Virtus Investment Partners Acquires AlphaSimplex Group from Natixis Investment Managers

Simplicity Group Holdings Acquires Aptus Wealth

August 21, 2025

Financial Services

Simplicity Group Holdings has acquired Aptus Wealth, a Registered Investment Advisor based in Lewis Center, Ohio. Josh Pick, founder of Aptus Wealth, will join Simplicity as a partner and Aptus Wealth will operate as Simplicity Wealth Advisors, integrating into Simplicity's wealth platform and proprietary materials.

Simplicity Group Holdings Acquires Verity Asset Management

July 16, 2025

Financial Services

Simplicity Group Holdings has acquired Verity Asset Management, a Durham, North Carolina-based registered investment adviser founded in 1996. Verity's leadership team will join Simplicity as partners as the firm integrates Verity's wealth management and 403(b) practice to expand Simplicity's client base and service offerings.

Simplicity Group Acquires Aptus Marketing

October 23, 2023

Insurance

Simplicity Group Holdings, Inc. has entered into an agreement to acquire Aptus Marketing, an Ohio-based agency focused on annuity and life insurance sales. Jeff Hutchison will continue to lead the Aptus office and become a Partner at Simplicity as the firm integrates Aptus’ lead-generation, training and advisor support capabilities.

LNC Partners Invests in Virtus LLC

June 5, 2024

Insurance

LNC Partners completed a strategic growth investment in Virtus LLC, a Top 100 insurance brokerage and risk management consulting platform headquartered in Overland Park, Kansas. The capital will support Virtus's organic growth and its "acquire-and-integrate" M&A strategy to expand the company's national footprint and vertical specializations.

Chatham Financial Acquires Verumex (VmX)

October 2, 2024

Data & Analytics

Chatham Financial has acquired Verumex (VmX), a commercial real estate (CRE) data platform founded in 2018, integrating VmX's data platform and services into Chatham's debt, derivatives advisory and software offering. The acquisition aims to consolidate CRE data, improve data quality and decision-making for CRE investors and asset managers by combining Chatham's advisory and risk-management technology with VmX's proprietary data platform and validation services.

Simplicity Group Acquires Allegis Advisor Group

September 15, 2022

Financial Services

Simplicity Group has entered into an agreement to acquire Allegis Advisor Group, a Salt Lake City-based independent marketing organization that supports advisors in annuity, long-term care, disability, and life insurance sales. Allegis will join Simplicity as its 43rd partner, with founder Chris Miller and several leaders joining the Simplicity partnership while Allegis' day-to-day operations remain under its existing management team.