Newport - M&A Summary and Business Overview

Financial ServicesCompany

Newport M&A Summary

Newport has acquired 2 companies.

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

Newport Business Overview

Where is Newport headquartered?

Newport is headquartered in Walnut Creek, California.

What sector is Newport in?

Newport is a financial services company.

When was Newport founded?

Newport was founded in 1984.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Newport

Newport Group, Inc.

1350 Treat Boulevard, Suite 300,
Walnut Creek, California 94597
United States,
(844) 749-9981
www.newportgroup.com

Newport is an independent provider of retirement services in the U.S., with over one million employee participants and more than $160 billion in assets under administration. Newport's services include retirement plan recordkeeping and administration, insurance distribution, and consulting services related to retirement plans. Newport was founded in 1984 and is based in Walnut Creek, California.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Evercore Trust Company N.A. - Institutional Trust & Independent Fiduciary Business 2017-05-09 - Divestiture
, United States
Three Sixty Digital Talent 2015-04-21 - Add-on Acquisition
Encinitas, California · www.360digitaltalent.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 - - -
  California 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Financial Services

Established

1984

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