ALLEN BAILEY & ASSOCIATES, INC.
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Mergers & acquisitions


We  have worked with clients in the merger arena to help guide them in their  analysis of merging smaller companies that are similar in nature into their  existing infrastructure.  Since  its inception in 1985, AB&A has been involved with and performed due  diligence for well over 100 acquisitions considered for purchase or sale by our  firm’s clients.  This diligence  work included all aspects necessary to determine not only the present value of  future after tax statutory profits, but also encompassed a determination of the  financial impact of the buyer or seller (depending upon whom it was that  AB&A represented).  Our firm  was also responsible for a complete review and assessment of all statutory  reserves and liabilities represented in the potential acquisition.
We have also assisted a number of clients enter  entirely new markets (i. e., Medicare Supplement, LTC) that are beyond their  existing administrative capabilities. We have successfully teamed them with  partners in order to eliminate investment costs in hardware and developing new  systems while at the same time achieving first-year statutory  profits.

 AB&A prides itself on bringing innovative  product ideas to its clients and working with them from initial conception to  getting them “on the street”.  




In addition to performing actuarial diligence,  the “art of the  deal” can be crucial in bringing two parties  together  and  finalizing purchase price, conversion issues and regulatory approval.   With AB&A  you have a  firm with the know-how to skillfully advise you.

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Our mission statement, "constantly pursuing expeditious perfection," goes to the heart of who we are.                -Allen Bailey
  • Home
  • AB's Vision
  • About Us
  • Services
    • Actuarial >
      • Product Development
      • Cash Flow Testing
      • Financial Analysis
      • Mergers & Acquisitions
      • Financial Reporting
      • Experience Studies
      • Risk-Based Capital
      • Management Consulting
    • Software
    • Data Processing
    • Compliance
    • Fraternal Strategy
  • Our Team
  • Our Mission
  • Contact Us
  • AB White Paper 1