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Segal Marco Advisors Acquires Milliman’S San Francisco Investment Consulting Practice

Jul 07, 2022•about 3 years ago

Acquiring Company

Segal Marco Advisors

Acquired Company

San Francisco Investment Consulting Practice

Professional Services

Description

Segal Advisors, Inc. d/b/a Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has acquired Milliman Inc.’s San Francisco Investment Consulting Practice. This is Segal Marco’s third acquisition and enables the firm to continue to enhance client services.

Company Information

Company

Segal Marco Advisors

About

Segal Marco Advisors, a member of the Segal family of companies, delivers trusted advice that improves lives. Segal Marco delivers innovative, client-driven investment consulting advice, outsourcing solutions, proxy voting and corporate governance services. Clients include joint boards of trustees administering benefit plans under the Taft-Hartley Act, state and local governments, corporations, non-profit organizations, endowments and foundations. The firm works with Canadian clients through Segal Marco Advisors Canada.

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed