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.
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
Paychex Acquiring Rival Paycor in $4.1B Deal
Deal between payroll providers creates one of the most comprehensive suites of human capital management solutions for organizations of all sizes
MAP Retirement Merging with Pension Plan Specialists
Strategic step will enhance retirement plan services and expand national presence
How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial,…
Alera Group Buys SRPC
As part of the transaction, SRPC team members will continue to serve clients in their existing roles
Q&A with Inspira Financial’s Pete Welsh: Navigating Merger-Related Retirement Plan Considerations
In this exclusive Q&A, 401(k) Specialist sits down with Pete Welsh, Managing Director of Retirement and Wealth at…