Foster & Foster Acquires United Actuarial Services (UAS)

Foster & Foster to Acquire Gallagher Benefit Services’ Public Sector Actuarial Consulting Operations

September 16, 2026

Professional Services

Foster & Foster Consulting Actuaries has entered into a definitive purchase agreement to acquire certain public sector actuarial consulting operations from Gallagher Benefit Services. The transaction is expected to close at the end of 2026, subject to customary closing conditions. The deal will bring a public-sector actuarial team and plan relationships into Foster & Foster, expanding its capabilities serving governmental retirement systems across the United States.

Foster & Foster Acquires Bartel Associates, LLC

July 5, 2022

Consulting

Foster & Foster Consulting Actuaries, Inc. has acquired California-based Bartel Associates, LLC to expand its presence on the U.S. West Coast and broaden its OPEB and pension consulting capabilities. The acquisition will deepen Foster & Foster's actuarial bench and extend its health and welfare plan consulting services to Bartel's public-sector clients.

Allworth Financial Acquires UAS Wealth Advisors

June 8, 2022

Wealth Management

Allworth Financial has acquired UAS Wealth Advisors of Albuquerque, New Mexico; financial terms were not disclosed. UAS manages about $427 million in assets for roughly 290 clients and the deal expands Allworth's Southwest footprint while enabling a leadership succession plan for the UAS advisors.

Federal Advisory Partners Acquires Universal Consulting Services

March 1, 2022

IT Services

Federal Advisory Partners (F|A|P), a Sagewind Capital–backed government consulting platform, has acquired Universal Consulting Services, LLC (UCS), an IT and health services provider to federal agencies. The deal is an add-on to F|A|P’s platform to expand its enterprise IT, systems engineering, and health IT capabilities across the federal sector.

NFP Acquires AFS Advisors, LLC

January 7, 2022

Wealth Management

NFP, a global insurance broker and consultant, has acquired AFS Advisors, LLC, an independent registered retirement and investment advisor based in Suwanee, Georgia. The acquisition (closed January 7, 2022) expands NFP's retirement capabilities and footprint in the Atlanta metro and broader Atlantic region.

USI Insurance Services Acquires Forté Benefits

February 24, 2020

Insurance

USI Insurance Services has acquired Fort Worth-based Forté Benefits, a full-service employee benefits broker and consulting firm. All of Forté Benefits’ employees and four partners will join USI; terms were not disclosed and the deal expands USI’s presence and employee-benefits capabilities in the Fort Worth/Texas market.