Overview

• The transaction covers Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.
• Aon expects about $2.2 billion in after-tax cash proceeds, which management frames as strengthening the capital position for higher-return growth investments.
• The divested units generated roughly $127 million in EBITDA over the 12 months ended June 30, 2025.
• Closing is targeted for late fourth quarter 2025, subject to regulatory approvals and other customary conditions, and management does not expect a material impact on full-year 2025 results.
• The assets will return to Chicago-based private-equity firm Madison Dearborn Partners, which previously owned NFP before Aon’s 2024 acquisition.