M&A Deal Summary

Simplicity Group Acquires Advisors Financial Group

On February 23, 2021, Simplicity Group acquired financial services company Advisors Financial Group

Acquisition Highlights
  • This is Simplicity Group’s 3rd transaction in the Financial Services sector.
  • This is Simplicity Group’s 9th transaction in the United States.
  • This is Simplicity Group’s 1st transaction in North Carolina.

M&A Deal Summary
Date 2021-02-23
Target Advisors Financial Group
Sector Financial Services
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition

Target

Advisors Financial Group

Raleigh, North Carolina, United States
Advisors Financial Group is a financial products and service distribution business that strives to provide prudent financial planning strategies to independent financial professionals, institutions, and their clients. Advisors Financial Group, Inc. is based in Raleigh, North Carolina.

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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 9 of 52
Sector (Financial Services) 3 of 8
Type (Add-on Acquisition) 9 of 50
State (North Carolina) 1 of 2
Country (United States) 9 of 52
Year (2021) 1 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-04-14 Fidelity Financial Group

Houston, Texas, United States

Fidelity Financial Group provides producers, agencies, and marketing organizations with top-level contracts, the most competitive products, and superior service. The company provides tools, information, and support needed to close more sales and build the business. Fidelity Financial Group was formed in 1985 and is based in Houston, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-15 Sunderland Group

Fargo, North Dakota, United States

Sunderland Group health and wealth financial marketing organization that has been providing wholesale life and annuity products to independent agents and advisors. Sunderland Group to provide truly comprehensive product and sales support including lead generation strategies, proprietary, and proven sales tools, advanced sales training, case design, and online resources. Sunderland Group was founded in 1998 and is based in Fargo, North Dakota.

Buy -
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