Cannae SPAC Presentation Deck
AMERILIFE
Company Overview
AmeriLife Group was established as an independent agency with a nationwide
presence comprising over 140,000 independent insurance agents and advisors,
over 700 skilled career agents and over 400 registered investment advisors
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- The Company maintains a broad network, providing a highly scaled platform for
the company to distribute life, health and retirement products
AmeriLife operates across six key segments - Life & Health Brokerage, Annuity
Brokerage, Retirement Solutions, Career Agency (captive distribution), Product
Development/Third Party Administration Services and Worksite Solutions
The Company currently partners with over 100 leading carriers across its various
business segments
AmeriLife maintains a diversified panel of blue-chip insurers, with no single carrier
representing more than 14% of revenue
Source: Public company filings and company management as of 8/5/2021.
Investment Overview
Our investment in AmeriLife continues to look promising as COVID specifically and
aging demographic patterns more broadly, continue to drive demand for retirement
services
AMERILIFE®
Cannae Investment Summary
Investment Date
Cannae has ~20% equity ownership in AmeriLife
AmeriLife has exceeded its internal growth and profitability targets and continued to
actively acquire smaller firms to expand its sales footprint and capture synergies from
industry consolidation
Total Invested
Capital
Current
Ownership
March 2020
CH
$121M
CANNAE
HOLDINGS, INC.
-20% ownership
• In 2020 Cannae invested $121M for
approximately 20% equity ownership
• AmeriLife is a national leader in the
development, marketing and
distribution of life and health
insurance, annuities and retirement-
planning solutions
CANNAE HOLDINGS INVESTOR PRESENTATION AUGUST 2021 | 25View entire presentation