Houlihan Lokey Advises USA Financial

Houlihan Lokey is pleased to announce that USA Financial Inc. (USAF) has partnered with AmeriLife Group, LLC (AmeriLife). The transaction closed in July 2024.

Founded in 1988, USAF is a national wealth management firm with three registered investment advisers (RIAs), a registered broker-dealer, and a national independent/field marketing organization (IMO/FMO) that supports independent financial professionals and their investors. Together, they deliver a comprehensive suite of products and solutions that are designed to assist independent financial professionals in scaling their businesses. USAF’s longevity and success stand as a testament to its carefully crafted approach to wealth management, financial planning, integrated technology, and operational excellence.

AmeriLife is a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a distribution network of more than 300,000 insurance agents, financial professionals, over 100 marketing organizations, and insurance agency locations nationwide.

USAF brings decades of experience and an innovative approach to asset management and financial planning to AmeriLife’s expanding Wealth Distribution business (AmeriLife Wealth Group). The partnership will enable USAF to expand its access to top-flight insights, tools, and resources to further empower its affiliated financial professionals and help them take their businesses to new heights.

Houlihan Lokey served as the exclusive financial advisor to USAF. This deal highlights Houlihan Lokey’s continued position as a leading advisor within the insurance distribution and wealth advisory space.

RELATED: Insurance