M&A Deal Summary |
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Date | 2022-06-16 |
Target | Compensation Works |
Sector | Business Services |
Buyer(s) | Alera Group |
Deal Type | Add-on Acquisition |
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Alera Group is an independent insurance and wealth management firm?offering comprehensive employee benefits, property and casualty, retirement services, and wealth management solutions to clients nationwide. Alera Group was founded in 2016 and is based in Deerfield, Illinois.
DEAL STATS | # |
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Overall | 118 of 135 |
Sector (Business Services) | 12 of 15 |
Type (Add-on Acquisition) | 116 of 132 |
State (Washington) | 4 of 4 |
Country (United States) | 118 of 135 |
Year (2022) | 10 of 23 |
DATE | TARGET | DEAL TYPE | VALUE |
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2022-06-08 |
Wharton Business Group
Malvern, Pennsylvania, United States Wharton Business Group is an employee-owned wealth services firm in Pennsylvania that manages more than $3.5 billion in assets for business owners and institutions. Wharton Business Group is based in Malvern, Pennsylvania. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
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2022-07-14 |
DFG 401 Advisors
Phoenix, Arizona, United States DFG 401(k) Advisors is an independent, qualified retirement plan services firm that works with companies and their fiduciaries towards maximizing retirement plan outcomes by increasing effectiveness. For more than 30 years, the company has enabled conscientious companies to effectively scrutinize and benchmark their 401(k) plans with the goal to save money, improve benefits, streamline administration, and importantly, ensuring compliance amid the confusion of changing legislation and regulation. Securities are offered through LPL Financial, member SIPC www.sipc.org. Investment advice is offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, DFG 401(k) Advisors, and LPL Financial are separate non-affiliated entities. DFG 401(k) Advisors is based in Phoenix, Arizona. |
Buy | - |