M&A Deal Summary |
|
|---|---|
| Date | 2021-11-03 |
| Target | Sinclair Financial Solutions |
| Sector | Financial Services |
| Buyer(s) | Simplicity Group |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2008 |
| Sector | Business Services |
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 | 20 of 62 |
| Sector: Financial Services M&A | 5 of 11 |
| Type: Add-on Acquisition M&A Deals | 19 of 60 |
| State: Missouri M&A | 2 of 2 |
| Country: United States M&A | 20 of 62 |
| Year: 2021 M&A | 12 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-21 |
Keystone Benefit Group
Atlanta, Georgia, United States Keystone Benefit Group provides original supplemental benefit solutions to tax-exempt organizations and their most valuable employees. As a full-service, turn-key benefits provider, the company has expertise in consulting, design, implementation, and administration of executive benefit plans. Keystone Benefit Group was formed in 1991 and is based in Atlanta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-08 |
Optima Financial & Insurance Services
Jupiter, Florida, United States Optima Financial & Insurance Services provides robust training and education, along with an array of life and annuity products, to advisor partners. Optima Financial & Insurance Services was founded in 2009 and is based in Jupiter, Florida. |
Buy | - |
