M&A Deal Summary

Simplicity Group Acquires Marketing Financial

On November 3, 2022, Simplicity Group acquired business services company Marketing Financial

Acquisition Highlights
  • This is Simplicity Group’s 9th transaction in the Business Services sector.
  • This is Simplicity Group’s 33rd transaction in the United States.
  • This is Simplicity Group’s 1st transaction in Mississippi.

M&A Deal Summary
Date 2022-11-03
Target Marketing Financial
Sector Business Services
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition

Target

Marketing Financial

Springfield, Mississippi, United States
Marketing Financial is a full-service brokerage and consulting firm that works with professionals, marketing groups, associations, agencies, and other financial entities such as CPAs, banks, trust companies and broker-dealers. Marketing Financial was founded in 1989 and is based in Springfield, Missouri.

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Buyer(S) 1

Buyer

Simplicity Group

Summit, New Jersey, United States
Category Company
Founded 2008
Sector Business Services
DESCRIPTION

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 33 of 52
Sector (Business Services) 9 of 16
Type (Add-on Acquisition) 32 of 50
State (Mississippi) 1 of 1
Country (United States) 33 of 52
Year (2022) 13 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-02 Daly Brokerage

Southington, Connecticut, United States

Daly Brokerage provides superior service and a wide variety of top-rated products to its network of brokers to help clients mitigate risk. Daly Brokerage was founded in 1997 and is based in Southington, Connecticut.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-29 Triton Brokerage Group

York, Pennsylvania, United States

Triton Brokerage Group is a national distributor of life insurance, long-term care insurance, disability insurance, and annuity products, that brings an unparalleled combination of products, sales solutions, underwriting expertise, tools, and resources to financial professionals. Triton also specializes in point-of-sale services. Triton Brokerage Group is based in York, Pennsylvania.

Buy -
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