American Trust - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

American Trust M&A Summary

American Trust has acquired 2 companies of its own, including 2 in the last 5 years.

American Trust has acquired in 2 different US states. The Company’s most targeted sectors include business services (50%) and financial services (50%).

American Trust Ownership

Who owns American Trust?

American Trust is owned by First Mercantile Trust. It was acquired on February 11, 2019.

American Trust Business Overview

Where is American Trust headquartered?

American Trust is headquartered in Dubuque, Iowa.

What sector is American Trust in?

American Trust is a financial services company.

When was American Trust founded?

American Trust was founded in 1911.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Advisors 1

American Trust

American Trust Co.

895 Main Street,
Dubuque, Iowa 52001
United States,
(563) 589-0875
www.americantrustretirement.com

American Trust is a full-service provider of retirement services to small-to-mid-sized plan sponsors. American Trust Retirement was formed in 1911 and is based in Dubuque, Iowa.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - 2 - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
LT Trust Co. 2021-06-24 - Add-on Acquisition
Centennial, Colorado · www.lttrust.com
Stanley Benefit Services, Inc. 2021-05-04 - Add-on Acquisition
Greensboro, North Carolina · www.stanleybenefits.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (50%) - - -
Financial Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  North Carolina 1 - - -
  Colorado 1 - - -
Total 2 - - -

Top M&A Advisors

Legal Deals
Kirkland & Ellis
1

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