Browsing Tag
Mergers and Acquisitions (M&A)
196 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.
Ascensus to Acquire AmericanTCS in Retirement Tech Expansion
Deal broadens Ascensus’ retirement, PEP, trust, custody, and technology capabilities while expanding reach across retirement plan ecosystem
RIA M&A Reaches Yet Another All-Time Quarterly Record: ECHELON
Q1 2026 report shows 107% jump of $1.67 trillion from 142 deals, with industry on pace for 475 transactions over course of year
Mesirow to Acquire LeafHouse Advisory Business, Expand Fiduciary Platform
Deal adds FlexFiduciary and InvestBuild capabilities while boosting Mesirow’s scale, distribution, and technology-driven retirement plan solutions; allows LeafHouse to focus on creating technology that helps advisors and institutions operate more effectively
LPL to Acquire Mariner Advisor Network in Major Advisor Deal
Transaction brings 367 advisors and $31B in assets to LPL, with hybrid advisors moving to Private Advisor Group as the firm expands its supported independence model
PlanSync AI Acquires Shane Hanson’s Viserly Platform
Deal gives retirement plan advisors a single platform to manage plans, engage participants in real time, and convert relationships into wealth opportunities
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