Simplicity Group Acquires Sinclair Financial Solutions
November 3, 2021
The Simplicity Group has acquired St. Louis-based Sinclair Financial Solutions, adding the holistic financial planning firm to its roster of partner distribution businesses. Owners Erin Sinclair and Donald Schneider will become partners with Simplicity and continue to serve clients under the Simplicity brand.
- Buyers
- The Simplicity Group
- Targets
- Sinclair Financial Solutions
- Sellers
- Erin Sinclair, Donald Schneider
- Industry
- Financial Services
- Location
- Missouri, United States
- Transaction Type
- Addon
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