Tracked deals
14
14 tracked deals across 2020-2025.
Operating Company
Financial Services
AmeriLife Group
Clearwater, Florida, United States
AmeriLife is a leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions for pre-retirees and retirees through a large distribution network of insurance agents and marketing organizations.
- Focus Areas
- Insurance distribution, Annuities, Insurance marketing organization (FMO) services
- Website
- amerilife.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
14 buyout
AmeriLife Group Acquisition Volume by Year
Last 4 years
Supporting Data
Recent Transactions
Showing the 12 most recent of 14 tracked deals for AmeriLife Group.
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- Buyer
- Vertical Vision Financial Marketing, LLC (V2), AmeriLife Group, LLC
- Target
- The Ohlson Group
- Industry
- Insurance
- Location
- Indiana, United States
- Type
- Buyout
Vertical Vision Financial Marketing (V2), an affiliate of AmeriLife Group, LLC, has acquired The Ohlson Group, a Carmel, Indiana-based annuity-focused field marketing organization (FMO). The deal expands V2/AmeriLife's in-house and semi-exclusive annuity product distribution and adds The Ohlson Group's network of more than 2,000 agents to its platform; terms were not disclosed.
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November 10, 2022
- Buyer
- AIMCOR Consolidated, AIMCOR Group, AmeriLife Group
- Target
- McQueen Kalligan Insurance Services, Inc.
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
AIMCOR Consolidated, a joint venture between AIMCOR Group and AmeriLife Group, has acquired brokerage general agency McQueen Kalligan Insurance Services, Inc. McQueen Kalligan will join the ICON affiliate platform to gain access to expanded product offerings, technology and back-office support while Tim McQueen continues in a leadership role within the ICON network.
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July 23, 2021
- Buyer
- AmeriLife Group, LLC
- Target
- The Mailing House, LLC (d/b/a Your Family Bank)
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
AmeriLife Group, LLC has acquired The Mailing House, LLC d/b/a Your Family Bank, a St. Augustine-based personal financial education and planning business. The deal brings Your Family Bank's subscription and membership-based financial education and planning capabilities into AmeriLife's Life & Health Brokerage Distribution group to expand its agency distribution and client-facing financial planning services.
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June 29, 2021
- Buyer
- AmeriLife Group, LLC
- Target
- Maximum Senior Benefits
- Industry
- Insurance
- Location
- Utah, United States
- Type
- Buyout
AmeriLife Group, LLC has acquired Maximum Senior Benefits, a Utah-based retail insurance marketing organization that distributes final expense insurance and provides agent training and cross-selling programs. The deal expands AmeriLife's final expense product offerings and diversifies its geographic footprint in the Western United States while keeping MSB's CEO Justin Haskell in a leadership role.
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March 16, 2021
- Buyer
- AmeriLife Group, LLC
- Target
- Insurance 360
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
AmeriLife Group, LLC has acquired Insurance 360, an Austin-based independent insurance agency founded in 1983 that offers term life, universal life, disability income, long-term care, and survivorship insurance. The acquisition expands AmeriLife's life and health brokerage distribution capabilities and brings Insurance 360’s client base (over 50,000 policyholders) and leadership — Scott Harper will serve as principal — into the AmeriLife platform.
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March 2, 2021
- Buyer
- AmeriLife Group, LLC
- Target
- DFS Marketing
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
AmeriLife Group, LLC has acquired DFS Marketing, a field marketing organization (FMO) based in Conroe, Texas, that distributes annuity and life insurance through independent agents. The deal expands AmeriLife's annuity distribution capabilities and broadens its geographic footprint in Texas; DFS's existing leadership team will remain in place under AmeriLife's Annuities & Retirement Planning Brokerage Distribution division.
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January 14, 2021
- Buyer
- AmeriLife Group, LLC
- Target
- Senior Market Advisors
- Industry
- Insurance
- Location
- Tennessee, United States
- Type
- Buyout
AmeriLife Group, LLC has acquired Senior Market Advisors (SMA), a fast-growing field marketing organization (FMO) that supports independent insurance agents in the senior/Medicare market. The deal combines AmeriLife's national distribution scale with SMA's agent tools and technology to expand distribution capabilities and better serve agents and consumers.
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November 18, 2020
- Buyer
- AmeriLife Group, LLC (AmeriLife)
- Target
- American Benefits Exchange
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
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.
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November 5, 2020
- Buyer
- AmeriLife Group, LLC
- Target
- Forward Strategies Insurance Brokerage, LLC
- Industry
- Insurance
- Location
- Arizona, United States
- Type
- Buyout
AmeriLife Group, LLC acquired Forward Strategies Insurance Brokerage, a Tucson-based insurance marketing firm that focuses on annuities, life insurance, long-term care and hybrid products. The acquisition expands AmeriLife’s agent support, product distribution and technology capabilities to better serve independent agents and the retirement/senior market.
-
- Buyer
- AmeriLife Group, LLC
- Target
- The Equita Group, MACC Insurance Services
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
AmeriLife Group, LLC acquired The Equita Group (Equita Financial and Insurance Services) and affiliate MACC Insurance Services to expand its final expense distribution and call-center capabilities. The deal adds Equita's large independent agent network, Medicare brokerage volume and a dedicated call-center platform to AmeriLife's Life & Health Brokerage Distribution channel.
-
- Buyer
- AmeriLife Group, LLC
- Target
- Secure Administrative Solutions (SAS)
- Seller
- A-CAP
- Industry
- Insurance
- Location
- Utah, United States
- Type
- Buyout
AmeriLife Group, LLC acquired Secure Administrative Solutions (SAS) from holding company A-CAP to expand its third-party administrator (TPA) capabilities. The deal brings SAS's Medicare supplement, fixed annuity and life administration services into AmeriLife's TPA family to enhance turnkey solutions for carriers, agents and consumers.
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September 23, 2020
- Buyer
- AmeriLife Group, LLC
- Target
- The Achievement Group (TAG)
- Industry
- Insurance
- Location
- Iowa, United States
- Type
- Buyout
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.
Related Acquisition Pages
Insurance Buyers & Acquisitions
11 tracked deals by AmeriLife Group.
Financial Services Buyers & Acquisitions
2 tracked deals by AmeriLife Group.
Wealth Management Buyers & Acquisitions
1 tracked deal by AmeriLife Group.
Acquisitions in Texas
4 tracked deals by AmeriLife Group.
Acquisitions in Arizona
2 tracked deals by AmeriLife Group.
Acquisitions in Utah
2 tracked deals by AmeriLife Group.
Acquisitions in California
1 tracked deal by AmeriLife Group.
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