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Aon logoAon AON

Aon said the transaction to sell a significant majority of the wealth businesses of its indirect subsidiary NFP Corp. to Madison Dearborn Partners closed on October 30, 2025.

8-KRegulation FD DisclosureFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Aon said the transaction to sell a significant majority of the wealth businesses of its indirect subsidiary NFP Corp. to Madison Dearborn Partners closed on October 30, 2025.

  2. The company said the businesses being sold include Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms from NFP Corp.'s wealth businesses.

  3. Aon announced the execution of a definitive agreement for the sale of the wealth businesses on September 3, 2025, and said the transaction closed on October 30, 2025.

  4. The company said the information in Item 7.01 is being furnished and shall not be deemed to be filed for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, except as expressly set forth by specific reference in such a filing.

Summary

AI-written

Analysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Wealth Businesses Sale Transaction to Madison Dearborn Partners Closed

Aon said the transaction to sell a significant majority of the wealth businesses of its indirect subsidiary NFP Corp. to Madison Dearborn Partners closed on October 30, 2025.

Source · Based on the filing body and exhibits

Composition of Businesses and Platforms Being Sold

The company said the businesses being sold include Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms from NFP Corp.'s wealth businesses.

Source · Based on the filing body and exhibits

Closed Following Definitive Agreement Announcement on September 3, 2025

Aon announced the execution of a definitive agreement for the sale of the wealth businesses on September 3, 2025, and said the transaction closed on October 30, 2025.

Source · Based on the filing body and exhibits

Item 7.01 Information Furnished

The company said the information in Item 7.01 is being furnished and shall not be deemed to be filed for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, except as expressly set forth by specific reference in such a filing.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.