M&A Deal Summary

Simplicity Group Acquires Sunderland Group

On April 15, 2021, Simplicity Group acquired insurance company Sunderland Group

Acquisition Highlights
  • This is Simplicity Group’s 4th transaction in the Insurance sector.
  • This is Simplicity Group’s 7th transaction in the United States.
  • This is Simplicity Group’s 1st transaction in North Dakota.

M&A Deal Summary
Date 2021-04-15
Target Sunderland Group
Sector Insurance
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition

Target

Sunderland Group

Fargo, North Dakota, United States
website
Sunderland Group health and wealth financial marketing organization that has been providing wholesale life and annuity products to independent agents and advisors. Sunderland Group to provide truly comprehensive product and sales support including lead generation strategies, proprietary, and proven sales tools, advanced sales training, case design, and online resources. Sunderland Group was founded in 1998 and is based in Fargo, North Dakota.

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Buyer(S) 1

Buyer

Simplicity Group

Summit, New Jersey, United States

website

Category Company
Founded 2008
Sector Business Services
DESCRIPTION

Simplicity Group is a financial product distribution firm focused on retirement planning solutions through a combination of annuity, life insurance, and securities products. Simplicity Group was founded in 2008 and is based in Summit, New Jersey.

DEAL STATS #
Overall 7 of 46
Sector (Insurance) 4 of 24
Type (Add-on Acquisition) 7 of 45
State (North Dakota) 1 of 1
Country (United States) 7 of 46
Year (2021) 2 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-23 Advisors Financial Group

Raleigh, North Carolina, United States

Advisors Financial Group is a financial products and service distribution business that strives to provide prudent financial planning strategies to independent financial professionals, institutions, and their clients. Advisors Financial Group, Inc. is based in Raleigh, North Carolina.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-20 American Financial Network

Parsippany, New Jersey, United States

American Financial Network is a service-focused life and annuity insurance distribution business for independent professionals. American Financial Network, has grown to become a major provider of top-tier carrier products, advanced case design, case management, and unmatched professional support to its financial partners. American Financial Network was founded in 2002 and is based in Parsippany, New Jersey.

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