Browsing Tag
Mergers and Acquisitions (M&A)
193 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.
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
CAPTRUST Acquires Omega Wealth Partners
The deal with the Texas-based firm marks CAPTRUST's fourth acquisition in 2023
Franklin Templeton Acquiring Putnam Investments
“Strategic partnership” accelerates Franklin Templeton’s growth in the retirement sector and significantly increases its defined contribution AUM to approximately $90 billion
Franklin Templeton Acquires Managed Accounts Startup volScout
As part of the acquisition, volScout founders will be working with Franklin Templeton's newly formed managed accounts team
It’s a Deal: USI Consulting Group Buys Hooker & Holcombe
New partnership strengthens USICG’s national retirement consulting expertise
OneDigital Acquires Huntington 401(k) Advisory and Retirement Plan Servicing Business
The transaction brings $5.6 billion in retirement plan AUM and 1,300 employers to the OneDigital platform
Financial Wellness Firms FinFit, Salary Finance Combine Under FinFit Brand
Merger creates what companies call the country’s most comprehensive workplace financial wellness platform
T. Rowe Price Buys Retiree, Inc. to Bolster Retirement Income Capabilities
Overland Park, Kan.-based fintech known as an innovator of retirement income and Social Security software
OneDigital Expands to Arizona
Acquisition of 401K Resources and The Clear Group marks a milestone in firm’s planned national expansion