Browsing Tag
Mergers and Acquisitions (M&A)
193 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.
Alight Solutions Merges with SPAC, Goes Public
Alight Solutions merger brings growth as the firm begins trading on the NYSE with scalable employee engagement solutions.
HUB Buys Another 401(k) Plan Practice
HUB International Limited (Hub) continued its acquisition spree with the announcement last week that it has acquired the assets…
American Trust Acquires Another 401(k) Recordkeeper
LT Trust acquisition boosts American Trust’s retirement solutions, expanding operations nationwide with advanced tech and institutional expertise.
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 401(k) 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…