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  5. Simplicity Group Acquires Keystone Benefit Group

M&A Deal Summary

Simplicity Group Acquires Keystone Benefit Group

On October 21, 2021, Simplicity Group acquired business services company Keystone Benefit Group

Acquisition Highlights
  • This is Simplicity Group’s 3rd transaction in the Business Services sector.
  • This is Simplicity Group’s 19th transaction in the United States.
  • This is Simplicity Group’s 2nd transaction in Georgia.

M&A Deal Summary
Date 2021-10-21
Target Keystone Benefit Group
Sector Business Services
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition

Target

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.

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Buyer(S) 1

Buyer

Simplicity Group

Summit, New Jersey, United States
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 19 of 62
Sector: Business Services M&A 3 of 20
Type: Add-on Acquisition M&A Deals 18 of 60
State: Georgia M&A 2 of 4
Country: United States M&A 19 of 62
Year: 2021 M&A 11 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-14 IPG

Scottsdale, Arizona, United States

IPG offers an array of life insurance, annuities, and long-term care solutions including linked benefit products, and disability insurance. IPG was founded in 1991 and is based in Scottsdale, Arizona.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-11-03 Sinclair Financial Solutions

St. Louis, Missouri, United States

Sinclair Financial Solutions is a financial services firm with a focus on holistic financial planning. Sinclair Financial Solutions is based in St. Louis, Missouri.

Buy -
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