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New Deal


Announced

Completed

AmeriLife-backed Pinnacle Financial Services completed the acquisition of Health One.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Friendly

health insurance

Completed

Private

Majority

United States

Life Insurance

Acquisition

Domestic

Single Bidder

Synopsis

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AmeriLife-backed Pinnacle Financial Services, a national organization providing insurance and financial products and services for individuals, businesses and their employees, completed the acquisition of Health One, a health insurance agency. Financial terms were not disclosed. “At Health One, we work to recognize and embrace the many diverse markets in both the ACA and Medicare arena. By recognizing our partners’ different cultures, communities and unique needs, we connect authentically while creating an experience that is inclusive to all. As a leading provider of agent training and support, we then help our distribution use those skills – and tailor the right products – to meet our client’s needs,” Susan Carrasco, Health One Founder and CEO.

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