Houlihan Lokey Advises Annexus

Houlihan Lokey is pleased to announce that Annexus Holding LLLP (Annexus) has received a preferred equity investment from Blackstone Tactical Opportunities (Blackstone). The transaction closed on December 7, 2018.

Based in Scottsdale, Arizona, Annexus is a leading product development and distribution platform of best-in-class retirement solutions in the United States. These designed solutions include fixed indexed annuities, life insurance, and other index-based wealth management products which help Americans grow and protect their retirement savings. The company's unique business model strategically positions Annexus as a virtual insurance company, understanding the complexities of the design and distribution processes. Annexus leverages patented technology for next-generation pricing and hedging methodologies to partner directly with financial institutions to develop cutting-edge retirement income planning solutions. Annexus currently partners with well-respected carriers such as Athene, Nationwide, and Minnesota Life, as well as a network of leading independent marketing organizations.

Blackstone is one of the world's leading investment firms with over $385 billion in assets under management, including investment vehicles focused on private equity, real estate, public debt and equity, non-investment grade credit, real assets, and secondary funds, all on a global basis. Tactical Opportunities (Tac Opps) is Blackstone's opportunistic investment platform that invests globally across asset classes, industries and geographies, seeking to identify and execute on attractive, differentiated investment opportunities. As part of the strategy, the team leverages the intellectual capital across Blackstone's various businesses while continuously optimizing its approach in the face of ever-changing market conditions.

Houlihan Lokey served as exclusive financial advisor to Annexus and assisted in initiating, structuring, and negotiating the transaction. The transaction highlights Houlihan Lokey's continued position as a leading advisor within the insurance, insurance distribution, and independent marketing origination industries.


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