M&A Deal Summary

Amerilife Acquires Senior Market Advisors

On January 14, 2021, Amerilife acquired insurance company Senior Market Advisors

Acquisition Highlights
  • This is Amerilife’s 7th transaction in the Insurance sector.
  • This is Amerilife’s 10th transaction in the United States.
  • This is Amerilife’s 1st transaction in Tennessee.

M&A Deal Summary
Date 2021-01-14
Target Senior Market Advisors
Sector Insurance
Buyer(s) Amerilife
Deal Type Add-on Acquisition

Target

Senior Market Advisors

Nashville, Tennessee, United States
Senior Market Advisors (SMA) was developed by insurance agents, for insurance agents. The company has developed sales tools and practices to ensure clients' financial success and increase enrollments for the agency. SMA currently works with thousands of agents across the US. Senior Market Advisors (SMA) was formed in 2007 and is based in Nashville, Tennessee.

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Buyer(S) 1

Buyer

Amerilife

Clearwater, Florida, United States
Category Company
Founded 1971
Sector Insurance
DESCRIPTION

Amerilife engages in developing, marketing and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. Amerilife was founded in 1971 and is based in Clearwater, Florida.

DEAL STATS #
Overall 10 of 13
Sector (Insurance) 7 of 9
Type (Add-on Acquisition) 9 of 11
State (Tennessee) 1 of 1
Country (United States) 10 of 13
Year (2021) 1 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-11-18 American Benefits Exchange

Austin, Texas, United States

American Benefits Exchange is specializes in providing insurance solutions to federal, postal and state employees, as well as members of the United States Armed Forces and small businesses. American Benefits Exchange is based in Austin, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-02 DFS Marketing

Conroe, Texas, United States

DFS Marketing is an FMO distributing annuity and life insurance through independent agents. DFS Marketing was founded in 2011 and is based in Conroe, Texas.

Buy -
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