Invst Acquires NS Capital
January 5, 2025
Invst, an Indianapolis-based registered investment advisor, has acquired Stamford-based registered investment advisor NS Capital to combine their retirement-plan capabilities and launch the INVST Unity Pooled Employer Plan (PEP). The deal unites NS Capital's Unity 401(k) PEP and Invst's MyInvst401K PEP to expand retirement offerings, reduce fiduciary burden for employers, and broaden financial wellness services for employees.
- Buyers
- Invst
- Targets
- NS Capital
- Industry
- Financial Services
- Location
- Connecticut, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Edelman Financial Engines Acquires New England Pension Plan Systems
December 14, 2023
Financial Services
Edelman Financial Engines (EFE) has acquired New England Pension Plan Systems (NEPPS) and its affiliate New England Investment Consultants (NEIC), a Providence, Rhode Island–based retirement-plan consulting and RIA business that manages roughly $1.5 billion for more than 500 clients. The deal expands EFE's retirement-plan consulting capabilities and strengthens its presence in the Northeastern U.S., particularly among small and medium-size employer clients.
-
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.
-
Empower Retirement Acquires Personal Capital
June 29, 2020
Wealth Management
Empower Retirement has acquired digital wealth manager Personal Capital for up to $1 billion in enterprise value (approximately $825 million at closing plus up to $175 million for growth). The acquisition combines Empower's retirement plan services with Personal Capital's digital-first financial planning and wealth management platform to deliver integrated digital and human advice to retirement plan participants and individual investors.
-
Concurrent Investment Advisors Acquires Next Retirement Solutions
December 12, 2025
Wealth Management
Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.
-
Strength Capital Partners and Neuberger Berman Recapitalize ESP Associates
July 9, 2025
Engineering Services
Strength Capital Partners closed a single-asset continuation vehicle to recapitalize ESP Associates, providing liquidity to Strength Capital’s existing investors and bringing in follow-on capital led by investment funds affiliated with Neuberger Berman. The transaction includes significant rollover by SCP and the ESP management team and is intended to fund organic growth and strategic add-on M&A to expand the platform’s geographic footprint and service offerings.
-
Sheridan Capital Partners Invests in National Care Systems
September 16, 2025
Healthcare Services
Sheridan Capital Partners completed an investment in National Care Systems (NCS), a Brooklyn-based provider of revenue cycle management and payroll software serving skilled nursing and assisted living facilities across the United States. The investment will support NCS’s expansion of partnerships with post-acute facilities while founder and CEO David Klein remains in place; financial terms were not disclosed.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.