Simplicity Group Acquires Chesapeake Brokerage

Simplicity Group Acquires Triton Brokerage Group

November 29, 2022

Insurance

Simplicity Group has acquired Triton Brokerage Group, a national distributor of annuity, life, long-term care, and disability insurance. Triton founders Bob Ogurcak and Matt Woodson join Simplicity as partners; the business becomes the 47th company in Simplicity's partnership to expand its distribution, point-of-sale and wealth channel capabilities.

Simplicity Group Acquires Hancock Brokerage

September 7, 2023

Insurance

Simplicity Group Holdings, Inc. announced the acquisition of Hancock Brokerage, a Metairie, Louisiana-based life insurance brokerage led by Susan Cimini, who becomes a Simplicity partner. The deal brings Hancock's life insurance, annuity and life-settlement capabilities onto Simplicity's platform and is intended to expand the firm's product offering and distribution resources for advisors and agents.

Simplicity Group Holdings Acquires Northeast Brokerage

August 19, 2025

Financial Services

Simplicity Group Holdings has acquired Northeast Brokerage, a New England-based brokerage general agency (BGA) focused on point-of-sale solutions for financial institutions, P&C agencies, and independent advisors. The deal brings partners Rex Cretella, Mark Gage, and Mike Costello into Simplicity's partnership and expands Simplicity's presence in the New England market.

Simplicity Group Acquires Commonwealth Capital Brokerage

April 18, 2023

Insurance

Simplicity Group Holdings, Inc. has acquired Commonwealth Capital Brokerage, LLC, a Pennsylvania-based life and annuity brokerage agency led by Drew Grifo and Stephen Ruggieri. The two leaders join Simplicity as partners to access the group's sales, marketing, lead generation and proprietary technology to accelerate growth and better serve their network of advisors.

Simplicity Group Acquires Coastal Insurance Consulting

September 14, 2022

Insurance

Simplicity Group has acquired Coastal Insurance Consulting, a Pennsylvania-based insurance brokerage that provides products, marketing and underwriting support for financial professionals. Coastal's principals, Michael Driscoll and Brendon Healy, join Simplicity as partners and will continue to manage day-to-day operations as part of Simplicity's expanding distribution platform.

Simplicity Group Acquires Daly Brokerage

November 2, 2022

Financial Services

Simplicity Group has acquired Connecticut-based Daly Brokerage, a full-service wholesaling firm founded in 1997 that specializes in life, annuity and long-term care products. Daly Brokerage becomes the 45th organization to join Simplicity's partnership and founders Kelly Daly and Lori Caiaze have joined Simplicity as partners. The deal expands Simplicity's distribution and wholesaling capabilities for life, annuity and long-term care products.