M&A Deal Summary |
|
|---|---|
| Date | 2021-10-14 |
| Target | IPG |
| Sector | Insurance |
| Buyer(s) | Simplicity Group |
| Sellers(s) | Wentworth Financial Partners |
| Deal Type | Divestiture |
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 | 18 of 62 |
| Sector: Insurance M&A | 12 of 31 |
| Type: Divestiture M&A Deals | 1 of 2 |
| State: Arizona M&A | 2 of 3 |
| Country: United States M&A | 18 of 62 |
| Year: 2021 M&A | 10 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-12 |
Algren Associates
New York, New York, United States Algren Associates is an independent insurance organization that is committed to consulting and providing independent professional advisors, broker-dealers, banks, other financial institutions, and by extension, their clients, with access to estate and wealth transfer solutions including life insurance, long-term care funding, annuities, disability insurance, and life settlements. Algren Associates was founded in 1960 and is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-21 |
Keystone Benefit Group
Atlanta, Georgia, United States Keystone Benefit Group provides original supplemental benefit solutions to tax-exempt organizations and their most valuable employees. As a full-service, turn-key benefits provider, the company has expertise in consulting, design, implementation, and administration of executive benefit plans. Keystone Benefit Group was formed in 1991 and is based in Atlanta, Georgia. |
Buy | - |
| Category | Company |
|---|---|
| Sector | Financial Services |
Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting edge insurance platform for the Registered Investment Advisor.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Arizona M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-24 |
IPG
Scottsdale, Arizona, United States IPG offers an array of life insurance, annuities, and long-term care solutions including linked benefit products, and disability insurance. IPG was founded in 1991 and is based in Scottsdale, Arizona. |
Buy | - |
