Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | May 6, 2021 |
| Target | Guardian Financial Group |
| Sector | Financial 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 | 12 of 62 |
| Sector: Financial Services | 4 of 11 |
| Type: Add-on Acquisition | 12 of 60 |
| State: Texas | 3 of 5 |
| Country: United States | 12 of 62 |
| Year: 2021 | 4 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-20 |
American Financial Network
Parsippany, New Jersey, United States American Financial Network is a service-focused life and annuity insurance distribution business for independent professionals. American Financial Network, has grown to become a major provider of top-tier carrier products, advanced case design, case management, and unmatched professional support to its financial partners. American Financial Network was founded in 2002 and is based in Parsippany, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-15 |
Insurance Network America
Boise, Idaho, United States Insurance Network America provides expertise and support to independent agents who specialize in life insurance, annuities, long-term care insurance, and employee benefits. INA offers top contracts with leading carriers, deep knowledge of industry trends and legislative issues, and powerful tools and programs to help agents serve their clients. Insurance Network America was founded in 1987 and is based in Boise, Idaho. |
Buy | - |
