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Form 8-K · Current Report · Filed 2025-09-03

Aon Announces Sale of Wealth Business to Madison Dearborn Partners

On September 3, 2025, Aon plc announced the sale of a significant majority of NFP's wealth business, including Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, and related platforms, to Madison Dearborn Partners (MDP) for an estimated total consideration of $2.7 billion.

Filer
Aon plc AON · NYSE
Filed
Accession
0001193125-25-194474
CIK
0000315293
Signal
Low impactFinancial Services

Details

The transaction, expected to close in late Q4 2025, will result in after-tax cash proceeds of approximately $2.2 billion and is part of Aon's strategy to focus on its core Risk Capital and Human Capital capabilities.

Items reported

Item 7.01

Regulation FD Disclosure

Regulation FD Disclosure
Item 9.01

Financial Statements and Exhibits

Exhibits Furnished

Market reaction

Close before filing

$371.96

Next session

+0.4%

Since filing

-3.1%

Latest close

$360.55

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from AON reporting the same item, with the next session's move:

About Aon plc

Aon plc is a leading global professional services firm that provides a wide array of risk, retirement, and health solutions. The primary function of Aon is to serve as a broker for insurance and reinsurance, helping clients navigate the complex landscape of financial risk and employee benefits. The company plays a significant role in the insurance industry, offering services such as risk management, insurance brokerage, reinsurance brokerage, and human capital consulting. Aon serves various sectors, including healthcare, finance, technology, and manufacturing, by delivering tailored strategic advice and innovative solutions to enhance resilience and performance. With a global presence across more than 120 countries, Aon plc is instrumental in assisting organizations of all sizes to make informed decisions regarding risk and capital management. Its significance in the market is underscored by its commitment to deep data insights and analytics, which enable clients to improve operational efficiency and human capital outcomes, consequently driving long-term value in uncertain economic climates.

Exchange NYSE Industry Insurance Brokers Company website ↗

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