Mutual of America Acquires Landmark Life Insurance Company

AmeriLife Acquires Majority Interest in J.D. Mellberg Financial

February 12, 2020

Financial Services

AmeriLife Group, LLC has acquired a majority interest in J.D. Mellberg Financial, a Tucson-based annuity and retirement planning firm. The deal strengthens AmeriLife's retirement and annuity distribution capabilities; the combined organization represents more than $4.8 billion in annual annuity premium and J.D. Mellberg's founder Joshua Mellberg will remain with the business as a principal.

Century Communities Acquires Landmark Homes of Tennessee, Inc.

January 22, 2024

Real Estate

Century Communities, Inc. has acquired substantially all assets of Landmark Homes of Tennessee, a regional homebuilder in the Greater Nashville area. The deal adds more than 800 current and future lots and six active communities to Century's Tennessee footprint, expanding its inventory and market share among first-time and move-up buyers in the region.

Alera Group Acquires Landmark Benefits, Inc.

July 19, 2019

Insurance

Alera Group acquired Landmark Benefits, Inc., an employee benefits broker based in Windham, New Hampshire, effective July 1, 2019; terms were not disclosed. The deal expands Alera's presence and capabilities in New England by adding Landmark's benefits, HR consulting, compliance and wellness services and team.

Beacon Pointe Advisors Acquires Landmark Wealth Management Group

October 15, 2024

Wealth Management

Beacon Pointe Advisors has acquired Landmark Wealth Management Group, a Lake Elmo, Minnesota-based RIA that oversees approximately $1 billion in client assets. The deal (closed October 15, 2024) gives Beacon Pointe its first formal office presence in Minnesota and expands its national footprint and advisory team.

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.

AmeriLife Acquires Majority Stake in Jack Schroeder & Associates

April 1, 2020

Insurance

AmeriLife Group, LLC acquired a majority interest in Jack Schroeder & Associates (JSA), an insurance marketing organization headquartered in Green Bay, Wisconsin. The deal expands AmeriLife's Medicare and life insurance distribution capabilities and extends its reach into JSA's national network of independent agents.