M&A Deal Summary

Simplicity Group Acquires Leaders Group

On February 15, 2023, Simplicity Group acquired financial services company Leaders Group

Acquisition Highlights
  • This is Simplicity Group’s 7th transaction in the Financial Services sector.
  • This is Simplicity Group’s 39th transaction in the United States.
  • This is Simplicity Group’s 1st transaction in Colorado.

M&A Deal Summary
Date 2023-02-15
Target Leaders Group
Sector Financial Services
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition
Advisor(s) Mesirow Financial Holdings, Inc. (Financial)

Target

Leaders Group

Littleton, Colorado, United States
Leaders Group is a national, independent SEC registered broker-dealer and member of FINRA. Leaders Group's mission is to provide extraordinary service, expertise, and flexibility to our financial professionals, wholesale organizations, and industry partners. Leaders Group was founded in 1994 and is based in Littleton, Colorado.

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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 39 of 52
Sector (Financial Services) 7 of 8
Type (Add-on Acquisition) 38 of 50
State (Colorado) 1 of 1
Country (United States) 39 of 52
Year (2023) 5 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-02-14 Financial Professionals Group

Foothill Ranch, California, United States

Financial Professionals Group is an insurance marketing organization that takes pride in giving advisors the confidence and system platforms needed to provide legacy, longevity, and long-term care solutions to clients. FPG was founded in 1997 and is based in Foothill Ranch, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-02 Insurance Designers

Miami, Florida, United States

Insurance Designers is an IMO dedicated to helping its member agencies grow and evolve their businesses while providing consumers with the best insurance solutions, including life, annuity, long term care and disability. Insurance Designers is based in Miami, Florida.

Buy -
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