Browsing Tag
Mergers and Acquisitions (M&A)
134 posts
$13.4 Billion Big Deal: Aon Acquires NFP
Mega deal expands Aon's presence in large and fast-growing middle-market segment; NFP will operate as "NFP, an Aon company," an independent but connected platform
Alera Acquires Retirement Plan Practice Fraser Group
Industry leader George Fraser and his team will continue their existing roles and combine operations with Alera's retirement plan services division
A Big Deal: AFS Acquired by HUB
High-profile retirement plan consulting and wealth manager helmed by principals Alp Atabek, Alex Assaley and Jason Dahl to join Hub Mid-Atlantic as part of agreement announced today
Creative Planning Buys Mesirow’s $13B Retirement Services Team
Mesirow's corporate retirement advisory service business works with over 350 plans and holds $13 billion in assets
LPL Financial Acquires $6.5 Billion Broker-Dealer
LPL Financial will buy Crown Capital Strategies, a broker-dealer and RIA with 260 financial advisors
CAPTRUST Acquires $2.3 Billion Southern Wealth Management
The deal marks CAPTRUST's third acquisition in Texas and its fifth overall in 2023
OneDigital Buys $3.8 Billion StoneStreet Equity
StoneStreet will bring in $3.8 billion in AUA, along with their entire team, to OneDigital
JULY Acquires Sunwest Pensions
The acquisition between JULY and Sunwest Pensions is set to add over 500 plan clients
Cetera Buys $1.4 Billion RIA Firm
The acquisition of The Retirement Planning Group signals a serious move into the RIA space from Cetera
CAPTRUST Acquires Omega Wealth Partners
The deal with the Texas-based firm marks CAPTRUST's fourth acquisition in 2023