Browsing Tag
Mergers and Acquisitions (M&A)
176 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.
CAPTRUST Acquires $100 Billion Retirement Plan Consulting Firm
The acceleration of retirement advisory deals reflects many factors including increasing buyer demand and competition, strong deal terms, and improving buyer platforms
Hub’s Latest Deal: Raffa Financial Services
Acquisition will expand Hub's employee benefits and retirement advisory capabilities in Mid-Atlantic region
Hub Sheridan Road’s Daniel Bryant Joins Private Equity Firm
Most recenlty, Bryant was President of National Sales at Hub and author of The Financial Wellness Mandate
HUB RPW Buys Retirement Plan Advisory Firm GRP Financial California
2020 and the first half of 2021 were the busiest periods in the history of retirement plan advisory M&A overall
Broker-Dealer Consolidation Craziness Continues
Competition for advisor talent remains high as affiliation options abound
Creative Planning to Buy Lockton’s Retirement Business
It's the latest deal to fuel the 'extraordinary' growth of the retirement firm aggregators over the past five years
Ascensus CEO David Musto Explains Blockbuster Newport Group Merger
Musto will serve as CEO of the combined company
What Aggregators Look for in 401k Advisor Firms: Wealth@wor(k) 2021
Hub’s Joe DeNoyior and Vincent Morris of OneDigital share insights on how and why firms are targeted for acquisition—and what advisors can expect from the process
Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us…
DCIO Experts Address Looming Industry Challenges, Opportunities: LNRS 2021
'We have to figure it out because there are big companies with big checkbooks that could put us out of business'