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Cover Image Bruce Donaldson

Bruce Donaldson

President and CEO at SIMPLICITY GROUP HOLDINGS

Manager

Deal Bio

Total Deals7

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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08 Aug 2024|United States|Diversified Financials

Target: SIMPLICITY GROUP HOLDINGS

Bidder: SKYKNIGHT CAPITAL

12 Service Providers

4 Target | 6 Bidder | 2 Vendor

29 Dealmakers

1 Target | 8 Bidder | 20 Vendor

n/a

Value

22 Mar 2023|United States|Diversified Financials

Target: TRULUMA

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

19 Jan 2023|United States|Insurance Brokers

Target: IMS ASSOCIATES

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

14 Sep 2022|United States|Insurance Brokers

Target: COASTAL INSURANCE CONSULTING

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

07 Jul 2022|United States|Diversified Financials

Target: LIFEPRO FINANCIAL SERVICES

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

16 Oct 2020|United States|Diversified Financials

Target: SIMPLICITY GROUP HOLDINGS

Bidder: LEE EQUITY PARTNERS LLC

9 Service Providers

4 Target | 3 Bidder | 2 Vendor

17 Dealmakers

9 Target | 4 Bidder | 4 Vendor

n/a

Value

14 Apr 2020|United States|Life Insurance

Target: FIDELITY FINANCIAL GROUP

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

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