Browsing Tag
Mergers and Acquisitions (M&A)
180 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.
Advisory Firm M&A Still in Early Stages: GRPAA 2022 Industry Leaders Summit
'We spend a lot of time talking about whether it’s the right thing to do.'
Retirement Consulting Firms Find New Paths May Be Necessary to Compete
It speaks to the opportunity for firms willing to spend time and effort to understand prevailing market forces
Creative Planning Buys Paradigm Financial Advisors
Acquisition of St. Louis-based RIA firm with over $600 million in AUM will accelerate Creative Planning’s growth in the HNW space
California RIA Firm Latest Acquisition for Creative Planning
Buying spree continues for Peter Mallouk’s RIA giant with acquisition of Reilly Financial Advisors, with $2B in AUM
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