Congruent Acquires IPX Retirement Edge from IPX Retirement

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.

Tegra118 Acquires RetireUp

June 10, 2020

Software

Tegra118, a Motive Partners portfolio company, has acquired Illinois-based RetireUp, a provider of retirement income planning software. The deal integrates RetireUp's retirement income and annuity modeling capabilities into Tegra118's front-office wealth management platform, and the entire RetireUp team will join Tegra118.

CongruityHR Acquires JanusHR

April 4, 2023

Staffing & HR

CongruityHR, a North Carolina-based outsourced HR/PEO provider and portfolio company of RFE Investment Partners, has acquired JanusHR, a Tampa-based professional employer organization serving small- and mid-sized businesses across Florida. The acquisition expands CongruityHR's presence and capabilities in the Southeast (notably the Tampa Bay region); G2 Capital Advisors served as exclusive buy-side advisor.

EdgeCo Holdings Acquires Axios Advisory Group to Expand AmericanTCS Retirement Services

August 4, 2025

Financial Services

EdgeCo Holdings LP has completed the acquisition of Axios Advisory Group, Ltd., integrating Axios's American Pension Benefit retirement plan administration and Axios Wealth Management advisory services into its AmericanTCS business unit. The deal expands AmericanTCS's administration, recordkeeping and wealth capabilities as part of EdgeCo's ongoing roll-up strategy in the small- and mid-sized retirement plan market.

Athene, Apollo and Motive Partners Acquire Advantage Retirement Solutions (ARS)

March 17, 2025

Financial Services

Athene, Motive Partners and Apollo have invested in and acquired Advantage Retirement Solutions (ARS) to accelerate availability of in-plan guaranteed-income (annuity) offerings for employer-sponsored defined-contribution plans. The deal will leverage ARS’s Lifetime Income Builder technology to expand buyers’ capability to integrate lifetime income solutions into 401(k) and other DC plans and speed distribution to plan sponsors and participants.

Park Place Technologies Acquires Hardware Maintenance and Data Migration Assets from Congruity360

September 15, 2021

IT Services

Park Place Technologies has acquired the third-party hardware maintenance, data migration services and new hardware sales assets from Congruity360. The asset purchase expands Park Place’s professional services and data migration capabilities for enterprise customers while Congruity360 retains its information governance and software business.