M&A Deal Summary |
|
---|---|
Date | 2017-09-14 |
Target | WealthWise Partners |
Sector | Insurance |
Buyer(s) | Simplicity Financial Marketing |
Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
Simplicity Financial Marketing is a financial products distribution firm that specializes in providing insurance, investment, and business development solutions.
DEAL STATS | # |
---|---|
Overall | 2 of 3 |
Sector (Insurance) | 2 of 3 |
Type (Add-on Acquisition) | 2 of 3 |
State (Georgia) | 1 of 1 |
Country (United States) | 2 of 3 |
Year (2017) | 2 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2017-09-14 |
Liberty Financial Resources
Hudson, Ohio, United States Liberty Financial Resources, Inc. offers products from the top insurance carriers in the market. It products focus on issues important to your clients offering opportunities that supports a complete and exclusive product solution in the following areas: Annuities, Life Insurance, Long Term Care, Asset Based LTC. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2018-04-03 |
InsurMark
Houston, Texas, United States InsurMark, Inc. is specializes in providing safe retirement and asset protection solutions through financial professionals using annuities and life insurance. InsurMark is based in Houston, Texas. |
Buy | - |