Member One’s Post

This Week's On Pointe 401(k)- 401(k) mergers, should you stay or should you go? - Consolidation in the 401k provider space continues, and not all are good. Should you move your 401k before /after the merger? We share the pros & cons. Subscribe https://lnkd.in/exwaTc2k

Major changes are coming in 2025 with automatic enrollment. Our workshop at #ASPPAAnnual will break down SECURE 2.0’s impact on #401k and #403b plans, including the latest on mergers, spin-offs, and Starter Plans. Stay ahead of the game—join us to learn more! https://ow.ly/nBvi50Thy7b #retirementplanning

SPAC Feed: Trump Media Co. Completes SPAC Merger, Stock Begins Trading Downward 03/22/2024  MediaPost Communications Source: Trump Media Co. Completes SPAC Merger, Stock… - https://lnkd.in/ezgH3ycm #SPACs #SPACNews #SPAC #IPO #markets #news #capitalmarkets #trends #goingpublic #finance #business

RED TAPE I Middle market business owners may pay the biggest price when it comes to the impact of new merger reforms.      The proposed rules add new costs and regulatory uncertainty which, according to Partner James Beaumont, could deter M&A opportunities in the future. Learn more here: https://lnkd.in/gbVyEzcp      #PitcherPartners #MakingBusinessPersonal #MergersandAcquisitions   

After a two-year process, the FTC and DOJ have finalized updates to their joint merger & acquisition guidelines and enforcement practices. The updated guidelines, which include stipulations about market concentration and cutting off entrants to crowded markets, have an added consequence as the 2024 M&A pipeline gets set to kick off. The first page of the report has a quick-read summary of the updates.

In exciting M&A news, the market has passed the $400 billion mark after the Capital One-Discover deal. This is important news for the industry as the US continues to lead recovery along data showing that a rise in stock markets is empowering buyers. As the year continues to progress, it will be interesting to watch how this growth plays out and the impact it will have on the global market. #Mergers #Acquisitions #MegaDeals

Financial and Tax Expertise: Exit planners need to be well-versed in financial matters and tax implications related to business sales, mergers, or acquisitions. Read more 👉 https://lttr.ai/APnQP #SuccessionPlanning #ExitPlanning #DevelopLongTermRelationships #AttractPotentialBuyers

If you want to know what is going on out there, follow Frank's merger summaries. Frank Diekmann Capstone Strategic

Major Merger Announcement: Capital One to Acquire Discover Financial Services Financial for $35.3 Billion in All-Stock Deal! In a significant development, Capital One has unveiled plans to acquire Discover Financial in a monumental all-stock deal valued at $35.3 billion. This merger marks the consolidation of two of the largest credit card companies in the United States. The strategic move aims to reshape the landscape of the credit card industry, combining the strengths and resources of Capital One and Discover Financial. Stay tuned for further details as this transformative merger unfolds. Read More: https://lnkd.in/ds8BAC8r #CapitalOne #DiscoverFinancial #MergerNews #FinancialIndustry #BusinessMergers

SPAC Feed: Shareholders approve long-delayed merger between B-D aggregator Wentworth and SPAC  Citywire Source: Shareholders approve long-delayed merger between B-D aggregator Wentworth and… - https://lnkd.in/eGfUXurK #SPACs #SPACNews #SPAC #IPO #markets #news #capitalmarkets #trends #goingpublic #finance #business