M&A Deal Summary

RetireOne Acquires EF Legacy Securities

On November 13, 2019, RetireOne acquired financial services company EF Legacy Securities from Edelman Financial Engines

Acquisition Highlights
  • This is RetireOne’s 1st transaction in the Financial Services sector.
  • This is RetireOne’s 1st transaction in the United States.
  • This is RetireOne’s 1st transaction in Kentucky.

M&A Deal Summary
Date 2019-11-13
Target EF Legacy Securities
Sector Financial Services
Buyer(s) RetireOne
Sellers(s) Edelman Financial Engines
Deal Type Divestiture

Target

EF Legacy Securities

Henrico, Kentucky, United States
EF Legacy Securities LLC is a provider of financial services. EF Legacy Securities was founded in 2015 and is based in Henrico, Virginia.

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Buyer(S) 1

Buyer

RetireOne

San Francisco, California, United States
Category Company
Founded 2010
Sector Insurance
DESCRIPTION

Aria Retirement Solutions, Inc. is an independent platform for fee-based insurance solutions. Aria Retirement Solutions was founded in 2010 and is based in San Francisco, California.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Kentucky) 1 of 1
Country (United States) 1 of 1
Year (2019) 1 of 1

Seller(S) 1

SELLER

Edelman Financial Engines

Santa Clara, California, United States
Category Company
Founded 1986
Sector Financial Services
Revenue 311M USD (2015)
DESCRIPTION

Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Santa Clara, California.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Kentucky) 1 of 1
Country (United States) 1 of 1
Year (2019) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-04-30 The Edelman Financial Group

Houston, Texas, United States

Edelman Financial Services provides financial planning and investment management services to more than 28,000 individuals and families and manages more than $15 billion in assets.(2) The firm also provides 401(k) plans and institutional investment management for businesses.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-03 Smart Investor

Roseville , California, United States

Smart Investor is a fiduciary Registered Investment Advisor that provides comprehensive financial planning and investment management services. Smart Investor was founded in 2001 and is based in Roseville, California.

Buy -
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