Simplicity Group Acquires Source Brokerage
February 6, 2026
Simplicity Group, a holistic financial planning and advisor partner platform, has acquired Indianapolis-based Source Brokerage, a disability insurance specialist broker general agency (BGA). The acquisition expands Simplicity's national disability insurance (DI) capabilities and adds specialized institutional-market expertise (including GME and GSI programs), while Source Brokerage founder Steve Crowe joins Simplicity as a partner.
- Buyers
- Simplicity Group
- Targets
- Source Brokerage, LLC
- Industry
- Insurance
- Location
- Indiana, United States
- Transaction Type
- Buyout
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