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.
- The deal is expected to close pending customary conditions.
Strategic rationale
Simplicity Group acquires Benefit Planning Inc., Chicago-based insurance agency for HNW clients.
Deal terms & multiples
Frequently asked questions
When did Simplicity Group announce the acquisition of Benefit Planning Inc?
Simplicity Group announced the acquisition of Benefit Planning Inc on June 29, 2026.
What sub-sector is Benefit Planning Inc in?
Benefit Planning Inc is tracked in the Insurtech sub-sector.
Sources
- prnewswire.com /news-releases/simplicity-welcomes-bob-muzikowski-to-the-partnership-with-the-acquisition-of-benefit-planning-inc-302812434.html