AmeriLife Acquires Majority Interest in J.D. Mellberg Financial
February 12, 2020
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.
- Buyers
- AmeriLife Group, LLC
- Targets
- J.D. Mellberg Financial
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
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