Transactions in the Senior market have been robust in 2020.  CSG has compiled a table summarizing IPOs and acquisitions year-to-date in 2020 in the Medicare space.

Initial Public Offerings (“IPOs”) and other Capital Transactions:

Date AnnouncedOrganizationCompany H/QTransaction
3/19/2020Amerilife Group, Inc.Clearwater, FLCompletion of recapitalization by investor group led by Thomas H. Lee Partners
5/26/2020Select Quote, Inc.Overland Park, KSIPO of 32,775,000 shares of common stock
6/26/2020HealthPlan One, IncTrumbull, CTGrowth recapitalization of the Company by Lightyear Capital LLC.
7/15/2020Go Health, IncChicago, ILIPO 43,500,000 shares of its Class A common stock at a public offering price of $21.00 per share
9/28/2020Coverance Insurance SolutionsLong Beach, CACoverance announces a $10.5 million financing led by CUNA Mutual Group, with participation from existing investor Strandview Capital


Mergers & Acquisitions

Date AnnouncedTarget CompanyAcquirer
1/7/2020Stephens-Mathews Marketing, Inc.

1/28/2020Agent Pipeline, Inc.Integrity Marketing Group
2/12/2020J.D. Mellberg FinancialAmerilife
2/25/2020Palmetto Senior BenefitsIntegrity Marketing Group
3/3/2020Taylor Financial & Insurance Services ("FFL USA") Integrity Marketing Group
3/10/2020LifeSmart Senior Sevices, Inc.

Integrity Marketing Group
3/19/2020Killimett Agency ("FFL Southeast")

Integrity Marketing Group
4/1/2020Jack Schroeder & Associates, Inc

4/14/2020The Brokerage Resource, Inc.Integrity Marketing Group
4/19/2020Equis Financial, Inc.Integrity Marketing Group
5/19/2020Pinnacle Financial ServicesAmerilife
6/2/2020Tri-State FinancialIntegrity Marketing Group
6/15/2020Formula Folios, Inc.Amerilife
6/18/2020McNerney Management GroupIntegrity Marketing Group
6/30/2020National Agents Alliance ("The Alliance")Integrity Marketing Group
7/13/2020Benefytt Technologies, Inc. (formerly Health Insurance Innovations)Madison Dearborn Partners
7/14/2020McClain Insurance

Integrity Marketing Group
7/21/2020New Horizons Insurance MarketingIntegrity Marketing Group
7/29/2020Senior Market Sales, Inc.Alliant
7/29/2020Heartland Retirement GroupIntegrity Marketing Group
8/4/2020Agent ForceIntegrity Marketing Group
8/4/2020Crosspointe Insurance AdvisorsEverQuote
8/13/2020ASB FinancialIntegrity Marketing Group
8/18/2020Southern Insurance GroupIntegrity Marketing Group
9/1/2020Secure Benefits AllianceeRitter Insurance Marketing
9/22/2020Insurance Administrative Solutions
Integrity Marketing Group
9/29/2020Senior Healthcare Direct (Bache LLC)Amerilife
10/6/2020Secure Administrative Solutions

10/7/2020The Assurance GroupIntegrity Marketing Group
10/14/2020Advanced Market SalesIntegrity Marketing Group
10/15/2020The Equita GroupAmerilife
10/22/2020Health Insurance StoreIntegrity Marketing Group
10/29/2020Western Asset ProtectionIntegrity Marketing Group
11/5/2020Forward Strategies Insurance Brokers, LLCAmerilife
11/5/2020Smith AgencyIntegrity Marketing Group
11/11/2020American Group InsuranceIntegrity Marketing Group
11/18/2020American Benefits ExchangeAmerilife
12/1/2020Creative Financial NetworkAmerilife
12/11/2020Senior Resource GroupAmerilife