Honestly Acquires The Anderson Group

AmeriLife Acquires Majority Interest in The Achievement Group (TAG)

September 23, 2020

Insurance

AmeriLife Group, LLC has acquired a majority interest in The Achievement Group (TAG), a brokerage specializing in annuities and life insurance for pre-retirees and retirees. The deal expands AmeriLife’s retirement planning and annuity distribution capabilities while keeping TAG founder Brad Tison in a leadership and principal role within AmeriLife's annuity and retirement planning brokerage division.

The Brand Leader Acquires Benson Marketing Group

February 16, 2023

Marketing & Advertising

The Brand Leader, a Greenville-based creative agency, acquired Benson Marketing Group, a New York–based wine and spirits marketing agency. The deal folds Benson into TBL to add specialized wine & spirits advertising, branding, design, and digital capabilities while expanding TBL's sector coverage.

Mercer Advisors Acquires The Asset Advisory Group, Inc.

October 5, 2022

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired The Asset Advisory Group, Inc. (TAAG), a Cincinnati-based wealth management firm managing about $370 million in AUM across roughly 160 clients. The deal expands Mercer’s presence in Ohio and provides TAAG’s founders a succession solution while adding TAAG’s advisory team and capabilities to Mercer’s national RIA platform.

Sun Capital Affiliate Completes Majority Investment in Anderson Business Advisors

March 14, 2023

Professional Services

An affiliate of Sun Capital Partners completed a majority investment in Anderson Business Advisors, a Las Vegas-based provider of entity formation, registered agent, tax and bookkeeping services for real estate investors. Management and employees reinvested proceeds to retain a significant minority stake, and Sun Capital intends to pursue a buy-and-build strategy to scale the business and increase market share.

Arthur J. Gallagher & Co. Acquires Anderson Benson

March 2, 2023

Insurance

Arthur J. Gallagher & Co. (Gallagher) has acquired Anderson Benson, a Nashville-based retail insurance broker and risk management firm with niche expertise in the entertainment sector and specializations in hospitality, construction and transportation. The Anderson Benson team will remain in Nashville and operate under Gallagher's Mid-South retail property/casualty brokerage leadership; terms were not disclosed.

Sun European Partners Affiliate Completes Majority Investment in Anderson Business Advisors

March 14, 2023

Professional Services

An affiliate of Sun European Partners completed a majority investment in Anderson Business Advisors, a Las Vegas–based provider of entity formation, registered agent, tax preparation and bookkeeping services for real estate investors. Management and employees reinvested and retain a significant minority stake; Sun European intends to pursue a buy-and-build strategy to grow Anderson’s market share and capabilities across the corporate services sector.