Health & Wealth Agency M&A Activity By Year
M&A for Health & Wealth agencies is undergoing a transformation, driven by 3 unstoppable forces:
- 11,000 Americans turn 65 every day
- Over $522 billion in annuities were sold in 2024 alone
- There are still 30,000+ small agencies ripe for consolidation
Platform buyers are scaling fast. Integrity, AmeriLife, and Simplicity have already completed 287 acquisitions since 2020—and they’re not done.
Private equity sees the playbook. This is one of the most attractive roll-up markets out there: recurring revenue, low capex, inflation hedge baked in.
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