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.
Aboon Secures $17.5M Funding Round, EFE’s Shah Steps Down
Plus the latest news from ICI, Daybright Financial, Nationwide, Sharebuilder 401k, and more
Ascensus Sets Next Phase of Leadership, Transamerica Taps CIO
News from Ascensus, Transamerica, Nationwide, Strongpoint Partners, PSCA, and more
Creative Planning Buys SageView Advisory
The newly combined firm represents $640 billion in total client assets
Edelman Financial Engines Buys Hasenberg
Per terms of the acquisition, Hasenberg will become fully integrated and continue operations under the EFE brand
Beacon Pointe Acquires $857M The Family Firm
As part of the acquisition, The Family Firm’s 10 retirement plan professionals will join Beacon Pointe
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