DALLAS (2021) – White Rock Associates, LLC is pleased to announce it recently advised ARI Financial Group (“The Company”) on securing a $24.0 million delayed draw term loan with CIBC.
The Company is a boutique financial firm specializing in advanced life insurance concepts and Premium Financing services designed to help grow and conserve wealth through customized solutions, personalized service, and creative planning. Their concentration in this area has led them to become the foremost provider of financed Whole Life strategies. Strategists at the boutique firm are highly knowledgeable on the intricacies of foreign national cases and work closely with foreign clients ensure they are compliant with the constant flux of international law. ARI Financial Group has offices in major U.S. markets including Miami, New York City, Chicago, Los Angeles and Palo Alto.
The transaction led by WRA will allow the Company’s owner to build on the success of ARI and invest in other initiatives.