My Pension Expert Acquires Tenet&You

Palatine Invests in My Pension Expert

May 20, 2022

Financial Services

Palatine has made a significant investment in Doncaster-based retirement adviser My Pension Expert, partnering with management to accelerate the firm's growth and expand its proposition. The investment, funded from Palatine's Buyout and Impact Funds, will support digital, technology, people and sustainability initiatives; the deal remains subject to FCA regulatory approval.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

CBIZ Acquires American Pension Advisors

July 1, 2023

Accounting & Tax

CBIZ, Inc. has acquired American Pension Advisors, Ltd., a retirement plan consulting and administration firm based in Indianapolis, effective July 1, 2023. The deal adds APA's 14 employees and roughly $2.9 million in revenue to CBIZ's Retirement Investment Services practice and strengthens CBIZ's presence in the Indianapolis metro market.

CAPTRUST Acquires Patriot Pension Advisors

October 19, 2022

Financial Services

CAPTRUST Financial Advisors acquired Massachusetts-based Patriot Pension Advisors, a retirement-plan specialist that oversees roughly $900 million in client assets. MidCap Advisors served as Patriot Pension Advisors' exclusive financial advisor; Patriot's leaders Ted Burke and Michelle Marchionni will continue to run the business as CAPTRUST expands its Northeast footprint.

Ty J. Young Wealth Management Acquires P.A. Berg Retirement Solutions

March 22, 2022

Wealth Management

Ty J. Young Wealth Management acquired Chicago-based P.A. Berg Retirement Solutions, with the transaction closing on March 22, 2022. The acquisition expands TJY's footprint into the Chicago market and gives P.A. Berg clients access to TJY's broader advisory resources and services.

Prime Pensions Acquires Associated Pension Consultants

September 13, 2022

Financial Services

Prime Pensions, a portfolio company of Mill Point Capital, has completed the acquisition of Associated Pension Consultants (APC), a Sacramento-based provider of retirement plan design, administration and consulting services. APC's management, led by Partner and President Marc Roberts, will remain in place as Prime Pensions expands its retirement services platform and presence in the Western United States.