Explore All 10011 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 8, 2025 |
| Target | DuVall Financial Group |
| Sector | Business Services |
| 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 | 55 of 62 |
| Sector: Business Services | 18 of 20 |
| Type: Add-on Acquisition | 53 of 60 |
| State: Arizona | 3 of 3 |
| Country: United States | 55 of 62 |
| Year: 2025 | 3 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-04-09 |
BKA Financial
Elmira, New York, United States BKA Financial specializes in insurance distribution in the institutional space. BKA Financial is based in Elmira, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-15 |
Verity Asset Management
Durham, North Carolina, United States Verity Asset Management serves individual investment clients, employers, and financial advisors with a client-centered approach to maximizing and preserving wealth. Verity Asset Management was founded in 1996 and is based in Durham, North Carolina. |
Buy | - |
