M&A Deal Summary |
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Date | 2025-03-26 |
Target | Brokers Edge |
Sector | Business Services |
Buyer(s) | Simplicity Group |
Deal Type | Add-on Acquisition |
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Category | Company |
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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 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 |
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 | - |
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 | - |