TRICOR Inc.
Top 100 U.S. insurance broker offering risk management and insurance brokerage services in Wisconsin and across the Midwest
https://www.tricorinsurance.com/
Acquired: October 2021
OneWest Bank, FSB
A Southern California-headquartered regional bank with 70 branches offering personal and commercial banking services
Acquired: March 2009
Ascensus (f/k/a Crump Group, Inc.)
An independent retirement and college savings services provider in the United States
JCF I Acquired: October 2005
JCF II Acquired: August 2006
Amerilife Group LLC
The largest independent distribution organization of life and health insurance products serving the growing pre-retiree and retiree markets
Acquired: July 2015
iLending
Originates auto refinance loans for consumers through partnerships with a diverse network of credit unions and finance companies
https://ilendingcarloanrefinancing.com/
Acquired: April 2021
Island Finance LLC
Leading non-bank consumer finance company in Puerto Rico, offering personal loans
https://www.islandfinance.com/
Acquired: June 2017
Vericity
Provides life insurance protection targeted to the middle American market
Acquired: August 2019
Jefferson Capital Systems, LLC
A leading national charged-off consumer debt buyer that focuses on purchasing a variety of consumer receivables for its own account
Acquired: March 2018
ELMC Group, LLC
Provides platform for delivering medical stop-loss solutions to brokers, carriers, and clients
Acquired: September 2016
Insigneo
Independent wealth management platform focused on Latin American clients
Acquired: August 2022