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.
HUB International Buys 401k Firm Epstein Financial
HUB International continued its acquisition spree with the announcement Wednesday that it has bought the assets of Epstein…
OneDigital Acquires Jania Stout’s Fiduciary Plan Advisors
OneDigital announced Thursday that it has acquired the assets of Fiduciary Plan Advisors (FPA), the Maryland-based retirement plan…
Busiest Period in Retirement Advisory Firm M&A History
Retirement advisory firm M&A surged with record deals in 2020 and Q1 2021, highlighting strong buyer demand and growth potential.
Deal Expands American Trust Retirement’s Mid-Sized Plan Presence
American Trust Retirement has expanded its presence in the mid-sized plan market with today’s announcement that it has…
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…