Pensionmark Acquires Xponential Growth Solutions

Risk Strategies Acquires Standard Pension Services, LLC

September 19, 2022

Financial Services

Risk Strategies, a national specialty insurance brokerage, acquired Standard Pension Services, LLC, a Garden City, New York-based retirement plan and employee benefits firm. The deal expands Risk Strategies' financial services capabilities—particularly in retirement planning, plan administration and wealth management. Terms were not disclosed.

Economic Group Pension Services Acquires Qualified Plan Solutions LC

January 1, 2020

Financial Services

Economic Group Pension Services (EGPS), a national retirement plan consulting and administration firm, acquired Qualified Plan Solutions LC of Wichita, Kansas effective January 1, 2020. The transaction expands EGPS’s Midwest presence; former owner Scott Slagle joins EGPS as Regional Vice President for the Wichita office.

July Business Services Acquires Employee Incentive Plans; AtlasMark Advisory Practice Merged into EXPAND

June 17, 2025

Financial Services

July Business Services (JULY) has acquired Employee Incentive Plans (EIP), effective May 30, 2025, and concurrently merged AtlasMark Financial’s retirement plan advisory practice into EXPAND, a wholly owned subsidiary of JULY. The deal expands JULY’s retirement-plan capabilities and scale — bringing additional advisory talent and strengthening its fiduciary-driven investment management offering as it grows its platform of retirement-plan services.

Summit Financial (SGP) Takes Minority Stake in Gordon Asset Management

December 23, 2024

Wealth Management

Summit Financial, via its Summit Growth Partners partnership, acquired a minority stake in Gordon Asset Management, a boutique advisory firm headquartered in Durham and Pinehurst, North Carolina. The investment will give Gordon access to Summit’s network, capital and in-house strategy resources and is intended to expand Summit’s retirement-plan capabilities and accelerate Gordon’s growth while preserving local operating control.

KKR Makes Growth Investment in FGS Global

April 11, 2023

Consulting

KKR has made a growth investment in FGS Global, the strategic advisory and communications consultancy in which WPP remains the majority shareholder. Golden Gate Capital will exit its stake to KKR; the transaction values FGS Global at $1.425 billion and is expected to close before the end of Q3 2023.

Economic Group Pension Services Acquires Malcolm Thompson and Associates

September 1, 2021

Wealth Management

Economic Group Pension Services (EGPS) acquired Houston-based Malcolm Thompson and Associates on September 1, 2021. The acquisition expands EGPS's retirement plan administration footprint in the South and brings Malcolm Thompson and Rita Taylor into EGPS leadership as Regional Vice Presidents.