McColl Partners, LLC ("McColl Partners") acted as financial advisor to National Agents Alliance (the "Company") in its capital raise with Mutual of Omaha Bank, the commercial banking subsidiary of Mutual of Omaha Insurance Company. The capital raise enables the Company to consolidate ownership and strengthen its position in the highly competitive insurance brokerage industry.
About National Agents Alliance
National Agents Alliance is an innovative lead generation and marketing organization that sells life insurance, annuities, and other financial services products through over 7,000 active independent sales representatives in 50 states. Focused on serving middle-income families, the Company is the #1 U.S. provider of mortgage protection insurance and offers a broad array of other affordable products from highly regarded companies such as Mutual of Omaha, Foresters, and ING. Since its inception in 2002, the Company has helped over 670,000 families successfully apply for more than $78 billion in life insurance coverage. For more information about National Agents Alliance, visit http://www.naaleads.com.
About Mutual of Omaha Bank
Mutual of Omaha Bank is a full-service bank providing financial solutions to individuals and businesses in communities across the United States. With nearly $5 billion in assets, Mutual of Omaha Bank operates a network of community banks and offices in Arizona, California, Colorado, Florida, Iowa, Kansas, Nebraska, Nevada and Texas and has a nationwide deposit services business. It is a subsidiary of Mutual of Omaha, a leading insurance and financial services company since 1909. Mutual of Omaha is ranked among the Fortune 500 with more than $26 billion in total assets and high ratings from leading ratings agencies. For more information about Mutual of Omaha Bank, visit www.mutualofomahabank.com.
About McColl Partners, LLC
McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies. With significant experience working with entrepreneurs, family-owned businesses, private equity groups, public companies, financial institutions, and divisions of large companies, the firm is dedicated to offering strategic advice and assistance to its clients regarding mergers and acquisitions and private capital raising assignments.
For more information about this transaction or our Financial Services Group, please contact Phil Colaco or John Deering at (704) 333-0525. Additional information about McColl Partners can be found at www.mccollpartners.com.
