BDO Capital Advises on Sale of Deft Research

Boston, MA – April 20, 2021 – BDO Capital Advisors, LLC (BDO Capital) is pleased to announce the sale of Deft Research, LLC (Deft Research or the Company) to Integrity Marketing Partners, LLC, a portfolio company of HGGC LLC and Harvest Partners, LP. BDO Capital served as exclusive financial advisor to Deft Research on this transaction, which builds on the firm’s experience advising founder-owned businesses in the business services sector. Bill Shiry, Managing Director, and John Kim, Director, led the engagement for BDO Capital.

Deft Research, LLC is the leading resource for timely, reliable health insurance consumer insights and market information. Over the last 15 years, Deft Research has developed a full suite of market research services that offer invaluable insights into the senior and commercial markets as well as overall healthcare industry trends. With this acquisition, Integrity Marketing Group, LLC, a leading independent distributor of life and health insurance products, further expands its service offering and extends its growing leadership position in the health insurance market with new consumer insights that make buying, selling and marketing insurance an easier and more effective process for all stakeholders.

This partnership further enhances Integrity’s value chain, with Deft Research able to augment almost every component. Deft Research is the latest acquisition in Integrity’s journey to innovate the health insurance industry. Terms of the transaction were not disclosed.

Integrity Marketing Group, headquartered in Dallas, Texas, is the leading independent distributor of life and health insurance products focused on meeting Americans wherever they are — in person, over the phone and online. Integrity is innovating insurance by developing cutting-edge technology designed to simplify and streamline the healthcare experience for everyone. In addition, Integrity develops exclusive products with insurance carrier partners and markets these products through its distribution network that includes other large insurance agencies throughout the country. Integrity’s almost 5,500 employees work with over 375,000 independent agents who service more than nine million clients annually. In 2021, Integrity expects to help insurance carriers place over $7 billion in new sales.