Browsing Tag
Mergers and Acquisitions (M&A)
191 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.
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).
Make Sure 401(k) M&A is Done Right
Comcast is doing it. Walmart is doing it. The volume of merger and acquisition (M&A) activity in the…
Ascensus Acquires Retirement Plan Administrator 401(k) Plus
Ascensus acquires 401(k) Plus to expand retirement plan solutions and strengthen TPA services across Texas and nationwide.
Denver-Based Strategies Capital Management Makes Major Acquisition
Denver-based retirement plan, investment and asset management service provider Strategies Capital Management announced on Friday that it’s acquired…
How Qualified Retirement Plans Affect Mergers and Acquisitions
If a merger or acquisition is in your company’s future, or your client company’s future, here’s something to…
Major Sale in the 401k Benefits Space
Private equity firm Blackstone said Friday that it will buy acquire Aon’s HR and benefits platform for a…