m_and_a
confidence high
sentiment neutral
materiality 0.75
Aon sells majority of NFP wealth business to MDP for $2.7B; net cash ~$2.2B
Aon plc
- Sale includes Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.
- Total consideration estimated at $2.7B at close; after-tax cash proceeds approximately $2.2B.
- Businesses generated ~$127M EBITDA for trailing twelve months ended June 30, 2025.
- Transaction expected to close in late Q4 2025; no material impact to FY 2025 results expected.
- Aon to focus on core Risk Capital and Human Capital capabilities; MDP to support business growth.
item 7.01item 9.01