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.
Steep Second Quarter Advisor M&A Drop, But Deal Size Hits Record
The pre-COVID M&A space saw multiples rapidly reaching ridiculous levels, not unheard of in booming economies with daily…
CAPTRUST Continues Acquisition Spree, Buys Lakeside Wealth Management
CAPTRUST announced Wednesday that it has acquired Indiana-based Lakeside Wealth Management. The Lakeside team brings to CAPTRUST $1.6…
DOJ, Stockholders Approve $26 Billion Schwab-TD Ameritrade Merger
Major hurdles were cleared in the Charles Schwab/TD Ameritrade merger on Thursday, bringing the possibility of a combined…
Financial Resources Group, Gladstone Wealth Announce Merger
Financial Resources Group and Gladstone Wealth Group announced on Thursday that they are merging to form Gladstone Financial…
401(k) Merger Mania–How Long Will It Last?
The 401(k) M&A boom continues as firms consolidate, valuations soar, and sellers navigate the emotional and financial impact of deals.
Fi360’s Faustino on Firm’s Direction After Broadridge Buy
Fi360 Broadridge acquisition brings growth, new opportunities, and expanded distribution while maintaining independence and advisor trust.
Franklin Templeton Buys Legg Mason
Franklin Templeton Legg Mason Acquisition expands assets to $1.5 trillion, strengthening investment strategies and global distribution.
RIA M&A Decade in Review (and 2020-2029 Preview)
Succession Resource Group released its 10-year retrospective look at the state of the mergers and acquisitions for independent RIAs and advisors.
OneDigital Buys 401k Firm Aggregator Resources Investment Advisors
Health and benefits provider OneDigital has acquired aggregation-firm Resources Investment Advisors, both companies announced Tuesday. The acquisition is…
Navigating the ‘Retirement Planning to Wealth Management’ Move
"When I go around the country and I talk to retirement-focused advisor firms that we might be interested in acquiring, most of them are trying to figure out how to get into the wealth management business," says CAPTRUST's Rick Shoff. "It's an industry trend that makes complete sense."