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.
Strongpoint Partners Announces Collab with ACI
The partnership will further Strongpoint’s presence on the West coast
Gusto Acquires SMB Retirement Plan Provider Guideline in Landmark Deal
Guideline was already the “most popular retirement product on Gusto by far,” says Gusto CEO Joshua Reeves
Blaze Credit Union Joins Osaic
The credit union’s retirement divison will receive support from Osaic
Axios Advisory Group Joins EdgeCo’s AmericanTCS Business Unit
Completed acquisition continues the national expansion of AmericanTCS’s administration, recordkeeping and wealth services
Bluespring Expands Footprint with $364M Dallas-Based Acquisition
Halcyon will be merged into one of Bluespring’s existing firms
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