M&A Deal Summary |
|
|---|---|
| Date | 2018-07-03 |
| Target | INTAC Actuarial Services |
| Sector | Insurance |
| Buyer(s) | Ascensus |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1980 |
| Sector | Business Services |
Ascensus is an independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most retirement, education, and healthcare. Ascensus was formed in 1980 and is based in Dresher, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 39 |
| Sector: Insurance M&A | 6 of 8 |
| Type: Add-on Acquisition M&A Deals | 20 of 34 |
| State: New Jersey M&A | 2 of 3 |
| Country: United States M&A | 21 of 39 |
| Year: 2018 M&A | 11 of 17 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-27 |
QBI
Woodland Hills, California, United States QBI LLC is an administrators of defined contribution and defined benefit plans. QBI was founded in 1978 and is based in Woodland Hill, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-24 |
Retirement Strategies
Jacksonville, Florida, United States Retirement Strategies, Inc. is a provider of a plan design, unbundled defined contribution and defined benefit administration, and daily record keeping, along with ERISA consulting. The firm is focused on providing holistic financial planning and investment management services to support the goals and dreams of individual investors who are planning for retirement. The practice serves all its clients on an advisory basis. Retirement Strategies is based in Jacksonville, Florida. |
Sell | - |
