Browsing Tag
Mergers and Acquisitions (M&A)
140 posts
Aon Completes NFP Deal Sooner Than Expected
$13 billion deal expands Aon's presence in large and fast-growing middle-market segment
RIA M&A Activity Up 20% in Q1 2024
Report says it was the second most active first quarter on record
Victory Capital Adds Amundi US Under Strategic Partnership
Deal would make Paris-based Amundi a strategic shareholder of Victory Capital and includes reciprocal 15-year exclusive distribution agreements
Ascensus Acquires 401(k) Recordkeeping Biz from Mutual of Omaha
Deal involves more than 2,300 retirement plans, 65,000 participants and more than $3.9 billion in AUA
Modern Wealth Launches Retirement Plan Advisory Biz with Deal for $1.2B N.Y. Firm Beltz Ianni
Sixth acquisition less than a year after launch adds retirement plan service offering for small-to-midsize companies
LPL Financial Acquiring Atria Wealth Solutions
Deal expected close later this year includes an upfront price of $805 million
$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