JUNE 8, 2026, OMAHA, NE – Harbor View Advisors is excited to announce that Stratton & Company has been acquired by Senior Market Sales® (SMS), a premier national insurance marketing organization (IMO). Together, the firms are positioned to bring a more thoughtful and innovative perspective on retirement income solutions to clients across the country.
“Our proprietary, best-in-class planning process is designed to empower both those transitioning into retirement and those already retired to maximize their quality of life,” said Eric Stratton, President of Stratton & Company. “Partnering with Senior Market Sales will allow us to scale across their national network.”
With a strong focus on retirement planning now, Stratton & Company plans to leverage SMS’ full health and wealth portfolio to offer even more products and services, said Sam Magdalein, Stratton & Company’s Senior Vice President.
“SMS has always believed in the power of a client-centered process, and the team at Stratton & Company has been very successful while continuing to put clients’ needs first,” said John Haver, President of SMS. “It speaks volumes of their culture that they can do that while also consistently growing their business, and we look forward to having them as part of the SMS family of companies.”
“It was important for us to work with people who understand our industry and want to help move our industry forward,” Stratton said. “We’re excited to join Senior Market Sales and Alliant, with its history of stability and proven growth.”
Harbor View Advisors served as the exclusive financial advisor to Stratton & Company.
Read the full announcement here.
About Harbor View Advisors
Harbor View Advisors provides sell-side and buy-side M&A advisory to innovative companies. Our unique approach combines the execution expertise of an investment bank with the strategic thinking of a management consulting firm to work with clients and their teams to achieve their goals.
DISCLAIMER This presentation is intended for information and discussion purposes only and does not constitute legal or professional investment advice. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of Harbor View Advisors, LLC (“HVA”). The information in this presentation was compiled from sources believed to be reliable for informational purposes only. HVA does not endorse or approve, and assumes no responsibility for the content, accuracy or completeness of the information presented.
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