M&A

From owner to employee: Preparing for life after the deal

As mergers and acquisition of employee benefit brokerages continue at a strong pace, agency owners face a tough decision: retire or adapt.

M&A Cort Olsen July 5

M&A Cort Olsen July 5
Risk Strategies adds another benefits firm to its acquisition roster

The addition of Craford Benefit Consulting is set to build expertise in complex cases and financial modeling as well as expand RS’s geographic footprint.

M&A Cort Olsen June 20

M&A Cort Olsen June 20
Sun Life-Maxwell deal may signal more insurance acquisitions ahead

As tech drives M&A activity, more insurers seek vertical integration to improve user experiences and broaden benefit portfolios.

M&A Bruce Shutan June 11

M&A Bruce Shutan June 11
With its 500th brokerage purchase, HUB International eyes firms in Canada

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

M&A Phil Albinus June 4

M&A Phil Albinus June 4
Brokerage, retirement firm partner to fight large company consolidation

Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.

Client strategies Cort Olsen May 31

Client strategies Cort Olsen May 31
Conduent sells HR consulting business

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

M&A Phil Albinus May 22

M&A Phil Albinus May 22
Alera Group acquires four more brokerages

This latest spate of acquisitions strengthens the company’s benefits business in several U.S. regions.

M&A Phil Albinus May 10

M&A Phil Albinus May 10
Financial Engines sale signals more of money management M&A boom

Hellman & Friedman’s $3 billion agreement to buy retirement services provider Financial Engines Inc. is one of the biggest deals yet in the investment management takeover boom.

M&A May 1

M&A May 1
Healthcare’s new order

These megadeals have the potential to restructure the industry and wring out some of its most egregious inefficiencies.

Healthcare industry Phil Albinus April 24

Healthcare industry Phil Albinus April 24
Robust agency M&A activity reported for Q1

At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.

M&A Cort Olsen April 19

M&A Cort Olsen April 19

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