M&A Deal Summary |
|
|---|---|
| Date | 2025-08-21 |
| Target | Aptus Wealth |
| Sector | Financial Services |
| Buyer(s) | Simplicity Group |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 | 59 of 62 |
| Sector: Financial Services M&A | 10 of 11 |
| Type: Add-on Acquisition M&A Deals | 57 of 60 |
| State: Ohio M&A | 4 of 4 |
| Country: United States M&A | 59 of 62 |
| Year: 2025 M&A | 7 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-19 |
Northeast Brokerage
Glastonbury, Connecticut, United States Northeast Brokerage is an insurance brokerage general agency dedicated to providing relationship-based sales assistance to independent life agents, national institutional firms, property and casualty agents, and other financial service professionals in the areas of life, annuities, disability, and long-term care insurance. Northeast Brokerage is based in Glastonbury, Connecticut. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-17 |
Professional Planning Services
Cream Ridge, New Jersey, United States Professional Planning Services is a financial advisory business that unites wealth advisory services with protection products to address the needs and goals of families, high-income earners, and small business owners. Professional Planning Services is based in Cream Ridge, New Jersey. |
Buy | - |
