Simplicity Group Holdings Mergers and Acquisitions Summary

Business ServicesCompany

Simplicity Group Holdings has acquired 41 companies of its own, including 41 in the last 5 years.

Simplicity Group Holdings has acquired in 22 different US states. The Company’s most targeted sectors include insurance (52%) and business services (32%).

Join Mergr and gain access to Simplicity Group Holdings’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the business services sector.

M&A Summary

  • M&A Total Activity41
    • M&A Buy Activity41
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

Simplicity Group Holdings

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

Simplicity Group Holdings is a financial product distribution firm that specializes in providing best-in-class insurance, investment, and business development solutions. Simplicity supports its partners in fulfilling their commitments to their clients and achieving their business objectives through Premier insurance and wealth management solutions, Innovative sales and marketing strategies, Professional execution, and support, Forward-thinking training and education.


M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (8.2/yr) # - 4 1 12 14 10 41
Sell (0.0/yr) # - - - - - - 0
  41

Most Recent M&A

Company Date Value Type
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
Commonwealth Capital Brokerage LLC 2023-04-18 - Add-on Acquisition
Bala Cynwyd, Pennsylvania · www.ccbinsurance.net
Truluma, Inc. 2023-03-22 - Add-on Acquisition
Seattle, Washington · www.truluma.com
Insurance Designers of America LLC 2023-03-02 - Add-on Acquisition
Miami, Florida · www.ida-national.com
The Leaders Group, Inc. 2023-02-15 - Add-on Acquisition
Littleton, Colorado · www.leadersgroup.net
Financial Professionals Group 2023-02-14 - Add-on Acquisition
Foothill Ranch, California · www.fpgonline.com
IMS Associates 2023-01-19 - Add-on Acquisition
Irvine, California · www.imsbga.com
Jurs Montgomery Brokerage LLC 2023-01-17 - Add-on Acquisition
Pittsford, New York · www.jursmontgomery.com
NIW Companies, Inc. 2023-01-11 - Add-on Acquisition
Plano, Texas · www.niwcorp.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 21 (51%) - - -
Business Services 13 (32%) - - -
Financial Services 7 (17%) - - -
Total 41 - - -

By Geo

State/Country Buy Value Sell Value
United States 41 - - -
  California 5 - - -
  Texas 4 - - -
  Pennsylvania 4 - - -
  Minnesota 3 - - -
  North Carolina 2 - - -
  New York 2 - - -
  New Jersey 2 - - -
  Missouri 2 - - -
  Georgia 2 - - -
  Florida 2 - - -
  Arizona 2 - - -
  Washington 1 - - -
  Utah 1 - - -
  Ohio 1 - - -
  North Dakota 1 - - -
  Nebraska 1 - - -
  Mississippi 1 - - -
  Iowa 1 - - -
  Idaho 1 - - -
  Delaware 1 - - -
  Connecticut 1 - - -
  Colorado 1 - - -
Total 41 - - -

Top M&A Advisors

Financial Deals
Oppenheimer & Co.
1
Legal Deals
Dentons
1

M&A Connections

Deals
Acquired from
Strategic(s)
2%
1 (2%)

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