M&A Deal Summary |
|
|---|---|
| Date | 2022-06-21 |
| Target | Element Insurance |
| Sector | Insurance |
| 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 | 26 of 62 |
| Sector: Insurance M&A | 15 of 31 |
| Type: Add-on Acquisition M&A Deals | 25 of 60 |
| State: Nebraska M&A | 1 of 1 |
| Country: United States M&A | 26 of 62 |
| Year: 2022 M&A | 6 of 14 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-07 |
Eagle Team
Woodbury, Minnesota, United States Eagle Team is an independent organization specializing in life and annuity sales and distribution, based in Woodbury, Minnesota. |
Buy | - |
| 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 | - |