| Reported |
Seller |
Buyer |
Type |
Value $mm |
Description |
12/10/2025
Closed
10/22/2025 |
Jay Eilers, Sandra Eilers |
MAP Retirement |
TPA |
Members Only |
Members Only
Related Story |
12/9/2025
Announced
|
Gusto |
Vestwell |
RK |
Members Only |
Members Only
Related Story |
11/14/2025
Closed
|
FlexPath Strategies, LLC |
Great Gray Group |
IO |
Members Only |
Members Only
Related Story |
11/12/2025
Closed
|
Kelly Trombino, Dennis Trombino |
Premier Plan Consultants |
TPA |
Members Only |
Members Only
Related Story |
11/7/2025
Closed
10/30/2025 |
Dave Mountford |
ERP Retirement Services |
TPA |
Members Only |
Members Only
Related Story |
10/31/2025
Announced
|
Fiduciary Services Group |
AssetMark Financial Holdings, Inc. |
IC |
Members Only |
Members Only
Related Story |
10/30/2025
Closed
|
Mark Strakowski, Jeremy Schira |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
10/27/2025
Closed
|
Bob Presberg |
Prime Pensions, Inc. |
TPA |
Members Only |
Members Only
Related Story |
10/9/2025
Announced
|
Aquiline, SageView advisors |
Creative Planning, LLC |
IC |
Members Only |
Members Only
Related Story |
10/9/2025
Closed
|
David Cohen, Amy Cohen Uddeme |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
10/6/2025
Closed
10/1/2025 |
Wealthstream Advisors, Inc. |
Greenspring Advisors, LLC |
IC |
Members Only |
Members Only
Related Story |
9/30/2025
Closed
7/1/2025 |
Adam Bettis, Trish Connelly |
Alera Group |
IC |
Members Only |
Members Only
Related Story |
9/23/2025
Announced
|
SaveDay |
Vestwell |
RK |
Members Only |
Members Only
Related Story |
9/19/2025
Announced
|
Onex Partners |
Stone Point Capital, Canada Pension Plan Investment Board |
IC |
Members Only |
Members Only
Related Story |
9/16/2025
Closed
9/12/2025 |
Terrance Power |
Daybright Financial |
TPA |
Members Only |
Members Only
Related Story |
9/15/2025
Rumored
|
Aquiline Capital Partners |
Creative Planning, LLC |
IC |
Members Only |
Members Only
Related Story |
9/11/2025
Closed
|
Bill Clifford, Danim Ahmed |
Fiduciary Services Group |
TPA |
Members Only |
Members Only
Related Story |
9/10/2025
Closed
8/1/2025 |
Beth Di Re Hartley, Ian Hartley |
Hub International Limited |
IC |
Members Only |
Members Only
Related Story |
9/9/2025
Closed
9/8/2025 |
Tom Kmak |
Broadridge |
MI |
Members Only |
Members Only
Related Story |
9/3/2025
Announced
|
Aon plc |
Madison Dearborn Partners, LLC |
IC |
Members Only |
Members Only
Related Story |
8/28/2025
Closed
8/4/2025 |
Nelson Yeung |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
8/27/2025
Closed
8/15/2025 |
Brooke Hessel Cline |
Daybright Financial |
TPA |
Members Only |
Members Only
Related Story |
8/27/2025
Closed
11/3/2025 |
Guideline |
Gusto |
RK |
Members Only |
Members Only
Related Story |
8/14/2025
Closed
8/12/2025 |
Barbara Best, Nancy Rizzuto |
SageView Advisory Group |
IC |
Members Only |
Members Only
Related Story |
8/7/2025
Closed
8/1/2025 |
Warren Simon |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
8/7/2025
Closed
7/29/2025 |
Kaezad Setna |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
8/4/2025
Closed
|
Axios Advisory Group, Ltd. |
EdgeCo Holdings LP |
TPA |
Members Only |
Members Only
Related Story |
7/29/2025
Closed
7/21/2025 |
Paul Carmichael, Joe Cibirka, Matt Phillips |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
7/24/2025
Announced
|
Petros Koumantaros, Yannis Koumantaros, Maria Koumantaros |
Daybright Financial |
TPA |
Members Only |
Members Only
Related Story |
7/22/2025
Closed
|
Blue Chip Retirement Plans |
MAP Retirement |
TPA |
Members Only |
Members Only
Related Story |
7/17/2025
Closed
6/20/2025 |
Bob Gorelick |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
7/15/2025
Closed
|
Mike Levine, Trevor Coe |
NFP |
IC |
Members Only |
Members Only
Related Story |
6/17/2025
Closed
5/30/2025 |
Employee Incentive Plans, Inc. |
July Business Services, LLC |
TPA |
Members Only |
Members Only
Related Story |
6/9/2025
Closed
|
Tim McCutcheon |
EdgeCo Holdings LP |
MI |
Members Only |
Members Only
Related Story |
4/17/2025
Closed
3/14/2025 |
Brian Smith |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
4/16/2025
Closed
4/1/2025 |
Forrest Knowles |
Blue Ridge Associates |
TPA |
Members Only |
Members Only
Related Story |
4/2/2025
Closed
4/1/2025 |
WIA Consultants, Inc. |
BPAS |
TPA |
Members Only |
Members Only
Related Story |
4/2/2025
Closed
|
IPX Retirement |
Congruent Solutions |
MI |
Members Only |
Members Only
Related Story |
3/24/2025
Closed
|
BayBridge Capital Group, LLC |
OneDigital Investment Advisors |
IC |
Members Only |
Members Only
Related Story |
3/13/2025
Closed
3/4/2025 |
Don Dady, Dave Rauch, Ron Shurts |
Apollo, Athene, Motive Partners |
MI |
Members Only |
Members Only
Related Story |
3/7/2025
Closed
|
Steve Glasgow, Jordan Sibler |
Hub International Limited |
IC |
Members Only |
Members Only
Related Story |
2/24/2025
Closed
|
Vince Giovinazzo, Nick Della Vedova |
Great Gray Group |
MI |
Members Only |
Members Only
Related Story |
2/18/2025
Closed
1/14/2025 |
Eileen Gaspar |
MAP Retirement |
TPA |
Members Only |
Members Only
Related Story |
2/12/2025
Closed
12/20/2024 |
Mindy Gassman, Mark Fishman |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
2/6/2025
Announced
|
Tate Kerst |
BPAS |
MI |
Members Only |
Members Only
Related Story |
2/6/2025
Closed
2/1/2025 |
Northeast Benefit Services, Inc. |
BPAS |
TPA |
Members Only |
Members Only
Related Story |
1/23/2025
Closed
12/27/2024 |
Bill Anastasiades, Frank Rossi |
Strongpoint Partners |
TPA |
Members Only |
Members Only
Related Story |
1/22/2025
Closed
11/22/2024 |
Tim Corle, Lauren Stuart |
NFP |
TPA |
Members Only |
Members Only
Related Story |
1/3/2025
Closed
12/31/2024 |
Louis Day |
Invst, LLC |
IC |
Members Only |
Members Only
Related Story |
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