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  6. SageView Advisory Acquires OnTrack 401

M&A Deal Summary

SageView Advisory Acquires OnTrack 401

On December 4, 2024, SageView Advisory acquired business services company OnTrack 401

Acquisition Highlights
  • This is SageView Advisory’s 3rd transaction in the Business Services sector.
  • This is SageView Advisory’s 3rd transaction in the United States.
  • This is SageView Advisory’s 1st transaction in Maryland.

M&A Deal Summary
Date 2024-12-04
Target OnTrack 401
Sector Business Services
Buyer(s) SageView Advisory
Deal Type Add-on Acquisition

Target

OnTrack 401

Frederick, Maryland, United States
OnTrack 401(k) is a registered investment advisor with $400 million in Assets Under Advisement (AUA) and provides retirement plan consulting services to over 90 institutions. OnTrack 401(k) is based in Frederick, Maryland.

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Buyer(S) 1

Buyer

SageView Advisory

Newport Beach, California, United States
Category Company
Founded 1989
Sector Business Services
DESCRIPTION

SageView Advisory is an independent SEC-registered investment advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. SageView Advisory was formed in 1989 and is based in Newport Beach, California.

DEAL STATS #
Overall 3 of 4
Sector: Business Services M&A 3 of 3
Type: Add-on Acquisition M&A Deals 3 of 4
State: Maryland M&A 1 of 1
Country: United States M&A 3 of 4
Year: 2024 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-11 Palmer Retirement

Fort Wayne, Indiana, United States

Palmer Retirement is an advisory firm with both institutional retirement plan clients and wealth management clients. PRC is based in Fort Wayne, Indiana.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-08-14 Cap Strat

Oakbrook Terrace, Illinois, United States

Cap Strat is an institutional retirement plan consulting and wealth management firm that specializes in investments, asset management and private wealth. Cap Strat is based in Oakbrook Terrace, Illinois.

Buy -
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