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List of Simplicity Group Holdings's Acquisitions

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Simplicity Group Holdings has made a total of 16 acquisitions. These 16 acquisitions span 9 sectors, including Insurance Distribution, Asset Management, and Marketing Services, across 2 countries: United States and Australia. Peak activity occurred in 2023 with 6 acquisitions, followed by 2 acquisitions each in 2022 and 2026. The average number of acquisitions per year from 2020 to 2025 was 2.4, and 2 acquisitions have been completed in the current calendar year. The most recent acquisition is August H. Velten & Associates, a Melbourne-based financial planning and wealth management investment advisory firm founded in 2013 and acquired in June 2026.

Here's the year on year acquisition history of Simplicity Group Holdings:

Year on year acquisition history of Simplicity Group Holdings20262025202420232022202120202018Acquisitions Round Date (Yearly)0246810
  • Number of Total Acquisitions
Year
# Acquisitions
2026
2
2025
1
2024
1
2023
6
2022
2
2021
2
2020
1
2018
1

Recent acquisitions by Simplicity Group Holdings

Simplicity Group Holdings's most recent acquisition - August H. Velten & Associates is a Provider of financial planning and wealth management investment advisory services, founded in 2013 and located in Melbourne. Simplicity Group Holdings acquired it in June 2026 for a price of $*****.

Here is the list of all acquisitions by Simplicity Group Holdings sorted by the latest acquisition date:

Acquired on
Acquired Company
Acquisition Price
Facilitators
Stake Acquired
Acquisition Multiple
Jun 15, 2026
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51
699
Apr 13, 2026
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17
409
Jul 15, 2025
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90
361
Jun 04, 2024
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15
945
Sep 06, 2023
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69
957

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News related to Simplicity Group Holdings's acquisitions

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Media has covered Simplicity Group Holdings for a total of 3 events in the last 1 year, all of them have been about acquisition activity.

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FAQs about Acquisitions by Simplicity Group Holdings

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