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acquisitionAnnounced · Feb 2, 2026Disability InsuranceSource · CredibleArticle · Factual
Simplicity Group acquires Source Brokerage
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
—
Target
Source Brokerage
Fort Myers, Florida
Acquirer
Simplicity Group
Full Acquisition
Status
Announced
Simplicity Group agreed to acquire Source Brokerage. Reported deal value: Undisclosed. Status: Announced. Sector: Disability Insurance. Target headquarters context: Fort Myers, Florida, United States.
This page summarizes publicly available information about the transaction as of 2026-02-02. Figures and status may change as filings and press coverage update.
Simplicity Group , a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the acquisition of Indianapolis-based Source Brokerage , LLC , a DI-specialist BGA
Deal timeline
Announced
Feb 2, 2026 · prnewswire.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Disability Insurance. Figures and status may change as sources update.
Sources: prnewswire.com · Primary article · FireStrike proprietary index