sentiment neutral materiality 0.70

FINANCIAL INSTITUTIONS INC (FISI): M&A transaction — Financial Institutions sells SDN Insurance Agency to NFP for $27M cash

FINANCIAL INSTITUTIONS INC

Key facts

Extracted from this filing and checked against the source text.

M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

FINANCIAL INSTITUTIONS INC completed a disposition involving NFP Property & Casualty Services, Inc. for $27.0 million in cash (closed 2024-04-01).

Action
disposition
Counterparty
NFP Property & Casualty Services, Inc.
Consideration
$27.0 million in cash
Closing
2024-04-01
Exact text from the filing
Pursuant to the terms of the Purchase Agreement, upon Closing, NFP paid $27.0 million in cash to the Company on April 1, 2024.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

FINANCIAL INSTITUTIONS INC entered into Purchase Agreement with NFP Property & Casualty Services, Inc. valued at $27.0 million (effective 2024-04-01).

Action
entry
Agreement
asset purchase
Counterparty
NFP Property & Casualty Services, Inc.
Value
$27.0 million
Effective
2024-04-01
Exact text from the filing
On April 1, 2024, Financial Institutions, Inc. (NASDAQ: FISI) (the “Company”) entered into an Asset Purchase Agreement (the “Purchase Agreement”) pursuant to which the Company agreed to the sale of the assets of its wholly-owned subsidiary SDN Insurance Agency, LLC (“SDN”) (“Asset Purchase”) to NFP Property & Casualty Services, Inc. (“NFP”), a subsidiary of NFP Corp. Pursuant to the terms of the Purchase Agreement, at the closing of the Asset Purchase, which was also completed on April 1, 2024 (“Closing”), NFP paid a purchase price of $27.0 million in cash to the Company.
View on SEC.gov

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FINANCIAL INSTITUTIONS INC filing history →

Source: SEC EDGAR
accession 0000950170-24-038907
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