Simplicity Group - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Simplicity Group M&A Summary

Simplicity Group has acquired 52 companies of its own, including 49 in the last 5 years.

Simplicity Group has acquired in 23 different US states. The Company’s most targeted sectors include insurance (54%) and business services (31%).

Simplicity Group Ownership

Who owns Simplicity Group?

Simplicity Group is owned by Dragoneer Investment Group and SkyKnight Capital. It was acquired on August 8, 2024.

Is Simplicity Group PE-backed?

Yes. Simplicity Group is owned by private equity investors Dragoneer Investment Group and SkyKnight Capital.

Was Simplicity Group formerly PE-backed?

Yes. Simplicity Group was formerly owned by 2 private investors.

Simplicity Group Business Overview

Where is Simplicity Group headquartered?

Simplicity Group is headquartered in Summit, New Jersey.

What sector is Simplicity Group in?

Simplicity Group is a business services company.

When was Simplicity Group founded?

Simplicity Group was founded in 2008.

M&A Summary

  • M&A Total Activity52
    • M&A Buy Activity52
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 2

Simplicity Group

Simplicity Group Holdings

86 Summit Avenue, Suite 303,
Summit, New Jersey 07901
United States,
(800) 201-0224
www.simplicitygroup.com

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (9.0/yr) # 7 1 12 14 14 4 52
Sell (0.0/yr) # - - - - - - 0
  52

Most Recent M&A

Company Date Value Type
Concourse Financial Group Securities, Inc. 2024-10-08 - Divestiture
Birmingham, Alabama · www.concoursefinancial.com
benefitRFP, Inc. 2024-09-11 - Add-on Acquisition
Sacramento, California · www.benefitrfp.com
Plum Life, Inc. 2024-06-04 - Add-on Acquisition
Berkeley Heights, New Jersey · www.helloplum.com
Designs in Life 2024-01-18 - Add-on Acquisition
Paso Robles, California · www.designsinlife.com
Aptus Marketing 2023-10-23 - Add-on Acquisition
Lewis Center, Ohio · www.aptus-marketing.com
Dempsey Companies 2023-09-18 - Add-on Acquisition
Atlanta, Georgia · www.dempseyserves.com
Breakthrough Insurance Group LLC 2023-09-06 - Add-on Acquisition
Medford, New Jersey · www.breakthroughins.com
Universal Financial Consultants 2023-07-26 - Add-on Acquisition
Clearwater, Florida · www.ufc.bz
Goheen Companies 2023-05-03 - Add-on Acquisition
Sugar Land, Texas · www.goheencompanies.com
Total Financial and Insurance Services LLC 2023-04-26 - Add-on Acquisition
Culver City, California · www.totalfinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 28 (54%) - - -
Business Services 16 (31%) - - -
Financial Services 8 (15%) - - -
Total 52 - - -

By Geo

State/Country Buy Value Sell Value
United States 52 - - -
  California 7 - - -
  Texas 5 - - -
  Pennsylvania 4 - - -
  New Jersey 4 - - -
  Georgia 4 - - -
  Ohio 3 - - -
  Minnesota 3 - - -
  Florida 3 - - -
  North Carolina 2 - - -
  New York 2 - - -
  Missouri 2 - - -
  Arizona 2 - - -
  North Dakota 1 - - -
  Nebraska 1 - - -
  Mississippi 1 - - -
  Iowa 1 - - -
  Idaho 1 - - -
  Delaware 1 - - -
  Connecticut 1 - - -
  Colorado 1 - - -
  Alabama 1 - - -
  Washington 1 - - -
  Utah 1 - - -
Total 52 - - -

Top M&A Advisors

Financial Deals
Oppenheimer & Co.
1
Legal Deals
Dentons
1

M&A Connections

Deals
Acquired from
Strategic(s)
4%
2 (4%)

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