5
Total deals
$1.2B
Total value
$1.2B
Avg deal
$1.2B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
D
DentaNet
DentaNet is a dental network in Alabama with about 1,500 dental providers.
|
2026-03-03 | Acquisition | Pending | — | Deal → |
| 2 |
A
Ascensus - ESOP Business
Ascensus - ESOP Business is a qualified retirement plan with corporate finance a…
|
2024-05-16 | Acquisition | Complete | — | Deal → |
| 3 |
Wells Fargo & Company - Institutional Retirement & Trust business
Wells Fargo & Company - Institutional Retirement & Trust provides services emplo…
|
2019-07-01 | Acquisition | Complete | $1.2B | Deal → |
| 4 |
RobustWealth
RobustWealth is a digital wealth management platform built for their needs.
|
2018-05-30 | Acquisition | Complete | — | Deal → |
| 5 |
Cuprum AFP
Cuprum AFP with more than 34 years in the pension system, where we are renowned …
|
2013-02-04 | Acquisition | Complete | — | Deal → |