New Penn Financial LLC acquires Shelter Mortgage Co. LLC

On September 3, 2014, New Penn Financial LLC acquired Shelter Mortgage Co. LLC, a financial services company in Wisconsin, United States, from CIVC Partners LP.

Deal at a glance

AnnouncedSeptember 3, 2014 TypeAdd-on Acquistion TargetShelter Mortgage Co. LLC Buyer New Penn Financial LLC Seller CIVC Partners LP SectorFinancial Services LocationWisconsin, United States ValueNot disclosed

Target company

Shelter Mortgage Co. LLC

Wisconsin, United States

Financial Servicessector

-founded

Activestatus

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Buyer

New Penn Financial LLC

Company · 1 deal on record

1st transaction in financial services
1st transaction in United States

1deals, all time

1in this sector

2014latest

Seller

CIVC Partners LP

Private equity firm · 67 deals on record

67investments

10in this sector

42exits

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Questions about this deal

Who acquired Shelter Mortgage Co. LLC?New Penn Financial LLC acquired Shelter Mortgage Co. LLC on September 3, 2014.

Who sold Shelter Mortgage Co. LLC?CIVC Partners LP was the seller.

What type of deal was it?It was a add-on acquistion in the financial services sector in 2014.

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