M&A Deal Summary |
|
|---|---|
| Date | 2019-01-09 |
| Target | Davis Life & Annuity |
| 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 | 4 of 52 |
| Sector (Insurance) | 4 of 28 |
| Type (Add-on Acquisition) | 4 of 50 |
| State (Iowa) | 1 of 1 |
| Country (United States) | 4 of 52 |
| Year (2019) | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-03 |
InsurMark
Houston, Texas, United States InsurMark, Inc. is specializes in providing safe retirement and asset protection solutions through financial professionals using annuities and life insurance. InsurMark is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-24 |
America s First Financial
St. Peters, Missouri, United States America's First Financial Corp. helping independent financial advisors define their planning specialties in the areas of long-term care and asset protection for the retirement years. The organization provides wholesale asset-based long-term care and annuity products, custom branding and marketing solutions to advisors nationwide. |
Buy | - |
