Browsing Tag
Wise Rhino
18 posts
Wise Rhino is a M&A advisory firm specializing in wealth and retirement advisory deals. Founded in 2017 and based in South Carolina, it’s completed over 120 transactions worth more than $2.5 billion. They offer valuation, benchmarking, strategy, and hands‑on guidance—working senior‑level throughout the entire process to maximize client outcomes.
Retirement Consulting Firms Find New Paths May Be Necessary to Compete
It speaks to the opportunity for firms willing to spend time and effort to understand prevailing market forces
Creative Planning to Buy Lockton’s Retirement Business
It's the latest deal to fuel the 'extraordinary' growth of the retirement firm aggregators over the past five years
Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us…
Busiest Period in Retirement Advisory Firm M&A History
Retirement advisory firm M&A surged with record deals in 2020 and Q1 2021, highlighting strong buyer demand and growth potential.
401(k) Firm Merger Mania Will Continue: M&A Expert Darian
Speaking with Dick Darian is always a master’s education in industry M&A, and the environment he currently describes only…
CAPTRUST Continues Acquisition Spree, Buys Lakeside Wealth Management
CAPTRUST announced Wednesday that it has acquired Indiana-based Lakeside Wealth Management. The Lakeside team brings to CAPTRUST $1.6…
OneDigital Buys 401k Firm Aggregator Resources Investment Advisors
Health and benefits provider OneDigital has acquired aggregation-firm Resources Investment Advisors, both companies announced Tuesday. The acquisition is…
How to Capitalize on 401(k) Industry Consolidation
Retirement plan consolidation is accelerating, shaping the industry’s future with growth, mergers, and strategic opportunities.