M&A Deal Summary

Sierra Financial Holdings Acquires Preferred Security Life Insurance

On March 19, 2025, Sierra Financial Holdings acquired insurance company Preferred Security Life Insurance

Acquisition Highlights
  • This is Sierra Financial Holdings’ 1st transaction in the Insurance sector.
  • This is Sierra Financial Holdings’ 1st transaction in the United States.
  • This is Sierra Financial Holdings’ 1st transaction in Colorado.

M&A Deal Summary

Date 2025-03-19
Target Preferred Security Life Insurance
Sector Insurance
Buyer(s) Sierra Financial Holdings
Deal Type Add-on Acquisition

Target

Preferred Security Life Insurance

Colorado Springs, Colorado, United States
Preferred Security Life Insurance is a stipulated premium provider specializing in individual life insurance and annuity products. Preferred Security Life Insurance was founded in 1994 and is based in Colorado Springs, Colorado.

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Buyer(S) 1

Buyer

Sierra Financial Holdings

Houston, Texas, United States

Category Company
Sector Financial Services
DESCRIPTION

Sierra Financial Holdings is a privately held company specializing in financial services, including insurance and mortgage banking. Sierra Financial Holdings focuses on serving the Latino market with a range of products, such as life insurance and residential mortgage solutions. Sierra Financial Holdings is based in Houston, Texas.


DEAL STATS #
Overall 1 of 1
Sector (Insurance) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Colorado) 1 of 1
Country (United States) 1 of 1
Year (2025) 1 of 1