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

Business ServicesCompany

Simplicity Group M&A Summary

Simplicity Group has acquired 47 companies of its own, including 47 in the last 5 years.

Simplicity Group has acquired in 22 different US states. The Company’s most targeted sectors include insurance (54%) and business services (32%).

Simplicity Group Ownership

Who owns Simplicity Group?

Simplicity Group is owned by Lee Equity Partners and Twin Bridge Capital Partners. It was acquired on October 16, 2020.

Is Simplicity Group PE-backed?

Yes. Simplicity Group is owned by private equity investors Lee Equity Partners and Twin Bridge Capital Partners.

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 Activity47
    • M&A Buy Activity47
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • 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 (8.6/yr) # 4 1 12 14 14 2 47
Sell (0.0/yr) # - - - - - - 0
  47

Most Recent M&A

Company Date Value Type
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
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
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 25 (53%) - - -
Business Services 15 (32%) - - -
Financial Services 7 (15%) - - -
Total 47 - - -

By Geo

State/Country Buy Value Sell Value
United States 47 - - -
  California 6 - - -
  Texas 4 - - -
  Pennsylvania 4 - - -
  New Jersey 4 - - -
  Minnesota 3 - - -
  Georgia 3 - - -
  Florida 3 - - -
  Ohio 2 - - -
  North Carolina 2 - - -
  New York 2 - - -
  Missouri 2 - - -
  Arizona 2 - - -
  Washington 1 - - -
  Utah 1 - - -
  North Dakota 1 - - -
  Nebraska 1 - - -
  Mississippi 1 - - -
  Iowa 1 - - -
  Idaho 1 - - -
  Delaware 1 - - -
  Connecticut 1 - - -
  Colorado 1 - - -
Total 47 - - -

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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