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.
LPL-Commonwealth Deal Ushers in New Era of Opportunity for Indy Advisors: Imperity Advisors
Firm focused on independent FAs applauds acquisition for strengthening what advisors care about most: service, support and choice
Retirement Industry Groups Embrace AI
Mercer, Manulife, ASG, and TIFIN each announced AI initiatives this week, plus other news from Capital Financial Partners and Lincoln Financial
How Mergers Impact 401(k) Plans: Key Considerations with Inspira Financial’s Pete Welsh
Pete Welsh unpacks the compliance challenges of retirement plan terminations after mergers and acquisitions.
Daybright Financial Buys The Platinum 401k
Daybright sources say the acquisition reaffirms its commitment to expanding private sector solutions
Broadridge Financial Solutions Acquires iJoin
The acquisition will incorporate enrollment, data, and insights solutions to Broadridge's services
Strongpoint Partners Announces Collab with ACI
The partnership will further Strongpoint’s presence on the West coast
Gusto Acquires SMB Retirement Plan Provider Guideline in Landmark Deal
Guideline was already the “most popular retirement product on Gusto by far,” says Gusto CEO Joshua Reeves
Blaze Credit Union Joins Osaic
The credit union’s retirement divison will receive support from Osaic
Axios Advisory Group Joins EdgeCo’s AmericanTCS Business Unit
Completed acquisition continues the national expansion of AmericanTCS’s administration, recordkeeping and wealth services
Bluespring Expands Footprint with $364M Dallas-Based Acquisition
Halcyon will be merged into one of Bluespring’s existing firms