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Aon to Sell Majority of NFP Wealth Business to Madison Dearborn Partners
ByAinvest
Wednesday, Sep 3, 2025 7:11 am ET1min read
Aon plc has agreed to sell a majority of NFP's wealth business, including Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, and related platforms, to Madison Dearborn Partners for an estimated $2.7 billion. The transaction is expected to close in Q4 2025 and reinforces Aon's focus on core Risk Capital and Human Capital capabilities. Madison Dearborn Partners will support further growth of the businesses to meet evolving client needs.
Aon plc, a leading global professional services firm, has agreed to sell a significant majority of NFP's wealth business, including Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, and related platforms, to Madison Dearborn Partners for an estimated $2.7 billion. The transaction is expected to close in Q4 2025 and reinforces Aon's focus on core Risk Capital and Human Capital capabilities. Madison Dearborn Partners will support further growth of the businesses to meet evolving client needs.Aon acquired NFP in late 2023 in a deal valued at about $13.4 billion. The pending sale comes just one year after the acquisition, according to a Financial Times report [1]. The sale is part of Aon's strategy to shed non-core assets and focus on its core businesses. Aon will retain its legacy wealth consulting business, which advises large institutions on investment allocations.
Madison Dearborn Partners, a leading private equity investment firm based in Chicago, will fund the acquisition with nearly $1.5 billion in equity and a further $1 billion in debt led by Goldman Sachs and UBS. The deal could be announced this week, with the transaction expected to close in late Q4 2025, subject to regulatory approvals [2].
The businesses represent approximately $127 million in EBITDA for the trailing twelve-month period ending June 30, 2025. NFP's wealth businesses collectively manage about $60 billion in client assets and have advisory mandates on another $500 billion, accounting for about a fifth of NFP's overall profits [3].
References:
[1] https://www.investing.com/news/stock-market-news/aon-nears-sale-of-nfp-wealth-business-to-madison-dearborn-for-3-billion--report-93CH-4220625
[2] https://ca.finance.yahoo.com/news/aon-talks-return-nfp-wealth-041756300.html
[3] https://www.prnewswire.com/news-releases/aon-signs-definitive-agreement-to-sell-significant-majority-of-nfps-wealth-business-to-madison-dearborn-partners-302545014.html
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