DigitalBGA Acquires the FEGLI Exchange Program

DigitalBGA Acquires NoExam.com

October 1, 2024

Insurance

DigitalBGA, a technology-driven life insurance brokerage based in Austin, Texas, has acquired NoExam.com, a direct-to-consumer life insurance platform that offers policies without medical exams. The acquisition strengthens DigitalBGA's consumer-facing capabilities and expands its product offerings in no-exam life insurance distribution; financial terms were not disclosed.

Aztec Software Acquires Financial Fitness Group

February 6, 2024

Education

Aztec Software, a NexPhase-backed educational software company, has acquired Financial Fitness Group (FFG) and will combine FFG with its iGrad (Enrich) financial literacy brand. The deal expands iGrad's library with hundreds of FINRA‑reviewed financial content pieces and illustrations, strengthening Aztec's financial wellness and advisor-facing offerings.

Alliant Insurance Services Acquires BSG Analytics

March 8, 2022

Data & Analytics

Alliant Insurance Services has acquired BSG Analytics (BSGA), a Pewaukee, Wisconsin-based healthcare data analytics firm, and will integrate the team into its Employee Benefits Group. The deal expands Alliant's healthcare data and analytics capabilities to support clients, brokers, providers and carriers; terms were not disclosed.

Agile Underwriting Solutions Acquires Exhale Insurance

July 1, 2021

Insurance

Agile Underwriting Solutions acquired managing general agent Exhale Insurance, effective July 1, 2021. The deal brings Exhale's digital technology, underwriting capacity and broker-distribution capabilities into Agile to expand its product offering and market position in the Canadian MGA space.

OneDigital Acquires Area Financial Services, Inc.

January 12, 2021

Insurance

OneDigital has acquired Area Financial Services, Inc., an Altoona, Wisconsin-based employee benefits agency, expanding OneDigital's footprint in Wisconsin with a fourth office in the state. The Area Financial senior leadership team (led by Brian Flynn) and four additional team members will join OneDigital, bringing roughly 500 group and individual clients onto OneDigital's platform and increasing the firm's Midwest market reach.

AmeriLife Acquires American Benefits Exchange

November 18, 2020

Financial Services

AmeriLife Group, LLC has acquired American Benefits Exchange, a Texas-based insurance marketing organization specializing in benefits for federal, postal, state employees and members of the U.S. Armed Forces. The deal expands AmeriLife’s distribution capabilities into specialized government and military markets, and American Benefits Exchange President Brian Pearson will continue to lead the business.