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Submit Deal

Cover Image Denielle Webb

Denielle Webb

EVP, Partner at SIMPLICITY GROUP HOLDINGS

Manager

Deal Bio

Total Deals6

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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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

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

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

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

08 Jul 2025|United States|Insurance Brokers

Target: DUVALL FINANCIAL GROUP (DFG)

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

15 Jul 2025|United States|Diversified Financials

Target: VERITY ASSET MANAGEMENT

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

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