Transactions

AmeriLife Group

Acted as the exclusive financial advisor to AmeriLife Group, LLC in its acquisition of Vertical Vision Financial Marketing, LLC, a Woodstock, GA insurance marketing organization specializing in annuity sales.  This acquisition is expected to substantially increase AmeriLife’s annuity business.  One of the nation’s largest life and health insurance marketing organizations, since 1971 AmeriLife has provided for the insurance and financial needs of America’s expanding senior population through insurance-related products such as Health and Medicare Plans, together with services such as Licensed Third-Party Administration, Product Development, Financial Services, Long-Term Care Insurance, and Property and Casualty Insurance.