Windsor Drake
Transaction · Insurtech · 2026

Simplicity Group acquires Benefit Planning Inc

Simplicity Group acquired Benefit Planning Inc on June 29, 2026.

Target
Benefit Planning Inc
Acquirer
Simplicity Group
Announced
June 29, 2026
Sub-sector
Insurtech

Transaction overview

  • Simplicity Group announced the acquisition of Benefit Planning Inc on June 29, 2026.

Strategic rationale

Simplicity Group acquires Benefit Planning Inc., Chicago-based insurance agency for HNW clients.

Deal terms & multiples

Deal value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
June 29, 2026
Acquirer
Simplicity Group (Strategic)
Sub-sector
Insurtech

Sources

  • prnewswire.com /news-releases/simplicity-welcomes-bob-muzikowski-to-the-partnership-with-the-acquisition-of-benefit-planning-inc-302812434.html

Comparable transactions in Insurtech

Primary Event type Counterparty Value Sub-sector Date
Hocker Family Insurance Transaction Inszone Insurtech August 15, 2026
claims automation startup omni Transaction adesso Insurtech August 14, 2026
Work First Casualty Transaction WCF Insurance Insurtech August 14, 2026
Accelerant Transaction Thoma Bravo Insurtech August 13, 2026
Southern States Insurance Operations Transaction Amynta Group Insurtech August 12, 2026
The Accel Group Transaction Marsh McLennan Agency Insurtech August 10, 2026