Browsing Tag
Mergers and Acquisitions (M&A)
191 posts
Mergers and acquisitions (M&A) refer to business transactions where two companies combine (merger) or one company purchases another (acquisition). M&As are strategic moves to expand market share, gain new capabilities, reduce competition, or achieve growth. While mergers create a new entity, acquisitions result in one company absorbing another. These deals can impact employees, operations, stock value, and retirement plans, often triggering regulatory review and integration planning. M&As are common in industries seeking consolidation and efficiency.
Wealth Enhancement Acquires $1.2B Advisory Team from TFB Advisors
Following the deal, the acquired group will operate as The Archer Team at Wealth Enhancement
Fiduciary Services Group Buys Future Planning Associates
FPA says the partnership provides a pathway for growth while preserving its goal of offering personalized services
Merit Financial Acquries GlennCo
The wealth management firm was previously affiliated with Commonwealth
Mission Wealth Integrates with RightPath
RightPath says the integration aligns its personalized retirement planning expertise with Mission Wealth's national advisory services.
RIA M&A Activity Spikes in 2025
Continued growth is expected for 2026, says ECHELON in new M&A activity report
Nuveen Acquires Schroders
Schroders will continue to operate as a standalone business for at least 12 months after completion of the transaction
Merit Establishes Michigan Office with TL Financial Group Acquisition
TL provides comprehensive wealth management services for high-net-worth individuals, pre-retirees, and retirees, with a focus on financial, estate, and tax planning
Beacon Pointe Acquires Three RIAs
Beacon Pointe now oversees approximately $62 billion in client assets under advisement
Savi Acquires Fiducius to Grow Employer Reach
Fiducius provides employee benefits focused on education, including loan contributions, tuition reimbursement, retirement matching, parental college planning, and banking benefits
J.P. Morgan AM Taps Executive Director, Corebridge Brings Crypto to Annuities
Plus, news from Corebridge Financial, Ritholtz, InspereX, and more