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.
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
Cetera to Purchase Avantax for $1.2B
As a part of the acquisition, Fidelity will serve as a custodial partner for Cetera
Creative Planning Buys CTB Financial
The acquisition will help Creative Planning to provide tax-efficient investment strategies to its clients
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