M&A Deal Summary

Amerilife Acquires The Achievement Group

On September 23, 2020, Amerilife acquired insurance company The Achievement Group

Acquisition Highlights
  • This is Amerilife’s 3rd transaction in the Insurance sector.
  • This is Amerilife’s 5th transaction in the United States.
  • This is Amerilife’s 1st transaction in Iowa.

M&A Deal Summary
Date 2020-09-23
Target The Achievement Group
Sector Insurance
Buyer(s) Amerilife
Deal Type Add-on Acquisition

Target

The Achievement Group

Des Moines, Iowa, United States
The Achievement Group is an annuity and life organization that assists financial institutions, insurance agencies, and insurance professionals to maximize performance and return, and meet the needs of the pre-retirees and retirees they serve. The Achievement Group was established in 1994 and is based in Des Moines, Iowa.

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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 5 of 13
Sector (Insurance) 3 of 9
Type (Add-on Acquisition) 5 of 11
State (Iowa) 1 of 1
Country (United States) 5 of 13
Year (2020) 3 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-04-01 Jack Schroeder & Associates

Green Bay, Wisconsin, United States

Jack Schroeder & Associates LLC is an insurance marketing organization. Jack Schroeder & Associates was founded in 1972 and is based in Green Bay, Wisconsin.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-10-06 Secure Administrative Solutions

Salt Lake City, Utah, United States

Secure Administrative Solutions LLC is a licensed third-party administrator (TPA) providing efficient and effective administration for insurance companies of all sizes, and across multiple product lines. Secure Administrative Solutions is based in Salt Lake City Utah.

Buy -
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