M&A Deal Summary

Simplicity Group Acquires Sinclair Financial Solutions

On November 3, 2021, Simplicity Group acquired financial services company Sinclair Financial Solutions

Acquisition Highlights
  • This is Simplicity Group’s 5th transaction in the Financial Services sector.
  • This is Simplicity Group’s 20th transaction in the United States.
  • This is Simplicity Group’s 2nd transaction in Missouri.

M&A Deal Summary
Date 2021-11-03
Target Sinclair Financial Solutions
Sector Financial Services
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition

Target

Sinclair Financial Solutions

St. Louis, Missouri, United States
Sinclair Financial Solutions is a financial services firm with a focus on holistic financial planning. Sinclair Financial Solutions is based in St. Louis, 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 20 of 52
Sector (Financial Services) 5 of 8
Type (Add-on Acquisition) 19 of 50
State (Missouri) 2 of 2
Country (United States) 20 of 52
Year (2021) 12 of 12
PREVIOUS DEAL
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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-08 Optima Financial & Insurance Services

Jupiter, Florida, United States

Optima Financial & Insurance Services provides robust training and education, along with an array of life and annuity products, to advisor partners. Optima Financial & Insurance Services was founded in 2009 and is based in Jupiter, Florida.

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