Allegis Advisor Group - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Allegis Advisor Group M&A Summary

Allegis Advisor Group has acquired 1 company of its own, including 1 in the last 5 years.

Allegis Advisor Group has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Allegis Advisor Group Ownership

Who owns Allegis Advisor Group?

Allegis Advisor Group is owned by Simplicity Group Holdings. It was acquired on September 15, 2022.

Allegis Advisor Group Business Overview

Where is Allegis Advisor Group headquartered?

Allegis Advisor Group is headquartered in Sandy, Utah.

What sector is Allegis Advisor Group in?

Allegis Advisor Group is a business services company.

When was Allegis Advisor Group founded?

Allegis Advisor Group was founded in 2009.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Allegis Advisor Group

Allegis Advisor Group

75 W. Towne Ridge Parkway, Suite #210,
Sandy, Utah 84070
United States,
(800) 418-1788
www.allegisag.com

Allegis Advisor Group is a full-service insurance marketing and financial planning firm that works with advisors nationwide to grow and simplify their business. Allegis Advisor offers a breadth of business-building solutions including brand development, live, virtual, and on-demand sales training and educational events, access to back-office experts for new business and case management, case design, underwriting, and advanced markets. Allegis Advisor Group was formed in 2009 and is based in Sandy, Utah.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - 1 - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Beacon Financial, Inc. 2020-10-06 - Add-on Acquisition
Woods Cross, Utah · www.beaconsuccess.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Utah 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

Established

2009

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