Simplicity Group Acquires Coastal Insurance Consulting
September 14, 2022
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.
- Buyers
- Simplicity Group
- Targets
- Coastal Insurance Consulting
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Transaction Type
- Addon
Explore More
Related Acquisitions
-
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 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 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 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 Holdings Acquires Breakthrough Insurance Group
September 6, 2023
Financial Services
Simplicity Group Holdings, Inc. acquired Breakthrough Insurance Group (BIG), a New Jersey-based full-service life, annuity, and long-term care insurance general agency. The acquisition integrates BIG into Simplicity’s distribution platform and names Tim Kelly as a partner to leverage Simplicity’s carrier relationships, products, and marketing and sales support.
-
Simplicity Group Acquires Insurance Planning Advisors
October 6, 2025
Wealth Management
Simplicity Group has acquired Insurance Planning Advisors (IPA), a specialist insurance planning partner serving large financial institutions and advisor channels. The acquisition strengthens Simplicity's point-of-sale insurance platform by bringing IPA's leadership team and planning capabilities into Simplicity's partnership model.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.