How many Retirement acquisitions have there been?

There are 461 recorded acquisitions in the Retirement sector spanning 1997-2026, totalling $57B in disclosed deal value.

Who are the biggest acquirers in Retirement?

The most active acquirers in Retirement include Wealth Enhancement Group, Mercer Advisors, Allworth Financial.

What are the largest Retirement acquisitions ever?

The largest disclosed Retirement acquisitions include Nordic Capital's purchase of Ascot Lloyd ($13.03B, 2022), Apollo's purchase of Athene ($11B, 2021), CI Financial's purchase of Dowling & Yahnke ($5.09B, 2021).

How many Retirement acquisitions have there been in the last 1 year?

There have been 91 recorded Retirement acquisitions in the last year.

What is the average Retirement deal size?

The average disclosed deal size in the Retirement sector is $1.58B.

What is the median Retirement deal size?

The median disclosed deal size in the Retirement sector is $497.12M.

Which year had the most Retirement acquisitions?

The most Retirement acquisitions in a single year were recorded in 2025, with 85 deals.

Retirement

Name: Retirement Companies, Acquisitions & Funding
Creator: Acquirezy
License: https://acquirezy.com/terms
Keywords: Retirement, acquisitions, funding, M&A, investors, companies

Companies, acquisitions, funding rounds and active investors across the Retirement sector.

Companies

16,597

Acquisitions

461

Total Funding

$43.86B

Funding Rounds

486

Active Investors

Retirement Acquisitions

461 results

Acquiree Name			Acquirer Name	Acquiree Industries	Acquiree Hq Country
Pultro Financial Management	$217M	2026-09-06	Maridea Wealth Management	Consulting Finance Retirement	United States
Dickerson Jackson & Associates	—	2026-09-01	Wealth Enhancement Group	Advice Consulting Finance Financial Services Retirement	United States
Timber Ridge	—	2026-08-19	Lion Real Estate Group	Elder Care Health Care Rehabilitation Restaurants Retirement	United States
Weinand Financial	—	2026-08-18	Wealth Enhancement Group	Business Development Consulting Cyber Security Financial Services Insurance Retirement Wealth Management	United States
Van Horn Financial Services	—	2026-08-11	The Independent	Financial Services Insurance Retirement Wealth Management	United States

1–5 of 461Show

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Retirement Funding Rounds

486 results

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Organization Name	Funding Type			Lead Investor Names	Org Hq Country

1–5 of 486Show

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Top Retirement Investors

Ziegler14 rounds
Constellation Wealth Capital5 rounds
Techstars4 rounds
HighTower Advisors4 rounds
Employment and Social Development Canada (ESDC)3 rounds
Community Development Financial Institutions Fund3 rounds
OakNorth3 rounds
MIssissippi Angel Fund3 rounds
Center of Aging and Brain Health Innovation3 rounds
Emigrant Partners3 rounds

Top Retirement Companies

Sammons Financial Group Prudential Financial Londonderry Village BTC Ecosystem Lockton Throgmorton Capital Management Aegon Retirable intellicents Helvetia Baloise Holding Ltd Common Wealth Mennonite Village

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M&A by year

2026 2025 2024 2023 2022 2021

Datasets

Top Companies

Top Industries

Years (1990-2026)