Browsing Tag
Mergers and Acquisitions (M&A)
196 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.
Nuveen Acquires Schroders
Schroders will continue to operate as a standalone business for at least 12 months after completion of the transaction
Merit Establishes Michigan Office with TL Financial Group Acquisition
TL provides comprehensive wealth management services for high-net-worth individuals, pre-retirees, and retirees, with a focus on financial, estate, and tax planning
Beacon Pointe Acquires Three RIAs
Beacon Pointe now oversees approximately $62 billion in client assets under advisement
Savi Acquires Fiducius to Grow Employer Reach
Fiducius provides employee benefits focused on education, including loan contributions, tuition reimbursement, retirement matching, parental college planning, and banking benefits
J.P. Morgan AM Taps Executive Director, Corebridge Brings Crypto to Annuities
Plus, news from Corebridge Financial, Ritholtz, InspereX, and more
Creative Planning Acquires Baseline Wealth Management
The acquisition will add $1 billion in assets to Creative Planning
Janus Henderson Acquired for $7.4B
The firm was bought by investment firms Trian and General Catalyst in a shared partnership
Mai Capital Management Buys LWA
The addition of LWA is set to further expand MAI’s presence in Maryland
Commonwealth’s CenterBridge Joins Independent Financial Partners
Customized tech and a value-participation program inspired CenterBridge’s decision to sign on with IFP
Creative Planning Acquires $1B Burt Wealth
Burt Wealth offers tax reduction strategies, education funding and estate, business and retirement planning