M&A Deal Summary |
|
|---|---|
| Date | 2025-04-09 |
| Target | BKA Financial |
| Sector | Insurance |
| Buyer(s) | Simplicity Group |
| Deal Type | Add-on Acquisition |
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| 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 | 54 of 62 |
| Sector: Insurance M&A | 29 of 31 |
| Type: Add-on Acquisition M&A Deals | 52 of 60 |
| State: New York M&A | 3 of 3 |
| Country: United States M&A | 54 of 62 |
| Year: 2025 M&A | 2 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-26 |
Brokers Edge
Lenexa, Kansas, United States Brokers Edge is a full-service BGA specializing in the development, marketing, and distribution of traditional fixed, fixed indexed annuities, and life insurance products. Brokers Edge is based in Lenexa, Kansas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-08 |
DuVall Financial Group
Phoenix, Arizona, United States DuVall Financial Group is a brokerage general agency focused on supporting independent agents and their clients with insurance and marketing solutions. DuVall Financial Group is based in Phoenix, Arizona. |
Buy | - |
