MergerLinks Header Logo

Announced

Completed

Simplicity completed the acquisition of Verity Asset Management.

Synopsis

Simplicity, a financial products distribution firm, completed the acquisition of Verity Asset Management, a wealth management and financial guidance services provider. Financial terms were not disclosed. "We are excited to work with Gordy, Amy, Sean, Jeff and their team to leverage all the Simplicity resources and grow their service offering. We know Verity's clients and the educators and administrators they serve will significantly benefit from expanded access to the top-quality accumulation and protection products that Simplicity provides," Bruce Donaldson, Simplicity Partner and CEO.

Show Details & Financials

Did you work on this deal?

Claim Deal

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Claim Deal

Sort

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

All rights reserved. Copyright © 2025 Datasite