GCG Advisory Partners Acquires First Fidelity Financial Group of Atlanta

GCG Advisory Partners Acquires Infinity Financial Partners

October 8, 2024

Financial Services

GCG Advisory Partners LLC has acquired Infinity Financial Partners LLC, a financial advisory firm managing over $230 million in client assets, adding a key office in the Atlanta area. The deal expands GCG AP’s total managed assets to more than $2.5 billion and strengthens its wealth-management capabilities, particularly in tax advice and succession planning.

Safeguard Investment Advisory Group Acquires Solutions First Financial Group

April 14, 2025

Financial Services

Safeguard Investment Advisory Group has acquired Solutions First Financial Group and opened a new office in Scottsdale, Arizona on April 1, 2025. The deal marks Safeguard's first office outside California as the firm expands its wealth management and retirement planning services into Arizona.

Mercer Advisors Acquires Financial Partners Group (Gallatin, TN)

February 19, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired Financial Partners Group (FPG), an investment advisory and financial planning firm based in Gallatin, Tennessee that manages $660 million in client assets. The deal expands Mercer’s presence in the Nashville metro area and brings FPG’s family-office and retirement-planning capabilities into Mercer’s national RIA platform.

Simplicity Group Holdings Acquires Fidelity Financial Group

March 31, 2020

Insurance

Simplicity Group Holdings has acquired Houston-based Fidelity Financial Group (FFG), an independent wholesaler of life insurance and fixed indexed annuity products, effective March 31, 2020. FFG will transition to the Simplicity Houston brand and its principals, Terry Feuchtinger and Reid Juul, join Simplicity as Principal Partners, expanding Simplicity's national insurance distribution platform and advisor-facing capabilities.

Foreside Financial Group Acquires JG Advisory Services LLC

March 9, 2021

Professional Services

Foreside Financial Group, a PE-backed provider of compliance and regulatory solutions, acquired the regulatory compliance business of JG Advisory Services LLC. The deal brings JG Advisory founder Judy Gross and her colleagues into Foreside to bolster the firm's compliance offerings for hedge funds, private equity and emerging managers; financial terms were not disclosed.

NFP Acquires AFS Advisors, LLC

January 7, 2022

Wealth Management

NFP, a global insurance broker and consultant, has acquired AFS Advisors, LLC, an independent registered retirement and investment advisor based in Suwanee, Georgia. The acquisition (closed January 7, 2022) expands NFP's retirement capabilities and footprint in the Atlanta metro and broader Atlantic region.