MarshBerry Advises Succession Capital Alliance on Their Acquisition by Amerilife
Woodmere, OH, June 12, 2024 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, is pleased to have represented Succession Capital Alliance (SCA) on their sale to AmeriLife Group, LLC (AmeriLife). The transaction closed on June 3, 2024.
SCA, located in Newport Beach, CA, is the market leading provider of advanced life insurance solutions for advisors and their ultra-high net-worth clients. SCA was founded by Julian Movsesian in 2004 after the development of a proprietary solution to maximize the value of life insurance assets through tailored premium financing arrangements: the Capital Maximization Strategy℠.
“MarshBerry was proud to represent Julian and SCA in their sale to AmeriLife. The team worked closely with SCA to develop a customized strategy focused on achieving their goals,” said Phil Trem, MarshBerry President – Financial Advisory. “By leveraging our niche industry expertise, extensive connections to the relevant buyer universe, and best-in-class service, MarshBerry was proud to deliver an exceptional result to our client. We look forward to following SCA in the next phase of their lifecycle with the backing of a strong partner in AmeriLife.”
Terms of the transaction were not disclosed.
MarshBerry remains the number one sell side advisor for insurance agencies and brokerages and retains its position as the industry leader for total number of clients advised. Since 1999, MarshBerry has advised on more than 1,300 merger & acquisition transactions which is approximately 25% of the total tracked deal flow in the insurance distribution industry during this period as reported by S&P Global Market Intelligence.
MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.
About Succession Capital Alliance (SCA)
Succession Capital Alliance is the exclusive provider of the Capital Maximization Strategy (CMS) program. SCA was created as a joint venture between our CEO Julian Movsesian and a Fortune 20 company with a vision to redefine the way the industry thinks about and communicates the economic value of life insurance, and the ability to leverage its purchase in both estate and business planning applications for the high net worth client. SCA works closely with financial Advisors, including CPAs, Attorneys and Investment Managers to provide guidance and direction in the effective use of leverage when purchasing life insurance.
Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.
