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.
Envestnet Sells Yodlee to Private Equity Buyer
The move is the largest made by Envestnet since it was acquired by Bain Capital
Alliance for Lifetime Income Becoming Part of LIMRA and LOMA
The two association boards unanimously approve strategic transaction to take advocacy efforts around educating Americans about the importance of protected income in retirement to “whole new level”
Corporate Roundup: LPL Financial Sees Greener Grass with Anna Kendrick in Ad Campaign
LPL Financial partners with Anna Kendrick on multimedia campaign, Savi launched AI-powered solution, and more
2025 Projected to be Most Active Year Ever for RIA Deals
ECHELON Partners’ new M&A Deal Report shows first three months of year were second most active on record behind only Q4 2024
RIA M&A Sees Record-Breaking Activity in Q1 2025
The high comes off a record 2024 with 272 transactions, reports DeVoe & Company
LPL Financial Buys Commonwealth in $2.7B Deal
Commonwealth's conversion to the LPL platform is expected to be completed in mid-2026
Corporate Roundup: Waverly Advisors Acquires GGM, Wealth Enhancement Merges with Marcum Wealth
The latest news from Waverly Advisors, Wealth Enhancement, BlackRock, SS&C Technologies, and more
RPAG Jubilee Lives On in Wake of Great Gray Acquisition
RPAG's national conference is still slated for 2025, a spokesperson confirmed to 401(k) Specialist
Wealth Enhancement Acquires Two RIAs
The acquirer bought RIAs in Maine and Oregon
Mariner Buys $292B Cardinal Investment Advisors
The acquisition will grow Mariner's AUA to $550 billion for the first quarter of the year