Simplicity Group Acquires Lenz Financial Group
April 13, 2021
Simplicity Group has acquired Lenz Financial Group, a Portland-based independent life, annuity and long-term care insurance distribution brokerage, in a transaction that closed effective March 31, 2021. John Lenz joins Simplicity as a partner and shareholder and Lenz Financial Group will transition to the Simplicity brand as part of the platform's ongoing distribution growth strategy.
- Buyers
- Simplicity Group
- Targets
- Lenz Financial Group
- Platforms
- Simplicity Group
- Industry
- Financial Services
- Location
- Oregon, United States
- Transaction Type
- Addon
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