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.
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…
401(k) Plan Provider NWPS Bought by Raymond James
Broker-dealer Raymond James is expanding its retirement services offerings by acquiring independent 401k plan administrator NWPS.
How Retirement Industry Consolidation Impacts Advisors and Retirees
The financial services industry has witnessed a surge of merger and acquisition activity in recent years. Within the…
401(k) Firm M&A Heats Up with HUB Acquisition Spree
401(k) Mergers continue as HUB International acquires Baystate and Leading Edge, strengthening retirement and wealth management services.
GRPAA’s Owen Joins HUB International Retirement and Private Wealth
HUB International announced Monday that James Owen has joined as Director of Business Development of its Retirement and…
Schwab Finalizes $22 Billion TD Ameritrade Acquisition
Charles Schwab today announced that it has completed its acquisition of TD Ameritrade, in an all-stock deal valued at $22 billion.
Episode 10—Industry M&A: GRPAA’s Bill Chetney Uses Bad Language to Make Good Points
Are mergers and acquisitions in the 401(k) advisory space hot or not? They were humming along until…