Epstein Financial - Ownership and Business Overview

Business ServicesCompany

Epstein Financial Ownership

Who owns Epstein Financial?

Epstein Financial is owned by HUB International. It was acquired on June 2, 2021.

Epstein Financial Business Overview

Where is Epstein Financial headquartered?

Epstein Financial is headquartered in East Longmeadow, Massachusetts.

What sector is Epstein Financial in?

Epstein Financial is a business services company.

Business Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2021. The largest business services acquisition in 2021 was UDG Healthcare - which was acquired by CD&R for $3.7B.

Join Mergr to view all 1268 acquisitions of business services companies in 2021, including 177 acquisitions by private equity firms, and 1091 by strategics.

Epstein Financial

Epstein Financial Services

12 Somers Road,
East Longmeadow, Massachusetts 01028
United States,
(413) 224-3620
www.epsteinfinancial.com

Epstein Financial is an independent Registered Investment Advisor (RIA) providing corporate retirement plan consulting, compliance and regulatory guidance, as well as wealth management services. Epstein Financial is based in East Longmeadow, Massachusetts.


Company Summary

SECTOR

Business Services

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