Deal Snapshot
AMERILIFE ACQUIRES MAJORITY SHARE IN JD MELLBERG FINANCIAL
Friday 14 February 2020

Florida, US-based life, health and retirement solutions company AmeriLife Group, LLC has acquired a majority interest in Arizona-based annuity and retirement planning organisation J.D. Mellberg Financial to further AmeriLife's investment and retirement planning capabilities, the company said.
The combined organisation represents more than USD 4.8bn in annual annuity premium.


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Details
Date Published: 14/02/2020
Target: J.D. Mellberg Financial
Country: USA
Sector: Banking/Financial Services
Type: Corporate acquisition
Financing: Cash and Stock
Status: Agreed
Vendor:
Buyer: AmeriLife Group, LLC
Comment:
Terms of the deal were not disclosed

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