Total Financial & Insurance Services
Dowling Hales acted as exclusive financial advisor to Total Financial & Insurance Services, Inc. in its sale to Simplicity Group Holdings, Inc. Founded in 1971 and headquartered in Culver City, CA, Total is a brokerage general agency (“BGA”) specializing in the national distribution of life, annuity, long-term care and disability insurance products to high, and ultra-high net worth individuals. Over the course of its 50+ year history, Total has evolved from a small regional player to a nationally recognized BGA, representing agents from nearly every state in the continental United States. The Company will continue to be led by President & CEO Diana Greenberg.
Target Company
Total Financial & Insurance Services
Acquirer Company
Simplicity Group
Acquisition Date
April 2023
Sector
Insurance
Industry
GA / BGA
Region
USA
State of Acquired
CA
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