Ascensus Mergers and Acquisitions Summary

Business ServicesCompany

Ascensus has acquired 41 companies of its own, including 34 in the last 5 years. A total of 7 acquisitions came from private equity firms. It has also divested 1 asset.

Ascensus has acquired in 21 different US states. The Company’s most targeted sectors include business services (61%) and insurance (22%).

Join Mergr and gain access to Ascensus’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the business services sector.

M&A Summary

  • M&A Total Activity39
    • M&A Buy Activity38
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 12
  • M&A Advisors 1

Ascensus

Ascensus LLC

200 Dryden Road,
Dresher, Pennsylvania 19025
United States,
(215) 648-8000
www.ascensus.com

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.


M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (5.6/yr) # 10 17 7 - 4 - 38
Sell (0.2/yr) # - 1 - - - - 1
  39

Most Recent M&A

Company Date Value Type
Newport Group, Inc. 2021-11-03 - Merger
Walnut Creek, California · www.newportgroup.com
UnifyHR, Inc. 2021-06-30 - Add-on Acquisition
Irving, Texas · www.unifyhr.com
ABV Advisors, Inc. - Health & Welfare Form 5500 Preparation and Plan Document Services Business 2021-03-18 - Divestiture
Carmel, Indiana
Truist Retirement Recordkeeping Business 2021-01-06 - Divestiture
Charlotte, North Carolina
Nyhart Consulting LLC 2019-11-25 - Add-on Acquisition
Indianapolis, Indiana · www.nyhart.com
Goldleaf Partners 2019-10-24 - Add-on Acquisition
Bloomington, Minnesota · www.goldleafpartners.com
Beneco 2019-08-09 - Add-on Acquisition
Scottsdale, Arizona · www.beneco.com
HR Simplified, Inc. 2019-06-26 - Add-on Acquisition
Minneapolis, Minnesota · www.hrsimplified.com
United Retirement Plan Consultants, Inc. 2019-06-03 - Add-on Acquisition
Dublin, Ohio · www.unitedretirement.com
Pension Strategies, Inc. 2019-05-21 - Add-on Acquisition
Phoenix, Arizona · www.pensionstrategies.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 23 (61%) - 1 (100%) -
Insurance 8 (21%) - - -
Financial Services 5 (13%) - - -
Education 1 (3%) - - -
Software 1 (3%) - - -
Total 38 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 38 - 1 -
  California 7 - - -
  New Jersey 3 - - -
  Florida 2 - 1 -
  Texas 2 - - -
  Pennsylvania 2 - - -
  Ohio 2 - - -
  Minnesota 2 - - -
  Massachusetts 2 - - -
  Indiana 2 - - -
  Georgia 2 - - -
  Arizona 2 - - -
  Washington 1 - - -
  Virginia 1 - - -
  Vermont 1 - - -
  Tennessee 1 - - -
  South Dakota 1 - - -
  Oregon 1 - - -
  North Carolina 1 - - -
  Nevada 1 - - -
  Missouri 1 - - -
  Illinois 1 - - -
Total 38 - 1 -

Top M&A Advisors

Legal Deals
Drinker Biddle & Reath LLP
1

M&A Connections

Deals
Acquired from
Investor(s)
11%
4 (11%)
Strategic(s)
8%
3 (8%)
Divested to
Strategic(s)
100%
1 (100%)

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