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Daybright Financial acquires EZTPA, LLC

PRIVATESep 10, 2026about 2 hours ago

Acquiring Company

Daybright Financial

Acquired Company

EZTPA

Woodbridge TownshipFinancial ServicesFinanceHuman ResourcesFinancial ServicesConsulting

Description

Daybright Financial has acquired EZTPA, LLC to enhance its retirement capabilities. This transaction is Daybright's third acquisition of 2026 and adds significant expertise in retirement plan administration and consulting. EZTPA will continue to operate under its leadership, maintaining strong service relationships. The acquisition aims to broaden resources for employers and financial advisors in the Mid-Atlantic region.

Company Information

Company

Daybright Financial

Location

99 Wood Ave S

Woodbridge Township, New Jersey, United States

About

Daybright Financial is one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plans. Since 2008, the company has grown by acquiring over 60 local and national firms. They serve more than 18,000 employer groups and 3.6 million plan participants nationwide.

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Strategic

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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

Frequently asked

Who acquired EZTPA?

EZTPA was acquired by Daybright Financial, based in Woodbridge Township. The deal was reported on September 10, 2026. Daybright Financial is one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plans. Daybright Financial is privately held and operates in Financial Services.

When did Daybright Financial acquire EZTPA?

Daybright Financial's acquisition of EZTPA was reported on September 10, 2026. Daybright Financial has acquired EZTPA, LLC to enhance its retirement capabilities. This transaction is Daybright's third acquisition of 2026 and adds significant expertise in retirement plan administration and consulting. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does EZTPA do?

EZTPA is a boutique retirement plan consulting and third-party administration firm serving small and mid-sized employers and their financial advisors. It is privately held, operating in Financial Services.

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