Platform Partners has successfully merged M&O Capital with Simplicity Financial Marketing Group Holdings, creating a stronger entity in the insurance services market.

Information on the Target

Founded in Southfield, MI, M&O Capital (referred to as "M&O") is a prominent insurance services organization that provides independent agents nationwide with access to various insurance products and comprehensive marketing services. The Company operates through two key divisions: M&O Marketing, which serves as a leading independent marketing organization, and CoreCap Investments & Advisors, a broker-dealer and registered investment advisor. Together, these divisions aim to elevate financial professionals by offering innovative strategies and support.

Industry Overview in the Target’s Specific Country

The insurance industry in the United States is a vital component of the economy, comprising various sectors including life, health, property, and casualty insurance. As of 2023, the U.S. insurance market stands as one of the largest globally, with significant contributions from both public and private insurers. The market has resiliently adapted to evolving regulations and consumer preferences, emphasizing the need for effective marketing strategies and innovative product offerings.

Independent agents play a crucial role in the U.S. insurance market, offering personalized services and customized policies to a diverse clientele. The rise of digital transformation in the insurance space has prompted many agencies to