Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 15, 2025 |
| Target | Verity Asset Management |
| Sector | Financial Services |
| Buyer(s) | Simplicity Group |
| Deal Type | Add-on Acquisition |
FILTER BY
| 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 | 56 of 62 |
| Sector: Financial Services | 9 of 11 |
| Type: Add-on Acquisition | 54 of 60 |
| State: North Carolina | 3 of 4 |
| Country: United States | 56 of 62 |
| Year: 2025 | 4 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-08 |
DuVall Financial Group
Phoenix, Arizona, United States DuVall Financial Group is a brokerage general agency focused on supporting independent agents and their clients with insurance and marketing solutions. DuVall Financial Group is based in Phoenix, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-23 |
PlanScope360
Durham, North Carolina, United States PlanScope360 delivers integrated savings and retirement plan solutions specifically designed for school districts. From retirement to financial wellness programs, it helps districts attract and retain top talent while managing costs with full transparency. PlanScope360 is based in Durham, North Carolina. |
Buy | - |
