Tracked deals
5
5 tracked deals across 2020-2026.
Operating Company
Financial Services
Daybright Financial
Iselin, New Jersey, United States
Simply put, one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans and the associated compliance needs. Since 2008, Daybright has grown by acquiring over 60 local and national firms and serves more than 22,000 employer groups and 3.6 million plan participants nationally.
- Focus Areas
- Employee benefits, Employer-sponsored retirement plans, Retirement plan administration
- Website
- www.daybright.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
3 buyout · 2 addon
Daybright Financial Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 10, 2026
- Buyer
- Daybright Financial
- Target
- EZTPA, LLC
- Industry
- Healthcare Services
- Location
- New Jersey, United States
- Type
- Buyout
Daybright Financial acquired EZTPA, LLC, a retirement plan consulting and third-party administration firm serving employers and financial advisors. The deal adds retirement plan design, administration, and compliance expertise to Daybright’s Private Sector Retirement Solutions segment, with EZTPA continuing to be led by Adam Hunt and Wendy Hunt.
-
August 13, 2026
- Buyer
- Daybright Financial
- Target
- ACAPrime
- Industry
- Healthcare Services
- Location
- United States
- Type
- Addon
Daybright Financial acquired ACAPrime, adding managed Affordable Care Act (ACA) compliance and reporting capabilities to expand its national employee benefits and compliance platform. ACAPrime’s managed-service approach and expertise will be integrated into Daybright Broker Solutions, alongside its existing NavigateHCR capabilities to create a broader ACA compliance service hub for employers and brokers.
-
- Buyer
- U.S. Retirement & Benefits Partners
- Target
- Pension Planning Consultants
- Industry
- Financial Services
- Location
- New Mexico, United States
- Type
- Addon
U.S. Retirement & Benefits Partners (USRBP) has acquired Pension Planning Consultants (PPC), a retirement plan third-party administrator based in Albuquerque, New Mexico. The deal expands USRBP's Southwest footprint and adds PPC's retirement plan administration and consulting capabilities to USRBP's national partner network.
-
January 3, 2022
- Buyer
- U.S. Retirement & Benefits Partners
- Target
- MidAmerica Administrative & Retirement Solutions
- Seller
- Alpine Investors
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
U.S. Retirement & Benefits Partners (USRBP) has acquired MidAmerica Administrative & Retirement Solutions from Alpine Investors. The acquisition combines MidAmerica’s public-sector retirement and health & welfare plan administration capabilities with USRBP’s national platform to deepen market coverage and expand service capabilities for K-12, higher education and government clients.
-
December 21, 2020
- Buyer
- U.S. Retirement & Benefits Partners
- Target
- TSA Consulting Group
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
U.S. Retirement & Benefits Partners (USRBP) announced that TSA Consulting Group (TSACG), a Florida-based third-party administrator and retirement plan compliance specialist, has joined the USRBP network. TSACG, which serves more than 3,000 employer groups and administers over $45 billion in assets, will integrate with USRBP to strengthen the firm's capabilities and position in the K-12 marketplace; Raymond James served as TSACG's exclusive financial advisor.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
3 tracked deals by Daybright Financial.
Healthcare Services Buyers & Acquisitions
2 tracked deals by Daybright Financial.
Acquisitions in Florida
2 tracked deals by Daybright Financial.
Acquisitions in New Jersey
1 tracked deal by Daybright Financial.
Acquisitions in New Mexico
1 tracked deal by Daybright Financial.
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