M&A Deal Summary

Simplicity Group Acquires Brokers Edge

On March 26, 2025, Simplicity Group acquired business services company Brokers Edge

Acquisition Highlights
  • This is Simplicity Group’s 17th transaction in the Business Services sector.
  • This is Simplicity Group’s 53rd transaction in the United States.
  • This is Simplicity Group’s 1st transaction in Kansas.

M&A Deal Summary

Date 2025-03-26
Target Brokers Edge
Sector Business Services
Buyer(s) Simplicity Group
Deal Type Add-on Acquisition

Target

Brokers Edge

Lenexa, Kansas, United States
Brokers Edge is a full-service BGA specializing in the development, marketing, and distribution of traditional fixed, fixed indexed annuities, and life insurance products. Brokers Edge is based in Lenexa, Kansas.

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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 53 of 54
Sector (Business Services) 17 of 17
Type (Add-on Acquisition) 51 of 52
State (Kansas) 1 of 1
Country (United States) 53 of 54
Year (2025) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-08 Concourse Financial Group

Birmingham, Alabama, United States

Concourse Financial Group provides access to a full-range of advisory, brokerage, and insurance services. Concourse Financial Group is based in Birmingham, Alabama.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-09 BKA Financial

Elmira, New York, United States

BKA Financial specializes in insurance distribution in the institutional space. BKA Financial is based in Elmira, New York.

Buy -