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.
Ascensus Bought by Private Equity Group, Sovereign Wealth Fund
Ascensus announced Monday that Stone Point Capital, the Greenwich, Conn.-based private equity firm specializing in financial services, and…
Two TAPOs Team in Latest 401k Firm M&A Activity
Merger mania continues. OneDigital Investment Advisors announced has acquired Atlanta Retirement Partners (ARP). OneDigital says it pursued the…
Voya Sharpens Workplace Focus with Sale of Indy Financial Planning Channel to Cetera
In a move reflecting an increased focus on institutional clients and financial planning support closely aligned with the…
Broker-Dealers Continue to Consolidate. Here’s Why …
Consolidation among retail wealth management broker-dealers continues to increase, with the share of BD advisors who are affiliated…
Alight Going Public After Blackstone Sells It in $7.3B Deal
Alight Solutions is going public. It was announced Monday that Blackstone will merge the recordkeeping and benefits company…
401(k) Firm Merger Mania Will Continue: M&A Expert Darian
Speaking with Dick Darian is always a master’s education in industry M&A, and the environment he currently describes only…
Episode 17—Ed Murphy, President and CEO of Empower Retirement, on M&A, Work from Home and NFL Football
You can always count on Ed Murphy for straight talk and honest opinions, and he doesn’t disappoint in…
Marsh & McLennan Agency Acquires Compass Financial Partners
Compass Financial Partners, a Greensboro, N.C.-based retirement consulting and investment advisory firm led by former 401k Specialist Top…
SageView Acquired by Private Equity Firm
SageView Investment marks a strategic partnership with Aquiline Capital Partners to fuel growth in retirement and wealth management.
Done Deal: Empower Closes Acquisition of MassMutual Retirement Plan Business
Empower Retirement has officially acquired MassMutual’s retirement business. The Denver-based retirement giant today announced the completion of the…