Simplicity Group Acquires Wholehan Marketing
February 10, 2026
Simplicity Group has acquired Wholehan Marketing, a brokerage general agency with offices in Tampa, Florida and Toledo, Ohio, and welcomed Wholehan leaders Chris Wholehan and Jessica Hernandez as partners. The deal expands Simplicity's distribution and product capabilities by giving Wholehan's advisors access to Simplicity's platform, marketing engine, and broader suite of life, annuity, DI and LTC products.
- Buyers
- Simplicity Group
- Targets
- Wholehan Marketing
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Buyout
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