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.
Chime Buys Employee Rewards Platform Salt Labs
Chime will have immediate access to Salt Labs’ current client relationships as a result of the acquisition
Plan Sponsors List M&A Activity, Growth Among Top Reasons for Switching Recordkeepers
401(k) plan sponsors also cited cybersecurity concerns for recordkeeper switchups, found a Cogent Syndicated report from Escalent
TRPG Heads to Hawaii in Latest Acquisition
This marks the second acquisition this year for The Retirement Planning Group
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