Company deal history

Simplicity Group deals

Simplicity Group appears in 5 deals in our coverage since Sep 10, 2026: 5 as a buyer.

Deals: 5
Stories: 5
Announced value: —

2026

Bought Pinnacle Atlanta, LLC
Undisclosed
- Simplicity Group acquires Pinnacle AtlantaNov 5, 2026
Bought Alta Montclair
Undisclosed
- Simplicity Group acquires retirement plan administrator Alta MontclairNov 4, 2026
Bought Zen Wealth Management Group
Undisclosed
- Simplicity Group acquires Zen Wealth Management GroupOct 16, 2026
Bought MAIA Wealth
Undisclosed
- Simplicity Group acquires MAIA WealthOct 15, 2026
Buying Whitney and Associates, LLC
Undisclosed
- Simplicity Group Acquires Whitney and AssociatesSep 10, 2026

Other deals we've found

A selection from free public sources, last checked Nov 7, 2026. It isn't a full history.

Insurance Planners and Advisors Group
Bought a Texas insurance group
2026 · Pulse 2.0 ↗
Undisclosed
Insurance Planning Advisors
Bought a point-of-sale insurance planning firm
2025 · PrivSource ↗
Undisclosed
Insurance Designers of America
Bought an insurance marketing organization
2023 · PrivSource ↗
Undisclosed
Algren Associates
Bought a New York estate and wealth transfer insurance firm
2021 · Lee Equity ↗
Undisclosed
Two insurance distributors
Bought two insurance distribution companies
2017 · Simplicity ↗
Undisclosed

The deal and value counts above cover our own reporting, not the company's full history. They update as new editions publish, and announced value adds up announced prices only, once per deal. Not investment advice.