Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | January 11, 2023 |
| Target | NIW Companies |
| 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 | 35 of 62 |
| Sector: Business Services | 10 of 20 |
| Type: Add-on Acquisition | 34 of 60 |
| State: Texas | 4 of 5 |
| Country: United States | 35 of 62 |
| Year: 2023 | 1 of 14 |
| 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 | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-17 |
Jurs Montgomery
Pittsford, New York, United States Jurs Montgomery is a brokerage general agency dedicated to providing producers with extensive resources and complete back-office support, along with high-touch service. Jurs Montgomery was founded in 2010 and is based in Pittsford, New York. |
Buy | - |
