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  6. Simplicity Group Acquires Simplicity OID

M&A Deal Summary

Simplicity Group Acquires Simplicity OID

On October 13, 2025, Simplicity Group acquired insurance company Simplicity OID

Acquisition Highlights
  • This is Simplicity Group’s 31st transaction in the Insurance sector.
  • This is Simplicity Group’s 62nd transaction in the United States.
  • This is Simplicity Group’s 6th transaction in New Jersey.

M&A Deal Summary
Date 2025-10-13
Target Simplicity OID
Sector Insurance
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition

Target

Simplicity OID

Summit, New Jersey, United States
Simplicity OID offers insurance and annuity solutions specifically designed for registered investment advisors. Simplicity OID was founded in 2011 and is based in Summit, New Jersey.

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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 62 of 62
Sector: Insurance M&A 31 of 31
Type: Add-on Acquisition M&A Deals 60 of 60
State: New Jersey M&A 6 of 6
Country: United States M&A 62 of 62
Year: 2025 M&A 10 of 10
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-06 Insurance Planning Advisors

United States

Insurance Planning Advisors is an insurance planning partner for large financial institutions across the country. IPA provides a repository of planning resources to assist with the protection, accumulation, and transfer of wealth.

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