Simplicity Group Acquires LeSourd Partners
February 12, 2026
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.
- Buyers
- Simplicity Group
- Targets
- LeSourd Partners
- Industry
- Financial Services
- Location
- Alabama, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.