Mergers & Acquisitions

Our M&A practice is focused on assisting clients in the acquisition and divestiture of retirement services businesses. Our in-depth knowledge of the market and our extensive industry contacts make us an ideal partner for this type of work. We work with clients on a full-service basis or on a limited engagement basis, such as target and buyer identification. We have several clients who are looking to acquire TPAs. If you have any interest, Bob Wuelfing would be happy to discuss the opportunities with you on a confidential basis.

For additional information contact Robert Wuelfing at