Explore All 5492 Add-on Acquisition Insurance Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 12, 2022 |
| Target | Chesapeake Brokerage |
| 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 Context for Buyer | # |
|---|---|
| Overall | 28 of 62 |
| Sector: Insurance | 17 of 31 |
| Type: Add-on Acquisition | 27 of 60 |
| State: Delaware | 1 of 1 |
| Country: United States | 28 of 62 |
| Year: 2022 | 8 of 14 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-07 |
LifePro
San Diego, California, United States LifePro is a distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide. LifePro was founded in 1986 and is based in San Diego, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-14 |
Life Policy Pros
Princeton, New Jersey, United States Life Policy Pros is a distributor of life insurance focused on partnering with independent financial advisors and insurance agents to help them grow their practices and increase profitability with over 68 years of combined experience in financial services with a concentration in advanced life insurance planning and design. Life Policy Pros is based in Princeton, New Jersey. |
Buy | - |
