Browsing Tag
Mergers and Acquisitions (M&A)
176 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.
Goldman Sachs Closes Deal for Retirement Platform NextCapital
Move accelerates expansion of Goldman Sachs’ services to the growing defined contribution market through personalized managed accounts and digital advice
Creative Planning Continues Its Acquisition Spree
Wipfli Financial Advisors manages $5 Billion in AUM
RIA Combo with a Side of Capital Investment: One Seven, MGO Merge
New combined company oversees $2.8 billion in assets across 11 states as it enters next stage of growth with Merchant partnership
Deal Roundup: HUB, Edelman Announce Latest Retirement Acquisitions
HUB International acquires $2.4 billion advisory firm while Edelman Financial Engines buys California RIA firm to bolster retirement planning capabilities
$10.4 Trillion Up for Grabs as Advisors Retire
Practices considering internal succession should embrace the concept of shared equity ownership
SageView Acquires Cash Balance Firm kPlans
Wise Rhino Group served as an advisor to kPlans. The terms of the transaction were not disclosed.
HUB Continues Hot Acquisition Streak with CSi Advisory Purchase
Based in Indianapolis, Indiana, CSi was founded in 1971
5 Months, 5 Deals: OneDigital Acquires Another RIA
TimeScale Financial deal latest in a series of acquisitions creating a strategic expansion of wealth management capabilities in 2022
Joe DeNoyior’s TAPO Redux: Becoming an Industry HUB
Anyone who doesn’t know what Joe DeNoyior’s been up to lately is living under a rock. Hub International…
Millennium Trust Adds HSAs with Completion of PayFlex Deal
Acquisition of PayFlex from CVS Health expands breadth of services and solutions available to clients