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FT Partners Advises Aplifi on its Strategic Sale to iPipeline

Overview of Transaction

  • On October 21, 2013, Aplifi (the "Company") announced its sale to iPipeline
  • Aplifi is a leading provider of technology solutions for the insurance and financial sectors, facilitating more insurance transactions that are "In-Good-Order" and driving increased business
  • The Company's suite of flexible and easy-to-use platforms include AFFIRM for Life, AFFIRM for Annuity, InsureSocket® CRM, I-Relay® CRM and PolicyBox

Significance of Transaction

  • Acquisition forms the industry's most comprehensive transaction platform for the marketing, selling and processing of life, annuity, critical illness, pre-need, final expense, and medicare supplement products
  • Combination provides "one-stop" access to virtually everything a financial professional needs to market, sell and process diversified insurance products
  • Achieves highly attractive outcome for both Aplifi and iPipeline
  • Aplifi joins a leader in insurance solutions, creating a formidable competitor in the space
  • iPipeline adds to its ability to serve and provide immediate benefit to customers with complementary and innovative solutions, as well as the ability to achieve significant organizational synergies

FT Partners' Role

  • FT Partners served as exclusive strategic and financial advisor to Aplifi and its Board of Directors
  • FT Partners leveraged its deep knowledge, extensive experience and broad insurance industry relationships to help achieve a highly favorable outcome for stakeholders
  • Transaction demonstrates FT Partners' continued success in achieving highly attractive outcomes for leading insurance and financial technology firms