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Simplify to acquire Marygold Companies for $2.25/share

PRIVATESep 28, 2026

Acquiring Company

Simplify Asset Management

Acquired Company

The Marygold Companies

New YorkSan ClementeFinancial ServicesFinanceLendingManufacturingAgriculture and FarmingCannabis

Description

Simplify Asset Management has presented an alternative proposal to acquire The Marygold Companies, Inc. at an all-cash price of $2.25 per share. This proposal aims for Simplify to purchase 100% of the outstanding shares of Marygold. The acquisition is part of Simplify's strategic growth initiatives.

Company Information

Company

Simplify Asset Management

Location

New York, New York, United States

About

Simplify Asset Management is an investment management firm focused on innovative strategies to enhance investor outcomes. The firm specializes in creating unique financial products across various asset classes. It aims to simplify the investment process for its clients.

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Frequently asked

Who acquired The Marygold Companies?

The Marygold Companies was acquired by Simplify Asset Management, based in New York. The deal was reported on September 28, 2026. Simplify Asset Management is an investment management firm focused on innovative strategies to enhance investor outcomes. The firm specializes in creating unique financial products across various asset classes. Simplify Asset Management is privately held and operates in Financial Services.

When did Simplify Asset Management acquire The Marygold Companies?

Simplify Asset Management's acquisition of The Marygold Companies was reported on September 28, 2026. Simplify Asset Management has presented an alternative proposal to acquire The Marygold Companies, Inc. at an all-cash price of $2.25 per share. This proposal aims for Simplify to purchase 100% of the outstanding shares of Marygold. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does The Marygold Companies do?

The Marygold Companies, Inc., which changed its name from Concierge Technologies, Inc. in March 2022, was founded in 1996 and repositioned as a global holding firm in 2015. It is privately held, operating in Manufacturing, and is based in San Clemente.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.