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  6. Daybright Financial Acquires Platinum 401k

M&A Deal Summary

Daybright Financial Acquires Platinum 401k

On September 16, 2025, Daybright Financial acquired financial services company Platinum 401k

Acquisition Highlights
  • This is Daybright Financial’s 1st transaction in the Financial Services sector.
  • This is Daybright Financial’s 3rd transaction in the United States.
  • This is Daybright Financial’s 1st transaction in Florida.

M&A Deal Summary
Date 2025-09-16
Target Platinum 401k
Sector Financial Services
Buyer(s) Daybright Financial
Deal Type Add-on Acquisition

Target

Platinum 401k

Clearwater, Florida, United States
Platinum 401k provides ERISA 3(16) compliance services and scalable retirement solutions for small and mid‑sized businesses. Platinum 401k is based in Clearwater, Florida.

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Buyer(S) 1

Buyer

Daybright Financial

Iselin, New Jersey, United States
Category Company
Founded 2008
Sector Financial Services
DESCRIPTION

Daybright Financial provides retirement planning, employee benefits administration, and financial consulting services to employers. Daybright Financial is based in Iselin, New Jersey.

DEAL STATS #
Overall 3 of 3
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 3 of 3
State: Florida M&A 1 of 1
Country: United States M&A 3 of 3
Year: 2025 M&A 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-08-27 Hessel & Associates

Lincolnshire, Illinois, United States

Hessel & Associates is a pension consulting firm and full-service Third-Party Administrator (TPA). Hessel & Associates was founded in 1979 and is based in Lincolnshire, Illinois.

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