Simplicity Group Acquires Jurs Montgomery 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 Chesapeake Brokerage

July 12, 2022

Insurance

Simplicity Group has acquired Chesapeake Brokerage, a Delaware-based life, long-term care and annuity distribution firm. The founders Jeff and Marge Levy will join Simplicity as partners and continue to run day-to-day operations while benefiting from Simplicity's product, marketing and back-office resources.

Simplicity Group Acquires Sunderland Group

April 15, 2021

Financial Services

Simplicity Group has acquired Sunderland Group, a long-standing wholesale life and annuity distribution business, with the deal effective March 31, 2021. Brad and Derek Sunderland join Simplicity as partners and shareholders as part of the add-on acquisition to expand Simplicity’s national distribution platform.

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 LeSourd Partners

February 12, 2026

Financial Services

Simplicity Group, a holistic financial planning firm headquartered in Summit, New Jersey, has acquired LeSourd Partners, a Birmingham, Alabama-based brokerage general agency. The deal expands Simplicity’s national footprint and strengthens its life insurance and advisor support capabilities while bringing Jake LeSourd, Diane Covin, and Kim Roberts into Simplicity as partners.