Simplicity Group Holdings Acquires Verity Asset Management

Simplicity Group Acquires Mid-Atlantic Wealth Advisory Group

August 3, 2026

Financial Services

Simplicity Group has acquired Mid-Atlantic Wealth Advisory Group, a Pennsylvania-based registered investment advisor that provides holistic financial planning for professionals, business owners, and pre-retirees. Following the closing, Mid-Atlantic’s founders Dennis Maguire and Robert Sayre became partners at Simplicity, and the firm will be rebranded as Simplicity Wealth Advisors.

Simplicity Group Acquires ATS Wealth Management

April 13, 2026

Financial Services

Simplicity Group announced the acquisition of ATS Wealth Management, an investment management and estate-planning focused firm with offices in San Diego and Palo Alto. As part of the deal, ATS leaders Sandeep Varma, Nisha Varma, and Phylip Simmons will join Simplicity as partners to expand estate-planning and wealth capabilities.

TMX Group Acquires Verity from Resurgens Technology Partners

October 1, 2025

Data & Analytics

TMX Group has acquired Verity, a research management software and data analytics platform, from Resurgens Technology Partners. The deal brings Verity's research workflow and data capabilities — used by more than 300 institutional investors — into TMX Datalinx to expand TMX's investment-grade data, insights and workflow tools for asset managers and other institutional clients.

Simplicity Group Holdings Acquires DuVall Financial Group

July 8, 2025

Financial Services

Simplicity Group Holdings has acquired DuVall Financial Group, a brokerage general agency that supports independent insurance agents with insurance, marketing and retirement planning solutions. DuVall will rebrand to "Simplicity DFG" and its leadership team (Gaines DuVall, Paul Hazard, and JP Penzkover) will join as Simplicity Partners to help expand agent offerings and distribution.

Simplicity Group Acquires Sunderland Group

April 15, 2021

Financial Services

Simplicity Group has acquired Sunderland Group, a long-standing wholesale life and annuity distribution business, with the deal effective March 31, 2021. Brad and Derek Sunderland join Simplicity as partners and shareholders as part of the add-on acquisition to expand Simplicity’s national distribution platform.

Simplicity Group Acquires Advisors Financial Group

February 3, 2021

Insurance

Simplicity Group completed the acquisition of Advisors Financial Group, an independent life and annuity insurance distribution business, effective February 1, 2021. Greg Patterson joined Simplicity as a partner and shareholder as part of the deal; Advisors Financial Group will operate as part of Simplicity’s distribution platform (the 19th organization to join).