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.
Exclusive: Hub President Reich Talks Recent Blockbuster Acquisition Spree
Trying to keep up with Hub International’s M&A activity in 2019 was an exercise in futility, so we…
Hub International Buys Delaney’s StoneStreet 401(k) Firm
Hub International is on something of a tear. The second such announcement in as many days finds that…
Hub International Buys 401(k) Firm Washington Financial Group
Insurance brokerage and financial services megafirm Hub International Limited (HUB) announced Monday that has acquired the assets of…
Principal-Wells Fargo Deal Moving Toward Early 3Q Close
Principal is bringing “top talent” from Wells Fargo Institutional Retirement & Trust as part of the retirement plan services acquisition deal.
Help in Valuating a 401(k) Advisory Business
Accurately valuing an advisory business can be tricky. Thankfully, Christine Stokes and Nuveen are here to help.
RIAs Less Bullish on M&A Activity in 2019
RIAs and fee-based advisors less bullish about pace of RIA industry M&A activity compared to prior years, yet majority still believe it will increase.
What’s Happening With 401(k) Firm M&A?
Dave Reich, National President, Retirement with HUB International clues us in on why it's happening, and how big it is.
TD Ameritrade Sells Retirement Plan Business to Broadridge
In the second major acquisition shocker in as many weeks, TD Ameritrade Institutional said it will sell its retirement…
Retirement Giant Sheridan Road Bought by Insurance Brokerage
Industry consolidation and M&A activity continued Wednesday with the announcement that Sheridan Road Financial has been acquired by…
Interesting Moves in 401(k) Firm M&A
CAPTRUST's Rick Shoff clues us in on the deals getting done (and not getting done).